For the quarter ended September 2025, Bright Horizons Family Solutions (BFAM) reported revenue of $802.81 million, up 11.6% over the same period last year. EPS came in at $1.57, compared to $1.11 in the year-ago quarter.
The reported revenue represents a surprise of +2.95% over the Zacks Consensus Estimate of $779.84 million. With the consensus EPS estimate being $1.32, the EPS surprise was +18.94%.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
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): 1.01 billion versus 1.02 billion estimated by two analysts on average.
- Revenue- Full service center-based child care: $515.51 million compared to the $514.29 million average estimate based on two analysts. The reported number represents a change of +6% year over year.
- Revenue- Educational advisory and other services: $33.93 million versus $32.11 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +10.4% change.
- Revenue- Back-up care: $253.37 million versus $232.56 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +25.6% change.
- Adjusted income from operations- Full service center-based child care: $20.4 million versus $20.22 million estimated by two analysts on average.
- Adjusted income from operations- Educational advisory and other services: $8.76 million versus the two-analyst average estimate of $6.07 million.
- Adjusted income from operations- Back-up care: $95.33 million compared to the $78.99 million average estimate based on two analysts.
View all Key Company Metrics for Bright Horizons here>>>
Shares of Bright Horizons have returned -14.2% over the past month versus the Zacks S&P 500 composite's +3.6% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
Bright Horizons Family Solutions Inc. (BFAM): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
Zacks Investment Research
