Core Insights - The company anticipates a performance surge in 2025 due to a successful three-year strategic transformation that aligns clinical capacity with preferred payers [1] - The 'Preferred Payer' strategy is identified as the main driver for margin stabilization, focusing staffing on partners willing to engage in enhanced reimbursement and value-based agreements [1] Revenue Growth - Private Duty Services (PDS) experienced a revenue growth of 10.2% per hour, attributed to a shift towards higher-reimbursement preferred payer volumes [1] - Home Health segment outperformed expectations by focusing on an episodic-only model, which now constitutes 78% of the segment's mix, supporting double-digit organic growth [1] Medical Solutions - Medical Solutions results were temporarily enhanced by a reserve release of $2.5 million to $3 million due to improved cash collections, although this segment is also transitioning towards a preferred payer strategy [1] Industry Context - The industry is facing a capacity constraint rather than a demand issue, with government and Managed Care Organization (MCO) partners actively seeking home-based solutions to lower total care costs [1]

BRIGHTSPRING INVESTOR DAY 29 79 145 38 154 188 141 198 63 213 133 18 200 200 200 143 143 143 70 184 218 Agenda March 17, 2026 1 Pharmacy Business Unit Overviews Specialty Pharmacy Infusion Pharmacy Home and Community Pharmacy The BrightSpring Platform Jon Rousseau, President and Chief Executive Officer Benito Fernandez, Chief Commercial Officer Robert Thomson, Chief Growth Officer Christopher Urban, RPh, Chief Operating Officer Rich Denness, President Scott Greenwell, PharmD, President Pharmacy Q&A Provider ...

Core Viewpoint - Addus HomeCare Corporation (NASDAQ:ADUS) is recognized as an overlooked small-cap stock with positive sentiment from Wall Street ahead of its fiscal Q4 2025 earnings report, expected to show approximately $372.87 million in revenue and a GAAP EPS of $1.56 [1] Group 1: Analyst Ratings and Price Targets - Clarke Murphy from Truist Financial initiated coverage on Addus HomeCare with a Buy rating and a price target of $135 [2] - Joanna Gajuk from Bank of America Securities reiterated a Buy rating with a price target of $147 [2] Group 2: Growth Drivers and Strategic Focus - Analysts at Bank of America noted that the positive rating is supported by multiple growth drivers, including expected rate increases in Texas, which align with management's mid-to-high single-digit organic growth target for Personal Care [4] - The company is experiencing hiring momentum, which is anticipated to increase turnover rates, further supporting growth [4] - Addus's strategic focus on Personal Care acquisitions positions it well for future expansion [4] Group 3: Business Segments - Addus HomeCare provides in-home care services across three main segments: Personal Care, Hospice, and Home Health [5]

E N S I G N G R O U P INVESTOR PRESENTATION N o v e m b e r 2 0 2 5 w w w . e n s i g n g r o u p . n e t R: 105 G: 127 B: 87 #697F57 R: 172 G:200 B: 182 #ACC8B6 R: 0 G: 79 B: 103 #004F67 R: 153 G: 153 B: 204 #9999CC R: 252 G: 97 B: 92 #FC615C Primary Colors R: 0 G: 195 B: 255 #00C3FF R: 49 G: 131 B: 146 #008598 R: 68 G: 108 B: 120 # 446c78 R: 173 G: 106 B: 156 # b06a9b R: 148 G: 145 B: 147 #949193 R: 69 G: 110 B: 83 # 456E53 R: 41 G: 97 B: 99 # 296163 R: 47 G: 94 B: 84 # 2F5E54 Prevent Page Cut-off: File > ...

Core Insights - Addus HomeCare reported revenue of $349.44 million for the quarter ended June 2025, reflecting a year-over-year increase of 21.8% and a surprise of +0.4% over the Zacks Consensus Estimate of $348.04 million [1] - The company's EPS for the quarter was $1.49, up from $1.35 in the same quarter last year, resulting in an EPS surprise of +2.76% compared to the consensus estimate of $1.45 [1] Revenue Breakdown - Personal Care revenue reached $269.18 million, exceeding the two-analyst average estimate of $265.88 million, with a year-over-year increase of +26.5% [4] - Home Health revenue was reported at $18.05 million, slightly below the two-analyst average estimate of $18.26 million, showing a year-over-year change of -0.2% [4] - Hospice revenue amounted to $62.21 million, surpassing the average estimate of $61.32 million from two analysts, with a year-over-year increase of +11% [4] Stock Performance - Over the past month, Addus HomeCare shares have returned -6.2%, contrasting with the Zacks S&P 500 composite's +0.6% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]

Core Insights - BrightSpring Health Services (BTSG) achieved an all-time high stock price of $25.57 on June 9, reflecting a remarkable 120% increase over the past year, contrasting with declines in the broader medical sector [1][8] - The company outperformed competitors Amedisys (AMED) and Option Care Health (OPCH), which saw stock increases of 2.7% and 12.2%, respectively [2][8] Financial Performance - In Q1 2025, BrightSpring reported a 14% year-over-year revenue growth and a 111% increase in adjusted EPS, both exceeding Zacks Consensus Estimates [6][8] - Adjusted EBITDA rose by 19%, supporting management's confidence in achieving continued double-digit growth in revenues and EBITDA for the full year [6] Quality Metrics - Over 80% of BrightSpring's Home Health branches are rated 4 stars or higher, with a declining 60-day hospitalization rate and patient satisfaction around 90% [7][8] - In Hospice services, the company provides 50% more visits and time with patients than the national average, achieving all-time high quality scores [7] - Rehabilitation services reported that 52% of catastrophic neuro event patients regained independence, while Personal Care achieved a satisfaction score of 4.6 out of 5 [7] Valuation - BrightSpring's stock is currently trading at a forward 12-month price-to-sales (P/S) ratio of 0.32, lower than the industry average of 0.39 and below competitors like Amedisys (1.23X) and OPCH (0.90X) [11][12] - Despite being above its one-year median of 0.24X, the stock remains undervalued compared to peers, indicating improved investor sentiment [12] Future Earnings Estimates - The Zacks Consensus Estimate for BrightSpring's 2025 earnings suggests an 82.1% year-over-year improvement [9] - Current estimates for Q1 2025 earnings are 0.22, with projections for the next year at 1.02 [10]

Core Insights - Addus HomeCare (ADUS) reported revenue of $337.71 million for the quarter ended March 2025, reflecting a year-over-year increase of 20.3% [1] - The earnings per share (EPS) for the quarter was $1.42, up from $1.21 in the same quarter last year, with an EPS surprise of +6.77% compared to the consensus estimate of $1.33 [1] - The reported revenue was slightly below the Zacks Consensus Estimate of $340.01 million, resulting in a revenue surprise of -0.68% [1] Revenue Breakdown - Personal care revenue was $258.29 million, which is a 24.2% increase year-over-year, but below the average estimate of $261.89 million [4] - Home Health revenue reached $17.99 million, exceeding the average estimate of $17.66 million, with a year-over-year growth of 6.6% [4] - Hospice revenue amounted to $61.44 million, surpassing the average estimate of $59.79 million, and showing a year-over-year increase of 10% [4] Stock Performance - Over the past month, Addus HomeCare shares have returned +4.7%, outperforming the Zacks S&P 500 composite, which saw a +0.4% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]