Bright Horizons (BFAM) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates

Core Insights - Bright Horizons Family Solutions (BFAM) reported revenue of $733.7 million for Q4 2025, marking an 8.8% year-over-year increase and exceeding the Zacks Consensus Estimate by 0.69% [1] - The company's EPS for the same quarter was $1.15, up from $0.98 a year ago, representing a surprise of 1.77% over the consensus estimate of $1.13 [1] Financial Performance Metrics - The number of education and child care centers at the end of the period was 1.01 billion, matching the average estimate from two analysts [4] - Revenue from full-service center-based child care was $514.8 million, slightly above the average estimate of $511.77 million, reflecting a year-over-year increase of 6.3% [4] - Revenue from educational advisory and other services reached $35.57 million, surpassing the average estimate of $35.41 million, with a year-over-year change of 9.5% [4] - Revenue from back-up care was reported at $183.33 million, exceeding the average estimate of $183.1 million, and showing a year-over-year increase of 16.7% [4] - Adjusted income from operations for full-service center-based child care was $20.42 million, below the average estimate of $22.27 million [4] - Adjusted income from operations for educational advisory and other services was $10.72 million, exceeding the average estimate of $9.1 million [4] - Adjusted income from operations for back-up care was $59.47 million, slightly above the average estimate of $58.58 million [4] Stock Performance - Bright Horizons shares have declined by 15.8% over the past month, compared to a decrease of 0.3% in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]