Companies ›Financials ›BTSG

BTSG — Nasdaq Banks

BrightSpring Health Services, Inc.

$61,00

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Last 30 days

1D5D1M3M6MYTD1Y5YMax

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Mcap

13,5B USD

P/E

69,3x

EV / Rev

1,2x

Div yield

—

Op margin

2,3 %

ROE

9,3 %

Net margin

1,5 %

Debt / equity

1,07

Beta

—

52w range

—

Volume

—

Day range

—

Prev close

$72,88

Open

—

Next earnings

2026-10-28

Ex-dividend

—

TR 1Y

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About

BrightSpring Health Services, Inc. is classified under Financials / Banks and appears profitable on the latest normalized snapshot.

Business. BrightSpring Health Services, Inc. is classified under Financials / Banks and appears profitable on the latest normalized snapshot.

Classification81 %

SectorFinancials

Business sectorBanking & Investment Services

Industry groupBanking Services

IndustryBanks

ActivityCommercial Banks

Generated · rules-based

Sell-side consensus

BUY19 analysts

19 buy0 hold0 sell

Avg 12m price target75,55

Analyst recommendations

19 analysts · consensus Buy

Buy19

Hold0

Sell0

12-month price target

75,55

Consensus of sell-side coverage.

Upcoming events

EarningsQ3 2026 earnings (expected)2026-10-28 · estimated

See all catalysts →

At a glance

Score

—

not yet scored

19 analysts · indicative

Ownership→

iShares Core S&P Small-Cap ETF

largest disclosed fund holder

Profitability→

9,3 %

return on equity

Quality

—

not yet scored

What drives this business

The watch-list the newsroom runs for this company — derived from its sector path, sharpened layer by layer. Not investment advice.

— missing data

News & coverage

No recent newsroom coverage mentioning BTSG.

Sector rotation

Sector1D1Mvs mkt

Materials+2,3 %+6,6 %+1,7 %

Communication Services+2,2 %−5,5 %+1,6 %

Energy+0,6 %+3,3 %+0,0 %

Health Care+0,6 %−0,8 %+0,0 %

Information Technology+0,6 %+6,7 %+0,0 %

Consumer Discretionary+0,4 %+7,6 %−0,2 %

Financials · THIS SECTOR−0,3 %−2,8 %−0,9 %

Consumer Staples−0,4 %+2,5 %−1,0 %

Real Estate−0,7 %+10,9 %−1,3 %

Industrials−1,9 %−3,1 %−2,5 %

Utilities−1,9 %+28,2 %−2,5 %

Developing storylines

No tracked sagas currently linked to BTSG. Browse all sagas →

Analysis

AI analysis

Generated · analysis pipeline · tier hybrid · as of 2026-08-04 ↑ At a glance

Opportunity

— missing data

Upcoming catalysts

Scheduled public events. Informational only — not investment advice.

Company
EarningsQ3 2026 earnings (expected)2026-10-28 · estimated
Peers
DividendDividend USD 1.75/sh2026-09-25 · Bank of America (BAC)
EarningsQ3 2026 earnings (expected)2026-10-13 · estimated · JPMorgan Chase (JPM)
EarningsQ3 2026 earnings (expected)2026-10-13 · estimated · Citigroup (C)
Macro
Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
Rate decisionReserve Bank of Australia rate decision (press conf.)2026-08-12 · AU
Rate decisionNorges Bank rate decision (press conf.)2026-08-20 · NO
Rate decisionSveriges Riksbank rate decision (press conf.)2026-09-03 · SE
Rate decisionBank of Canada rate decision (press conf.)2026-09-09 · CA
Rate decisionEuropean Central Bank rate decision (press conf.)2026-09-10 · EU
Macro & political
ElectionSE Swedish Election2026-09-14 · SE
ElectionUS U.S. Midterms2026-11-03 · US
ElectionFR French Legislative2027-06-01 · FR

Pre-earnings brief

— missing data

Signals & dispatch

peak dispatch · —

Composite-score breakdown

Synthesis

Business

BrightSpring Health Services, Inc. is classified under Financials / Banks and appears profitable on the latest normalized snapshot.

Classification81 %

SectorFinancials

Business sectorBanking & Investment Services

Industry groupBanking Services

IndustryBanks

ActivityCommercial Banks

AI synthesis

GENERATED

BrightSpring Health Services, Inc. (BTSG) is currently classified as Commercial Banks within Banks (Financials). Classification confidence: 0.81 (rule-based classification). Capital structure on the latest snapshot: total assets 5,985,717,000 USD, total equity 2,048,717,000, short-term debt 41,445,000, long-term debt 2,149,315,000. Net cash position is approximately -1,640,379,000 USD. Self-calculated market cap is 13,207,314,610 USD (market_price × shares_outstanding_diluted). Profitability profile: revenue 7,486,861,000, gross profit 974,968,000, operating income 251,840,000, net income 233,057,000. Return on equity ~9.3%. Return on assets ~3.2%. Operating-cash-flow to net-income ratio is 2.57. Risk profile from automated assessment: liquidity risk medium, dilution risk high. Flags: Diluted share count is materially above the basic share count.; Net cash is negative after subtracting total debt.; Source documents mention dilution or offering risk.. Recent news context: [TRIGGER] 8-K: 8-K (sec_8k_material) on BTSG — filing_type=8-K; max_severity=medium; ignored_items=['9.01']; material_items=['2.02']; all_items_found=['2.02', '9.01']; severity_per_code={'2.02': 'medium'}; contributing_watchers=sec_8k_material (source=sec_8k_material; url=0001193125-26-326654). Additional context: 8-K: filing_type=8-K; max_severity=medium; ignored_items=['9.01']; material_items=['2.02']; all_items_found=['2.02', '9.01']; severity_per_code={'2.02': 'medium'}; contributing_watchers=sec_8k_material. Comparable peers identified within the same class: JPMorgan Chase, Bank of America, Citigroup.

Key takeaways

Observed GAAP P/E is about 69.27x.
Return on equity is about 9.3%.
Debt to equity is about 1.07x.
[TRIGGER] 8-K: 8-K (sec_8k_material) on BTSG — filing_type=8-K; max_severity=medium; ignored_items=['9.01']; material_items=['2.02']; all_items_found=['2.02', '9.01']; severity_per_code={'2.02': 'medium'}; contributing_watchers=sec_8k_material (source=sec_8k_material; url=0001193125-26-326654)
Likely peers from the same classification include JPMorgan Chase, Bank of America, Citigroup.
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btsg:ProviderServicesMember btsg:MedicareBMember 2025-04-01 2025-06-30 0001865782 us-gaap:OperatingSegmentsMember us-gaap:ServiceMember 2025-04-01 2025-06-30 0001865782 us-gaap:CommonStockMember 2026-01-01 2026-06-30 0001865782 btsg:ProviderServicesMember us-gaap:SalesRevenueNetMember us-gaap:ProductConcentrationRiskMember btsg:MedicareAMember 2026-04-01 2026-06-30 0001865782 us-gaap:RetainedEarningsMember 2026-03-31 0001865782 us-gaap:EmployeeStockOptionMember 2026-04-01 2026-06-30 0001865782 btsg:ProviderServicesMember us-gaap:SalesRevenueNetMember btsg:MedicareBMember us-gaap:ProductConcentrationRiskMember 2026-04-01 2026-06-30 xbrli:pure iso4217:USD xbrli:shares btsg:Acquisitions xbrli:shares btsg:Customer btsg:Segment iso4217:USD btsg:Branch ROC UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2026 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-41938 BrightSpring Health Services, Inc.

Bull / Bear case

Generated · model-assisted

— missing data

In focus — financials by report

Quarterly

Annual

QUARTERLYFiled 2026-06-30

Q1 2026 · Quarter highlights

Revenue $7.49B; Operating income $251.8M.

Revenue$7.49B

Operating income$251.8M

Net income$233.1M

Free cash flow$116.3M

EPS—

Operating cash flow$166.9M

Financials

Income statement

Revenue$7.49B

Gross profit$975.0M

Operating income$251.8M

Net income$233.1M

Margins

Gross margin13.0%

Operating margin3.4%

Net margin3.1%

FCF margin1.6%

Balance sheet

Total assets$5.99B

Total liabilities$3.93B

Total equity$2.05B

Cash & equivalents$550.4M

Long-term debt$2.15B

Cash flow

Operating cash flow$166.9M

CapEx$50.6M

Free cash flow$116.3M

SBC$23.2M

P&L flow · revenue → net income

Highlights

▍Revenue $7.49B
▍Operating income $251.8M
▍Net margin 3.1%

Valuation FY

Market price

$61,00

Market cap

$13.21B

Enterprise valueⓘ

$14.85B

P/Eⓘ

69.3x

Non-GAAP P/Eⓘ

—

EV / Revenueⓘ

1.2x

EV / Op incomeⓘ

50.3x

EV / OCFⓘ

30.3x

P / Bⓘ

—

P / Tangible bookⓘ

—

Tangible book

-$799.9M

Net cashⓘ

-$1.64B

Current ratioⓘ

1.6

Debt / equityⓘ

1.1

ROAⓘ

3.2%

ROEⓘ

9.3%

Cash conversionⓘ

257.0%

CapEx / revenueⓘ

0.7%

SBC / revenueⓘ

0.5%

Dilution ratioⓘ

12.0%

Revenue by segment

Business relationships

— missing data

Supply chain

— missing data

Peer comparison

— missing data

Market position

Stress test

— missing data

Predictor forecast

Next quarternear-term

Earnings · next quarterconf 33 %

EPS

Consensus EPS

1,70

Predicted surprise

-0,02

Beat probability

33 %

Analysts

Other metrics

Revenue

—

no estimate

Segment revenue

—

no estimate

Margin

—

no estimate

Segment margin

—

no estimate

as of 2026-08-01 · Earnings Surprise V1

Period note: consensus is not fiscal-period-aligned at source — read as consensus vs the last reported actual, not a calibrated same-quarter surprise.

Full fiscal year~1 year ahead

Full fiscal year · our forecast vs guidance vs consensus

Metric	Our forecast	Guidance	Consensus
EPS	—no estimate	—no estimate	1,70
Revenue	—no estimate	—no estimate	15,1B USD
Operating income	—no estimate	—no estimate	612,0M USD

Full-year consensus mean (period as reported by source) · consensus in USD. Company-level full-year forecast and management guidance are not yet modelled at scale — shown as "no estimate", never inferred.

Corporate eventM&A horizon

M&A probabilityconf 3 %

Probability

3 %

Base rate

3 %

Band

—

180-day horizon · target 2027-01-19 · 1,0× base rate

No acquirer candidates identified by the signal model.

Probabilistic model output — not investment advice. · generated 2026-08-04

Options

— missing data

Short squeeze

— missing data

Earnings-call key lines

— missing data

Consensus distribution

sell-side coverage

Recommendation distribution19 analysts

Strong buy7

Buy12

Hold0

Sell0

Strong sell0

12-month price target$75,55 · Median $80,00

Low $49,00High $90,00

Operating income · consensus612,0M USD

EPS surprise

−41,3 %

reported vs consensus · miss

Revenue surprise

−14,3 %

reported vs consensus · miss

Estimate revisions

consensus EPS · 26-week trend

— missing data

Sell-side observations

Low$49,00

Mean$75,55

Median$80,00

High$90,00

Spot$61,00

+23.9 %implied to mean12-month sell-side price targets · ▲ spot

Themes

— missing data

ESG

— missing data

Risk factors

Dilution riskHigh

Liquidity riskMedium

Filing-based flags

Diluted share count is materially above the basic share count.
Net cash is negative after subtracting total debt.
Source documents mention dilution or offering risk.

Benchmarks vs cohort

Op Margin2,3 %Below median

Net Margin1,5 %Bottom quartile

ROE9,3 %Above median

Capex / Rev0,7 %Above P75

D/E1,07Below median

Cash Conv2,57Above P75

Corporate actions / M&A

M&A probabilityconf —

Probability

3 %

Base rate

3 %

Band

Low

180-day horizon · target 2027-01-19 · 1,0× base rate

No acquirer candidates identified by the signal model.

Corporate actionsNo corporate-action source connected yet — splits, dividends and buyback events are not tracked for this company. Honest-dim (no data fabricated).

FX exposure

— missing data

Comparable transactions

— missing data

Derivatives & instruments

Derivative transactions

Net acquired 906 401 sh6 exercises · 11 grants5 insiders

Phipps Jennifer AChief Financial Officer · Stock Options (Right to Buy) → Common StockDisposed 35 000 @ $6,37exercise · 2026-06-05
ROUSSEAU JON BDirector, See Remarks · Stock Options (Right to Buy) → Common StockDisposed 130 000 @ $6,37exercise · 2026-06-05
Nalley Lisa ASee Remarks · Stock Options (Right to Buy) → Common StockDisposed 35 000 @ $6,37exercise · 2026-06-05
ROUSSEAU JON BDirector, See Remarks · Stock Options (Right to Buy) → Common StockDisposed 180 753 @ $22,29gift · 2026-03-20
ROUSSEAU JON BDirector, See Remarks · Stock Options (Right to Buy) → Common StockDisposed 192 704 @ $22,29gift · 2026-03-20
Greenwell Scott A.President, PharMerica · Stock Options (Right to Buy) → Common StockAcquired 49 073 @ $41,77grant · 2026-03-05
Nalley Lisa ASee Remarks · Stock Options (Right to Buy) → Common StockAcquired 52 344 @ $41,77grant · 2026-03-05
ROUSSEAU JON BDirector, See Remarks · Stock Options (Right to Buy) → Common StockAcquired 458 008 @ $41,77grant · 2026-03-05
Phipps Jennifer AChief Financial Officer · Stock Options (Right to Buy) → Common StockAcquired 130 860 @ $41,77grant · 2026-03-05
Nalley Lisa ASee Remarks · Stock Options (Right to Buy) → Common StockAcquired 3 925 @ $7,01grant · 2026-03-04
Nalley Lisa ASee Remarks · Stock Options (Right to Buy) → Common StockDisposed 30 000 @ $6,37exercise · 2026-03-04
ROUSSEAU JON BDirector, See Remarks · Stock Options (Right to Buy) → Common StockAcquired 955 823 @ $6,37grant · 2026-03-04
ROUSSEAU JON BDirector, See Remarks · Stock Options (Right to Buy) → Common StockDisposed 220 000 @ $6,37exercise · 2026-03-04
Phipps Jennifer AChief Financial Officer · Stock Options (Right to Buy) → Common StockAcquired 35 331 @ $6,37grant · 2026-03-04
Phipps Jennifer AChief Financial Officer · Stock Options (Right to Buy) → Common StockAcquired 5 888 @ $7,01grant · 2026-03-04
Nalley Lisa ASee Remarks · Stock Options (Right to Buy) → Common StockAcquired 35 331 @ $6,37grant · 2026-03-04
Phipps Jennifer AChief Financial Officer · Stock Options (Right to Buy) → Common StockDisposed 35 000 @ $6,37exercise · 2026-03-04
Barnes Robert AllenPresident, Community Living · Stock Options (Right to Buy) → Common StockAcquired 2 944 @ $7,01grant · 2026-03-03
Barnes Robert AllenPresident, Community Living · Stock Options (Right to Buy) → Common StockAcquired 35 331 @ $6,37grant · 2026-03-03

Actions

Set alert Open in charts

Ask Handelsavisen

— missing data

Data sources

Market data
Regulatory filings
Issuer disclosures
Public news
Earnings transcripts
Consensus estimates
ESG data
Reference data

How metrics are computed

Cash Conversion Ratio
operating_cash_flow / net_income
Market Price
input from market-data provider (delayed close or quote-shim mid)
Ev To Revenue
enterprise_value / revenue
Net Cash
cash_and_equivalents + short_term_investments - short_term_debt - long_term_debt
Return On Equity
net_income / total_equity
Market Cap
market_price * shares_outstanding_diluted

Source documents

BrightSpring Health Services, Inc. company facts · 2026-08-01
BrightSpring Health Services, Inc. 10-Q 2026-07-31 · 2026-08-01
BrightSpring Health Services, Inc. 10-Q 2026-05-01 · 2026-08-01
BrightSpring Health Services, Inc. 10-K 2026-02-27 · 2026-08-01
BrightSpring Health Services, Inc. 10-Q 2025-10-28 · 2026-08-01
8-K (sec_8k_material) on BTSG · 2026-08-01
Brightspring Health Services Inc Market data — analyst estimates · 2026-08-01
Brightspring Health Services Inc Market data — ESG · 2026-08-01

Ownership & reference

Top holders

T. Rowe Price Investment Management, Inc.Investment Managers · as of 2026-03-310,22 %$0M
T. Rowe Price Associates, Inc.Investment Managers · as of 2026-03-310,05 %$0M
FMR LLCInstitutional Investor · as of 2026-03-310,05 %$894M
AllianceBernstein L.P.Investment Managers · as of 2026-03-310,04 %$133M
Arrowstreet Capital, Limited PartnershipInvestment Managers · as of 2026-03-310,03 %$58M
Dimensional Fund Advisors, L.P.Investment Managers · as of 2026-03-310,03 %$123M
Principal Global Investors (Equity)Investment Managers · as of 2026-03-310,02 %$34M
First Trust Advisors L.P.Investment Managers · as of 2026-03-310,02 %$23M
AMERIPRISE FINANCIAL INCInstitutional Investor · as of 2026-03-310,01 %$58M
Franklin Advisers, Inc.Investment Managers · as of 2026-03-310,01 %$54M
Raymond James & Associates, Inc.Brokerage Firms · as of 2026-03-310,01 %$41M
Victory Capital Management Inc.Investment Managers · as of 2026-03-310,01 %$19M
Charles Schwab Investment Management, Inc.Investment Managers · as of 2026-03-310,01 %$68M
Geode Capital Management, L.L.C.Investment Managers · as of 2026-03-310,01 %$152M
Goldman Sachs Asset Management, L.P.Investment Managers · as of 2026-03-310,01 %$67M
Nuveen LLCInvestment Managers · as of 2024-12-310,01 %$28M
Northern Trust Investments, Inc.Investment Managers · as of 2026-03-310,01 %$53M
Vanguard Capital Management, LLCInvestment Managers · as of 2025-12-310,01 %$469M
Bank of New York Mellon CorpInstitutional Investor · as of 2026-03-310,01 %$31M
JANUS HENDERSON GROUP PLCInstitutional Investor · as of 2026-03-310,00 %$10M
AQR Capital Management, LLCInvestment Managers · as of 2026-03-310,00 %$4M
Wells Fargo AdvisorsBrokerage Firms · as of 2026-03-310,00 %$7M
LPL Financial LLCInvestment Managers · as of 2026-03-310,00 %$3M
Jennison Associates LLCInvestment Managers · as of 2026-03-310,00 %$1M
PNC Investments LLCInvestment Managers · as of 2026-03-310,00 %$1M
JONES FINANCIAL COMPANIES LLLPInstitutional Investor · as of 2026-03-310,00 %$0M
PNC Investments LLCInvestment Managers · as of 2026-03-310,00 %$0M

Insider activity

Net selling0 buys · 8 sellsnet -$1,7B10 insiders · last 365d

ROUSSEAU JON BDirector, See Remarks · Common StockOther 56 319 @ $72,91$4,1M · 2026-07-25
Greenwell Scott A.President, PharMerica · Common StockOther 2 487 @ $66,25$165K · 2026-06-20
Shah Nigam H.Director · Common StockOther 4 013 · 2026-06-11
KKR Phoenix Aggregator L.P.10% owner · Common StockOther 36 927 · 2026-06-05
KKR Phoenix Aggregator L.P.10% owner · Common StockOther 23 263 · 2026-06-05
ROUSSEAU JON BDirector, See Remarks · Common StockOther 130 000 @ $6,37$828K · 2026-06-05
Phipps Jennifer AChief Financial Officer · Common StockSold 35 000 @ $58,75$2,1M · 2026-06-05
ROUSSEAU JON BDirector, See Remarks · Common StockSold 130 000 @ $58,75$7,6M · 2026-06-05
Nalley Lisa ASee Remarks · Common StockOther 35 000 @ $6,37$223K · 2026-06-05
Nalley Lisa ASee Remarks · Common StockSold 35 000 @ $58,75$2,1M · 2026-06-05
Phipps Jennifer AChief Financial Officer · Common StockOther 35 000 @ $6,37$223K · 2026-06-05
KKR Phoenix Aggregator L.P.10% owner · Common StockSold 14 669 771 @ $58,45$857,5M · 2026-06-05
KKR Phoenix Aggregator L.P.10% owner · Common StockOther 324 608 · 2026-06-05
KIRTLEY OLIVIA FDirector · Common StockOther 4 983 · 2026-05-05
Miller Steven BDirector · Common StockOther 4 983 · 2026-05-05
Wicks Timothy ADirector · Common StockOther 4 983 · 2026-05-05
ROUSSEAU JON BDirector, See Remarks · Common StockOther 16 222 @ $48,16$781K · 2026-04-25
Barnes Robert AllenPresident, Community Living · Common StockOther 6 748 @ $41,54$280K · 2026-03-30
Phipps Jennifer AChief Financial Officer · Common StockOther 53 384 · 2026-03-05
Greenwell Scott A.President, PharMerica · Common StockOther 20 020 · 2026-03-05
ROUSSEAU JON BDirector, See Remarks · Common StockOther 186 845 · 2026-03-05
Nalley Lisa ASee Remarks · Common StockOther 21 354 · 2026-03-05
KKR Phoenix Aggregator L.P.10% owner · Common StockSold 19 715 000 @ $40,96$807,5M · 2026-03-04
Nalley Lisa ASee Remarks · Common StockOther 30 000 @ $6,37$191K · 2026-03-04
Nalley Lisa ASee Remarks · Common StockSold 30 000 @ $41,15$1,2M · 2026-03-04

Short positioning

10.0Mshares short-21.5% vs prior

3.39days to cover

35.9%short of daily vol

1.5Kfails-to-deliver

as of 2026-07-15 · short-interest report (free)

Held by funds 1

iShares Core S&P Small-Cap ETFBlackRock (iShares) · ETF0,60 %80,0B $ · #36

Funds (by AUM rank) that hold this security, with each fund's portfolio weight in this name.

Geographic breakdown

— missing data

Listings · one canonical issuer all listings resolve to the canonical

BTSGCanonical

Nasdaq · USD

Intel & risk

PredictorBeat prob33 %Surprise-0,02M&A prob3 %Full forecast →

peak dispatch · —

OSINT findings

Dilution riskHigh

Liquidity riskMedium

Diluted share count is materially above the basic share count.

Net cash is negative after subtracting total debt.

Source documents mention dilution or offering risk.

Relationship graph

This companyPeerSector

Evidence & claims

From filings & derived data

Total assets (annual): USD 6.41BUnknown
Capex (annual): USD 95.48MUnknown
Operating cash flow (annual): USD 490.17MUnknown
Interest expense (annual): USD 157.31MUnknown
Operating income (annual): USD 295.25MUnknown
Long-term debt (annual): USD 2.51BUnknown
Pre-tax income (annual): USD 137.94MUnknown
EPS (basic) (annual): USD-PER-SHARES 1Unknown
Gross profit (annual): USD 1.52BUnknown
Net income (annual): USD 189.11MUnknown
Total liabilities (annual): USD 4.53BUnknown
Revenue (annual): USD 12.91BUnknown
Shares outstanding (annual): 192.12MUnknown
Current liabilities (annual): USD 1.85BUnknown
Cash & equivalents (annual): USD 88.37MUnknown
Shareholders' equity (annual): USD 1.88BUnknown
EPS (diluted) (annual): USD-PER-SHARES 1Unknown
Current assets (annual): USD 2.89BUnknown
Interest expense (annual): USD 190.55MUnknown
Net income (annual): USD 20.52MUnknown
Gross profit (annual): USD 1.27BUnknown
Operating cash flow (annual): USD 23.77MUnknown
Current liabilities (annual): USD 1.43BUnknown
Shares outstanding (annual): 174.25MUnknown

Showing 24 of 36 surfaced claims.

Atomic claims from regulatory filings and derived calculations. Provenance shown as source kind only.

The Thread

Everything we know, in order

2026-10-28EVENTUpcomingQ3 2026 earnings (expected) estimated date

2026-08-01 04:29 UTCFILINGMaterial 8-K

2026-07-31 00:00 UTCTRANSCRIPTEarnings call — Q3 2026

2026-07-25INSIDERROUSSEAU JON B transacted 56.3k sh — Director, See Remarks ~$4.11M

2026-06-30 03:38 UTCEARNINGSUpcomingForecast: insider_flow_signal (90d)

2026-06-30 03:38 UTCEARNINGSUpcomingForecast: ma_probability (180d)

2026-06-30EARNINGSQuarterly results — Q1 2026 Revenue USD 7.49B · Net USD 233.1M

2026-06-24 03:12 UTCHOLDERInstitutional holding changed

2026-06-24 03:12 UTCHOLDER1 institutional position change flagged (1 major)

2026-06-23 03:11 UTCHOLDERInstitutional holding changed

2026-06-23 03:11 UTCHOLDER1 institutional position change flagged (1 major)

2026-06-20 00:00 UTCINSIDER15 insider transactions — 2026-06 · net sell $868.1M 3 derivative

2026-06-20INSIDERGreenwell Scott A. transacted 2.5k sh — President, PharMerica ~$165k

2026-06-12FILING8-K filing →

2026-06-11INSIDERShah Nigam H. transacted 4.0k sh — Director

2026-06-05FILING8-K filing →

2026-06-05FILING424B7 filing →

2026-06-05INSIDERKKR Phoenix Aggregator L.P. transacted 36.9k sh — 10% owner

2026-06-05INSIDERKKR Phoenix Aggregator L.P. transacted 23.3k sh — 10% owner

2026-06-05INSIDERROUSSEAU JON B transacted 130.0k sh — Director, See Remarks ~$828k

2026-06-05INSIDERPhipps Jennifer A sold 35.0k sh — Chief Financial Officer ~$2.06M

2026-06-05INSIDERROUSSEAU JON B sold 130.0k sh — Director, See Remarks ~$7.64M

2026-06-05INSIDERNalley Lisa A transacted 35.0k sh — See Remarks ~$223k

2026-06-05INSIDERNalley Lisa A sold 35.0k sh — See Remarks ~$2.06M

2026-06-05INSIDERPhipps Jennifer A transacted 35.0k sh — Chief Financial Officer ~$223k

2026-06-05INSIDERKKR Phoenix Aggregator L.P. sold 14.67M sh — 10% owner ~$857.49M

2026-06-05INSIDERKKR Phoenix Aggregator L.P. transacted 324.6k sh — 10% owner

2026-06-05INSIDERROUSSEAU JON B disposed of 130.0k sh Stock Options (Right to Buy) — Director, See Remarks

2026-06-05INSIDERNalley Lisa A disposed of 35.0k sh Stock Options (Right to Buy) — See Remarks

2026-06-05INSIDERPhipps Jennifer A disposed of 35.0k sh Stock Options (Right to Buy) — Chief Financial Officer

2026-06-03FILING424B7 filing →

2026-05-21FILING8-K filing →

2026-05-05 00:00 UTCINSIDER3 insider transactions — 2026-05

2026-05-05INSIDERKIRTLEY OLIVIA F transacted 5.0k sh — Director

2026-05-05INSIDERMiller Steven B transacted 5.0k sh — Director

2026-05-05INSIDERWicks Timothy A transacted 5.0k sh — Director

2026-05-01FILING10-Q filing →

2026-05-01FILING8-K filing →

2026-04-25 00:00 UTCINSIDER1 insider transaction — 2026-04 · net sell $781k

2026-04-25INSIDERROUSSEAU JON B transacted 16.2k sh — Director, See Remarks ~$781k

Showing the 40 most recent of 72 entries.

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