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Can BrightSpring's Q1 Strength Carry Through 2025 Headwinds?
ZACKS· 2025-06-20 13:46
Core Insights - BrightSpring Health Services (BTSG) reported strong financial results for Q1 2025, with total revenues increasing by 26% year over year to $2.9 billion and adjusted EBITDA rising by 28% to $131 million, despite facing operational and macroeconomic challenges [3][8] - The company raised its full-year guidance, expecting total revenues between $12 billion and $12.5 billion, which represents a year-over-year growth of 19.1% to 24.1%, and adjusted EBITDA guidance increased to $570 million to $585 million, marking a growth of 23.9% to 27.2% [4][8] Financial Performance - Total revenues for Q1 2025 were $2.9 billion, with Pharmacy Solutions and Provider Services segments growing by 28% and 12% respectively [3][8] - Adjusted EBITDA for the same period was $131 million, supported by operational efficiency initiatives and volume leverage [3][8] Operational Challenges - The company faced a negative impact of $3.7 million on EBITDA due to fewer business days in Q1 2025 compared to Q1 2024 [2] - 10% of the company's revenues are derived from Medicaid, which poses reimbursement risks due to potential federal or state-level cuts [2] - The gross margin was modestly impacted by a revenue mix shift towards the lower-margin specialty pharmacy segment [2] Market Position and Valuation - BrightSpring's shares have gained 114.8% over the past year, significantly outperforming the industry, which saw a decline of 16.2% [7] - The company currently trades at a 12-month forward price-to-earnings ratio of 20.36, compared to the industry's 14.25 [9] Peer Comparison - Option Care Health (OPCH) and Amedisys (AMED) also reported strong financial performances in Q1 2025, with OPCH seeing revenue and margin growth driven by infusion therapy demand, and AMED experiencing consistent growth in hospice and home health services [5][6]
Prediction: SiriusXM Will Beat the Market. Here's Why.
The Motley Fool· 2025-06-19 11:46
SiriusXM Holdings (SIRI 0.19%) isn't exactly an investor favorite right now, and it's easy to see why. The satellite radio leader's subscriber base peaked in 2019 and isn't heading in the right direction, with a decrease of about 303,000 self-pay subscribers in the first quarter of 2025 alone. Plus, revenue has been falling recently, down by about 3% year over year in 2024. Profitability is also heading in the wrong direction, with free cash slow down by about 33% over the past two full years.With the stock ...
Waste Management: Core Waste Business Strength, Healthcare Synergies, And Sustainability Expansion Support A 'Buy'
Seeking Alpha· 2025-06-18 16:43
Waste Management, Inc. (NYSE: WM ) has good revenue growth potential in the near as well as long term. The weather-related disruptions that impacted revenue growth in Q1 2025 should no longerI have over 15 years of experience investing and have provided research services to mid-sized hedge funds with assets under management between $100 and $500 million. I also have had a brief stint as a sell-side analyst. I am now focusing primarily on managing my own money and my purpose here is to share my views and ben ...
What's Happening With Boston Scientific Stock?
Forbes· 2025-06-16 15:00
CHONGQING, CHINA - APRIL 20: In this photo illustration, the logo of Boston Scientific Corporation ... More is displayed on a smartphone screen, with the company's branding and slogan Advancing science for life in the background, representing the American biomedical and biotechnology engineering firm known for developing medical devices used in interventional medical specialties, on April 20, 2025, in Chongqing, China. (Photo by Cheng Xin/Getty Images)Getty Images Boston Scientific (NYSE:BSX) has experience ...
5月中国手游出海收入榜出炉!《Gossip Harbor》首次夺得亚军
智通财经网· 2025-06-16 03:02
智通财经APP获悉,Sensor Tower商店情报平台最新数据显示,柠檬微趣旗下以剧情为驱动的女性向合成手游《Gossip Harbor》(中文名《浪漫餐厅》)展现 出强劲的增长势头。5月,随着全新剧情的上线,以及"The Lost City of Heron Keys"、"Joyful Moments"等限时活动的推出,游戏海外收入环比增长8%,同 比大涨254%,首次攀升至出海手游收入榜第2名,进一步稳固其在合成手游赛道的冠军地位,表现出极高的用户留存能力和持续增长动能。 | | | 手游及发行商 | | | --- | --- | --- | --- | | 1 | Whiteout Survival | 16 | Archero 2 | | | 点点互动 | | 海彼 | | 2 | Gossip Harbor: Merge & Story | | Last Z: Survival Shooter | | | 柠檬微趣 | 17 | Florere Game | | 3 | PUBG MOBILE 腾讯 | 18 | 万国觉醒 莉莉丝游戏 | | 4 | 使命召唤手游 | | 荒野行动 | | | ...
独家丨AWS中国生态线大幅追加年度KPI,并严控灰色比例
雷峰网· 2025-06-16 00:32
" 不同团队增幅略有不同,多数约为 30%-60% ,据说也有翻倍 的。 " 作者丨 徐晓飞 编辑丨 周蕾 雷峰网获悉,近期 AWS 大中华区生态线2025年的 quota(销售指标)有较大幅度的更新和调高,生态 线下面的各团队领到的 quota 增额略有不同,多数约为 30%-60% ,据说也有翻倍的。 据部分接近 AWS 的业内人士称,往年通常是在每年年初定好下一年的 quota ,一般增长比例在 20%-30% 左右。但今年年初定完之后,在二季度快要结束时突然调整,在年初定的基础上又加了不少。 更多决策细节和数据可添加作者微信 xf123a 交流。 主要原因据说是"在追 China region 的营收数字",这里的 China region 指的是 AWS 在北京光环新 网、宁夏西云数据这两处数据中心,主要服务中国本地客户和外企在华客户。近两年,这块本地业务的营 收数据不太理想,用量增长不振,已成为AWS大中华区亟待解决的挑战之一。更多深层原因详见雷峰网此 前对 AWS China region 的分析报道。 不仅如此,除了 quota 增加外, AWS 生态线今年还领到了"降低灰色部分的比例"的任务 ...
Is Most-Watched Stock Agnico Eagle Mines Limited (AEM) Worth Betting on Now?
ZACKS· 2025-06-13 14:00
Agnico Eagle Mines (AEM) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term.Over the past month, shares of this gold mining company have returned +14.6%, compared to the Zacks S&P 500 composite's +3.6% change. During this period, the Zacks Mining - Gold industry, which Agnico falls in, has gained 13%. The key question now is: What could be the stock's future direction?Although media repor ...
X @Investopedia
Investopedia· 2025-06-13 13:00
Oracle shares soared to a record high Thursday, a day after the company projected “dramatically higher" revenue growth in its current fiscal year. https://t.co/AcGkjfUcmj ...
East West Bancorp Ups 2025 NII & Revenue Outlook Amid Uncertainty
ZACKS· 2025-06-12 16:21
Key Takeaways EWBC expects 2025 NII growth at or above the top end of the prior stated 4-6%. Revenue growth for 2025 is projected to exceed 6%, up from the earlier mentioned 5-7%. EWBC's clients have mitigated tariff risks through supply-chain diversification and relocation.East West Bancorp, Inc. (EWBC) provided insight into its strategic growth amid the ongoing uncertainty at the Morgan Stanley US Financials Conference. The company’s CFO, Chris DelMoral Niles, revised its net interest income (NII) and r ...
Why AAL Stock Is A Risky Bet
Forbes· 2025-06-12 15:05
American Airlines Boeing 787 Dreamliner aircraft seen parked in Athens International Airport ATH ... More after arrival preparing for a turn around departure to Chicago ORD airport in the USA as flight no AA161. The Boeing 787-8 modern and advanced wide-body airplane has the tail number registration N812AA and is powered by 2x GE General Electric jet engines. (Photo by Nicolas Economou/NurPhoto via Getty Images)NurPhoto via Getty Images American Airlines (NASDAQ:AAL) shares are currently priced around $11.1 ...