Bright Horizons (BFAM) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates

By Zacks Equity Research | February 12, 2026, 6:30 PM

Bright Horizons Family Solutions (BFAM) reported $733.7 million in revenue for the quarter ended December 2025, representing a year-over-year increase of 8.8%. EPS of $1.15 for the same period compares to $0.98 a year ago.

The reported revenue represents a surprise of +0.69% over the Zacks Consensus Estimate of $728.7 million. With the consensus EPS estimate being $1.13, the EPS surprise was +1.77%.

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.

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 the two-analyst average estimate of 1.01 billion.
  • Revenue- Full service center-based child care: $514.8 million compared to the $511.77 million average estimate based on two analysts. The reported number represents a change of +6.3% year over year.
  • Revenue- Educational advisory and other services: $35.57 million versus the two-analyst average estimate of $35.41 million. The reported number represents a year-over-year change of +9.5%.
  • Revenue- Back-up care: $183.33 million compared to the $183.1 million average estimate based on two analysts. The reported number represents a change of +16.7% year over year.
  • Adjusted income from operations- Full service center-based child care: $20.42 million versus the two-analyst average estimate of $22.27 million.
  • Adjusted income from operations- Educational advisory and other services: $10.72 million versus $9.1 million estimated by two analysts on average.
  • Adjusted income from operations- Back-up care: $59.47 million versus the two-analyst average estimate of $58.58 million.

View all Key Company Metrics for Bright Horizons here>>>

Shares of Bright Horizons have returned -15.8% over the past month versus the Zacks S&P 500 composite's -0.3% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform 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 Report

This article originally published on Zacks Investment Research (zacks.com).

Zacks Investment Research

Latest News

5 hours
Feb-17
Feb-16
Feb-13
Feb-13
Feb-13
Feb-13
Feb-13
Feb-12
Feb-12
Feb-12
Feb-12
Feb-12
Feb-12
Feb-10