LOUISVILLE, Ky., Feb. 27, 2026 (GLOBE NEWSWIRE) -- BrightSpring Health Services, Inc. (“BrightSpring” or the “Company”) (NASDAQ: BTSG), a leading provider of home and community-based health services for complex populations, today announced financial results for the fourth quarter and full year ended December 31, 2025 and initiated full year 2026 Revenue and Adjusted EBITDA1 guidance. Fourth Quarter 2025 Financial Highlights(note: all figures represent continuing operations and exclude the Community Living b ...

Performance was driven by a 13% revenue increase, with acute therapies growing in the mid-teens and chronic therapies in the low double digits despite biosimilar headwinds. Management attributed the 160 basis point revenue headwind in 2025 to patient transitions toward Stelara biosimilars, which carry lower reference prices and reimbursement rates. Strategic positioning as the nation's largest independent provider allowed the company to serve over 315,000 unique patients, leveraging 50-state licensure ...

Management discussed ongoing investments in automation and artificial intelligence, particularly within revenue cycle functions. Rademacher said the company has automated key patient administration tasks such as invoice processing and cash posting, and that about 40% of claims are processed without human intervention. In response to questions, executives said AI use cases are expanding beyond revenue cycle management to areas including call center/customer service “agentic” tools, workforce optimization, an ...

In hospice, same-store revenue increased 16% year over year, with average daily census rising to 3,885 from 3,472. Allison said median length of stay (including the Illinois JourneyCare operation) was 25 days in the fourth quarter, up from 22 days in the third quarter. Dixon later attributed length-of-stay improvement to efforts to diversify referral sources market by market and said the company saw improvement in its overall hospice CAP position in the quarter, including a benefit that she characterized as ...

Addus HomeCare (NasdaqGS:ADUS) Q4 2025 Earnings call February 24, 2026 09:00 AM ET Company ParticipantsA.J. Rice - Managing Director of Equity ResearchAndrew Mok - Director of Equity ResearchBrian Poff - EVP and CFOClarke Murphy - VP of Equity ResearchDirk Allison - Chairman and CEODru Anderson - Senior PartnerHeather Dixon - President and COOJared Haase - Equity Research AssociateJohn Ransom - Managing Director of Healthcare Equity ResearchRaj Kumar - Managing DirectorConference Call ParticipantsBen Hendri ...

Financial Data and Key Metrics Changes - Total revenue for Q4 2025 was $373.1 million, a 25.6% increase from $297.1 million in Q4 2024 [4] - Adjusted earnings per share (EPS) for Q4 2025 was $1.77, up 28.3% from $1.38 in Q4 2024 [5] - Adjusted EBITDA for Q4 2025 was $50.3 million, a 33.3% increase from $37.8 million in Q4 2024 [5][24] - For the full year 2025, total revenue was approximately $1.4 billion, a 23.2% increase from approximately $1.1 billion in 2024 [5] - Adjusted EBITDA for 2025 was $180 million, compared to $140.3 million in 2024, marking a 28.3% increase [6] Business Line Data and Key Metrics Changes - Personal care segment revenue was $284.1 million, accounting for 76.5% of total revenue in Q4 2025 [21] - Hospice care revenue was $70 million, representing 18.9% of total revenue, with a 16% year-over-year organic revenue growth [18] - Home health services accounted for $17.1 million, or 4.6% of total revenue, with a 7.54% decrease in same-store revenue compared to Q4 2024 [12][21] Market Data and Key Metrics Changes - Same-store revenue growth for personal care was 6.3% compared to Q4 2024 [9] - Average daily census for hospice increased to 3,885, up 11.9% from 3,472 in Q4 2024 [11] - Hiring trends showed 101 hires per business day in Q4 2025, increasing to 107 in early January 2026 [8] Company Strategy and Development Direction - The company aims to create geographic density and scale while focusing on the full continuum of home care [6][20] - Recent acquisitions include Gentiva, Great Lakes Home Care, Helping Hands Home Care Services, and Del Cielo Home Care, enhancing market coverage [18][20] - The company plans to pursue additional acquisitions that align with its strategy and enhance organic growth [20][28] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism regarding the value proposition for personal care services recognized by states, despite potential Medicaid changes [7] - The company anticipates continued growth opportunities in home-based care due to heightened awareness of its value [13] - Management noted that while there are uncertainties regarding future rate increases, they remain focused on compliance and operational improvements [12][60] Other Important Information - Cash flow from operations for Q4 2025 was $18.8 million, with cash on hand of approximately $81.6 million [6][28] - The company ended Q4 2025 with bank debt of $124.3 million, maintaining a net leverage of under 1x adjusted EBITDA [6] - The company received approximately $7.2 million in phase three ARPA funding from New Mexico, with additional funds expected [27] Q&A Session Summary Question: Rate backdrop in states like New Mexico and Tennessee - Management indicated a potential 4% to 5% rate increase in New Mexico is awaiting the governor's signature, which could benefit the company in the latter half of the year [32][34] Question: Margin flow-through from New Mexico rate increase - Management noted that while there isn't a mandatory pass-through rule in New Mexico, some portion of the rate increase will likely be passed to caregivers [40] Question: Hiring trends and caregiver retention - Management reported stable hiring trends with no significant difficulties in recruitment, although some urban areas face challenges [42] Question: Acquisition pipeline and opportunities - Management expressed optimism about more acquisition opportunities becoming available, particularly larger personal care assets expected mid-year [46][47] Question: Impact of technology and AI on operations - Management is exploring AI implementation in back-office processes and scheduling logistics to enhance efficiency [100]

Accendra Health Inc. (NYSE:ACH) is one of the most undervalued penny stocks to buy right now. On February 19, Accendra Health reported full-year 2025 revenue of nearly $2.8 billion, which was a 3% year-over-year increase. Despite this growth, Q4 adjusted EBITDA fell to $90 million from $102.5 million in the prior year, bringing the annual total to $375 million. This progress was supported by the sale of the company’s former products and healthcare services business, allowing the firm to focus on its core h ...

Option Care Health (NasdaqGS:OPCH) Q4 2025 Earnings call February 24, 2026 08:30 AM ET Company ParticipantsErin Wright - Managing DirectorJohn Rademacher - President and CEOLisa Gill - Managing DirectorMeenal Sethna - EVP and CFONicole Maggio - Senior Vice President, Corporate ControllerConference Call ParticipantsAlbert Rice - Managing Director and Senior Health Care Equity Research AnalystBrian Tanquilut - Managing Director and Senior Equity Research AnalystCharles Rhyee - Managing Director and Senior Res ...

Option Care Health (NasdaqGS:OPCH) Q4 2025 Earnings call February 24, 2026 08:30 AM ET Company ParticipantsErin Wright - Managing DirectorJohn Rademacher - President and CEOLisa Gill - Managing DirectorMeenal Sethna - EVP and CFONicole Maggio - Senior Vice President, Corporate ControllerConference Call ParticipantsAlbert Rice - Managing Director and Senior Health Care Equity Research AnalystBrian Tanquilut - Managing Director and Senior Equity Research AnalystCharles Rhyee - Managing Director and Senior Res ...

Revenue growth of 25.6% in Q4 was primarily driven by the successful integration of the Gentiva acquisition and organic expansion in Personal Care. Personal Care same-store revenue grew 6.3%, exceeding the typical 3% to 5% range due to favorable rate support in Texas and stable hiring trends. Hospice segment performance improved significantly with 16% organic revenue growth, attributed to operational refinements and a diversified referral base. The company achieved a hiring rate of 101 caregivers pe ...