For those looking to find strong Business Services stocks, it is prudent to search for companies in the group that are outperforming their peers. Is Bright Horizons Family Solutions (BFAM) one of those stocks right now? A quick glance at the company's year-to-date performance in comparison to the rest of the Business Services sector should help us answer this question.Bright Horizons Family Solutions is a member of the Business Services sector. This group includes 270 individual stocks and currently holds a ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934. For the quarterly period ended March 31, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934. For the transition period from to Commission File Number: 001-35780 BRIGHT HORIZONS FAMILY SOLUTIONS INC. (Exact name of registrant as specified in its charter) Delaware 80-0188269 (State or other j ...

For the quarter ended March 2025, Bright Horizons Family Solutions (BFAM) reported revenue of $665.53 million, up 6.9% over the same period last year. EPS came in at $0.77, compared to $0.51 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $663.99 million, representing a surprise of +0.23%. The company delivered an EPS surprise of +22.22%, with the consensus EPS estimate being $0.63.While investors closely watch year-over-year changes in headline numbers -- revenue an ...

Core Viewpoint - Bright Horizons Family Solutions (BFAM) reported quarterly earnings of $0.77 per share, exceeding the Zacks Consensus Estimate of $0.63 per share, and showing an increase from $0.51 per share a year ago [1][2] Financial Performance - The earnings surprise for the quarter was 22.22%, with the company having surpassed consensus EPS estimates in all four of the last quarters [2] - Revenues for the quarter ended March 2025 were $665.53 million, surpassing the Zacks Consensus Estimate by 0.23%, and up from $622.71 million year-over-year [3] Stock Performance - Bright Horizons shares have increased approximately 15.6% since the beginning of the year, contrasting with a decline of 3.3% in the S&P 500 [4] Future Outlook - The current consensus EPS estimate for the upcoming quarter is $0.97 on revenues of $714.34 million, and for the current fiscal year, it is $4.06 on revenues of $2.88 billion [8] - The estimate revisions trend for Bright Horizons is mixed, resulting in a Zacks Rank 3 (Hold), indicating expected performance in line with the market [7] Industry Context - The Business - Services industry, to which Bright Horizons belongs, is currently in the top 28% of over 250 Zacks industries, suggesting a favorable outlook compared to the bottom 50% [9]

Bright Horizons Family Solutions (BFAM) Q1 2025 Earnings Call May 05, 2025 05:00 PM ET Company Participants Michael Flanagan - Vice President, Investor RelationsStephen Kramer - CEO, President & DirectorElizabeth Boland - Chief Financial OfficerStephanie Moore - SVP - Equity ResearchFaiza Alwy - Managing Director, US Company Research Conference Call Participants Andrew Steinerman - Equity Research Analyst - Business & Info ServicesGeorge Tong - AnalystPrincy Thomas - AnalystToni Kaplan - Executive Director, ...

Bright Horizons Family Solutions (BFAM) Q1 2025 Earnings Call May 05, 2025 05:00 PM ET Speaker0 Greetings. Welcome to Bright Horizons Family Solutions First Quarter twenty twenty five Earnings Release Conference Call. At this time, all participants are in a listen only mode. A question and answer session will follow the formal presentation. As a reminder, this conference is being recorded. It is now my pleasure to introduce Michael Flanagan, Vice President, Investor Relations for the Bright Horizons Family ...

Exhibit 99.1 Bright Horizons Family Solutions Reports Financial Results for the First Quarter of 2025 In the first quarter of 2025, adjusted EBITDA* increased by $17.3 million, or 23%, to $92.3 million, and adjusted income from operations* increased by $22.3 million, or 56%, to $62.3 million from the first quarter of 2024, due to increased contributions from both the back-up care segment and full service center-based child care segment. Adjusted net income* increased by $15.1 million, or 51%, to $44.7 milli ...

Bright Horizons Family Solutions (BFAM) shares rallied 8.4% in the last trading session to close at $119.51. This move can be attributable to notable volume with a higher number of shares being traded than in a typical session. This compares to the stock's 9.9% loss over the past four weeks.The stock has recorded this price rise as the company improves on the back of new employer launches, including Harris Health and Lonza. Higher adoption of the Backup Care benefit among eligible employees fueled the top l ...

Debt and Financial Management - The company has significant variable interest rate indebtedness, which exposes it to interest rate volatility, potentially increasing debt service obligations significantly [134]. - The company has entered into interest rate cap agreements to limit exposure to higher interest rates, but these agreements expire in 2025 and 2026, and may not provide complete protection [135]. - A substantial portion of cash flow is dedicated to debt service payments, limiting available cash for operations, capital expenditures, and acquisitions [136]. - The company may face significant consequences from its level of debt, including increased interest service requirements and reduced cash flow for operations [136]. - The company is subject to restrictive covenants in its credit agreements, which may limit its operational flexibility and ability to respond to changes [137]. - The company has a stock repurchase program authorized for up to $400 million, with $113.7 million remaining available as of December 31, 2024, but there is no guarantee that repurchases will enhance long-term stockholder value [158]. - The price of the company's common stock could be volatile due to various factors, including operating performance, market conditions, and regulatory developments, which may affect investors' ability to resell shares at desired prices [159]. Market and Competitive Landscape - The company competes in a highly-fragmented market for enrollment and sponsorship, facing price disadvantages compared to competitors with greater government support [143]. - The company faces significant competition in the early education and child care market, competing against various providers, which may lead to price disadvantages and impact enrollment [143]. - In the back-up care and educational advisory services segments, competition from existing providers and new entrants could negatively affect growth if the company fails to maintain its competitive advantage [144]. Regulatory and Compliance Risks - The company's operations are subject to numerous regulations, and failure to comply could result in governmental sanctions, including fines and license revocation [150]. - Changes in laws and regulations could increase compliance costs and impact the company's ability to operate effectively, potentially leading to sanctions or loss of licenses [150]. - The company is subject to litigation risks that may lead to significant reputational damage and increased litigation expenses [147]. Economic and Market Conditions - Changes in governmental child care benefit programs could reduce demand for the company's services, impacting revenue and profitability [145]. - A shift in workforce demographics towards remote work may decrease demand for center-based child care, impacting enrollment and service offerings [140]. - The company faces risks from operating in a global economy, including potential adverse effects from political, social, legal, and economic changes in international markets [154]. - The company operates 420 centers in four foreign countries, and international operations are subject to risks from political, social, and economic conditions, which could adversely affect business results [154]. - Approximately 28% of the company's revenue was generated outside the United States in 2024, exposing it to foreign currency exchange rate fluctuations that could impact revenues and net earnings [155]. Growth and Acquisition Strategy - The company has made acquisitions as part of its growth strategy, intending to add centers, clients, and new service offerings, but acknowledges risks such as integration challenges and potential undisclosed liabilities [142]. - The company is focused on expanding its operations and services, which requires effective management of growth and operational infrastructure [141]. Taxation and Financial Impact - Changes in tax laws and rates could materially impact the company's future tax rates and net income [151]. - The company's tax rate is influenced by various factors, including changes in tax laws and the realization of deferred tax assets, which could materially affect future tax rates and net income [151]. Corporate Governance - The company has provisions in its charter that may deter beneficial takeover efforts, including a classified board of directors and supermajority approval requirements for certain amendments [162]. - The company can issue preferred stock without stockholder approval, which could dilute potential hostile acquirers [162]. - Legal actions by stockholders are limited to specific courts, which may restrict their ability to obtain favorable judicial forums [163]. - The exclusive forum provision in the company's certificate of incorporation does not exempt it from compliance with federal securities laws [164].

Bright Horizons Family Solutions Inc. (NYSE:BFAM) Q4 2024 Earnings Conference Call February 13, 2025 5:00 PM ET Company Participants Michael Flanagan - Vice President of Investor Relations Stephen Kramer - Chief Executive Officer Elizabeth Boland - Chief Financial Officer Conference Call Participants Manav Patnaik - Barclays Bank George Tong - Goldman Sachs Andrew Steinerman - JPMorgan Chase & Co. Jeffrey Meuler - Robert W. Baird & Co. Joshua Chan - UBS Toni Kaplan - Morgan Stanley Jeffrey Silber - BMO Capi ...