BTSG Earnings Prediction
The chart below shows how BTSG performed 10 days before and after its earnings report, based on data from the past quarters. Typically, BTSG sees a +3.51% change in stock price 10 days leading up to the earnings, and a +4.01% change 10 days following the report. On the earnings day itself, the stock moves by +0.66%. This data can give you a slight idea of what to expect for the next quarter's release.
BTSG Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
2.91B
28.82%
6.47%
Gross Margin
14.04%
-11.59%
-1.47%
Operating Margin
1.96%
184.48%
-14.41%
Net Margin
-0.31%
-94.63%
-143.66%
EPS
-0.04
-94.74%
-140.00%
No Data Available
BTSG Earnings Analysis
BrightSpring Health Services, Inc. Common Stock Corporation (BTSG.O) Earnings Conference Call
Positive
Third Quarter Revenue Growth: Total revenue in the third quarter of 2024 was $2.9 billion, representing 29% growth from the prior year period.
Pharmacy Solutions Revenue Growth: Pharmacy Solutions segment revenue was $2.3 billion, achieving growth of 35% year-over-year.
Pharmacy Revenue Growth: Within the Pharmacy segment, Infusion and Specialty revenue was $1.7 billion, representing growth of 42% from last year.
Pharmacy Revenue Growth: Home and community pharmacy revenue was $588 million, representing growth of 19% year-over-year.
Gross Profit Growth Q3: Total company gross profit in the third quarter was $408 million, representing growth of 14% compared to the third quarter of last year.
Negative
Gross Profit Impact Analysis: Gross profit was negatively impacted by approximately $10 million related to non-recurring items in the quarter, including start-up costs related to onboarding a large customer in home and community pharmacy.
Adjusted EBITDA Growth: Adjusted EBITDA for the total company was $151 million for the third quarter, growing 16% compared to last year, but still reflecting challenges in the market.
Gross Profit Growth Analysis: Total company gross profit in the third quarter was $408 million, representing growth of 14% compared with the third quarter of last year, but not meeting expectations due to increased costs.
Operational Cash Flow Analysis: Cash flow from operations was $27 million in the third quarter of 2024, including $24 million as a final payment on the legacy legal matter previously disclosed, indicating ongoing financial strain.
Haven Hospice Acquisition: The company announced the closing of the Haven Hospice acquisition, which, while not overly meaningful from a total company EBITDA perspective, still reflects the need for continued investment in growth areas.
BTSG FAQs
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BTSG Earning Call Sentiment
BrightSpring Health Services, Inc. (BTSG) Q3 2024 Earnings Call Transcript
1.0x
00:00
00:00
BTSG.O
-1.37%Positive
The earnings call summary presents strong financial performance with significant revenue and EBITDA growth. Despite competitive pressures and economic risks, the company has raised its guidance, indicating optimism. The Q&A section provided additional insights, showing constructive industry relationships and positive impacts from regulatory changes. However, high debt levels and lack of a share repurchase program are concerns. Overall, the positive financial metrics and guidance suggest a likely stock price increase.
