BTSG and the Shift to Home Care as Margins Expand in 2026

Key Takeaways BrightSpring benefits from care shifting to home settings, supporting demand across its platform.BTSG expects margin gains from mix, automation, and cross-sell despite revenue headwinds.BrightSpring sees ~$600M revenue pressure from IRA impacts and generic drug conversions.BrightSpring Health Services, Inc. (BTSG) is built around a durable healthcare shift: more complex care moving out of hospitals and into the home and community. The company’s 2026 setup pairs that demand tailwind with a prof ...