Bright Horizons Family Solutions(US:BFAM) ZACKSยท2025-08-01 00:01Core Insights - Bright Horizons Family Solutions (BFAM) reported revenue of $731.57 million for the quarter ended June 2025, marking a year-over-year increase of 9.2% and an EPS of $1.07 compared to $0.88 a year ago, exceeding the Zacks Consensus Estimate of $723.73 million by 1.08% [1] - The EPS surprise was +7% against the consensus estimate of $1.00 [1] Revenue Breakdown - Revenue from Back-up care was $162.67 million, surpassing the average estimate of $155.94 million by two analysts, reflecting a year-over-year change of +19.2% [4] - Revenue from Full service center-based child care was $540.27 million, slightly below the estimated $540.39 million, with a year-over-year increase of +6.6% [4] - Revenue from Educational advisory and other services reached $28.63 million, exceeding the average estimate of $27.59 million, representing a year-over-year change of +8.1% [4] Adjusted Income from Operations - Adjusted income from operations for Full service center-based child care was $40.28 million, compared to the average estimate of $36.85 million [4] - Adjusted income from operations for Educational advisory and other services was $4.85 million, exceeding the average estimate of $3.89 million [4] - Adjusted income from operations for Back-up care was $40.92 million, surpassing the average estimate of $37.62 million [4] Stock Performance - Shares of Bright Horizons have returned -6.1% over the past month, while the Zacks S&P 500 composite has changed by +2.7% [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]