BrightSpring Health Services - Unit | 10-Q: FY2025 Q2 Revenue: USD 3.148 B

Revenue: As of FY2025 Q2, the actual value is USD 3.148 B.

EPS: As of FY2025 Q2, the actual value is USD 0.13.

EBIT: As of FY2025 Q2, the actual value is USD 9.779 M.

Pharmacy Solutions Segment

• Revenues: $2,790.1 million for Q2 2025, up from $2,114.5 million in Q2 2024, an increase of $675.6 million or 32.0%.
• Cost of Goods: $2,556.4 million for Q2 2025, up from $1,931.8 million in Q2 2024, an increase of $624.6 million or 32.3%.
• Gross Profit: $233.7 million for Q2 2025, up from $182.7 million in Q2 2024, an increase of $50.9 million or 27.9%.
• Selling, General, and Administrative Expenses: $136.0 million for Q2 2025, up from $115.5 million in Q2 2024, an increase of $20.6 million or 17.8%.
• Segment EBITDA: $124.7 million for Q2 2025, up from $94.5 million in Q2 2024, an increase of $30.2 million or 32.0%.

Provider Services Segment

• Revenues: $357.6 million for Q2 2025, up from $323.8 million in Q2 2024, an increase of $33.8 million or 10.5%.
• Cost of Services: $216.4 million for Q2 2025, up from $194.3 million in Q2 2024, an increase of $22.1 million or 11.4%.
• Gross Profit: $141.2 million for Q2 2025, up from $129.4 million in Q2 2024, an increase of $11.7 million or 9.0%.
• Selling, General, and Administrative Expenses: $91.9 million for Q2 2025, up from $84.7 million in Q2 2024, an increase of $7.1 million or 8.4%.
• Segment EBITDA: $56.5 million for Q2 2025, up from $50.7 million in Q2 2024, an increase of $5.8 million or 11.4%.

Future Outlook and Strategy

• Divestiture of Community Living Business: The company plans to divest its Community Living business for $835 million, expected to close in late 2025, to focus on senior and specialty populations.
• Strategic Focus: The divestiture is expected to result in increased strategic focus, operational efficiencies, and greater clinical integration across the Provider Services segment.