BrightSpring Health Services, Inc. Common Stock

Zacks Investment Research highlights three non-tech Nasdaq-listed stocks with strong growth prospects for 2026. Interactive Brokers Group is expected to grow revenue and earnings by 18% and 22.8% respectively this year, with its consensus earnings estimate up 1.9% over the last 30 days. Roku's advertising revenue rose 24.8% year over year to $672.8 million in the second quarter of 2026, and its earnings estimate has improved 13.6% over the last month. BrightSpring Health Services is projected to grow revenue by 18.2% and earnings by 82% in 2026, with its earnings estimate up 8.3% over the last 30 days.

BrightSpring Health Services stock has surged nearly 59% year to date, significantly outperforming the Medical Services industry's 1.7% gain and the S&P 500's 12.2% rise. The company reported second-quarter 2026 revenues rose 23% year over year to $3.9 billion, while adjusted EBITDA jumped 44% with margin expansion. BrightSpring also raised its 2026 EBITDA outlook, reduced leverage to 2.15x, and continued expanding its Specialty Pharmacy and Provider Services businesses. The Zacks Consensus Estimate for 2026 and 2027 earnings per share implies year-over-year growth of 78% and 24.5%, respectively, to $1.78 and $2.21. Management expects roughly $600 million in operating cash flow this year as AI and automation initiatives support long-term profitability.

BrightSpring Health Services raised its full-year revenue guidance to $15.26 billion at the midpoint, up from $14.98 billion, after reporting second-quarter revenue of $3.87 billion that beat analyst estimates by 5.9%. Adjusted EPS of $0.45 exceeded expectations by 13%, and adjusted EBITDA of $205.5 million came in 5% above consensus. CEO Jon Rousseau highlighted 30% revenue growth and 31% script growth in the Specialty and Infusion pharmacy business, driven by new limited distribution drug launches, while acknowledging ongoing headwinds in the Home and Community Pharmacy segment from customer exits and regulatory pressures. The company also raised its full-year EBITDA guidance to $832.5 million at the midpoint, above analyst estimates of $816.3 million.

BrightSpring Health Services reported second-quarter 2026 net revenue of $3.873 billion, a 23.0% increase driven by volume gains and new-market expansion, and raised its full-year guidance. Adjusted EBITDA rose 44.2% to $205.5 million, with margin improving 80 basis points to 5.3%, while adjusted EPS reached $0.45 per diluted share. Pharmacy Solutions revenue grew 22% to $3.407 billion, led by branded limited-distribution drugs and acute infusion, and Provider Services revenue jumped 30% to $466 million, aided by home-health census growth and branch acquisitions. The company now expects full-year 2026 revenue of $15.1 billion to $15.425 billion, representing 17.0% to 19.5% growth, and adjusted EBITDA of $820 million to $845 million, up 32.8% to 36.8% year-over-year. BrightSpring also reported net debt of $1.7 billion as of June 30, 2026, with leverage reduced to 2.15x, and $120 million in share repurchases year-to-date.

Addus HomeCare will report its second-quarter results after the market closes on Monday. Analysts expect revenue to grow 7.7% year on year, a slowdown from the 21.8% increase in the same quarter last year. The company missed revenue estimates last quarter, reporting $363.6 million, though it beat earnings per share expectations. Peers BrightSpring Health Services and Chemed have already reported Q2 results, with BrightSpring posting 23% revenue growth and Chemed 8.8%, both exceeding analyst forecasts. Addus HomeCare shares have risen 9.2% over the past month and enter earnings with an average analyst price target of $133, compared to a current price of $115.48.

Seeking Alpha's quantitative framework has identified Centene Corporation as the highest-rated healthcare stock with a Strong Buy rating of 4.97, while Doximity received the lowest rating of 1.21, a Strong Sell, as the second-quarter earnings season begins. The Health Care Select Sector SPDR Fund ETF, which tracks the sector and represents roughly 12.12% of the S&P 500, has risen 4.52% year-to-date, trailing the benchmark index's 10.06% advance. In the second quarter, the broader healthcare sector posted a modest 8.78% return, while the Technology index skyrocketed 43.49%. The top five Strong Buy stocks with market caps above $2 billion also include Liquidia Corporation at 4.95, BrightSpring Health Services at 4.95, LifeStance Health Group at 4.93, and PACS Group at 4.92. The bottom five Strong Sell or Sell stocks include TransMedics Group at 1.26, CSL Limited at 1.30, Zoetis at 1.34, and EssilorLuxottica ADR at 1.39.

StockStory identifies BrightSpring Health Services as a cash-producing stock with solid fundamentals, citing its 22.6% annual revenue growth over the past two years, a $13.65 billion revenue base providing economies of scale, and a forecasted 14.1% revenue growth for the next 12 months. Meanwhile, Palo Alto Networks is flagged for its high servicing costs leading to a 72% gross margin and a 1.5 percentage point decline in operating margin over the last year, while CDW is noted for its 3.9% annual sales growth over five years and soft 3% estimated sales growth for the next 12 months, with earnings per share growth of only 2% trailing revenue gains.

BrightSpring Health Services earned top marks among seven senior health, home health and hospice stocks tracked in the first quarter. The company reported revenues of $3.61 billion, up 25.6% year on year and beating analysts' expectations by 6.3%, while also exceeding EPS estimates and raising full-year EBITDA guidance. Chemed posted revenues of $657.5 million, a 1.6% increase that outperformed expectations by 1.2% and beat EPS estimates. Option Care Health was the weakest performer, with revenues of $1.35 billion missing estimates by 3.3% and full-year revenue guidance falling short. AdaptHealth reported $819.8 million in revenue, a 5.4% rise that beat estimates by 2.9%, though it missed EPS estimates significantly. Brookdale Senior Living saw revenues decline 6% to $764.9 million, missing estimates by 0.8% but beating EPS expectations. As a group, the seven companies' revenues beat consensus estimates by 0.9%, and their share prices have risen 7.6% on average since reporting.

BrightSpring Health Services has been named a Zacks Rank 1 Strong Buy, driven by strong momentum in its Specialty and Infusion segment and the integration of acquired home health assets. In the first quarter of 2026, Specialty and Infusion revenues surged 36% year over year to $2.64 billion, while Provider Services revenues rose 28% to $442 million, including a 49% jump in Home Health Care revenues to $266 million. The company raised its full-year adjusted EBITDA outlook, though it faces headwinds from the Inflation Reduction Act and brand-to-generic conversions expected to reduce 2026 revenues by roughly $600 million. BrightSpring shares have rallied 84.2% year to date, far outpacing the industry's 2.3% decline and the S&P 500's 8.9% gain.

BrightSpring Health Services, Inc. has gained about 79.4% so far this year, significantly outperforming the Medical sector's average return of negative 4.9%. The company currently holds a Zacks Rank of 1, or Strong Buy, and its full-year earnings consensus estimate has risen 10.8% over the past 90 days. Within the Medical Services industry, which has lost an average of 7.7% year-to-date, BrightSpring's performance stands out. Another medical stock, Bioventus, has returned 18.2% this year and carries a Zacks Rank of 2, or Buy, with its current-year EPS estimate up 0.6% over three months.

The seven senior health, home health, and hospice stocks tracked by StockStory reported a satisfactory first quarter, with aggregate revenues beating analysts' consensus estimates by 0.9%. Chemed posted revenues of $657.5 million, up 1.6% year on year and exceeding expectations by 1.2%, while BrightSpring Health Services was the best performer with revenues of $3.61 billion, a 25.6% increase that beat estimates by 6.3% and included a full-year EBITDA guidance raise. Option Care Health was the weakest, with revenues of $1.35 billion missing estimates by 3.3% and full-year revenue guidance falling short. Addus HomeCare reported revenues of $363.6 million, up 7.7% but 0.7% below expectations, and Brookdale posted revenues of $764.9 million, down 6% and 0.8% below estimates. On average, share prices of the group have been relatively unchanged since the latest earnings results.