Core Insights - BrightSpring Health Services, Inc. (BTSG) is experiencing significant growth in its Home Health Care segment, driven by the expanding global home healthcare market, which is projected to grow at a CAGR of 10.21% from 2025 to 2030 [1] Company Performance - The Home Health Care segment generated $178 million in sales in Q1 2025, reflecting a 21% year-over-year increase, supported by strong operational execution and expanding Medicare Advantage contracts [2][8] - The average daily census across home health and hospice increased to over 30,000, a 12% rise from the previous year, indicating robust demand for services [3] - Approximately 90% patient satisfaction was reported, with over 80% of branches rated 4 stars or higher, and a declining 60-day hospitalization rate [2][3] Strategic Initiatives - BrightSpring is advancing its Homebase Primary Care model to provide physician-led services in cost-effective, in-home settings, and is targeting scalable growth to over 100,000 patients through value-based models like ACOs and SNPs [3] Competitive Landscape - Cardinal Health's at-Home Solutions is expanding its reach in the home healthcare market, serving over 5 million patients in fiscal 2024 and investing in automated distribution centers to enhance capabilities [4] - Addus HomeCare Corporation's home healthcare segment is experiencing modest growth, focusing on selective M&A and leveraging technology for operational synergies [5] Market Valuation - BTSG shares have increased by 98.8% over the past year, significantly outperforming the industry, which saw an 18.9% decline, while the S&P 500 composite grew by 11.8% [6] - The company trades at a forward price-to-earnings ratio of 20.32, above the industry average of 14.25 [9] Earnings Estimates - The Zacks Consensus Estimate for BTSG's earnings has been rising over the past 60 days, with current estimates for Q2 2025 at $0.22 and for the current year at $1.02 [10][11]