BFAM

NEWTON, Mass., July 16, 2026--(BUSINESS WIRE)--Bright Horizons Family Solutions® Inc. (NYSE: BFAM) will release results for the quarter ended June 30, 2026 on Thursday, July 30, 2026, after the stock market closes. Following the release, the Company will host a telephone conference call with investors and analysts at 5:00 p.m. ET to discuss the second quarter 2026, the Company’s updated business outlook, its strategy and results. Interested parties are invited to listen to the conference call by dialing 1-844-539-3703, or for international callers, 1-412-652-1273, and asking for the Bright Horizons Family Solutions conference call, moderated by Chief Executive Officer Stephen Kramer. Replays of the entire call will be available through August 13, 2026, at 1-844-512-2921, or for international callers, 1-412-317-6671, conference ID #13758193. The second quarter 2026 earnings release and a link to the audio webcast of the conference call will be available through the Investor Relations section of the Company's web site, www.brighthorizons.com. About Bright Horizons Family Solutions Inc. Bright Horizons® is a leading global provider of high-quality early education and child care, back-up care, and workforce education services. For 40 years, we have partnered with employers to support workforces by providing services that help working families and employees thrive personally and professionally. Bright Horizons operates approximately 1,000 early education and child care centers in the United States, the United Kingdom, the Netherlands, Australia and India, and serves more than 1,450 of the world’s leading employers. Bright Horizons’ early education and child care centers, back-up child and elder care, and workforce education programs help employees succeed at each life and career stage. For more information, go to www.brighthorizons.com. View source version on businesswire.com: https://www.businesswire.com/news/home/20260716180983/en/ Contacts Investors:Elizabeth BolandChief Financial [email protected] 617-673-8125Michael FlanaganGroup Vice President – Strategic [email protected] 617-673-8720Jordan BertierDirector, Investor [email protected] 617-673-8192Media:Ilene SerpaVice President – [email protected] 617-673-8044

Bright Horizons delivered a first quarter that met Wall Street’s revenue expectations, with management attributing steady results to double-digit growth in Backup Care and improved efficiency in its Full Service business. CEO Stephen Kramer credited the company’s unified go-to-market approach and integration of its care and education offerings for driving user expansion and margin stability, despite a noticeable enrollment decline in Australia. CFO Elizabeth J. Boland noted that tuition increases and ongoing portfolio rationalization supported margin expansion, though she flagged Australia as a significant drag on reported performance. Is now the time to buy BFAM? Find out in our full research report (it’s free). Revenue: $712.2 million vs analyst estimates of $712.2 million (7% year-on-year growth, in line) Adjusted EPS: $0.82 vs analyst estimates of $0.80 (2.9% beat) Adjusted EBITDA: $95.61 million vs analyst estimates of $96.04 million (13.4% margin, in line) The company reconfirmed its revenue guidance for the full year of $3.1 billion at the midpoint Management reiterated its full-year Adjusted EPS guidance of $5 at the midpoint Operating Margin: 9.1%, in line with the same quarter last year Market Capitalization: $3.61 billion While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention. Jeffrey P. Meuler (Baird) asked about the drivers behind the raised Backup Care guidance and the visibility into summer usage. CEO Stephen Kramer explained that strong early reservations and observed user trends led to the revised outlook with increased confidence. Andrew Steinerman (J.P. Morgan) questioned how non-Australia businesses offset Australia’s underperformance. CFO Elizabeth J. Boland pointed to the share repurchase program’s positive impact and clarified that Backup Care was the primary outperformer. Jeffrey Marc Silber (BMO Capital Markets) inquired about year-over-year softness in Backup Care margins and fall Full Service sign-ups. Boland said margin mix was seasonally driven, while Kramer reported steady enrollment cadence and positive indicators from completed tours and bookings. Toni Michele Kaplan (Morgan Stanley) asked ab...

Earlier this week, Bright Horizons Family Solutions reported past first-quarter 2026 results, with sales rising to US$712.22 million from US$665.53 million a year earlier, while net income and diluted EPS from continuing operations eased slightly. The quarter underscored the importance of the high-growth Back-Up Care segment and share repurchases in supporting earnings, even as certain regions, such as Australia, faced enrollment challenges. Next, we will examine how reaffirmed full-year guidance and ongoing double-digit Back-Up Care growth influence Bright Horizons' existing investment narrative. The latest GPUs need a type of rare earth metal called Dysprosium and there are only 31 companies in the world exploring or producing it. Find the list for free. To own Bright Horizons, you need to believe employer-sponsored childcare and Back-Up Care can offset uneven enrollment and margin pressure in traditional centers. The latest Q1 2026 update, with 7% sales growth but slightly softer EPS, largely supports that view in the near term. Reaffirmed full-year guidance suggests the immediate catalyst is still execution in Back-Up Care, while persistent enrollment issues and center closures remain the key operational risk to watch. The most relevant recent development is management’s decision to reaffirm 2026 revenue guidance of US$3.075 billion to US$3.125 billion alongside Q1 results. That stance, combined with ongoing double digit Back-Up Care growth and sizable share repurchases of about US$225 million in Q1, frames how the company is currently balancing growth investments with shareholder returns, even as challenges in markets like Australia test the resilience of the core full service business. Yet behind the reaffirmed guidance, investors should be aware of the risk that sustained underperformance in a subset of centers and ongoing net closures could... Read the full narrative on Bright Horizons Family Solutions (it's free!) Bright Horizons Family Solutions' narrative projects $3.5 billion revenue and $308.7 million earnings by 2029. This requires 6.0% yearly revenue growth and about a $115.6 million earnings increase from $193.1 million today. Uncover how Bright Horizons Family Solutions' forecasts yield a $97.11 fair value, a 46% upside to its current price. The most cautious analysts were already assuming about US$3.5 billion revenue and US$334 million earn...

For the quarter ended March 2026, Bright Horizons Family Solutions (BFAM) reported revenue of $712.22 million, up 7% over the same period last year. EPS came in at $0.82, compared to $0.77 in the year-ago quarter. The reported revenue compares to the Zacks Consensus Estimate of $711.5 million, representing a surprise of +0.1%. The company delivered an EPS surprise of +3.37%, with the consensus EPS estimate being $0.79. While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health. Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance. Here is how Bright Horizons performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts: Number of Centers EOP (education and child care): 988 million versus the two-analyst average estimate of 992.5 million. Revenue- Full service center-based child care: $540.63 million versus the two-analyst average estimate of $539.22 million. The reported number represents a year-over-year change of +5.9%. Revenue- Educational advisory and other services: $26.92 million versus the two-analyst average estimate of $27.16 million. The reported number represents a year-over-year change of +2.1%. Revenue- Back-up care: $144.67 million compared to the $144.05 million average estimate based on two analysts. The reported number represents a change of +12.5% year over year. Adjusted income from operations- Full service center-based child care: $36.91 million compared to the $34.4 million average estimate based on two analysts. Adjusted income from operations- Educational advisory and other services: $2.47 million versus $1.63 million estimated by two analysts on average. Adjusted income from operations- Back-up care: $25.57 million compared to the $25.21 million average estimate based on two analysts. View all Key Company Metrics for Bright Horizons here>>> Shares of Bright Horizons have returned -4.2% over the past month versus the Zacks S&P 500 composite's +9.5% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outpe...

Bright Horizons Family Solutions (BFAM) reported Q1 adjusted net income late Tuesday of $0.82 per di

NEWTON, Mass. (AP) — NEWTON, Mass. (AP) — Bright Horizons Family Solutions Inc. (BFAM) on Tuesday reported first-quarter net income of $34.1 million. The Newton, Massachusetts-based company said it had profit of 62 cents per share. Earnings, adjusted for stock option expense and pretax expenses, were 82 cents per share. The results beat Wall Street expectations. The average estimate of three analysts surveyed by Zacks Investment Research was for earnings of 79 cents per share. The child care and early education services provider posted revenue of $712.2 million in the period, which also topped Street forecasts. Three analysts surveyed by Zacks expected $711.5 million. Bright Horizons expects full-year earnings in the range of $4.90 to $5.10 per share, with revenue in the range of $3.08 billion to $3.13 billion. Bright Horizons shares have fallen 19% since the beginning of the year. In the final minutes of trading on Tuesday, shares hit $81.68, a drop of 36% in the last 12 months. _____ This story was generated by Automated Insights (http://automatedinsights.com/ap) using data from Zacks Investment Research. Access a Zacks stock report on BFAM at https://www.zacks.com/ap/BFAM

NEWTON, Mass., May 05, 2026--(BUSINESS WIRE)--Bright Horizons Family Solutions® Inc. (NYSE: BFAM) today announced financial results for the first quarter of 2026 and reaffirmed financial guidance for 2026 initially provided on February 12, 2026. Bright Horizons is a leading provider of high-quality early education and child care, comprehensive back-up care solutions, and educational advisory services. Our offerings support both working families and employers’ workforce strategies by supporting their employees across life and career stages, and improving employee recruitment, engagement, productivity, retention, and career advancement. First Quarter 2026 Highlights (compared to First Quarter 2025): Revenue of $712 million (increase of 7%) Income from operations of $65 million (increase of 4%) Net income of $34 million and diluted earnings per common share of $0.62 (decreases of 10% and 6%, respectively) Non-GAAP financial measures Adjusted EBITDA* of $96 million (increase of 4%) Adjusted income from operations* of $65 million (increase of 4%) Adjusted net income* of $45 million and diluted adjusted earnings per common share* of $0.82 (unchanged and increase of 6%, respectively) "We are pleased with the solid start to 2026, with our first quarter results reflecting disciplined execution across the business," said Stephen Kramer, Chief Executive Officer. "We generated 7% revenue growth, including 12% growth in Back-Up and 6% growth in Full-Service. This marks our sixteenth consecutive quarter of double-digit revenue growth in our Back-Up Care segment," Kramer continued. "This sustained performance reflects both the scale of our Back-Up Care service delivery and the significant opportunity we see to continue to growth in this critically important service." First Quarter 2026 Results Revenue increased by $46.7 million, or 7%, to $712.2 million in the first quarter of 2026 from the first quarter of 2025, primarily due to tuition increases at our centers and increased utilization of back-up care, as well as fluctuations in foreign currency exchange rates for our United Kingdom, Netherlands and Australia operations. Income from operations was $64.9 million for the first quarter of 2026 compared to $62.3 million for the first quarter of 2025, an increase of 4%. The increase in income from operations is primarily related to operating leverage in our full service cente...

Image source: The Motley Fool. Tuesday, May 5, 2026 at 5 p.m. ET Chief Executive Officer — Stephen Kramer Chief Financial Officer — Elizabeth J. Boland Senior Vice President, Investor Relations — Mike A. Ritchie Stephen will start by reviewing our results and provide an update on the business, and Elizabeth J. Boland will follow with a more detailed review of the numbers before we open up to your questions. With that, let me turn the call over to Stephen Kramer. Stephen Kramer: Thanks, Mike, and good evening, everyone. 2026 is off to a positive start. Revenue grew 7% in the first quarter, in line with our expectations, and earnings came in slightly ahead, reflecting continued execution across our business segments. In Q1, we delivered double-digit revenue growth in Backup, expanded operating margins in Full Service, and made progress on transforming our Education Advisory business. Taken together, these results reflect the diversity and strength of our model, and the enduring demand from working families and learners for the services that we provide, along with the employers who support them. Before I get into the segment results for the quarter, I want to take a different approach tonight and start by addressing the thoughtful questions we have received from analysts and investors in recent quarters. Specifically, I want to take a few minutes to highlight how our strategy post-COVID is focused on delivering long-term growth and earnings performance, while increasing our impact on those we serve. Bright Horizons Family Solutions Inc.’s unique business model centers around working with employers to deliver high quality solutions that support client employees across critical life and career stages, while delivering a compelling ROI for our employer clients. Over time, we have expanded our education and care offerings and more recently have sharpened our focus on the integration of our full suite of services for the benefit of our clients and their employees. To that end, we have taken steps to unify our go-to-market strategy, executed by a singular salesforce and integrated account management team, and underpinned by new resources and tools. In parallel, we are developing a fully connected continuum of service delivered through both our owned assets and trusted partners. To make that work at scale, we are strengthening our foundational capabilities—specificall...

Bright Horizons Family Solutions (BFAM) came out with quarterly earnings of $0.82 per share, beating the Zacks Consensus Estimate of $0.79 per share. This compares to earnings of $0.77 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +3.37%. A quarter ago, it was expected that this child care and early education services provider would post earnings of $1.13 per share when it actually produced earnings of $1.15, delivering a surprise of +1.77%. Over the last four quarters, the company has surpassed consensus EPS estimates four times. Bright Horizons, which belongs to the Zacks Business - Services industry, posted revenues of $712.22 million for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 0.10%. This compares to year-ago revenues of $665.53 million. The company has topped consensus revenue estimates four times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Bright Horizons shares have lost about 20.2% since the beginning of the year versus the S&P 500's gain of 5.2%. While Bright Horizons has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for Bright Horizons was favorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #2 (Buy) for the stock. So, the shares are expected to outperform the market in the near future...

Management is transitioning to a unified go-to-market strategy, replacing product-specific silos with a singular salesforce and integrated account management to drive cross-service adoption. Backup Care growth of 12.5% was driven by expanding unique users and solid utilization across all care types, including in-home, center-based, and academic tutoring. Full Service revenue growth of 6% was primarily fueled by tuition increases and foreign exchange tailwinds, which helped offset the impact of strategic center closures. The Australia portfolio experienced a significant enrollment contraction in Q1, diverging from other geographies due to market saturation and a failure of new enrollments to backfill school-year transitions. Operational discipline in the Full Service segment led to a reduction in the 'bottom cohort' of centers (under 40% occupancy) from 13% to 8% year-over-year through rationalization and enrollment progress. The company is strengthening foundational capabilities, including a common client-employee credit model and integrated CRM, to create a seamless customer experience across the care continuum. Full-year revenue guidance is reaffirmed at $3.075 billion to $3.125 billion, with Backup Care expectations raised to 12% to 14% growth based on strong summer reservation visibility. Management expects Australia to remain a meaningful headwind, projecting a $20 million to $25 million total loss for that geography in 2026. The long-term growth algorithm for Backup Care has been upgraded to 11% to 13%, supported by low current penetration (under 5%) and a large unvended SMB market. Full Service margins are expected to remain flat in 2026 due to Australia impacts, but management maintains a long-term target of 9% to 10% as portfolio rationalization continues. The company anticipates a net reduction of 25 to 30 centers for the full year as it continues to prune underperforming locations while opening new client-sponsored sites. Australia operations represent a 150 basis point headwind to Full Service margins and an approximately $0.40 total headwind to EPS when including tax impacts. The company opportunistically repurchased $225 million of stock in Q1, funded by free cash flow and revolver borrowings, which is expected to provide a net $0.08 EPS tailwind for the year. Adjusted effective tax rate guidance was increased by 100 basis points to 28%-28.5%,...

Q1 results: Bright Horizons reported revenue up 7% to $712 million and adjusted EPS of $0.82, above prior guidance, and reaffirmed full‑year guidance of $3.075–$3.125 billion revenue and $4.90–$5.10 adjusted EPS. Back‑Up Care momentum: Back‑Up Care revenue rose 12.5% to $145 million, marking its 16th consecutive quarter of double‑digit growth; management raised the full‑year Back‑Up Care growth outlook to 12–14% and expects full‑year margins to reach 28–30% as utilization increases. Full Service mixed trends and capital allocation: Full Service revenue grew 6% with occupancy improving to the mid‑60% range amid net 22 center closures, but an unexpected enrollment decline in Australia (78 centers) is a ~$20–25M annual loss (~150 bps headwind to margins); the company generated $88 million of free cash flow in Q1 and repurchased $225 million of stock (1.9x net leverage, $577 million remaining authorization). Interested in Bright Horizons Family Solutions Inc.? Here are five stocks we like better. Bright Horizons Family Solutions (NYSE:BFAM) reported first-quarter 2026 results that management described as a “positive start” to the year, with revenue up 7% and adjusted earnings slightly ahead of the company’s expectations. On the company’s earnings call, executives pointed to double-digit growth in Back-Up Care, margin expansion in the Full Service child care segment, and continued efforts to reposition the Educational Advisory business. CEO Stephen Kramer said revenue grew 7% in the first quarter “in line with our expectations,” while earnings “came in slightly ahead.” CFO Elizabeth Boland reported revenue of $712 million, adjusted operating income of $65 million (9.1% of revenue), and adjusted EBITDA of $96 million (13.4% of revenue). Adjusted EPS was $0.82, up 6% year over year and above the company’s prior guidance range of $0.75 to $0.80. → 3 Emerging Markets ETFs to Maximize Exposure to High-Potential Countries The company reaffirmed its full-year 2026 guidance, calling for: Revenue of $3.075 billion to $3.125 billion Adjusted EPS of $4.90 to $5.10 Boland added that the guidance does not include the effects of any additional share repurchases on interest expense or share count. → The Real SpaceX Play: 5 Chip Stocks Powering the IPO Before It Launches Back-Up Care revenue rose 12.5% to $145 million. Kramer said growth was driven by “continued expansion in uni...

Child care and education company Bright Horizons (NYSE:BFAM) will be reporting earnings this Tuesday after market close. Here’s what you need to know. Bright Horizons beat analysts’ revenue expectations last quarter, reporting revenues of $733.7 million, up 8.8% year on year. It was a slower quarter for the company, with a significant miss of analysts’ adjusted operating income estimates and full-year revenue guidance slightly missing analysts’ expectations. Is Bright Horizons a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members. This quarter, the market is expecting Bright Horizons’s revenue to grow 7% year on year, in line with the 6.9% increase it recorded in the same quarter last year. The majority of analysts covering the company have reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Bright Horizons rarely misses Wall Street’s revenue estimates. Looking at Bright Horizons’s peers in the consumer discretionary segment, some have already reported their Q1 results, giving us a hint as to what we can expect. Laureate Education delivered year-on-year revenue growth of 15.4%, beating analysts’ expectations by 2.2%, and Strategic Education reported flat revenue, falling short of estimates by 1.2%. Laureate Education traded down 1.1% following the results while Strategic Education was also down 12.1%. Read our full analysis of Laureate Education’s results here and Strategic Education’s results here. There has been positive sentiment among investors in the consumer discretionary segment, with share prices up 7% on average over the last month. Bright Horizons is down 3.4% during the same time and is heading into earnings with an average analyst price target of $97.11 (compared to the current share price of $81.50). ONE MORE THING: 3 Hidden Platforms Growing 3X Faster than Amazon, Google, and PayPal. Amazon, Google, and Meta all followed the same playbook: Dominate an ignored market. Build an unbeatable moat. Scale until you’re unstoppable. These three platforms are running that exact playbook right now. The early investors in Amazon made fortunes. The early investors in these could do the same. Get All 3 Stocks Here for FREE.