BrightSpring optimistic about ‘unbelievable runway’ for dwelling care, hospice after $239 million Amedisys deal

BrightSpring optimistic about ‘unbelievable runway’ for dwelling care, hospice after $239 million Amedisys deal

BrightSpring Well being Companies (Nasdaq: BTSG) is integrating the portfolio of 107 dwelling well being and hospice belongings not too long ago acquired from UnitedHealth Group (NYSE: UNH) and Amedisys for $239 million, and the corporate’s management sees large future advantages in these service areas.

The deal had been contingent on the end result of UnitedHealth Group’s personal acquisition of Amedisys, which closed in August 2025. Some areas had been beforehand owned by LHC Group, which acquired the insurance coverage big in 2023.

“These belongings are extremely complementary from a geographic perspective to our present dwelling care operations, whereas in lots of instances they’re additionally in the identical markets as our hospice areas,” BrightSpring CEO Jon Rousseau stated in an earnings name. “We’re thrilled to have the belongings and colleagues of Amedisys and LHC Group built-in into BrightSpring as we’re already taking steps to convey new and enhanced enterprise capabilities to those acquired companies. That is one other instance of considerate, logical, strategic and constructive M&A that has outlined our acquisition historical past.”

The acquired areas generated full-year professional forma income of $345 million in 2025, together with the months in the course of the yr previous to the closing of the transaction, Rousseau stated.

BrightSpring is a house and neighborhood healthcare companies platform serving greater than 400,000 sufferers day by day in all 50 states. The Louisville, Kentucky-based firm supplies hospice, dwelling well being, main care, rehabilitation, prescription drugs and behavioral well being care. Hospice represents roughly two-thirds of the house care phase. The phase consists of the corporate’s dwelling well being, hospice and first care companies.

BrightSpring’s supplier companies phase earned $394 million within the fourth quarter of 2025, up from $350 million yr over yr. For the complete yr 2025, the phase introduced in practically $1.5 billion, in comparison with $1.3 billion in 2024. That is a progress of 11%.

The corporate’s consolidated income for the fourth quarter was practically $3.6 million, a rise of practically 30% from the prior yr quarter.

In response to Rousseau, BrightSpring expects continued quantity progress for plenty of its enterprise items in 2026. The corporate is investing extra deeply in its gross sales groups throughout all segments, together with dwelling care and hospice.

The supplier additionally makes use of LEAN Six Sigma practices and synthetic intelligence initiatives to construct efficiencies and drive progress.

“We see unbelievable progress in dwelling care and hospice over the subsequent 5 to 10 years…,” Rousseau stated. “Dwelling well being remains to be about 10% of the enterprise for us, and hospice has clearly had quite a lot of assist and has carried out phenomenally for us. Each groups in our firm have best-in-class administration. We proceed to generate income. We proceed to drive expertise in these companies and are tremendous enthusiastic about their prospects.”

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