Group 1: BrightSpring Health Services, Inc. (BTSG) - BrightSpring Health Services is a home and community-based healthcare services platform with a Zacks Rank 1 [1] - The Zacks Consensus Estimate for its current year earnings increased by 18.8% over the last 60 days [1] - BrightSpring's shares gained 3.4% over the last three months, while the S&P 500 declined by 7.6% [1] - The company has a Momentum Score of B [1] Group 2: United Bankshares, Inc. (UBSI) - United Bankshares is a financial holding company that primarily provides commercial and retail banking products and services, also holding a Zacks Rank 1 [2] - The Zacks Consensus Estimate for its current year earnings increased by 2.9% over the last 60 days [2] - United's shares gained 4.7% over the last month, compared to the S&P 500's advance of 2.7% [2] - The company possesses a Momentum Score of A [2]

Group 1 - Momentum investing contrasts with the traditional strategy of "buy low and sell high," focusing instead on "buying high and selling higher" [1] - Identifying the right entry point for fast-moving stocks can be challenging, as they may lose momentum if future growth does not justify their high valuations [1] - A safer investment approach involves targeting bargain stocks that exhibit recent price momentum [2] Group 2 - BrightSpring Health Services, Inc. (BTSG) is highlighted as a strong candidate for investment, showing a four-week price change of 27% [3] - BTSG has gained 6.3% over the past 12 weeks, indicating its ability to deliver positive returns over a longer timeframe [4] - The stock has a beta of 2.06, suggesting it moves 106% higher than the market in either direction, reflecting fast-paced momentum [4] Group 3 - BTSG has a Momentum Score of A, indicating a favorable time to invest based on momentum [5] - The stock has a Zacks Rank 1 (Strong Buy) due to upward revisions in earnings estimates, which attract more investor interest [6] - BTSG is trading at a Price-to-Sales ratio of 0.35, suggesting it is undervalued at 35 cents for each dollar of sales [6] Group 4 - BTSG appears to have significant potential for growth at a fast pace, alongside other stocks that meet the 'Fast-Paced Momentum at a Bargain' criteria [7] - There are over 45 Zacks Premium Screens available to help identify winning stock picks based on various investing styles [8]

Group 1 - BrightSpring Health Services, Inc. (BTSG) has seen the Zacks Consensus Estimate for its current year earnings increasing by 18.8% over the last 60 days [1] - Norwood Financial Corp. (NWFL) has experienced a nearly 4% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [1] - Monro, Inc. (MNRO) has had a 2.5% increase in the Zacks Consensus Estimate for its next year earnings over the last 60 days [2] - United Bankshares, Inc. (UBSI) has seen a 5.7% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [2] - Immunocore Holdings plc (IMCR) has experienced a 4.5% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [3]

Company Overview - BrightSpring Health Services, Inc. (BTSG) is part of the Medical group, which consists of 1001 companies and currently ranks 5 within the Zacks Sector Rank [2] - The company is classified under the Medical Services industry, which includes 58 individual companies and is ranked 66 in the Zacks Industry Rank [6] Performance Metrics - Year-to-date, BTSG has increased by approximately 28.2%, while the average performance of Medical stocks has declined by 5.5% [4] - The Zacks Consensus Estimate for BTSG's full-year earnings has risen by 0.2% over the past quarter, indicating improved analyst sentiment and a stronger earnings outlook [4] Comparative Analysis - Another Medical stock, Cencora (COR), has also outperformed the sector with a year-to-date return of 29.4% and a Zacks Rank of 2 (Buy) [5] - Both BrightSpring Health Services, Inc. and Cencora are performing better than their respective industry averages, with the Medical Services industry averaging a loss of 3% this year [6] Investment Outlook - Investors interested in Medical stocks should closely monitor BrightSpring Health Services, Inc. and Cencora for potential continued strong performance [7]

Financial Data and Key Metrics Changes - Total company revenue for Q1 2025 was $2,900,000,000, representing a 26% year-over-year growth [8][26] - Adjusted EBITDA for the company was $131,000,000, growing 28% compared to the same period last year [9][28] - EBITDA margin increased in the quarter despite fewer days in Q1 2025 compared to Q1 2024, which was a leap year [9][28] Business Line Data and Key Metrics Changes - Pharmacy Solutions revenue was $2,500,000,000, achieving 28% growth year-over-year [8][26] - Provider Services revenue was $346,000,000, representing 12% growth compared to the prior year [8][26] - Within Provider Services, home health care revenue grew 21% to $178,000,000, rehab revenue grew 5% to $70,000,000, and personal care revenue grew 3% to $98,000,000 [27][20] Market Data and Key Metrics Changes - Specialty and Infusion business revenue grew 33% year-over-year, with total script volume growth of 20% [13][14] - Home and community pharmacy revenue grew 14%, driven by increased script volumes and new customers [15][26] Company Strategy and Development Direction - The company is focused on high-quality operations and disciplined investments to drive efficiency, with a commitment to delivering coordinated care in home and community settings [7][10] - A planned divestiture of the Community Living business is expected to close in the second half of 2025, which will be reported in discontinued operations [7][8] - The company expects to continue its growth trajectory, with a mid-teens revenue and EBITDA CAGR over the past nine years [19] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to sustain growth despite potential regulatory changes, including the IRA [39][42] - The company anticipates strong demand for its services, supported by loyal referral sources and new market investments [10][19] - Management expects to deliver over $300,000,000 of annual run rate operating cash flows in 2025, with a focus on improving leverage ratios [31][32] Other Important Information - The company has a robust pipeline of generic drug launches, with expectations for 16 to 18 additional launches over the next 12 to 18 months [15] - Approximately 50% of the company's drug supply comes from the U.S. and North America, mitigating potential impacts from future pharma tariffs [17][18] Q&A Session Summary Question: What drove the strong gross profit per script in the quarter? - Management indicated that the increase was due to a favorable mix of drugs and proactive purchasing efforts [36] Question: How does the IRA impact pharmacy trends for the second half of the year? - Management stated that they do not foresee any significant changes in pharmacy growth rates due to the IRA [38][42] Question: Can you provide an update on the Amedisys acquisition? - Management noted that they are subject to confidentiality and could not provide specific details but emphasized their quality and platform strength [54] Question: What are the potential scenarios around tariffs? - Management explained that any potential tariff impacts would likely be manageable and that reimbursement for brand drugs is tied to cost [60] Question: How does the infusion business growth outlook look? - Management expressed optimism about the infusion market and indicated they are on pace to meet internal growth budgets [92] Question: What is the guidance update for 2025? - Management increased revenue guidance to $12,000,000,000 to $12,500,000,000 and adjusted EBITDA guidance to $570,000,000 to $585,000,000 [32][33]

BrightSpring Health Services (BTSG) Q1 2025 Earnings Call May 02, 2025 08:30 AM ET Speaker0 you for standing by. Welcome to the BrightSpring Health Services First Quarter twenty twenty five Earnings Conference Call. At this time, all participants are in listen only mode. After the speakers' presentation, there will be a question and answer session. As a reminder, today's program is being recorded. And now I'd like to introduce your host for today's program, David Investor Relations. Please go ahead. Speaker ...

BrightSpring Health Services, Inc. (BTSG) came out with quarterly earnings of $0.19 per share, beating the Zacks Consensus Estimate of $0.08 per share. This compares to earnings of $0.12 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 137.50%. A quarter ago, it was expected that this company would post earnings of $0.19 per share when it actually produced earnings of $0.22, delivering a surprise of 15.79%.Over the last four qu ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-41938 BrightSpring Health Services, Inc. (Exact Name of Registrant as Specified in its Charter) | Delaware | 82-2956404 | | --- | --- | | (State or other jurisdiction of | (I. ...

First Quarter 2025 Earnings Presentation May 2, 2025 1 Forward-Looking Statements; Non-GAAP Financial Information Forward-Looking Statements This presentation contains "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. These forward-looking statements reflect our current views with respect to, among other things, our operations and financial performance. Forward-looking statements include all statements that are not historical facts. These forward-lookin ...

"BrightSpring's focus on serving patients with quality and efficient care in home and community settings continues to be foundational to the Company's growth and financial performance," said Jon Rousseau, Chairman, President, and Chief Executive Officer of the Company. "We are pleased with our first quarter results across the Pharmacy and Provider service lines, as we reach more patients with high-quality solutions, leverage our scaled platform and processes, and invest in best practices and the future. We ...