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BrightSpring Health Services, Inc. (BTSG) Analyst/Investor Day Transcript

Seeking Alpha

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⚡ Quantum Brief

BrightSpring Health Services hosted its 2026 Analyst/Investor Day on March 17 in Louisville, led by CEO Jon Rousseau, showcasing strategic updates and operational divisions to institutional investors and analysts. The event structured presentations into three segments: pharmacy businesses (specialty, infusion, home/community), provider services (home health, hospice, rehab), and financial/government relations discussions, concluding by 2:00 PM ET. Key executives, including CFO Jennifer Phipps and division leaders, detailed performance metrics and growth strategies, emphasizing pharmacy and provider service expansions amid regulatory and market shifts. Analysts from firms like Jefferies, Morgan Stanley, and UBS participated in Q&A sessions, probing financial health, operational efficiency, and long-term care sector trends during dedicated breaks. Forward-looking statements framed discussions, highlighting assumptions around market positioning, revenue projections, and potential risks in the evolving healthcare services landscape.

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SA Transcripts159.03K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call BrightSpring Health Services, Inc. (BTSG) Analyst/Investor Day March 17, 2026 8:30 AM EDT Company Participants Jon Rousseau - Chairman, President & CEOCharles WardripViji EversBenito FernandezRobert ThomsonChristopher UrbanRich DennessScott GreenwellElizabeth RobinsonRhonda Sanders-AllamonKimberly MoreDaryn Demeritt - Senior Vice President of Government RelationsJennifer Phipps - CFO, Chief Accounting Officer & Principal Accounting OfficeChristopher Consalus Conference Call Participants Brian Tanquilut - Jefferies LLC, Research DivisionErin Wilson Wright - Morgan Stanley, Research DivisionAlbert Rice - UBS Investment Bank, Research DivisionCharles Rhyee - TD Cowen, Research DivisionJoanna Gajuk - BofA Securities, Research DivisionDavid Larsen - BTIG, LLC, Research DivisionLawrence Solow - CJS Securities, Inc.Raj Kumar - Stephens Inc., Research DivisionJared Haase - William Blair & Company L.L.C., Research Division Conversation Unknown Executive [Presentation] Unknown Executive Good morning, everyone. Thank you all for joining us here at BrightSpring's headquarters in Louisville, and welcome to those of you who are on the webcast. Today's agenda will start with a company overview from Jon Rousseau, Chief Executive Officer; followed by detailed reviews of the pharmacy businesses from the leaders of specialty, infusion and home and community pharmacy. Following the pharmacy overview, we'll bring up the leaders for question and answers before we take a break. After the break, we'll go through the provider businesses, starting with home health, hospice and rehab and personal care, followed by a Q&A session with the provider leaders before breaking for lunch. After lunch, we'll hear from the leaders of government relations and business development teams, followed by a discussion on the company's financials with a wrap-up discussion and Q&A with Jon and the other leaders. Our goal is to end the day around 2:00 p.m. Eastern. Before we begin, I'm going to read the company's forward-looking statement. Today's discussion will include certain forward-looking statements that reflect our current assumptions and expectations, including those

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