Core Insights - Bright Horizons Family Solutions (BFAM) reported revenue of $802.81 million for the quarter ended September 2025, reflecting an 11.6% increase year-over-year and a surprise of +2.95% over the Zacks Consensus Estimate of $779.84 million [1] - Earnings per share (EPS) for the quarter was $1.57, compared to $1.11 in the same quarter last year, resulting in an EPS surprise of +18.94% against the consensus estimate of $1.32 [1] Financial Performance Metrics - The number of education and child care centers at the end of the period was 1.01 billion, slightly below the estimated 1.02 billion [4] - Revenue from full-service center-based child care was $515.51 million, exceeding the average estimate of $514.29 million, with a year-over-year change of +6% [4] - Revenue from educational advisory and other services reached $33.93 million, surpassing the estimated $32.11 million, marking a +10.4% change year-over-year [4] - Revenue from back-up care was $253.37 million, exceeding the average estimate of $232.56 million, with a significant year-over-year increase of +25.6% [4] - Adjusted income from operations for full-service center-based child care was $20.4 million, slightly above the estimate of $20.22 million [4] - Adjusted income from operations for educational advisory and other services was $8.76 million, significantly higher than the estimated $6.07 million [4] - Adjusted income from operations for back-up care was $95.33 million, compared to the average estimate of $78.99 million, indicating strong performance [4] Stock Performance - Bright Horizons shares have returned -14.2% over the past month, contrasting with the Zacks S&P 500 composite's +3.6% change [3] - The stock currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3]

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]