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]

ISSN 1684-0364 SERIES 210 STUDIES AND PERSPECTIVES ECLAC SUBREGIONAL HEADQUARTERS IN MEXICO Who provides childcare? Analysing the distribution of care work in Mexico Magali N. Alloatti Ana Luíza Matos de Oliveira Thank you for your interest in this ECLAC publication Please register if you would like to receive information on our editorial products and activities. When you register, you may specify your particular areas of interest and you will gain access to our products in other formats. Register Click on ...

Legal Disclaimer DISCLAIMER Neither KinderCare Learning Companies, Inc. ("KinderCare", "the Company" or "we") nor any of its affiliates makes any representation or warranty, express or implied, as to the accuracy or completeness of the information contained herein, or any other written or oral communication transmitted or made available to any recipient or its affiliates or representatives. The Company and its affiliates or representatives expressly disclaim to the fullest extent permitted by law any and al ...

Earnings Report - KinderCare Learning Companies, Inc. is set to release its first-quarter earnings results on May 13, with analysts expecting earnings of 17 cents per share and projected revenue of $680.94 million [1]. Analyst Ratings - A short report released by The Bear Cave on April 3 alleges operational failures at KinderCare that could impact stock performance, yet shares rose by 2.7% to close at $13.53 [2]. - Recent analyst ratings include: - UBS maintained a Buy rating, lowering the price target from $24 to $21 [8]. - BMO Capital maintained an Outperform rating, reducing the price target from $31 to $26 [8]. - Goldman Sachs maintained a Buy rating, cutting the price target from $35 to $30 [8]. - Baird maintained an Outperform rating, lowering the price target from $30 to $25 [8]. - Morgan Stanley maintained an Overweight rating, reducing the price target from $30 to $21 [8].

Core Insights - Bright Horizons Family Solutions (BFAM) reported revenue of $665.53 million for the quarter ended March 2025, reflecting a year-over-year increase of 6.9% and exceeding the Zacks Consensus Estimate of $663.99 million by 0.23% [1] - The company's earnings per share (EPS) was $0.77, up from $0.51 in the same quarter last year, representing an EPS surprise of 22.22% against the consensus estimate of $0.63 [1] Revenue Breakdown - Full service center-based child care revenue was $510.55 million, slightly below the average estimate of $511.04 million, but still showing a year-over-year increase of 5.6% [4] - Revenue from educational advisory and other services reached $26.37 million, surpassing the estimated $25.31 million, with an 8.1% increase compared to the previous year [4] - Back-up care revenue was reported at $128.61 million, exceeding the average estimate of $127.86 million, marking a 12.2% year-over-year growth [4] Operational Performance - Adjusted income from operations for full service center-based child care was $33.25 million, significantly higher than the estimated $25.39 million [4] - Adjusted income from operations for educational advisory and other services was $2.63 million, slightly below the estimated $2.95 million [4] - Adjusted income from operations for back-up care was $26.38 million, exceeding the average estimate of $21.70 million [4] Stock Performance - Bright Horizons shares have returned +11.9% over the past month, outperforming the Zacks S&P 500 composite, which saw a +0.4% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]

Bright Horizons Family Solutions (BFAM) Q1 2025 Earnings Call May 05, 2025 05:00 PM ET Company Participants Michael Flanagan - Vice President, Investor RelationsStephen Kramer - CEO, President & DirectorElizabeth Boland - Chief Financial OfficerStephanie Moore - SVP - Equity ResearchFaiza Alwy - Managing Director, US Company Research Conference Call Participants Andrew Steinerman - Equity Research Analyst - Business & Info ServicesGeorge Tong - AnalystPrincy Thomas - AnalystToni Kaplan - Executive Director, ...

Core Viewpoint - Pomerantz LLP is investigating potential securities fraud or unlawful business practices involving KinderCare Learning Companies, Inc. and its officers or directors [1] Group 1: IPO and Financial Performance - KinderCare conducted its initial public offering on October 9, 2024, selling 24 million shares at $24.00 per share [3] - For the fourth quarter of 2024, KinderCare reported an operational loss of $89.3 million, a significant decline from an operational income of $48.7 million in the previous year, attributed to increased equity-based compensation expenses and lower COVID-19 stimulus reimbursements [4] - The company's full-year guidance for 2025 fell short of consensus estimates [4] Group 2: Stock Price Reaction - Following the announcement of the financial results, KinderCare's stock price dropped by $3.92 per share, or 22.17%, closing at $13.76 per share on March 21, 2025 [5]

Core Viewpoint - The Schall Law Firm is investigating KinderCare Learning Companies, Inc. for potential violations of securities laws related to misleading statements and undisclosed information affecting investors [1][2]. Financial Performance - KinderCare reported an operating loss of $89.3 million for Q4 2024, a significant decline from a profit of $48.7 million in the same quarter of the previous year, attributed to increased equity-based compensation expenses and lower COVID-19 reimbursements [2]. - The company's guidance for 2025 fell short of market estimates, contributing to a 22.17% drop in share price the following day [2].

I gave a buy rating to KinderCare Learning (NYSE: KLC ) in November last year, with my key thesis being that KLC can capitalize on the underlying secular trend. That turned out to be a badI'm a passionate investor with a strong foundation in fundamental analysis and a keen eye for identifying undervalued companies with long-term growth potential. My investment approach is a blend of value investing principles and a focus on long-term growth. I believe in buying quality companies at a discount to their intri ...