BrightSpring Health Services, Inc. (BTSG) Bank of America Home Care Conference December 8, 2025 10:00 AM EST

Company Participants

Jon Rousseau - Chairman, President & CEO Jennifer Phipps - CFO, Chief Accounting Officer & Principal Accounting Office

Conference Call Participants

Joanna Gajuk - BofA Securities, Research Division

Presentation

Operator

Ladies and gentlemen, the program is about to begin. At this time, it is my pleasure to turn the program over to your host, Joanna Gajuk. Thank you.

Joanna Gajuk BofA Securities, Research Division

Good morning, everyone. Thanks so much for joining us for the fifth annual Home Care Conference that I’m hosting today.

And now it’s my pleasure to host this session with BrightSpring. They’re one of the largest diversified home care providers in the U.S. And today with us in 1 room is Jon Rousseau, President and CEO; and also Jen Phipps, the CFO, join us. So thanks so much for joining.

And a note to the audience. I have a list of questions, so we’re going to jump right into those, but if you want to ask your question, please use the Ask a Question window in the webcast panel, and I’ll be more than happy to add that to my list as well.

Question-and-Answer Session

Joanna Gajuk BofA Securities, Research Division

So thanks, Jon and Jen, for joining us. So maybe just let’s start with specialty pharma. Clearly, that business continues to surprise to the upside, right? The most recent guidance, when you compare to the initial guidance for the Pharmacy segment, right, the biggest segment, is almost like 9% or so higher than the initial guidance. So can you walk us through the sources of upside there in terms of what drove this outperformance? Is this any specific therapies that came in better or just more of these new contracts coming in? So just kind of shed some light on that

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