Bright Horizons Family Solutions(BFAM)
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托育赛道的长跑冠军:这家40年老牌服务商2025年营收29亿美元
3 6 Ke· 2026-02-13 09:44
2025年Q4,临时看护服务收入同比增长17%,教育咨询同比增长10%。 2月13日,托育解决方案提供商Bright Horizons Family Solutions® Inc. (NYSE:BFAM,以下简称"Bright Horizons") 公布2025年第四季度及全年财务业绩, 并提供2026年业绩指引。 根据财报,Bright Horizons 2025年第四季度营收7.34亿美元,同比增长9%; 净利润2200万美元,同比下降25%。 Bright Horizons 2025年全年营收29亿美元,同比增长9%;净利润1.93亿美元,同比增长38%。 2026年将是Bright Horizons的里程碑,因为今年正值公司成立四十周年。早在1986年,创始人创立公司时坚信雇主可以在支持职场家庭方面发挥重要作 用,这样做将使孩子、父母和雇主都受益。 财报发布后,Bright Horizons 首席执行官Stephen Kramer和首席财务官Elizabeth Boland 参加了分析师电话会议。 根据财报会,Bright Horizons 2025年第四季度,新增了多家雇主客户,其中包括科技巨头三星 ...
Bright Horizons Family Solutions Q4 Earnings Call Highlights
Yahoo Finance· 2026-02-13 03:10
For 2025, Back-Up Care revenue grew 19% to $728 million . Boland said segment operating margin was 32% in the fourth quarter, reflecting higher second-half volumes, “disciplined expense management,” and a favorable utilization mix. Kramer noted the service now spans more than 1,100 employer clients and “millions of eligible employees globally,” and that existing clients generated double-digit growth in back-up users even as eligible populations were relatively flat—evidence, he said, of deeper penetration.B ...
Bright Horizons (BFAM) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates
ZACKS· 2026-02-13 00:31
Bright Horizons Family Solutions (BFAM) reported $733.7 million in revenue for the quarter ended December 2025, representing a year-over-year increase of 8.8%. EPS of $1.15 for the same period compares to $0.98 a year ago.The reported revenue represents a surprise of +0.69% over the Zacks Consensus Estimate of $728.7 million. With the consensus EPS estimate being $1.13, the EPS surprise was +1.77%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street ex ...
Bright Horizons Family Solutions (BFAM) Beats Q4 Earnings and Revenue Estimates
ZACKS· 2026-02-12 23:56
Bright Horizons Family Solutions (BFAM) came out with quarterly earnings of $1.15 per share, beating the Zacks Consensus Estimate of $1.13 per share. This compares to earnings of $0.98 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +1.77%. A quarter ago, it was expected that this child care and early education services provider would post earnings of $1.32 per share when it actually produced earnings of $1.57, delivering a su ...
Bright Horizons (BFAM) Q4 2025 Earnings Transcript
Yahoo Finance· 2026-02-12 23:33
Importantly, our existing clients had double-digit growth in backup users, even as their eligible populations remain relatively flat, meaning growth was driven by deeper penetration into the eligible population, underscoring the value of the benefit to an increasing number of working families. Looking forward, our focus remains on scaling the backup business by expanding unique users within existing clients, increasing frequency of use among those utilizing care, continuing to retain and add new employer cl ...
Bright Horizons Family Solutions(BFAM) - 2025 Q4 - Earnings Call Transcript
2026-02-12 23:02
Bright Horizons Family Solutions (NYSE:BFAM) Q4 2025 Earnings call February 12, 2026 05:00 PM ET Company ParticipantsElizabeth Boland - CFOMichael Flanagan - VP of Investor RelationsStephen Kramer - CEOConference Call ParticipantsAndrew Steinerman - Managing Director and Senior Equity Research AnalystGeorge Tong - Managing Director and Senior Equity AnalystJeffrey Meuler - Equity Research AnalystJosh Chan - Executive Director and Equity Research AnalystManav Patnaik - Managing Director and Senior Equity Ana ...
Bright Horizons Family Solutions(BFAM) - 2025 Q4 - Earnings Call Transcript
2026-02-12 23:02
Bright Horizons Family Solutions (NYSE:BFAM) Q4 2025 Earnings call February 12, 2026 05:00 PM ET Company ParticipantsElizabeth Boland - CFOMichael Flanagan - VP of Investor RelationsStephen Kramer - CEOConference Call ParticipantsAndrew Steinerman - Managing Director and Senior Equity Research AnalystGeorge Tong - Managing Director and Senior Equity AnalystJeffrey Meuler - Equity Research AnalystJosh Chan - Executive Director and Equity Research AnalystManav Patnaik - Managing Director and Senior Equity Ana ...
Bright Horizons Family Solutions(BFAM) - 2025 Q4 - Earnings Call Transcript
2026-02-12 23:00
Bright Horizons Family Solutions (NYSE:BFAM) Q4 2025 Earnings call February 12, 2026 05:00 PM ET Speaker6Greetings, and welcome to the Bright Horizons Family Solutions fourth quarter 2025 earnings call. At this time, all participants are in a listen-only mode. A question-and-answer session will follow the formal presentation. If anyone should require operator assistance, please press star zero on your telephone keypad. As a reminder, this conference is being recorded. It is now my pleasure to introduce Mich ...
Bright Horizons Family Solutions(BFAM) - 2025 Q4 - Annual Results
2026-02-12 21:14
Exhibit 99.1 Bright Horizons Family Solutions Reports Financial Results for the Fourth Quarter and Full Year of 2025 NEWTON, MA - (BUSINESS WIRE) - February 12, 2026 - Bright Horizons Family Solutions Inc. (NYSE: BFAM) today announced financial results for the fourth quarter and full year of 2025 and provided guidance for 2026. Bright Horizons is a leading provider of high-quality early education and child care, comprehensive back-up care solutions, and educational advisory services. Our offerings are desig ...
Bright Horizons Family Solutions Inc. (NYSE: BFAM) Overview
Financial Modeling Prep· 2026-02-12 17:00
Company Overview - Bright Horizons Family Solutions Inc. (NYSE: BFAM) is a leading provider of early education and child care services, operating over 1,000 centers globally. The company is divided into three main segments: Full Service Center-Based Child Care, Back-Up Care, and Educational Advisory and Other Services. It competes with other business service companies like BrightView and VCI Global [1] Financial Performance - BFAM reported strong Q3 2025 earnings, with earnings per share of $1.57, surpassing the Zacks Consensus Estimate of $1.32. This performance has likely contributed to Barclays' positive price target [3] Price Target and Analyst Sentiment - The consensus price target for BFAM has seen fluctuations over the past year, initially at $117.43, dropping to $100 last quarter, and recently rising to $107, indicating a slight recovery in analyst sentiment. Barclays has set a more optimistic price target of $130, suggesting a positive outlook for the stock [2] Segment Performance - Despite challenges in the Full Service segment, BFAM's Backup Care segment showed a 26% year-over-year growth. However, the Full Service segment faces issues like muted enrollment and weak pricing power, which may impact its near-term potential [4] Institutional Ownership - Institutional ownership is significant for BFAM, with 92.4% held by institutions and insiders. This high level of ownership can influence stock stability and investor confidence [5]