BrightSpring Health Services Sees 2026 Earnings Estimate Rise to $1.82 Per Share

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โดย Zacks Investment Research·US·Read original
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Zacks Investment Research has raised its 2026 consensus earnings estimate for BrightSpring Health Services by 16 cents to $1.82 per share, implying 82% growth over the prior-year reported level, while the 2026 revenue consensus stands at $15.26 billion, an 18.2% improvement. The Louisville, Kentucky-based home and community-based healthcare platform, which carries a Zacks Rank #1 (Strong Buy) and an $11.62 billion market capitalization, is banking on expanding specialty pharmacy beyond oncology, infusion growth into another 12 to 15 states over the next five years, and deeper payer and hospital system relationships in Provider Services. BrightSpring shares have rallied 61% year to date, against a 3.2% gain for the industry and an 11.1% rise for the S&P 500, leaving its forward P/E of 32.35 well above the industry average of 16.92. Management expects the 2027 Inflation Reduction Act impact on Home and Community Pharmacy to be roughly half of the 2026 impact, though Specialty Pharmacy will continue to face revenue pressure, and integration of Amedisys and LHC plus automation and AI investments carry execution risk through 2026.

Impact on stocks 4

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Off-coverage companies 3

AmedisysPrivate± Mixed
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LHC GroupPrivate± Mixed
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