Exhibit 99.1 Bright Horizons Family Solutions Reports Financial Results for the Fourth Quarter and Full Year of 2025 NEWTON, MA - (BUSINESS WIRE) - February 12, 2026 - Bright Horizons Family Solutions Inc. (NYSE: BFAM) today announced financial results for the fourth quarter and full year of 2025 and provided 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 are desig ...

Company Overview - Bright Horizons Family Solutions Inc. (NYSE: BFAM) is a leading provider of early education and child care services, operating over 1,000 centers globally. The company is divided into three main segments: Full Service Center-Based Child Care, Back-Up Care, and Educational Advisory and Other Services. It competes with other business service companies like BrightView and VCI Global [1] Financial Performance - BFAM reported strong Q3 2025 earnings, with earnings per share of $1.57, surpassing the Zacks Consensus Estimate of $1.32. This performance has likely contributed to Barclays' positive price target [3] Price Target and Analyst Sentiment - The consensus price target for BFAM has seen fluctuations over the past year, initially at $117.43, dropping to $100 last quarter, and recently rising to $107, indicating a slight recovery in analyst sentiment. Barclays has set a more optimistic price target of $130, suggesting a positive outlook for the stock [2] Segment Performance - Despite challenges in the Full Service segment, BFAM's Backup Care segment showed a 26% year-over-year growth. However, the Full Service segment faces issues like muted enrollment and weak pricing power, which may impact its near-term potential [4] Institutional Ownership - Institutional ownership is significant for BFAM, with 92.4% held by institutions and insiders. This high level of ownership can influence stock stability and investor confidence [5]

Core Viewpoint - Bright Horizons Family Solutions Inc. is set to release its fourth quarter 2025 earnings on February 12, 2026, followed by a conference call to discuss the results and business outlook [1][2]. Group 1: Earnings Release and Conference Call - The earnings release for the quarter ended December 31, 2025, will occur after market close on February 12, 2026 [1]. - A conference call will be held at 5:00 p.m. ET on the same day, moderated by CEO Stephen Kramer, to discuss the earnings and business strategy [2]. - Replays of the conference call will be available until February 26, 2026, with specific dialing instructions provided for both domestic and international callers [2]. Group 2: Company Overview - Bright Horizons is a leading global provider of early education and child care services, operating over 1,000 centers across multiple countries including the U.S., U.K., Netherlands, Australia, and India [4]. - The company partners with more than 1,450 employers to support working families and enhance employee success at various life and career stages [4]. - Bright Horizons has been in operation for 40 years, focusing on high-quality services that help employees thrive both personally and professionally [4].

Core Viewpoint - JPMorgan has identified 47 top stock picks for 2026, expecting them to outperform the market, with each stock receiving an overweight rating and a one-year price target for 2026 [1] Group 1: Stock Picks and Expected Returns - Most selected stocks are projected to achieve double-digit gains in 2026, with Bright Horizons Family Solutions, Celsius Holdings, and GE Vernova highlighted for their potential returns of 50% or more [2] - Bright Horizons Family Solutions (BFAM) is rated overweight with a price target of $160 per share, indicating a potential gain of approximately 60% from its current price of nearly $100 [3] - Celsius Holdings (CELH) has a target price of $68, reflecting a potential upside of 54%, despite a recent decline of 33% from its highs due to distribution transitions [7] - GE Vernova (GEV) has a price target of $1,000, suggesting a potential gain of 49%, driven by strong demand for gas turbines and grid solutions related to data center expansion [7] Group 2: Company Insights and Market Conditions - Bright Horizons is expected to benefit from increasing demand for childcare services as workforce participation rises, particularly among working parents, with stable revenue driven by employer partnerships [4] - Current analyst consensus for Bright Horizons is lower, around $128, due to concerns over near-term enrollment pressures and operational costs, despite the unemployment rate rising to 4.6%, the highest since 2021 [5] - JPMorgan's optimistic target for Bright Horizons assumes sustained margin improvement and revenue growth, but conflicting signals regarding labor trends and the economy necessitate monitoring of enrollment trends and labor costs [6]

Core Viewpoint - JPMorgan has identified 47 top stock picks for 2026 that are expected to outperform the market significantly [1] Group 1 - The list includes stocks that analysts believe will "crush the market" in 2026 [1] - The selection reflects JPMorgan's strategic insights into market trends and potential high-growth sectors [1] - Analysts have conducted thorough research to identify these stocks based on various performance metrics [1]

Core Insights - Brown Brothers Harriman's Q3 2025 investor letter indicates that the BBH Select Series - Mid Cap Fund decreased by -0.9% on a total return basis, underperforming the Russell Midcap Index which returned 5.3% during the same period [1] - Year-to-date, the fund has a total return of -1.8%, significantly lower than the Index's 10.4% return [1] Group 1: Fund Performance - The third quarter saw a continuation of the low-quality rally that began late last year, gaining momentum throughout 2025 [1] - The fund's performance is highlighted by its exit from several positions, including Bright Horizons Family Solutions Inc. [3] Group 2: Bright Horizons Family Solutions Inc. - Bright Horizons Family Solutions Inc. has a market capitalization of $5.572 billion and provides early education and childcare services [2] - The stock experienced a one-month return of -2.21% and a 52-week loss of 11.10%, closing at $97.98 per share on December 10, 2025 [2] - The fund exited its position in Bright Horizons close to its intrinsic value following positive performance during the year [3] Group 3: Hedge Fund Interest - Bright Horizons Family Solutions Inc. is not among the 30 most popular stocks among hedge funds, with 34 hedge fund portfolios holding the stock at the end of Q3, unchanged from the previous quarter [4] - The potential of Bright Horizons is acknowledged, but the company is viewed as having less upside compared to certain AI stocks [4]

Core Viewpoint - Bright Horizons Family Solutions Inc. (BFAM) is a leading provider in the child care and early education sector, showing mixed recent performance but significant growth potential and strong financial health [1][2][3]. Performance Summary - BFAM has experienced a modest gain of 1.35% over the past 30 days, indicating steady upward momentum and positive investor sentiment [2][6]. - However, the stock has faced a decline of approximately 8.28% in the last 10 days, which may present a buying opportunity for investors [2][6]. Growth Potential - The stock has an estimated growth potential of 27.26%, suggesting that BFAM is currently undervalued and has room for appreciation [3][6]. - Analysts have set a target price of $127.50 for BFAM, indicating expectations of the stock's fair value and potential upside from current trading levels [5]. Financial Health - BFAM has a Piotroski Score of 8, reflecting robust financials, including profitability, liquidity, and operational efficiency [4][6]. - This strong financial health positions BFAM well for future growth and stability within the competitive child care industry [4].

Financial Performance - For the three months ended September 30, 2025, revenue increased to $802.8 million, a 11.6% year-over-year growth from $719.1 million in 2024[112] - The gross profit margin improved to 27.0% in Q3 2025, compared to 25.2% in Q3 2024, reflecting better cost management[112] - Net income for the three months ended September 30, 2025, was $78.6 million, a 43% increase from $54.9 million in the same period of 2024[112] - The adjusted EBITDA for the nine months ended September 30, 2025, was $364.0 million, up from $298.6 million in the same period of 2024, representing a 22% increase[113] - Revenue for the nine months ended September 30, 2025, increased by $188.0 million, or 9%, to $2.2 billion compared to $2.0 billion for the same period in 2024[131] - Adjusted net income increased by $25.2 million, or 39%, for the three months ended September 30, 2025, primarily due to the increase in adjusted income from operations and lower interest expense[130] - Adjusted net income rose by $50.5 million, or 35%, for the nine months ended September 30, 2025, driven by increased adjusted income from operations and lower interest expenses[146] Revenue Growth - Back-up care revenue grew by 26% year-over-year due to increased utilization, while full service center-based child care revenue increased by 6%[108] - Revenue from back-up care services increased by $51.6 million, or 26%, to $253.4 million for the three months ended September 30, 2025, driven by increased utilization[116] - Revenue from back-up care services for the nine months ended September 30, 2025, increased by $91.7 million, or 20%, compared to the same period in 2024[133] Operational Efficiency - Occupancy rates improved, with 44% of monitored centers being more than 70% enrolled as of September 30, 2025[108] - Income from operations increased by $31.4 million, or 35%, to $120.8 million for the three months ended September 30, 2025, representing 15.1% of revenue[124] - Income from operations rose by $70.8 million, or 36%, to $269.2 million for the nine months ended September 30, 2025, with significant contributions from the back-up care and full service center-based child care segments[141] - Adjusted EBITDA increased by $35.1 million, or 29%, for the three months ended September 30, 2025, primarily due to contributions from both the back-up care and full service center-based child care segments[129] - Adjusted EBITDA increased by $65.4 million, or 22%, for the nine months ended September 30, 2025, primarily due to higher utilization in the back-up care segment and enrollment growth in child care services[145] Cost Management - Cost of services increased by $111.8 million, or 7%, to $1.6 billion for the nine months ended September 30, 2025, primarily due to increased personnel costs[134] - Cost of services in the back-up care segment increased by $37.8 million, or 15%, to $285.3 million for the nine months ended September 30, 2025 compared to the prior year[136] - Selling, General and Administrative (SGA) expenses increased by $16.9 million, or 6%, to $281.4 million for the nine months ended September 30, 2025, consistent at 13% of revenue[139] Tax and Interest Expenses - Income tax expense for the three months ended September 30, 2025, was $30.1 million at an effective tax rate of 28%, compared to $22.9 million at 29% for the same period in 2024[126] - Income tax expense was $64.7 million for the nine months ended September 30, 2025, with an effective tax rate of 27%, compared to $50.0 million and 31% in the prior year[143] - Net interest expense decreased to $33.1 million for the nine months ended September 30, 2025, down from $37.3 million in the same period in 2024, due to lower interest rates and outstanding debt[142] Cash Flow and Investments - Net cash provided by operating activities was $202.8 million for the nine months ended September 30, 2025, a decrease from $216.8 million in the same period in 2024[162] - Cash used in investing activities decreased to $63.5 million for the nine months ended September 30, 2025, compared to $92.7 million in the same period in 2024[163] - The company had net investments of $58.9 million in fixed asset purchases during the nine months ended September 30, 2025, down from $65.3 million in the prior year[164] - Cash used in financing activities was $142.8 million for the nine months ended September 30, 2025, compared to $95.8 million in the same period in 2024[165] Debt and Shareholder Returns - Total debt as of September 30, 2025, was $916.8 million, down from $946.9 million as of December 31, 2024[169] - The blended weighted average interest rate for the term loans and revolving credit facility was 4.30% for the nine months ended September 30, 2025, compared to 4.93% for the same period in 2024[176] - The company authorized a share repurchase program of up to $500 million, with $448.8 million remaining available for future repurchases as of September 30, 2025[159] Strategic Focus - The company remains focused on strategic priorities to enhance service quality and expand its impact on clients and families[110] - The company plans to close additional underperforming centers over the next 12 months to optimize its portfolio[109] Market Risks - Company remains exposed to market risk from interest rate changes and foreign currency exchange rate fluctuations[181] - No material changes in exposure to interest rate or foreign currency exchange rate fluctuations since December 31, 2024[181] Accounting Policies - No material changes to critical accounting policies since December 31, 2024[179] Cash Position - As of September 30, 2025, the company had $116.6 million in cash, compared to $110.3 million as of December 31, 2024, with $82.2 million held in foreign jurisdictions[155] - The company reported a working capital deficit of $386.4 million as of September 30, 2025, up from $283.4 million as of December 31, 2024[157]

Core Viewpoint - The analyst downgraded Bright Horizons Family (BFAM) to a hold rating due to limited upside potential based on its current valuation [1] Company Analysis - The investment approach focuses on identifying undervalued companies with long-term growth potential, emphasizing a blend of value investing principles and long-term growth [1] - The strategy involves purchasing quality companies at a discount to their intrinsic value and holding them to allow for compounding of earnings and shareholder returns [1]

Core Insights - Bright Horizons Family Solutions (BFAM) reported revenue of $802.81 million for the quarter ended September 2025, reflecting an 11.6% increase year-over-year and a surprise of +2.95% over the Zacks Consensus Estimate of $779.84 million [1] - Earnings per share (EPS) for the quarter was $1.57, compared to $1.11 in the same quarter last year, resulting in an EPS surprise of +18.94% against the consensus estimate of $1.32 [1] Financial Performance Metrics - The number of education and child care centers at the end of the period was 1.01 billion, slightly below the estimated 1.02 billion [4] - Revenue from full-service center-based child care was $515.51 million, exceeding the average estimate of $514.29 million, with a year-over-year change of +6% [4] - Revenue from educational advisory and other services reached $33.93 million, surpassing the estimated $32.11 million, marking a +10.4% change year-over-year [4] - Revenue from back-up care was $253.37 million, exceeding the average estimate of $232.56 million, with a significant year-over-year increase of +25.6% [4] - Adjusted income from operations for full-service center-based child care was $20.4 million, slightly above the estimate of $20.22 million [4] - Adjusted income from operations for educational advisory and other services was $8.76 million, significantly higher than the estimated $6.07 million [4] - Adjusted income from operations for back-up care was $95.33 million, compared to the average estimate of $78.99 million, indicating strong performance [4] Stock Performance - Bright Horizons shares have returned -14.2% over the past month, contrasting with the Zacks S&P 500 composite's +3.6% change [3] - The stock currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3]