BTSG BrightSpring Health Services, Inc.companySEC Filings & Insider Trading Activity 2026
Latest BrightSpring Health Services, Inc. (BTSG) SEC EDGAR filings in 2026 — including the most recent 10-K annual report filed on February 27, 2026, a 10-Q quarterly report filed on October 28, 2025, an 8-K current report filed on May 1, 2026. SignalX aggregates every new 10-K annual report, 10-Q quarterly report, 8-K current report, and Form 4 insider transaction for BrightSpring Health Services, Inc. (BTSG) (SEC CIK 1865782), with AI-powered section-by-section summaries updated daily.
Latest 2026 SEC Filing Dates
AI 10-K Annual Report AnalysisLatest 10-K (2025-12-31)
Business Overview
- • Core business: Integrated home and community-based healthcare platform delivering complementary pharmacy and provider services to complex Senior and Specialty patients
- • Strategic shift: Divestiture of Community Living business for $835M, focusing on streamlined Provider Services like home health, hospice, rehab, and primary care
Risk Factors
- • Medicare Home Health Prospective Payment System changes, including PDGM implemented 2020, affecting reimbursement based on patient mix and admission source
- • Exposure to Medicaid Integrity Program audits in six states, causing administrative costs and payment delays through 2029 under Review Choice Demonstration
Management Discussion & Analysis
- • Consolidated revenue $12.91B in 2025, up 27.7% YoY from $10.12B in 2024; Pharmacy Solutions best performing segment, up 30.7% to $11.45B; Provider Services up 11.1% to $1.46B
- • Operating margin Pharmacy Solutions 3.8% vs 3.2%; Provider Services operating margin 14.0% vs 13.7%; consolidated EBITDA $776.2M, up 33.7% from $580.0M
AI 10-Q Quarterly Report AnalysisLatest 10-Q (2025-09-30)
Management Discussion & Analysis
- • Inflation impacts labor costs, key expense driver, amid labor shortages and growing demand for homecare
- • Pharmacy Solutions drug costs rising, some passed to customers; supply chain inflation mitigated recently
Risk Factors
- • No new or updated risk factors disclosed this quarter versus most recent 10-K
- • Carry-forward legal risk: compliance with Sarbanes-Oxley Act certifications by CEO and CFO included as Exhibits 31.1, 31.2, 32.1, 32.2
AI 8-K Current Report AnalysisRecent 8-K Filings
Item 1.01: Entry into a Material Definitive Agreement
- • KKR-led secondary offering of 20M shares at $41.15/share (~$823M total deal size) — zero proceeds to BTSG
- • KKR Phoenix Aggregator (KKR's vehicle) is the primary seller, signaling continued KKR stake reduction post-IPO
Annual Reports Archive10-K
AI-powered analysis of BrightSpring Health Services, Inc. (BTSG) 10-K annual reports filed with SEC EDGAR.
Quarterly Reports Archive10-Q
AI-powered analysis of BrightSpring Health Services, Inc. (BTSG) 10-Q quarterly reports filed with SEC EDGAR.
Recent 8-K FilingsCurrent Reports
AI-powered analysis of BrightSpring Health Services, Inc. (BTSG) 8-K current reports disclosing material events.
Financial SummaryXBRL
| FY2022 | FY2023 | FY2024 | FY2025 | |
|---|---|---|---|---|
| Profitability | ||||
| Revenue | $7.7B | $8.8B | $11.3B | $12.9B |
| Gross Profit | — | $1.4B | $1.6B | $1.5B |
| Operating Income | — | $147.2M | $206.4M | $295.3M |
| Net Income | — | -$154.6M | -$18.1M | $190.7M |
| Gross Margin | — | 16.2% | 14.1% | 11.8% |
| Op. Margin | — | 1.7% | 1.8% | 2.3% |
| Net Margin | — | -1.8% | -0.2% | 1.5% |
| Balance Sheet | ||||
| Total Assets | — | $5.5B | $5.9B | $6.4B |
| Equity | $754.8M | $584.7M | $1.6B | $1.9B |
| ROE | — | -26.4% | -1.1% | 10.2% |
Source: XBRL financial data from BrightSpring Health Services, Inc. (BTSG) 10-K filings on SEC EDGAR. All figures in USD. Key metrics include revenue, net income, gross profit, gross profit margin, operating income, EPS (diluted), total assets, stockholders' equity, return on equity (ROE), operating cash flow, and capital expenditure.
Latest 2026 SEC Filings — 10-K, 10-Q, 8-K & Form 4
| Form | Filing Date | Period | Analysis | SEC |
|---|---|---|---|---|
8-K | May 1, 2026 | — | — | — |
8-K | Mar 31, 2026 | — | — | — |
8-K | Mar 4, 2026 | — | Analysis | — |
8-K | Feb 27, 2026 | — | Analysis | — |
10-K | Feb 27, 2026 | Dec 31, 2025 | Analysis | |
10-Q | Oct 28, 2025 | Sep 30, 2025 | Analysis | |
10-Q | Aug 1, 2025 | Jun 30, 2025 | — | |
10-Q | May 2, 2025 | Mar 31, 2025 | — | |
10-K | Mar 6, 2025 | Dec 31, 2024 | — | |
10-Q | Nov 1, 2024 | Sep 30, 2024 | — | |
10-Q | Aug 2, 2024 | Jun 30, 2024 | — | |
10-Q | May 2, 2024 | Mar 31, 2024 | — | |
10-K | Mar 6, 2024 | Dec 31, 2023 | — |
Frequently Asked Questions
What are the latest BTSG SEC filings in 2026?
BrightSpring Health Services, Inc. (BTSG) has filed a 10-K annual report on February 27, 2026, a 10-Q quarterly report on October 28, 2025, an 8-K current report on May 1, 2026 with the SEC. SignalX tracks every new SEC EDGAR filing daily, including 10-K, 10-Q, 8-K, and Form 4 insider transactions, with AI-powered summaries of key sections.
When did BTSG file its most recent 10-K annual report?
BrightSpring Health Services, Inc. (BTSG) filed its most recent 10-K annual report on February 27, 2026. The 10-K includes audited financial statements, business overview, risk factors, and management discussion, all available on SignalX with AI-generated summaries and XBRL financial data.
How do I view BTSG 10-Q quarterly reports?
BrightSpring Health Services, Inc. (BTSG)'s most recent 10-Q quarterly report was filed on October 28, 2025. SignalX displays every BTSG 10-Q with AI-generated summaries of the MD&A (Management Discussion & Analysis) and Risk Factors sections, plus links to the original SEC EDGAR document.
What 8-K current reports has BTSG filed recently?
BrightSpring Health Services, Inc. (BTSG)'s most recent 8-K was filed on May 1, 2026. 8-K filings disclose material corporate events such as earnings releases, executive changes, mergers, and other significant developments. SignalX surfaces each 8-K with item-level summaries so you can quickly see what happened.
Where can I find BTSG insider trading activity (Form 4)?
SignalX aggregates every BTSG Form 4 insider transaction from SEC EDGAR. Form 4 reports show when officers, directors, and 10% shareholders buy or sell company stock, with transaction code, share count, and price per share.
How often does BTSG file with the SEC?
BrightSpring Health Services, Inc. (BTSG) files a 10-K annual report once per year (typically within 60 days of fiscal year-end) and 10-Q quarterly reports three times per year. 8-K current reports are filed as needed when material events occur, and Form 4 insider transaction reports are due within two business days of a trade. SignalX monitors SEC EDGAR daily to surface every new BTSG filing with AI-powered analysis.
What is the difference between 10-K, 10-Q, and 8-K SEC filings?
A 10-K is a comprehensive annual report with audited financials, business overview, and risk factors. A 10-Q is a shorter quarterly report with unaudited financials and management discussion. An 8-K is a current report filed when a material event occurs — such as earnings releases, executive changes, acquisitions, or other significant developments. SignalX provides AI-generated summaries for all three filing types for BrightSpring Health Services, Inc. (BTSG).
What is BTSG's SEC CIK number?
BrightSpring Health Services, Inc. (BTSG)'s SEC CIK (Central Index Key) number is 1865782. The CIK is a unique identifier assigned by the SEC to every filing entity. You can use CIK 1865782 to look up all BTSG filings on SEC EDGAR, or browse them here on SignalX with AI-powered analysis.
Where can I find BTSG return on equity (ROE) and financial data?
SignalX extracts XBRL financial data from BrightSpring Health Services, Inc. (BTSG) 10-K annual filings, including revenue, net income, gross profit, operating income, EPS, total assets, stockholders' equity, and operating cash flow. Return on equity (ROE) can be derived from net income divided by stockholders' equity. Multi-year financial trends are displayed in the Financial Summary table above.
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