UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934. For the quarterly period ended June 30, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934. For the transition period from to Commission File Number: 001-35780 BRIGHT HORIZONS FAMILY SOLUTIONS INC. (Exact name of registrant as specified in its charter) (Former name, former address and forme ...

Core Insights - Bright Horizons Family Solutions (BFAM) reported quarterly earnings of $1.07 per share, exceeding the Zacks Consensus Estimate of $1 per share, and up from $0.88 per share a year ago [1] - The company achieved a revenue of $731.57 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 1.08% and increasing from $670.06 million year-over-year [3] Earnings Performance - The quarterly earnings surprise was +7.00%, and the company has surpassed consensus EPS estimates for four consecutive quarters [2] - In the previous quarter, the company reported earnings of $0.77 per share against an expectation of $0.63, resulting in a surprise of +22.22% [2] Future Outlook - The current consensus EPS estimate for the upcoming quarter is $1.24 on revenues of $773.76 million, and for the current fiscal year, it is $4.10 on revenues of $2.89 billion [8] - The estimate revisions trend prior to the earnings release was unfavorable, leading to a Zacks Rank 4 (Sell) for the stock, indicating expected underperformance in the near future [7] Industry Context - The Business - Services industry, to which Bright Horizons belongs, is currently in the top 39% of over 250 Zacks industries, suggesting a favorable industry outlook [9] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [6]

Bright Horizons Family Solutions (BFAM) Q2 2025 Earnings Call July 31, 2025 05:00 PM ET Speaker0Greetings, and welcome to the Bright Horizons Family Solutions second quarter twenty twenty five earnings call. At this time, all participants are in a listen only mode. A question and answer session will follow the formal presentation. As a reminder, this conference is being recorded. It is now my pleasure to introduce Michael Flanagan, Group Vice President of Finance.Please go ahead.Speaker1Thank you, Joe, and ...

Exhibit 99.1 Bright Horizons Family Solutions Reports Financial Results for the Second Quarter of 2025 Non-GAAP financial measures "We generated strong results this quarter, driven by disciplined execution and a continued focus on delivering high-quality education and care," said Stephen Kramer, Chief Executive Officer. "Our client relationships are a core strength of our model and the continued increase in usage of our services by client employees underpins the growth of our impact and financial performanc ...

Bright Horizons Family Solutions (BFAM) is expected to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended June 2025. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.The earnings report, which is expected to be released on July 31, might help the stock move higher if these key numbers are be ...

Group 1 - The company experienced a significant decline during the pandemic but is projected to recover and exceed previous figures by 2024, with current revenue nearing $3 billion and healthy cash flow [1] - The analysis approach focuses on triangulation between valuation by multiples, discounted cash flow (DCF), and dividend yield, emphasizing a bottom-up methodology [1] - The company prioritizes smaller capitalization stocks in the Consumer Discretionary and Consumer Staples sectors, where there is greater potential for asymmetries and alpha generation [1] Group 2 - The investment philosophy combines income and value investing strategies, requiring an adequate margin of safety in multiples and projected cash flow [1] - Dividend yield is considered a fundamental component for generating returns and mitigating risks, especially in low coverage stocks [1] - The analysis aims to produce in-depth, rational, data-driven insights to support informed investment decisions [1]

Core Insights - Bright Horizons Family Solutions (BFAM) is positioned to potentially continue its earnings-beat streak in upcoming reports, with a history of surpassing earnings estimates, particularly in the last two quarters, averaging a surprise of 14.96% [1][5] Earnings Performance - For the most recent quarter, Bright Horizons reported earnings of $0.63 per share against an expectation of $0.77 per share, resulting in a surprise of 22.22%. In the previous quarter, the company exceeded the consensus estimate of $0.91 per share by reporting $0.98 per share, achieving a surprise of 7.69% [2] Earnings Estimates and Predictions - Recent estimates for Bright Horizons have been trending upward, with a positive Zacks Earnings ESP (Expected Surprise Prediction) indicating a strong likelihood of an earnings beat, especially when combined with its Zacks Rank [5][8] - The Zacks Earnings ESP currently stands at +0.50%, reflecting increased analyst optimism regarding the company's near-term earnings potential [8] Statistical Insights - Research indicates that stocks with a positive Earnings ESP and a Zacks Rank of 3 (Hold) or better have a nearly 70% chance of producing a positive surprise, suggesting that out of 10 such stocks, approximately seven may beat consensus estimates [6][8]

Business Overview - Bright Horizons' 2024 revenue reached $2686 million[8], with an adjusted EBITDA of $409 million[8] and an adjusted EBITDA margin of 15.2%[8] - The company operates 1,019 centers globally[8] and serves over 1,450 clients[8], maintaining a 95% employer-sponsored center client retention rate[8] - Bright Horizons manages over $1 billion in tuition[10] and covers over 3 million employees with college advising services[10] Growth and Financial Performance - The company has a 25+ year history of sales growth, excluding the COVID-19 disruption in 2020[8] - Back-Up Care revenue reached $610 million in 2024[10], a significant increase from $296 million in 2019[10] - Educational Advisory revenue increased to $114 million in 2024[10], up from $82 million in 2019[10] Client Base and Market - Bright Horizons serves a diversified blue-chip client base, including over 220 of the Fortune 500[23] - The largest customer accounts for 1% of revenue, and the top 10 customers account for 8% of revenue[23] - The company's customer end markets include Tech (32%), Healthcare & Pharmaceuticals (17%), and Professional Services/Other (12%)[23] Q4 2024 Performance - Total revenue for Q4 2024 was $674 million, a 10% increase compared to $616 million in Q4 2023[61] - Adjusted EBITDA for Q4 2024 was $111 million, a 12% increase compared to $99 million in Q4 2023[61] - Adjusted EPS for Q4 2024 was $0.98, an 18% increase compared to $0.83 in Q4 2023[61]

Business Overview - Bright Horizons' 2024 revenue reached $2686 million[8], with an adjusted EBITDA of $409 million[8] and an adjusted EBITDA margin of 15.2%[8] - The company operates 1,019 centers globally[8] and serves over 1,450 clients[8], maintaining a 95% employer-sponsored center client retention rate[8] - Bright Horizons manages over $1 billion in tuition[10] and covers over 3 million employees with college advising services[10] Growth and Financial Performance - The company has a 25+ year history of sales growth, excluding the COVID-19 disruption in 2020[8] - Back-Up Care revenue reached $610 million in 2024[10], a significant increase from $296 million in 2019[10] - Educational Advisory revenue increased to $114 million in 2024[10], up from $82 million in 2019[10] Client Base and Market - Bright Horizons serves a diversified blue-chip client base, including over 220 of the Fortune 500[23] - The largest customer accounts for 1% of revenue, and the top 10 customers account for 8% of revenue[23] - The company's customer end markets include Tech (32%), Healthcare & Pharmaceuticals (17%), and Professional Services/Other (12%)[23] Q4 2024 Performance - Total revenue for Q4 2024 was $674 million, a 10% increase compared to $616 million in Q4 2023[61] - Adjusted EBITDA for Q4 2024 was $111 million, a 12% increase compared to $99 million in Q4 2023[61] - Adjusted EPS for Q4 2024 was $0.98, an 18% increase compared to $0.83 in Q4 2023[61]

Company Performance - Bright Horizons Family Solutions (BFAM) has gained approximately 12.3% year-to-date, outperforming the average gain of 5.1% in the Business Services sector [4] - The Zacks Consensus Estimate for BFAM's full-year earnings has increased by 1.7% over the past three months, indicating improved analyst sentiment [4] - BFAM currently holds a Zacks Rank of 2 (Buy), suggesting a positive outlook for the stock [3] Industry Context - Bright Horizons Family Solutions is part of the Business - Services industry, which consists of 26 individual stocks and is currently ranked 61 in the Zacks Industry Rank [6] - The Business - Services industry has seen an average gain of 16.4% year-to-date, indicating that BFAM is slightly underperforming its industry [6] - In comparison, another stock, Dave Inc. (DAVE), has significantly outperformed with a return of 158.4% year-to-date and holds a Zacks Rank of 1 (Strong Buy) [5]