BFAM · Bright Horizons Family Solutions Inc.
Price & Indicators
Up next
Metrics snapshot
Useful current figures from the complete screener profile.
AI Brief
Q2 FY26 earnings call · Jul 30, 2026TL;DR. Bright Horizons posted 7% revenue growth to $779M and 20% adjusted EPS growth to $1.28 in Q2 2026, but GAAP net income fell 26% to $40.6M on $19.1M of impairment losses. The company narrowed full-year revenue guidance to $3.085B–$3.115B, raised adjusted EPS outlook to $5.05–$5.15, and increased backup care growth expectations to 13%–15%.
- + Raised full-year adjusted EPS guidance to $5.05–$5.15
- + Raised full-year backup care revenue growth expectations to 13%–15%
- + Full-service adjusted operating margin expanded 50 bps to 7.9% on tuition and UK improvement
- − GAAP income from operations decreased 7% to $79.8M, dragged by $19.1M in impairment losses
- − Higher interest expense of $14M (up $3M YoY) and effective tax rate of 28.75% on Australia losses not deductible
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders SellIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Adjusted EBITDA non-GAAP | $130.56M | Three months ended June 30, 2026 filing | — |
GAAP → non-GAAP reconciliationGAAP Net income 40.64M
+14.02M Interest expense — net
+25.16M Income tax expense
+23.43M Depreciation
+1.14M Amortization of intangible assets
+19.14M Impairment losses
+7.03M Stock-based compensation expense
= Adjusted EBITDA 130.56M
|
|||
| Adjusted income from operations non-GAAP | $98.96M | Three months ended June 30, 2026 filing | — |
GAAP → non-GAAP reconciliationGAAP Income from operations 79.82M
+19.14M Impairment losses
= Adjusted income from operations 98.96M
|
|||
| Adjusted net income non-GAAP | $66.34M | Three months ended June 30, 2026 filing | — |
| Diluted adjusted earnings per common share non-GAAP | $1.28 | Three Months Ended June 30, 2026 filing | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Personal Services — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
BFAM
this stock
Bright Horizons Family Solutions Inc.
|
$3.10B | -36.6% | +9.3% | 20.2 | 6.1% |
|
ROL
Rollins Inc
|
$14.45B | -49.8% | +7.2% | 27.3 | 3.8% |
|
SCI
Service Corp International
|
$10.63B | -1.1% | +2.9% | 20.3 | 3.5% |
|
ANDG
Andersen Group Inc.
|
$6.09B | +120.4% | +14.6% | — | 1.7% |
|
HRB
H&R Block Inc
|
$5.20B | -4.4% | -1.3% | 7.1 | 14.2% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| BFAM | -2.4% | -9.6% | -22.4% | +0.9% | -36.6% |
| SPY | -0.2% | -0.5% | +12.2% | +0.9% | +12.9% |
| vs SPY | -2.2% | -9.2% | -34.6% | -0.1% | -49.5% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.