$BFAM

TOCIO MARY ANN sold 6,000 shares of BRIGHT HORIZONS FAMILY SOLUTIONS INC. (BFAM) at $72.65 ($0.44M total) on 2026-09-02.

A Q2 earnings “teardown” covers education services stocks. Lincoln Educational (CVSA) reported $142.6M revenue, up 22.4% YoY, beating EPS and EBITDA estimates; shares fell 26.5% to $30.12. Strategic Education (STRA) revenue rose 4.9% to $337.3M but missed EPS. Laureate (LAUR) revenue $615.9M, up 17.5%, beat; shares down 2.4% to $37.50. Bright Horizons (BFAM) revenue $779.2M, up 6.5%, beat; shares down 8.5% to $71.33.

Bright Horizons (BFAM) reported Q2 2026 revenue of $779 million (+7%) and adjusted EPS of $1.28 (+20%). Back-up Care revenue rose to $194 million (+19%) and full service revenue to $557 million (+3%). FY2026 revenue guidance narrowed to $3.085B-$3.115B, and adjusted EPS guidance raised to $5.05-$5.15. The company also noted Australia enrollment headwinds and $250 million in Q2 buybacks.

Thursday, July 30, 2026 at 5:00 p.m. ET CALL PARTICIPANTS Group Vice President, Strategic Finance - Michael Flanagan Chief Executive Officer - Stephen Kramer Chief Financial Officer - Elizabeth Boland TAKEAWAYS Revenue -- $779 million, representing 7% growth driven by expansion across Back-up Care and full service segments. Adjusted EPS -- $1.28, increasing 20% year over year as a result of improved operating efficiency and margin expansion.

Child care and education company Bright Horizons (NYSE: BFAM) announced better-than-expected revenue in Q2 CY2026, with sales up 6.5% year on year to $779.2 million. The company expects the full year’s revenue to be around $3.1 billion, close to analysts’ estimates. Its non-GAAP profit of $1.28 per share was 6.6% above analysts’ consensus estimates. Is now the time to buy Bright Horizons? Find out by accessing our full research report, it’s free.

BRIGHT HORIZONS FAMILY SOLUTIONS INC. (BFAM) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 Bright Horizons Family Solutions Reports Financial Results for the Second Quarter of 2026 NEWTON, MA - (BUSINESS WIRE) - July 30, 2026 - Bright Horizons Family Solutions ® Inc. (NYSE: BFAM) today announced financial results for the second quarter of 2026 and provided

Bright Horizons (BFAM) will report Q2 earnings Thursday afternoon. The article notes last quarter’s revenue of $712.2 million, up 7% year on year, and that EPS beat while full-year revenue guidance met expectations. For this quarter, analysts expect revenue growth of 5.8%. The average price target is $91 versus $80.68.

Ofsted said it received safeguarding concerns about Bright Horizons Family Solutions Ltd and visited or called many of its 247 settings, finding “significant weaknesses” in organisational safeguarding leadership, governance and oversight at some. A welfare requirements notice was served June 22 requiring actions by Aug 1. Ofsted said most settings still meet requirements and it will monitor the response; Bright Horizons said it is taking swift action.

Stocks rose in the afternoon after May retail sales data showed resilient consumer spending. The CNBC/NRF Retail Monitor said sales excluding autos and gas rose 0.42% month over month and 7.19% year over year, the eighth straight month of growth. The U.S. Red Book reported sales at a 9.1% annual rate through early June. Shares of BFAM, HOG, and PRPL gained 2.7%–2.9%.

Bright Horizons Family Solutions (NYSE:BFAM) fell to a new 52-week low mid-day Wednesday, trading as low as $63.66 and last at $63.77 versus a prior close of $65.06. The article cites mixed analyst views: consensus Hold and $100.44 target. It reported May 5 EPS of $0.82 on $712.22M revenue and FY2026 guidance of 4.90–5.10 EPS.