Core Insights - BrightSpring Health Services reported strong financial results for Q3 2025, with total revenue reaching $3,334 million, a 28% increase from $2,601 million in Q3 2024 [4][3] - The company has increased its revenue guidance for 2025, projecting revenues between $12,500 million and $12,800 million, representing a growth of 24.1% to 27.1% compared to 2024 [4][3] - Adjusted EBITDA for Q3 2025 was $160 million, up 37.2% from $117 million in Q3 2024, indicating strong operational performance [4][3] Financial Performance - Pharmacy Solutions revenue for Q3 2025 was $2,967 million, a 31% increase from $2,266 million in Q3 2024, while Provider Services revenue increased by 9% to $367 million [3][4] - Gross profit for Q3 2025 was $392 million, up 21.3% from $323 million in Q3 2024, reflecting improved cost management [4][3] - The net income for Q3 2025 was $37.5 million, a significant turnaround from a net loss of $25.7 million in Q3 2024 [4][3] Business Metrics - The company dispensed 10,793,219 prescriptions in Q3 2025, a slight decrease of 1% from 10,874,429 in Q3 2024, but revenue per script increased by 32% to $274.89 [6][4] - The average daily census for Home Health Care increased by 3% to 29,592 in Q3 2025 compared to 28,650 in Q3 2024 [6][4] - The number of Rehab Care persons served rose by 11% to 7,321 in Q3 2025, indicating growth in service demand [6][4] Strategic Developments - The planned divestiture of the Community Living business to Sevita is expected to close in Q1 2026, which may impact future financial results [4][3] - The company has repurchased 1,500,000 shares as part of a secondary offering, indicating confidence in its stock value [4][3] - BrightSpring continues to focus on delivering high-quality, patient-centric care while leveraging its scale to improve operational efficiency [2][3]