Track market-moving stories before they get noisy

Canada Pension Plan Investment Board bought a new position in shares of Bright Horizons Family Solutions Inc. (NYSE:BFAM – Free Report) during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund bought 80,200 shares of the company’s stock, valued at approximately $5,685,000. Canada Pension Plan Investment Board owned about 0.16% of Bright Horizons Family Solutions as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors also recently modified their holdings of BFAM. NewEdge Advisors LLC grew its position in Bright Horizons Family Solutions by 24.1% during the 1st quarter. NewEdge Advisors LLC now owns 6,750 shares of the company’s stock worth $858,000 after acquiring an additional 1,312 shares during the last quarter. Goldman Sachs Group Inc. raised its position in Bright Horizons Family Solutions by 149.1% in the first quarter. Goldman Sachs Group Inc. now owns 614,293 shares of the company’s stock valued at $78,040,000 after purchasing an additional 367,711 shares during the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its position in Bright Horizons Family Solutions by 12.0% in the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 195,119 shares of the company’s stock valued at $24,788,000 after purchasing an additional 20,859 shares during the last quarter. Jane Street Group LLC boosted its stake in shares of Bright Horizons Family Solutions by 646.2% during the first quarter. Jane Street Group LLC now owns 59,643 shares of the company’s stock valued at $7,577,000 after purchasing an additional 51,650 shares in the last quarter. Finally, Focus Partners Wealth boosted its stake in shares of Bright Horizons Family Solutions by 70.5% during the first quarter. Focus Partners Wealth now owns 4,516 shares of the company’s stock valued at $574,000 after purchasing an additional 1,868 shares in the last quarter.

Wall Street Analysts Forecast Growth BFAM has been the topic of several research reports. Morgan Stanley reduced their price target on Bright Horizons Family Solutions from $70.00 to $68.00 and set an “underweight” rating on the stock in a report on Friday, July 31st. JPMorgan Chase & Co. dropped their price objective on shares of Bright Horizons Family Solutions from $115.00 to $105.00 and set an “overweight” rating for the company in a report on Wednesday, May 6th. Weiss Ratings reiterated a “sell (d+)” rating on shares of Bright Horizons Family Solutions in a research report on Wednesday, July 29th. Finally, UBS Group boosted their target price on shares of Bright Horizons Family Solutions from $87.00 to $88.00 and gave the stock a “neutral” rating in a report on Friday, July 31st. Four investment analysts have rated the stock with a Buy rating, three have given a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat, the company currently has an average rating of “Hold” and an average target price of $95.88.

Get Our Latest Analysis on Bright Horizons Family Solutions Insider Activity at Bright Horizons Family Solutions In related news, COO Mary Lou Burke sold 1,200 shares of the company’s stock in a transaction that occurred on Monday, August 3rd. The stock was sold at an average price of $75.57, for a total value of $90,684.00. Following the sale, the chief operating officer directly owned 32,145 shares in the company, valued at $2,429,197.65. This represents a 3.60% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. 1.42% of the stock is currently owned by corporate insiders.

Bright Horizons Family Solutions Stock Up 0.2% Shares of NYSE:BFAM opened at $74.94 on Monday. The firm has a market cap of $3.64 billion, a P/E ratio of 23.72, a P/E/G ratio of 1.14 and a beta of 1.14. The company has a quick ratio of 0.48, a current ratio of 0.48 and a debt-to-equity ratio of 1.14. Bright Horizons Family Solutions Inc. has a 12-month low of $57.63 and a 12-month high of $118.73. The business has a fifty day simple moving average of $73.73 and a 200 day simple moving average of $73.86.

Bright Horizons Family Solutions (NYSE:BFAM – Get Free Report) last announced its earnings results on Thursday, July 30th. The company reported $1.28 EPS for the quarter, topping the consensus estimate of $1.20 by $0.08. The firm had revenue of $779.18 million for the quarter, compared to the consensus estimate of $774.84 million. Bright Horizons Family Solutions had a return on equity of 20.09% and a net margin of 5.78%.The business’s quarterly revenue was up 6.4% compared to the same quarter last year. During the same period in the previous year, the business earned $1.07 EPS. Bright Horizons Family Solutions has set its FY 2026 guidance at 5.050-5.150 EPS. Analysts predict that Bright Horizons Family Solutions Inc. will post 4.7 earnings per share for the current year.

(Free Report)

Bright Horizons Family Solutions, Inc (NYSE: BFAM) is a leading provider of employer-sponsored child care and early education services, offering a range of solutions designed to support working families and organizations. Through a network of on-site, near-site and center-based programs, the company partners with corporate and nonprofit clients to deliver infant, toddler, preschool and school-age care. Services emphasize age-appropriate curriculum, developmental milestones and community engagement to ensure high-quality learning experiences.

Further Reading Five stocks we like better than Bright Horizons Family Solutions Strike a Balance Between Growth and Stability With These 3 Names Ready to Rally Rubrik’s AI Security Bet Could Power the Next Leg Higher Apple’s Foldable iPhone Could Be a Catalyst, But Not a Cure-All Snowflake Is Up Nearly 50% in 2026—What Are Short Sellers Betting Against?

Receive News & Ratings for Bright Horizons Family Solutions Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Bright Horizons Family Solutions and related companies with MarketBeat.com's FREE daily email newsletter.

Bank of Nova Scotia bought a new position in shares of Bright Horizons Family Solutions Inc. (NYSE:BFAM – Free Report) during the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor bought 56,401 shares of the company’s stock, valued at approximately $3,998,000. Bank of Nova Scotia owned approximately 0.12% of Bright Horizons Family Solutions as of its most recent SEC filing.

A number of other large investors have also bought and sold shares of BFAM. Public Employees Retirement System of Ohio grew its position in Bright Horizons Family Solutions by 0.6% in the 3rd quarter. Public Employees Retirement System of Ohio now owns 18,128 shares of the company’s stock valued at $1,968,000 after purchasing an additional 110 shares during the period. Xponance LLC increased its stake in Bright Horizons Family Solutions by 3.9% during the 4th quarter. Xponance LLC now owns 3,686 shares of the company’s stock valued at $374,000 after purchasing an additional 137 shares in the last quarter. MML Investors Services LLC raised its holdings in Bright Horizons Family Solutions by 1.7% during the second quarter. MML Investors Services LLC now owns 9,098 shares of the company’s stock worth $1,124,000 after buying an additional 150 shares during the last quarter. Geneos Wealth Management Inc. raised its holdings in Bright Horizons Family Solutions by 98.8% during the first quarter. Geneos Wealth Management Inc. now owns 336 shares of the company’s stock worth $43,000 after buying an additional 167 shares during the last quarter. Finally, Treasurer of the State of North Carolina lifted its stake in shares of Bright Horizons Family Solutions by 0.7% in the second quarter. Treasurer of the State of North Carolina now owns 26,551 shares of the company’s stock valued at $3,281,000 after buying an additional 185 shares in the last quarter.

Analyst Upgrades and Downgrades Several brokerages recently issued reports on BFAM. Weiss Ratings reaffirmed a “sell (d+)” rating on shares of Bright Horizons Family Solutions in a research report on Wednesday, July 29th. UBS Group increased their price target on Bright Horizons Family Solutions from $87.00 to $88.00 and gave the company a “neutral” rating in a research report on Friday, July 31st. JPMorgan Chase & Co. dropped their price objective on Bright Horizons Family Solutions from $115.00 to $105.00 and set an “overweight” rating on the stock in a research note on Wednesday, May 6th. Finally, Morgan Stanley cut their price objective on shares of Bright Horizons Family Solutions from $70.00 to $68.00 and set an “underweight” rating on the stock in a report on Friday, July 31st. Four equities research analysts have rated the stock with a Buy rating, three have given a Hold rating and two have issued a Sell rating to the stock. According to MarketBeat, the company currently has an average rating of “Hold” and a consensus price target of $95.88.

Get Our Latest Report on BFAM Insider Activity In other Bright Horizons Family Solutions news, COO Mary Lou Burke sold 1,200 shares of Bright Horizons Family Solutions stock in a transaction that occurred on Monday, August 3rd. The shares were sold at an average price of $75.57, for a total transaction of $90,684.00. Following the completion of the sale, the chief operating officer directly owned 32,145 shares in the company, valued at $2,429,197.65. The trade was a 3.60% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Company insiders own 1.42% of the company’s stock.

Bright Horizons Family Solutions Stock Down 0.3% BFAM stock opened at $73.88 on Wednesday. The stock has a fifty day moving average of $73.12 and a 200-day moving average of $74.10. Bright Horizons Family Solutions Inc. has a fifty-two week low of $57.63 and a fifty-two week high of $121.13. The company has a market capitalization of $3.59 billion, a price-to-earnings ratio of 23.38, a PEG ratio of 1.13 and a beta of 1.14. The company has a debt-to-equity ratio of 1.14, a quick ratio of 0.48 and a current ratio of 0.48.

Bright Horizons Family Solutions (NYSE:BFAM – Get Free Report) last issued its earnings results on Thursday, July 30th. The company reported $1.28 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.20 by $0.08. Bright Horizons Family Solutions had a net margin of 5.78% and a return on equity of 20.09%. The business had revenue of $779.18 million for the quarter, compared to analysts’ expectations of $774.84 million. During the same quarter in the previous year, the firm posted $1.07 EPS. The business’s revenue for the quarter was up 6.4% compared to the same quarter last year. Bright Horizons Family Solutions has set its FY 2026 guidance at 5.050-5.150 EPS. As a group, equities research analysts predict that Bright Horizons Family Solutions Inc. will post 4.7 earnings per share for the current year.

(Free Report)

Bright Horizons Family Solutions, Inc (NYSE: BFAM) is a leading provider of employer-sponsored child care and early education services, offering a range of solutions designed to support working families and organizations. Through a network of on-site, near-site and center-based programs, the company partners with corporate and nonprofit clients to deliver infant, toddler, preschool and school-age care. Services emphasize age-appropriate curriculum, developmental milestones and community engagement to ensure high-quality learning experiences.

Featured Stories Five stocks we like better than Bright Horizons Family Solutions Pathward’s Credit Scare Tests Its Comeback Story Wiring the AI Boom: Rumble’s $13.7B Pivot StoneX: Too Far Too Fast? DICK’s Sporting Goods Faces Pain Now for a Bigger Prize

Receive News & Ratings for Bright Horizons Family Solutions Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Bright Horizons Family Solutions and related companies with MarketBeat.com's FREE daily email newsletter.

Aurora Investment Counsel bought a new stake in shares of Bright Horizons Family Solutions Inc. (NYSE:BFAM – Free Report) in the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor bought 27,709 shares of the company’s stock, valued at approximately $1,964,000. Aurora Investment Counsel owned about 0.06% of Bright Horizons Family Solutions at the end of the most recent reporting period.

A number of other large investors have also recently added to or reduced their stakes in BFAM. Geneos Wealth Management Inc. lifted its holdings in shares of Bright Horizons Family Solutions by 98.8% during the first quarter. Geneos Wealth Management Inc. now owns 336 shares of the company’s stock valued at $43,000 after purchasing an additional 167 shares during the last quarter. AG Campbell Advisory LLC acquired a new stake in shares of Bright Horizons Family Solutions during the fourth quarter valued at approximately $41,000. Danske Bank A S acquired a new stake in shares of Bright Horizons Family Solutions during the third quarter valued at approximately $43,000. Mitsubishi UFJ Asset Management Co. Ltd. purchased a new stake in shares of Bright Horizons Family Solutions in the 2nd quarter valued at approximately $29,000. Finally, Fifth Third Bancorp lifted its position in shares of Bright Horizons Family Solutions by 72.8% in the 4th quarter. Fifth Third Bancorp now owns 648 shares of the company’s stock valued at $66,000 after acquiring an additional 273 shares in the last quarter.

Analyst Upgrades and Downgrades BFAM has been the subject of a number of recent analyst reports. UBS Group raised their price objective on shares of Bright Horizons Family Solutions from $87.00 to $88.00 and gave the stock a “neutral” rating in a research note on Friday, July 31st. Weiss Ratings restated a “sell (d+)” rating on shares of Bright Horizons Family Solutions in a report on Wednesday, July 29th. JPMorgan Chase & Co. decreased their target price on Bright Horizons Family Solutions from $115.00 to $105.00 and set an “overweight” rating for the company in a research report on Wednesday, May 6th. Finally, Morgan Stanley lowered their price target on Bright Horizons Family Solutions from $70.00 to $68.00 and set an “underweight” rating on the stock in a report on Friday, July 31st. Four research analysts have rated the stock with a Buy rating, three have issued a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat, the company presently has a consensus rating of “Hold” and an average price target of $95.88.

Check Out Our Latest Report on BFAM Insider Buying and Selling In related news, COO Mary Lou Burke sold 1,200 shares of the firm’s stock in a transaction that occurred on Monday, August 3rd. The shares were sold at an average price of $75.57, for a total transaction of $90,684.00. Following the transaction, the chief operating officer owned 32,145 shares of the company’s stock, valued at approximately $2,429,197.65. This trade represents a 3.60% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Corporate insiders own 1.42% of the company’s stock.

Bright Horizons Family Solutions Trading Up 0.9% Bright Horizons Family Solutions stock opened at $73.14 on Thursday. The company’s fifty day simple moving average is $72.40 and its 200-day simple moving average is $74.58. The company has a quick ratio of 0.48, a current ratio of 0.48 and a debt-to-equity ratio of 1.14. Bright Horizons Family Solutions Inc. has a 12 month low of $57.63 and a 12 month high of $124.25. The stock has a market cap of $3.56 billion, a P/E ratio of 23.15, a P/E/G ratio of 1.11 and a beta of 1.14.

Bright Horizons Family Solutions (NYSE:BFAM – Get Free Report) last announced its quarterly earnings data on Thursday, July 30th. The company reported $1.28 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.20 by $0.08. Bright Horizons Family Solutions had a return on equity of 20.09% and a net margin of 5.78%.The business had revenue of $779.18 million during the quarter, compared to analyst estimates of $774.84 million. During the same period last year, the company earned $1.07 earnings per share. Bright Horizons Family Solutions’s quarterly revenue was up 6.4% compared to the same quarter last year. Bright Horizons Family Solutions has set its FY 2026 guidance at 5.050-5.150 EPS. As a group, sell-side analysts forecast that Bright Horizons Family Solutions Inc. will post 4.7 EPS for the current fiscal year.

Bright Horizons Family Solutions Company Profile (Free Report)

Bright Horizons Family Solutions, Inc (NYSE: BFAM) is a leading provider of employer-sponsored child care and early education services, offering a range of solutions designed to support working families and organizations. Through a network of on-site, near-site and center-based programs, the company partners with corporate and nonprofit clients to deliver infant, toddler, preschool and school-age care. Services emphasize age-appropriate curriculum, developmental milestones and community engagement to ensure high-quality learning experiences.

Featured Articles Five stocks we like better than Bright Horizons Family Solutions Bloom Energy’s AI Surge Meets a Valuation Reality Check Target Is Winning Shoppers Back—Can the Rally Reach $180? IonQ’s Space Contract Points to a New Frontier for Quantum Investors Is Apple’s AI Strategy Smarter Than Skeptics Think?

Receive News & Ratings for Bright Horizons Family Solutions Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Bright Horizons Family Solutions and related companies with MarketBeat.com's FREE daily email newsletter.

Investors looking for stocks in the Business - Services sector might want to consider either Bright Horizons Family Solutions (BFAM - Free Report) or UL Solutions Inc. (ULS - Free Report) . But which of these two stocks presents investors with the better value opportunity right now? Let's take a closer look.

There are plenty of strategies for discovering value stocks, but we have found that pairing a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system produces the best returns. The proven Zacks Rank puts an emphasis on earnings estimates and estimate revisions, while our Style Scores work to identify stocks with specific traits.

Bright Horizons Family Solutions and UL Solutions Inc. are sporting Zacks Ranks of #2 (Buy) and #3 (Hold), respectively, right now. This system places an emphasis on companies that have seen positive earnings estimate revisions, so investors should feel comfortable knowing that BFAM is likely seeing its earnings outlook improve to a greater extent. But this is only part of the picture for value investors.

Value investors analyze a variety of traditional, tried-and-true metrics to help find companies that they believe are undervalued at their current share price levels.

The Style Score Value grade factors in a variety of key fundamental metrics, including the popular P/E ratio, P/S ratio, earnings yield, cash flow per share, and a number of other key stats that are commonly used by value investors.

BFAM currently has a forward P/E ratio of 14.03, while ULS has a forward P/E of 33.47. We also note that BFAM has a PEG ratio of 1.01. This figure is similar to the commonly-used P/E ratio, with the PEG ratio also factoring in a company's expected earnings growth rate. ULS currently has a PEG ratio of 2.89.

Another notable valuation metric for BFAM is its P/B ratio of 3.69. Investors use the P/B ratio to look at a stock's market value versus its book value, which is defined as total assets minus total liabilities. By comparison, ULS has a P/B of 9.59.

These metrics, and several others, help BFAM earn a Value grade of A, while ULS has been given a Value grade of D.

BFAM stands above ULS thanks to its solid earnings outlook, and based on these valuation figures, we also feel that BFAM is the superior value option right now.

NEW YORK--(BUSINESS WIRE)--Haeggquist & Eck, LLP (“HAE”), a leading shareholder rights litigation firm, is investigating whether the leadership of Bright Horizons Family Solutions Inc. (“Bright Horizons”) (NYSE: BFAM) breached their fiduciary duties to Bright Horizons and its shareholders.

If you own shares of Bright Horizons, you may have legal claims against Bright Horizons’ directors and officers.

Share HAE is investigating whether members of Bright Horizons’ board of directors or senior management failed to manage Bright Horizons in an acceptable manner, in breach of their fiduciary duties to Bright Horizons, and whether Bright Horizons and its shareholders have suffered damages as a result.

On February 4, 2026, the New York Times reported that New York City health officials were moving to close a Bright Horizons facility in New York City after allegations of child abuse, and reported on other problems at Bright Horizons facilities.

What You Can Do

If you own shares of Bright Horizons, you may have legal claims against Bright Horizons’ directors and officers. If you wish to discuss this investigation, or have questions about this notice or your legal rights, please contact attorney Amber Eck at (619) 342-8000 or [email protected].

About Us

HAE is a nationally recognized leader in shareholder rights law. The firm represents individual investors in shareholder derivative lawsuits, and members of the firm have helped shareholders recover more than $1 billion of value for themselves and the companies in which they have invested.

To learn more about HAE, our attorneys, or complex case resolution, please visit www.haelaw.com.

This release constitutes attorney advertising. Past results do not guarantee a similar outcome.

Bright Horizons Family Solutions remains a hold as Back-up Care drives growth but Full Service lags on enrollment and occupancy. BFAM's Q2 2026 saw Back-up Care revenue up 19% with a 26% margin, now contributing over half of total operating income. Full Service revenue grew just 3%, with volume muted and capacity running ahead of occupancy, raising concerns for long-term EBIT targets.

Bright Horizons Family Solutions Inc. (BFAM) Q2 2026 Earnings Call July 30, 2026 5:00 PM EDT

Company Participants

Michael Flanagan - Sr. Director of Investor Relations
Stephen Kramer - CEO, President & Director
Elizabeth Boland - Chief Financial Officer

Conference Call Participants

Andrew Steinerman - JPMorgan Chase & Co, Research Division
John Ronan Kennedy - Barclays Bank PLC, Research Division
Jeffrey Meuler - Robert W. Baird & Co. Incorporated, Research Division
Jeffrey Silber - BMO Capital Markets Equity Research
Keen Fai Tong - Goldman Sachs Group, Inc., Research Division
Toni Kaplan - Morgan Stanley, Research Division
Joshua Chan - UBS Investment Bank, Research Division
Stephanie Benjamin Moore - Jefferies LLC, Research Division

Presentation

Operator

Greetings, welcome to the Bright Horizons Family Solutions Second Quarter 2026 Earnings Call. [Operator Instructions] Please note, this conference is being recorded.

I will now turn the conference over to Michael Flanagan, Group Vice President, Strategic Finance at Bright Horizons Family Solutions. Thank you, Michael. You may begin.

Michael Flanagan
Sr. Director of Investor Relations

Thanks, Felice, and welcome to Bright Horizons second quarter earnings call. Before we begin, please note that today's call is being webcast and a recording will be available under the Investor Relations section of our website at investors.brighthorizons.com.

As a reminder to participants, any forward-looking statements made on this call, including those regarding future business, financial performance and outlook are subject to the safe harbor statement included in our earnings release. Forward-looking statements inherently involve risks and uncertainties that may cause actual operating and financial results to differ materially and should be considered in conjunction with the cautionary statements that are described in detail in our earnings release our 2025 Form 10-K and other SEC filings. Any forward-looking statement speaks only as of the date on which it is made, and we undertake no obligation to update any forward-looking statements.

NEWTON, Mass.--(BUSINESS WIRE)--Bright Horizons Family Solutions® Inc. (NYSE: BFAM) today announced financial results for the second quarter of 2026 and provided updated financial guidance for 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.

Second Quarter 2026 Highlights (compared to Second Quarter 2025):

Revenue of $779 million (increase of 7%) Income from operations of $80 million (decrease of 7%) Net income of $41 million and diluted earnings per common share of $0.79 (decreases of 26% and 17%, respectively) Non-GAAP financial measures

Adjusted EBITDA* of $131 million (increase of 13%) Adjusted income from operations* of $99 million (increase of 15%) Adjusted net income* of $66 million and diluted adjusted earnings per common share* of $1.28 (increases of 8% and 20%, respectively) “Our second quarter performance was solid, with 7% revenue growth and 20% adjusted EPS growth,” said Stephen Kramer, Chief Executive Officer. “Back-up care revenue grew 19% as we entered the summer with strong utilization, while full service delivered another quarter of solid operating margin expansion. Our differentiated employer-centric model and singular focus on quality continue to drive strong financial results and position us to deepen our impact for the families and employers we serve.”

Second Quarter 2026 Results

Revenue increased by $47.6 million, or 7%, to $779.2 million in the second quarter of 2026 from the second quarter of 2025, primarily due to growth in back-up care and full service center-based child care, partially offset by the reductions in revenue from centers that have closed over the last 12 months.

Income from operations was $79.8 million for the second quarter of 2026 compared to $86.1 million for the second quarter of 2025, a decrease of 7%. The decrease in income from operations is primarily related to impairment losses of $19.1 million related to centers in certain markets, partially offset by increased service levels and contributions from our back-up care segment. Net income was $40.6 million for the second quarter of 2026 compared to $54.8 million for the second quarter of 2025, a decrease of 26%, due to the decrease in income from operations noted above, a higher effective tax rate and higher interest expense. Diluted earnings per common share was $0.79 for the second quarter of 2026 compared to $0.95 for the second quarter of 2025.

In the second quarter of 2026, adjusted EBITDA* increased by $14.9 million, or 13%, to $130.6 million, and adjusted income from operations* increased by $12.9 million, or 15%, to $99.0 million from the second quarter of 2025, primarily due to increased service levels and contributions from the back-up care segment. Adjusted net income* was $66.3 million, an increase from adjusted net income of $61.5 million in the same period in the prior year, as a result of the increase in adjusted income from operations noted above partially offset by higher interest expense and an increase to the adjusted effective tax rate. Diluted adjusted earnings per common share* was $1.28 for the second quarter of 2026 compared to $1.07 for the second quarter of 2025.

As of June 30, 2026, the Company operated 988 early education and child care centers with the capacity to serve approximately 112,500 children and their families.

*Adjusted EBITDA, adjusted income from operations, adjusted net income and diluted adjusted earnings per common share are financial measures that are not calculated in accordance with generally accepted accounting principles in the United States (“GAAP”), which are commonly referred to as “non-GAAP financial measures.” Adjusted EBITDA represents EBITDA (which is net income, as determined in accordance with GAAP, before interest expense, income tax expense, depreciation, and amortization) adjusted to exclude stock-based compensation expense, impairment losses, and, at times, non-recurring costs, such as debt refinancing costs, lease termination costs, and transaction costs. Adjusted income from operations represents income from operations, as determined in accordance with GAAP, adjusted to exclude impairment losses, and, at times, non-recurring costs, such as debt refinancing costs, lease termination costs, and transaction costs. Adjusted net income represents net income, as determined in accordance with GAAP, adjusted to exclude amortization, stock-based compensation expense, impairment losses, debt refinancing costs and, at times, non-recurring costs, such as lease termination costs and transaction costs, and the income tax provision (benefit) thereon. Diluted adjusted earnings per common share is calculated using adjusted net income. These non-GAAP financial measures are more fully described and are reconciled from the respective measures determined under GAAP in “Presentation of Non-GAAP Financial Measures” and the attached table “Bright Horizons Family Solutions Inc. Non-GAAP Reconciliations,” respectively.

Balance Sheet and Liquidity

At June 30, 2026, the Company had $163.7 million of cash and cash equivalents and $520.1 million available for borrowing under our revolving credit facility. In the six months ended June 30, 2026, we generated $202.8 million of cash from operations, compared to $220.4 million for the same period in 2025, repurchased approximately 6.6 million shares totaling $473.2 million compared to approximately 0.5 million shares totaling $60.7 million for the same period in the prior year, and made net investments totaling $39.4 million, compared to $38.0 million for the same period in the prior year. On June 1, 2026, the Company amended its existing senior secured credit facilities to, among other changes, issue $375 million of a term loan A facility as well as increase the borrowing capacity of its revolving credit facility from $900 million to $1.0 billion.

2026 Outlook

Based on current trends and expectations, we currently expect fiscal year 2026 revenue to be in the range of $3.085 billion to $3.115 billion and diluted adjusted earnings per common share to be in the range of $5.05 to $5.15. The Company will provide additional information on its outlook during its earnings conference call.

Conference Call

Bright Horizons Family Solutions will host an investor conference call today at 5:00 pm ET to discuss the results for the second quarter of 2026, as well as the Company’s updated business outlook and strategy. 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, at 1-412-317-6671, conference ID #13758193. A link to the audio webcast of the conference call and a copy of this press release are also available through the Investor Relations section of the Company’s web site, investors.brighthorizons.com.

Forward-Looking Statements

This press release includes forward looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. The Company’s actual results may vary significantly from the results anticipated in these forward-looking statements, which can generally be identified by the use of forward-looking terminology, including the terms “believes,” “expects,” “may,” “will,” “should,” “seeks,” “projects,” “approximately,” “intends,” “plans,” “estimates” or “anticipates,” or, in each case, their negatives or other variations or comparable terminology. These forward-looking statements include all matters that are not historical facts, including statements regarding the Company’s intentions, beliefs or current expectations concerning, among other things, our results of operations, financial condition, liquidity, operating expectations, execution and delivery of our services and solutions, our model, business trends, value and quality of our service offerings, market penetration, our future growth opportunities, enrollment levels and trends in jurisdictions, utilization of services, margins, back-up care contributions, our investments, long-term growth strategy, cash flows, estimated effective tax rate, tax expense, our future business and financial performance, client partners and relationships, use and impact of our services, share repurchase activity and our 2026 financial guidance. By their nature, forward-looking statements involve risks and uncertainties because they relate to events and depend on circumstances that may or may not occur in the future. The Company believes that these risks and uncertainties include, but are not limited to, changes in the demand for child care, dependent care and other workplace solutions, including variations in enrollment trends and lower than expected demand from employer sponsor clients as well as variations in workforce demographics and work environments; the constrained labor market for teachers and staff and ability to hire and retain talent, including the impact of increased compensation and labor costs; the availability or lack of government support programs, and the impact of available government child care benefit programs; our ability to respond to changing client and customer needs; competition in our industry; the possibility that acquisitions may disrupt our operations and expose us to additional risk; our ability to pass on our increased costs; our indebtedness and the terms of such indebtedness; our ability to withstand seasonal fluctuations in the demand for our services; our ability to implement our growth strategies successfully; our ability to close underperforming centers; changes in general economic, political, business and financial market conditions and other macroeconomic events and uncertainty, including the impact of inflation and interest rate fluctuations; fluctuations in currency exchange rates; the effects of a cyber-attack, data breach or other security incident on our information technology system or software or those of our third party vendors; changes in tax rates or policies; damage or harm to our brand or reputation, including as a result of recent incidents and media coverage; outcome of litigation, legal matters and regulatory investigations; insurance risks; changes in laws and regulations; and other risks and uncertainties more fully described in the “Risk Factors” section of our Annual Report on Form 10-K filed on February 26, 2026, and other factors disclosed from time to time in our other filings with the Securities and Exchange Commission. These forward-looking statements speak only as of the time of this release and we do not undertake to publicly update or revise them, whether as a result of new information, future events or otherwise, except as required by law.

Presentation of Non-GAAP Financial Measures

In addition to the results provided in accordance with GAAP throughout this press release, the Company has provided certain non-GAAP financial measures that present operating results on a basis adjusted for certain items. The Company uses these non-GAAP financial measures as key performance indicators for the purpose of evaluating performance internally, and in connection with determining incentive compensation for Company management, including executive officers. Adjusted EBITDA is also used in connection with the determination of certain ratio requirements under our credit agreement. We believe that these non-GAAP financial measures provide investors with useful information with respect to our historical operations. These non-GAAP financial measures are not intended to replace, and should not be considered superior to, the presentation of our financial results in accordance with GAAP. The use of the terms adjusted EBITDA, adjusted income from operations, adjusted net income and diluted adjusted earnings per common share may differ from similar measures reported by other companies and may not be comparable to other similarly titled measures.

With respect to our outlook for diluted adjusted earnings per common share, we do not provide the most directly comparable GAAP financial measure or corresponding reconciliation to such GAAP financial measure on a forward-looking basis. We are unable to predict with reasonable certainty and without unreasonable effort certain items such as the timing and amount of net excess income tax benefits or shortfalls, future impairments, lease termination costs, transaction costs, and other non-recurring costs, as well as gains or losses from the early retirement of debt and the outcome from legal proceedings. These items are uncertain, depend on various factors outside our management’s control, and could significantly impact, either individually or in the aggregate, our future period earnings per common share as calculated and presented in accordance with GAAP.

For more information regarding adjusted EBITDA, adjusted income from operations, adjusted net income and diluted adjusted earnings per common share, refer to the reconciliation of GAAP financial measures to the non-GAAP financial measures in the attached table “Bright Horizons Family Solutions Inc. Non-GAAP Reconciliations.”

About Bright Horizons Family Solutions Inc.

Bright Horizons® is a leading 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.

BRIGHT HORIZONS FAMILY SOLUTIONS INC.

CONDENSED CONSOLIDATED STATEMENTS OF INCOME

(In thousands, except share data)

(Unaudited)

  Three Months Ended June 30,

2026

%

2025

%

Revenue

$

779,178

100.0

%

$

731,570

100.0

%

Cost of services

590,215

75.7

%

549,020

75.0

%

Gross profit

188,963

24.3

%

182,550

25.0

%

Selling, general and administrative expenses

108,002

13.9

%

94,834

13.0

%

Amortization of intangible assets

1,144

0.2

%

1,664

0.2

%

Income from operations

79,817

10.2

%

86,052

11.8

%

Interest expense — net

(14,023

)

(1.8

)%

(10,555

)

(1.5

)%

Income before income tax

65,794

8.4

%

75,497

10.3

%

Income tax expense

(25,159

)

(3.2

)%

(20,722

)

(2.8

)%

Net income

$

40,635

5.2

%

$

54,775

7.5

%

Earnings per common share:

Common stock — basic

$

0.79

$

0.96

Common stock — diluted

$

0.79

$

0.95

Weighted average common shares outstanding:

Common stock — basic

51,538,729

57,255,841

Common stock — diluted

51,757,065

57,713,111

BRIGHT HORIZONS FAMILY SOLUTIONS INC.

CONDENSED CONSOLIDATED STATEMENTS OF INCOME

(In thousands, except share data)

(Unaudited)

  Six Months Ended June 30,

2026

%

2025

%

Revenue

$

1,491,400

100.0

%

$

1,397,097

100.0

%

Cost of services

1,138,947

76.4

%

1,058,810

75.8

%

Gross profit

352,453

23.6

%

338,287

24.2

%

Selling, general and administrative expenses

205,355

13.8

%

186,695

13.4

%

Amortization of intangible assets

2,332

0.1

%

3,268

0.2

%

Income from operations

144,766

9.7

%

148,324

10.6

%

Interest expense — net

(26,045

)

(1.7

)%

(20,906

)

(1.5

)%

Income before income tax

118,721

8.0

%

127,418

9.1

%

Income tax expense

(43,978

)

(3.0

)%

(34,594

)

(2.5

)%

Net income

$

74,743

5.0

%

$

92,824

6.6

%

Earnings per common share:

Common stock — basic

$

1.41

$

1.62

Common stock — diluted

$

1.40

$

1.61

Weighted average common shares outstanding:

Common stock — basic

52,938,352

57,319,814

Common stock — diluted

53,230,622

57,831,930

BRIGHT HORIZONS FAMILY SOLUTIONS INC.

CONDENSED CONSOLIDATED BALANCE SHEETS

(In thousands)

(Unaudited)

  June 30, 2026

December 31, 2025

ASSETS

Current assets:

Cash and cash equivalents

$

163,691

$

140,091

Accounts receivable — net

208,829

293,983

Prepaid expenses and other current assets

92,530

69,899

Total current assets

465,050

503,973

Fixed assets — net

559,728

574,200

Goodwill

1,818,900

1,824,175

Other intangible assets — net

191,366

193,452

Operating lease right-of-use assets

636,188

682,069

Other assets

118,818

111,734

Total assets

$

3,790,050

$

3,889,603

LIABILITIES AND STOCKHOLDERS’ EQUITY

Current liabilities:

Current portion of long-term debt

$

9,375

$

—

Current portion of revolving credit facility

205,953

199,552

Accounts payable and accrued expenses

310,318

292,812

Current portion of operating lease liabilities

110,405

110,229

Deferred revenue

287,695

330,647

Other current liabilities

47,926

32,925

Total current liabilities

971,672

966,165

Long-term debt — net

1,072,058

747,614

Operating lease liabilities

656,996

702,845

Other long-term liabilities

122,123

118,815

Deferred income taxes

23,682

14,873

Total liabilities

2,846,531

2,550,312

Total stockholders’ equity

943,519

1,339,291

Total liabilities and stockholders’ equity

$

3,790,050

$

3,889,603

BRIGHT HORIZONS FAMILY SOLUTIONS INC.

CONDENSED CONSOLIDATED STATEMENTS OF CASH FLOWS

(In thousands)

(Unaudited)

  Six Months Ended June 30,

2026

2025

CASH FLOWS FROM OPERATING ACTIVITIES:

Net income

$

74,743

$

92,824

Adjustments to reconcile net income to net cash provided by operating activities:

Depreciation and amortization

47,802

44,609

Impairment losses and other non-cash items

22,934

856

Stock-based compensation expense

14,456

14,986

Deferred income taxes

8,083

5,175

Changes in assets and liabilities

34,774

61,924

Net cash provided by operating activities

202,792

220,374

CASH FLOWS FROM INVESTING ACTIVITIES:

Purchases of fixed assets — net

(39,081

)

(34,043

)

Proceeds from debt securities and other investments

8,896

7,503

Purchases of debt securities and other investments

(9,219

)

(6,322

)

Payments and settlements for acquisitions — net of cash acquired

—

(5,106

)

Net cash used in investing activities

(39,404

)

(37,968

)

CASH FLOWS FROM FINANCING ACTIVITIES:

Revolving credit facility — net

(31,071

)

401,500

Borrowings of long-term debt — net of issuance costs

373,748

—

Principal payments of long-term debt

—

(451,000

)

Payments of revolving credit facility debt issuance costs

(334

)

(2,878

)

Purchase of treasury stock

(471,531

)

(60,330

)

Taxes paid related to the net share settlement of stock options and restricted stock

(7,817

)

(13,609

)

Proceeds from issuance of common stock upon exercise of options

—

10,230

Net cash used in financing activities

(137,005

)

(116,087

)

Effect of exchange rates on cash, cash equivalents and restricted cash

(1,744

)

7,045

Net increase in cash, cash equivalents and restricted cash

24,639

73,364

Cash, cash equivalents and restricted cash — beginning of period

143,158

123,715

Cash, cash equivalents and restricted cash — end of period

$

167,797

$

197,079

BRIGHT HORIZONS FAMILY SOLUTIONS INC.

SEGMENT INFORMATION

(In thousands)

(Unaudited)

  Full service

center-based

child care

Back-up care

Educational

advisory services

Total

Three Months Ended June 30, 2026

Revenue

$

557,297

$

193,586

$

28,295

$

779,178

Income from operations

25,060

50,278

4,479

79,817

Adjusted income from operations (1)

44,198

50,278

4,479

98,955

As a percentage of revenue

8

%

26

%

16

%

13

%

Three Months Ended June 30, 2025

Revenue

$

540,267

$

162,670

$

28,633

$

731,570

Income from operations

40,280

40,923

4,849

86,052

Adjusted income from operations

40,280

40,923

4,849

86,052

As a percentage of revenue

7

%

25

%

17

%

12

%

Full service

center-based

child care

Back-up care

Educational

advisory services

Total

Six Months Ended June 30, 2026

Revenue

$

1,097,931

$

338,255

$

55,214

$

1,491,400

Income from operations

61,965

75,850

6,951

144,766

Adjusted income from operations (1)

81,103

75,850

6,951

163,904

As a percentage of revenue

7

%

22

%

13

%

11

%

Six Months Ended June 30, 2025

Revenue

$

1,050,814

$

291,282

$

55,001

$

1,397,097

Income from operations

73,534

67,307

7,483

148,324

Adjusted income from operations

73,534

67,307

7,483

148,324

As a percentage of revenue

7

%

23

%

14

%

11

%

BRIGHT HORIZONS FAMILY SOLUTIONS INC.

NON-GAAP RECONCILIATIONS

(In thousands, except share data)

(Unaudited)

  Three Months Ended June 30,

Six Months Ended June 30,

2026

2025

2026

2025

Net income

$

40,635

$

54,775

$

74,743

$

92,824

Interest expense — net

14,023

10,555

26,045

20,906

Income tax expense

25,159

20,722

43,978

34,594

Depreciation

23,425

21,070

45,470

41,341

Amortization of intangible assets

1,144

1,664

2,332

3,268

EBITDA

104,386

108,786

192,568

192,933

As a percentage of revenue

13

%

15

%

13

%

14

%

Additional adjustments:

Impairment losses (a)

19,138

—

19,138

—

Stock-based compensation expense (b)

7,032

6,829

14,456

14,986

Total adjustments

26,170

6,829

33,594

14,986

Adjusted EBITDA

$

130,556

$

115,615

$

226,162

$

207,919

As a percentage of revenue

17

%

16

%

15

%

15

%

Income from operations

$

79,817

$

86,052

$

144,766

$

148,324

Impairment losses (a)

19,138

—

19,138

—

Adjusted income from operations

$

98,955

$

86,052

$

163,904

$

148,324

As a percentage of revenue

13

%

12

%

11

%

11

%

Net income

$

40,635

$

54,775

$

74,743

$

92,824

Income tax expense

25,159

20,722

43,978

34,594

Income before income tax

65,794

75,497

118,721

127,418

Amortization of intangible assets

1,144

1,664

2,332

3,268

Impairment losses (a)

19,138

—

19,138

—

Stock-based compensation expense (b)

7,032

6,829

14,456

14,986

Other interest costs (c)

—

551

—

551

Adjusted income before income tax

93,108

84,541

154,647

146,223

Adjusted income tax expense (d)

(26,769

)

(23,037

)

(43,692

)

(40,000

)

Adjusted net income

$

66,339

$

61,504

$

110,955

$

106,223

As a percentage of revenue

9

%

8

%

7

%

8

%

Weighted average common shares outstanding — diluted

51,757,065

57,713,111

53,230,622

57,831,930

Diluted adjusted earnings per common share (e)

$

1.28

$

1.07

$

2.08

$

1.84

(a)

Impairment losses represent charges related to long-lived assets and goodwill arising from center closures, changes in market assumptions and reduced operating performance at certain centers. For the three and six months ended June 30, 2026, impairment losses totaled $19.1 million related to the full service center-based child care segment, of which $12.8 million was recorded to cost of services and $6.3 million was recorded to selling, general and administrative expenses.

(b)

Stock-based compensation expense represents non-cash stock-based compensation expense in accordance with Accounting Standards Codification Topic 718, Compensation-Stock Compensation.

(c)

Other interest costs in the three and six months ended June 30, 2025 consist of costs incurred in connection with the April 2025 debt refinancing of $0.6 million, which are included in interest expense on the statement of income.

(d)

Adjusted income tax expense represents income tax expense calculated on adjusted income before income tax at an effective tax rate of approximately 29% and 28% for the three and six months ended June 30, 2026, respectively, and of approximately 27% for both the three and six months ended June 30, 2025. The jurisdictional mix of the expected adjusted income before income tax for the full year will affect the estimated effective tax rate for the year.

(e)

The sum of the quarterly earnings per share amounts does not equal the year-to-date earnings per share amounts due to the independent calculation of the weighted-average number of common shares outstanding for each discrete period, as well as rounding. This variance is primarily due to the seasonal fluctuations in our net income and changes in the weighted-average shares outstanding, including the cumulating effect of treasury repurchases during individual quarters.

More News From Bright Horizons Family Solutions Inc.

Posted by Defense World Staff on Jul 26th, 2026

SGS (OTCMKTS:SGSOY – Get Free Report) and Bright Horizons Family Solutions (NYSE:BFAM – Get Free Report) are both business services companies, but which is the better stock? We will contrast the two businesses based on the strength of their profitability, valuation, earnings, dividends, risk, analyst recommendations and institutional ownership.

Profitability This table compares SGS and Bright Horizons Family Solutions’ net margins, return on equity and return on assets.

Net Margins Return on Equity Return on Assets SGS N/A N/A N/A Bright Horizons Family Solutions 6.35% 18.01% 6.18% Analyst Recommendations This is a breakdown of recent recommendations and price targets for SGS and Bright Horizons Family Solutions, as provided by MarketBeat.

Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score SGS 1 3 2 2 2.62 Bright Horizons Family Solutions 2 3 4 0 2.22 Bright Horizons Family Solutions has a consensus target price of $96.00, suggesting a potential upside of 26.91%. Given Bright Horizons Family Solutions’ higher possible upside, analysts clearly believe Bright Horizons Family Solutions is more favorable than SGS.

Risk & Volatility SGS has a beta of 0.81, suggesting that its stock price is 19% less volatile than the S&P 500. Comparatively, Bright Horizons Family Solutions has a beta of 1.15, suggesting that its stock price is 15% more volatile than the S&P 500.

Earnings and Valuation This table compares SGS and Bright Horizons Family Solutions”s revenue, earnings per share and valuation.

Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio SGS $8.38 billion 2.71 $806.28 million N/A N/A Bright Horizons Family Solutions $2.93 billion 1.36 $193.12 million $3.32 22.79 SGS has higher revenue and earnings than Bright Horizons Family Solutions.

Summary Bright Horizons Family Solutions beats SGS on 6 of the 11 factors compared between the two stocks.

About SGS (Get Free Report)

SGS SA provides inspection, testing, and verification services in Europe, Africa, the Middle East, the Americas, and the Asia Pacific. It operates in five segments: Connectivity & Products, Health & Nutrition, Industries & Environment, Natural Resources, and Business Assurance. The company provides laboratory testing, product inspection and consulting, process assessment, technical and transactional assistance; and automotive, connectivity, softlines and accessories, and hardgoods, toys, and juvenile products, as well as government and trade facilitation services. In addition, it offers a range of testing, inspection and certification solutions for the crop science, food, health science, and cosmetics and hygiene industries; field services, technical assessment, and advisory services; and services related to industrial, public health and safety, environmental testing, and public mandates. Further, it provides assessment, auditing, and certification, supply chain assurance, training, consulting, and sustainability assurance services; agricultural commodities, geochemistry, laboratory testing petroleum and chemicals, metallurgy and consulting, mineral and metal commodities, and oil, gas, and chemical commodities; and sustainability solutions. The company serves the agriculture and food, chemical, construction, consumer and retail, energy, industrial manufacturing, life sciences, mining, oil and gas, public, and transportation sectors. SGS SA was founded in 1878 and is headquartered in Geneva, Switzerland.

About Bright Horizons Family Solutions (Get Free Report)

Bright Horizons Family Solutions Inc. provides early education and childcare, back-up care, educational advisory, and other workplace solutions services for employers and families in the United States, Puerto Rico, the United Kingdom, the Netherlands, Australia, and India. The company operates in three segments: Full Service Center-Based Child Care, Back-Up Care, and Educational Advisory and Other Services. The Full Service Center-Based Child Care segment offers traditional center-based child care and early education, preschool, and elementary education services. The Back-Up Care segment provides center-based back-up child care, in-home child and adult/elder dependent care, school-age camps, virtual tutoring, and self-sourced reimbursed care services through child care centers, school-age campuses, and in-home caregivers, as well as the back-up care network. The Educational Advisory and Other Services segment offers tuition assistance and student loan repayment program administration, workforce education, and related educational consulting services, as well as college admissions and college financial advisory services. The company was formerly known as Bright Horizons Solutions Corp. and changed its name to Bright Horizons Family Solutions Inc. in July 2012. Bright Horizons Family Solutions Inc. was founded in 1986 and is headquartered in Newton, Massachusetts.

Receive News & Ratings for SGS Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for SGS and related companies with MarketBeat.com's FREE daily email newsletter.

« PREVIOUS HEADLINEHead to Head Analysis: Astrotech (NASDAQ:ASTC) & Bae Systems (OTCMKTS:BAESY)

NEXT HEADLINE »Univest Corporation of Pennsylvania (NASDAQ:UVSP) & Parke Bancorp (NASDAQ:PKBK) Head-To-Head Review

On July 22, 2026, Bright Horizons Family Solutions Inc (BFAM) shares fell 3.4%, closing at $72.04. The stock's performance has been volatile, with a 52-week ran

NEWTON, Mass.--(BUSINESS WIRE)--Bright Horizons' Horizons CDA & Degree Program provides full-time employees in Bright Horizons centers the opportunity to earn a CDA or degree.

Philadelphia, Pennsylvania--(Newsfile Corp. - March 27, 2026) - Kehoe Law Firm, P.C. is investigating potential breaches of fiduciary duty by certain officers and directors of Bright Horizons Family Solutions Inc. ("Bright Horizons") (NYSE: BFAM).

The investigation focuses on whether certain officers or directors breached their fiduciary duties in connection with a February 4, 2026 report by The New York Times which stated, among other things, that "[i]n New York City, health officials have moved to shut down one center where workers were charged with child abuse. Records show that problems extend across the network."

According to The New York Times, "New York City health officials have moved to permanently shut down a Manhattan branch of the child care giant Bright Horizons where prosecutors say employees committed disturbing acts of child abuse, documents show."

Additional information available at https://kehoelawfirm.com/bright-horizons-stock/.

ABOUT KEHOE LAW FIRM, P.C.

Kehoe Law Firm, P.C. is a nationally recognized, plaintiff-side class action firm dedicated to protecting investors and consumers from fraud and misconduct. Our attorneys have served as Lead or Co-Lead Counsel in major securities cases, recovering over $10 billion for institutional and individual investors.

Our firm litigates securities fraud, fiduciary breaches, unfair mergers and acquisitions, and antitrust violations, while also representing whistleblowers and advocating for victims of data breaches, consumer fraud, vehicle and product defects, employment law violations, retirement plan mismanagement, and other corporate and business misconduct. With a results-driven approach, we pursue justice and substantial recoveries for those we represent.

This press release may constitute attorney advertising.

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/290219

Source: Kehoe Law Firm, P.C.

Ready to Announce with Confidence? Send us a message and a member of our TMX Newsfile team will contact you to discuss your needs.

Contact Us

Have you been searching for a stock that might be well-positioned to maintain its earnings-beat streak in its upcoming report? It is worth considering Bright Horizons Family Solutions (BFAM - Free Report) , which belongs to the Zacks Business - Services industry.

This child care and early education services provider has an established record of topping earnings estimates, especially when looking at the previous two reports. The company boasts an average surprise for the past two quarters of 10.35%.

For the last reported quarter, Bright Horizons came out with earnings of $1.15 per share versus the Zacks Consensus Estimate of $1.13 per share, representing a surprise of 1.77%. For the previous quarter, the company was expected to post earnings of $1.32 per share and it actually produced earnings of $1.57 per share, delivering a surprise of 18.94%.

Price and EPS Surprise

With this earnings history in mind, recent estimates have been moving higher for Bright Horizons. In fact, the Zacks Earnings ESP (Expected Surprise Prediction) for the company is positive, which is a great sign of an earnings beat, especially when you combine this metric with its nice Zacks Rank.

Our research shows that stocks with the combination of a positive Earnings ESP and a Zacks Rank #3 (Hold) or better produce a positive surprise nearly 70% of the time. In other words, if you have 10 stocks with this combination, the number of stocks that beat the consensus estimate could be as high as seven.

The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a version of the Zacks Consensus whose definition is related to change. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.

Bright Horizons currently has an Earnings ESP of +0.84%, which suggests that analysts have recently become bullish on the company's earnings prospects. This positive Earnings ESP when combined with the stock's Zacks Rank #3 (Hold) indicates that another beat is possibly around the corner.

When the Earnings ESP comes up negative, investors should note that this will reduce the predictive power of the metric. But, a negative value is not indicative of a stock's earnings miss.

Many companies end up beating the consensus EPS estimate, but that may not be the sole basis for their stocks moving higher. On the other hand, some stocks may hold their ground even if they end up missing the consensus estimate.

Because of this, it's really important to check a company's Earnings ESP ahead of its quarterly release to increase the odds of success. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.

Bright Horizons Family Solutions (BFAM - Free Report) could be a solid choice for investors given its recent upgrade to a Zacks Rank #2 (Buy). An upward trend in earnings estimates -- one of the most powerful forces impacting stock prices -- has triggered this rating change.

A company's changing earnings picture is at the core of the Zacks rating. The system tracks the Zacks Consensus Estimate -- the consensus measure of EPS estimates from the sell-side analysts covering the stock -- for the current and following years.

The power of a changing earnings picture in determining near-term stock price movements makes the Zacks rating system highly useful for individual investors, since it can be difficult to make decisions based on rating upgrades by Wall Street analysts. These are mostly driven by subjective factors that are hard to see and measure in real time.

As such, the Zacks rating upgrade for Bright Horizons is essentially a positive comment on its earnings outlook that could have a favorable impact on its stock price.

Most Powerful Force Impacting Stock PricesThe change in a company's future earnings potential, as reflected in earnings estimate revisions, has proven to be strongly correlated with the near-term price movement of its stock. The influence of institutional investors has a partial contribution to this relationship, as these big professionals use earnings and earnings estimates to calculate the fair value of a company's shares. An increase or decrease in earnings estimates in their valuation models simply results in higher or lower fair value for a stock, and institutional investors typically buy or sell it. Their transaction of large amounts of shares then leads to price movement for the stock.

For Bright Horizons, rising earnings estimates and the consequent rating upgrade fundamentally mean an improvement in the company's underlying business. And investors' appreciation of this improving business trend should push the stock higher.

Harnessing the Power of Earnings Estimate RevisionsEmpirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock movements, so it could be truly rewarding if such revisions are tracked for making an investment decision. Here is where the tried-and-tested Zacks Rank stock-rating system plays an important role, as it effectively harnesses the power of earnings estimate revisions.

The Zacks Rank stock-rating system, which uses four factors related to earnings estimates to classify stocks into five groups, ranging from Zacks Rank #1 (Strong Buy) to Zacks Rank #5 (Strong Sell), has an impressive externally-audited track record, with Zacks Rank #1 stocks generating an average annual return of +25% since 1988. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here >>>> .

Earnings Estimate Revisions for Bright HorizonsThis child care and early education services provider is expected to earn $5.08 per share for the fiscal year ending December 2026, which represents no year-over-year change.

Analysts have been steadily raising their estimates for Bright Horizons. Over the past three months, the Zacks Consensus Estimate for the company has increased 0.1%.

Bottom LineUnlike the overly optimistic Wall Street analysts whose rating systems tend to be weighted toward favorable recommendations, the Zacks rating system maintains an equal proportion of "buy" and "sell" ratings for its entire universe of more than 4,000 stocks at any point in time. Irrespective of market conditions, only the top 5% of the Zacks-covered stocks get a "Strong Buy" rating and the next 15% get a "Buy" rating. So, the placement of a stock in the top 20% of the Zacks-covered stocks indicates its superior earnings estimate revision feature, making it a solid candidate for producing market-beating returns in the near term.

You can learn more about the Zacks Rank here >>>

The upgrade of Bright Horizons to a Zacks Rank #2 positions it in the top 20% of the Zacks-covered stocks in terms of estimate revisions, implying that the stock might move higher in the near term.

Bright Horizons (BFAM) is positioned for a re-rating if it delivers on full-year guidance after closing 5% of loss-making centers. BFAM's high-margin back-up care segment drives growth, while full-service closures enhance the overall operating profile and margin mix. The stock trades at a beaten-down forward P/E of 15.5x, with a price target of $121 (43% upside) based on 22x $5.50 EPS.

NEWTON, Mass.--(BUSINESS WIRE)--Bright Horizons Family Solutions® Inc. (NYSE: BFAM) will release results for the quarter ended March 31, 2026 on Tuesday, May 5, 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 first quarter 2026, the Company's updated business outlook, its strategy and results. Interested parties are invited to listen to the conference call by dialing 1-844-53.

Bright Horizons Family Solutions has delivered strong top- and bottom-line growth despite reducing its number of childcare locations. Management's strategy centers on closing underperforming centers, raising tuition rates, and boosting occupancy, driving improved profitability and cash flow. BFAM is currently rated "Hold" due to its valuation, which straddles the line between fairly valued and undervalued compared to peers.

NEWTON, Mass.--(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 employee.

Bright Horizons Family Solutions (BFAM - Free Report) 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%.

What's Next for Bright Horizons?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. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $1.20 on $772.03 million in revenues for the coming quarter and $5.08 on $3.11 billion in revenues for the current fiscal year.

Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Business - Services is currently in the top 35% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.

Another stock from the same industry, AMN Healthcare Services (AMN - Free Report) , has yet to report results for the quarter ended March 2026. The results are expected to be released on May 7.

This health care staffing company is expected to post quarterly earnings of $1.60 per share in its upcoming report, which represents a year-over-year change of +255.6%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.

AMN Healthcare Services' revenues are expected to be $1.23 billion, up 78.7% from the year-ago quarter.

Recognized as a Top Massachusetts Employer Fostering Exceptional Workplace Culture

NEWTON, Mass.--(BUSINESS WIRE)--The Boston Business Journal has named Bright Horizons to its 2026 Best Places to Work list — the BBJ’s exclusive ranking of the Massachusetts companies that have built outstanding work environments for their people. The 90 companies honored in 2026 range in size and industry, with winners from the technology sector, retail industry, health care space, commercial real estate and more.

“This recognition reflects the strength of our culture and the dedication of our people,” said Bright Horizons Chief Human Resources Officer Sara Lester.

Share Headquartered in Newton, MA, Bright Horizons is a leading provider of high-quality early education and child care, back-up care solutions, and educational advisory services. The company employs more than 32,000 people globally, including more than 2,000 employees across more than 65 locations in Massachusetts, and has partnered with employers for 40 years to support working families.

Bright Horizons is dedicated to fostering a supportive and inclusive workplace for its employees. This commitment spans the entire employee experience—from onboarding and culture and inclusion initiatives to continued investment in learning and professional development programs, including 100 Days of HEART, the company’s award-winning teacher orientation program designed to support educators throughout their first 100 days, and the first-of-its-kind Horizons CDA and Degree Program, which enables educators to earn associate and bachelor’s degrees in early education at no cost to them. That support also extends beyond the workplace through the Bright Horizons Foundation for Children, which empowers employees to give back to the communities where they live and work through volunteer projects, grants, and its signature Bright Spaces program.

“This recognition reflects the strength of our culture and the dedication of our people,” said Bright Horizons Chief Human Resources Officer Sara Lester. “We are committed to creating a workplace where every employee feels valued and supported in their growth, and where their work makes a meaningful impact on the families and communities we serve.”

"This year’s companies once again have set the bar for employees looking to retain their top talent,” said Carolyn Jones, Market President and Publisher of the Boston Business Journal. “In such a competitive hiring environment, the Best Places to Work employers continue to outshine their peers and competitors.”

The businesses that met criteria for office location and size participated in employee-engagement surveys distributed by Business Journal partner Quantum Workplace. Employees were asked to rate their work environment, work-life balance, job satisfaction, advancement opportunities, management, compensation, and benefits.

Based on the results of those surveys, businesses were assigned a score out of 100 percent and ranked by Quantum. The top-rated companies are listed in five size categories — extra small (20 to 49 employees), small (50 to 99 employees), medium (100 to 249 employees), large (250 to 499 employees) and extra-large (500 or more).

The special publication will appear in the June 12th weekly edition of the Boston Business Journal.

About Bright Horizons Family Solutions Inc.

Bright Horizons® is a leading provider of high-quality early education and child care, comprehensive back-up care solutions, and educational advisory 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 more than 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. For more information, go to www.brighthorizons.com.

About the Boston Business Journal

The Boston Business Journal is the region's premier business media organization, one of 44 markets owned by American City Business Journals.

, /PRNewswire/ -- Homethrive, the leading family caregiving support platform, today announced a partnership with Bright Horizons Family Solutions Inc. (NYSE: BFAM) to power its new Care Advising solution, enabling employers to support the entire caregiving journey through a single platform and unified employee experience. 

As caregiving becomes the #2 reason employees leave the workforce, organizations are under immense pressure to provide more than just traditional perks and offer trusted solutions to their employees. However, HR leaders often lack the capacity to manage a myriad of fragmented, standalone vendors. Bright Horizons Care Advising supports families across a range of complex needs, including helping aging adults remain safely at home, navigating healthcare systems like Medicare, supporting neurodiverse individuals, and guiding families through end-of-life planning and loss. 

"Many working families today are navigating deeply personal and often complex caregiving challenges, and employers are looking for a more streamlined way to connect their employees to meaningful support," said Phil Barr, Chief Development Officer at Bright Horizons. "In partnership with Homethrive and their deep expertise in senior care and neurodiversity, Care Advising gives organizations a meaningful way to support their people with both guidance and direct care during critical moments, while strengthening overall workforce well-being."

"This partnership reflects a broader shift we're seeing from large employers who are moving away from fragmented point solutions and toward a few trusted platforms that make it easier for employees to find and get the support they need," said Dave Jacobs, CEO of Homethrive. "Bright Horizons has built one of the most trusted family care platforms in the market, and by embedding Homethrive into that experience, we're bringing high-impact caregiving support to millions of employees in a way that's easier to access, easier to use, and ultimately more valuable for both employers and their people."

Together, Bright Horizons and Homethrive are redefining how employers support working families bringing care into a more connected, accessible experience that better reflects how families actually navigate caregiving today.

About Homethrive

Homethrive is the only all-in-one caregiving platform combining predictive technology with 1:1 support from credentialed Care Guides to help families navigate the full spectrum of care. Our comprehensive solution addresses every caregiving need, including backup and ongoing childcare, eldercare, neurodivergence, chronic conditions, and aging, while also providing integrated estate planning services along with hands-on support through loss and bereavement. Homethrive saves members an average of 16.4 hours of care coordination each month and delivers industry-leading utilization. Distributed through leading employers, insurers, health plans, financial institutions and partner platforms, Homethrive helps organizations support the 73% of adults navigating caregiving responsibilities -improving engagement, outcomes, and measurable business impact. Learn more at www.homethrive.com.

About Bright Horizons Family Solutions

Bright Horizons® is a leading 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.

Media Contact:
Escalate PR
[email protected]

SOURCE Homethrive