$BFAM

BRIGHT HORIZONS FAMILY SOLUTIONS INC.

1
0
0
$131K
Burke Mary Lou
100%
Med

Bright Horizons (BFAM) Q2 2026 Earnings Call Transcript

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.

Bright Horizons (BFAM) Q2 2026 Earnings Call Transcript

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.

Bright Horizons’s (NYSE:BFAM) Q2 CY2026 Sales Top Estimates

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.

BFAM sentiment & insider activity

Over the past 7 days, alphai's AI scored 1 news story mentioning BFAM (BRIGHT HORIZONS FAMILY SOLUTIONS INC.). Coverage has skewed bullish: 1 bullish, 0 neutral, and 0 bearish.

Recent BFAM coverage spans earnings, financial news and regulation.

In the last 30 days, BFAM insiders filed 2 SEC Form 4 transactions — no purchases and 2 sales ($131K). The most active reporter was Burke Mary Lou, COO North America Center Ops, with 2 filings. 100% of activity was filed under pre-arranged Rule 10b5-1 plans.

What's driving BFAM

  • Guidance raise plus margin/occupancy improvement supports a constructive near-term earnings outlook, but Australia enrollment and margin drag remain a key overhang.

    fool.com · Aug 4, 2026

  • Guidance raise and margin/occupancy improvements are likely supportive, but Australia enrollment and margin drag remain a key swing factor for estimates.

    fool.com · Jul 31, 2026

  • The quarter shows modest top-line growth plus an EPS beat, with full-year revenue and EPS guidance roughly tracking consensus.

    financialcontent.com · Jul 30, 2026

  • The filing provides fresh earnings datapoints plus a full-year outlook range, which can drive near-term repricing versus prior expectations.

    SEC EDGAR 8-K · Jul 30, 2026

  • Earnings-watch preview frames expectations versus recent revenue-estimate misses, setting up a potential volatility window around the Thursday afternoon print.

    financialcontent.com · Jul 29, 2026

alphai scores every news story that mentions BFAM with an AI model for sentiment and relevance, and aggregates insider trades from BRIGHT HORIZONS FAMILY SOLUTIONS INC.'s SEC EDGAR Form 4 filings. Figures refresh continuously.

News on $BFAM

Score
$BFAMMedAI 8/10

Bright Horizons (BFAM) Q2 2026 Earnings Call Transcript

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.

$BFAMHighAI 9/10

Bright Horizons (BFAM) Q2 2026 Earnings Call Transcript

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.

Bright Horizons’s (NYSE:BFAM) Q2 CY2026 Sales Top Estimates

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.

$BFAMHigh

BRIGHT HORIZONS FAMILY SOLUTIONS INC. (BFAM): Results of Operations and Financial Condition

BRIGHT HORIZONS FAMILY SOLUTIONS INC. (BFAM) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 bfam-063026xex991.htm EX-99.1 Document 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 re

Bright Horizons Nurseries served with safeguarding notice

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.

Davidson, and Purple Stocks Trade Up, What You Need To Know

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%.

$BFAMMedAI 8/10

Bright Horizons Family Solutions (NYSE:BFAM) Hits New 12

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.

$BFAMMed

Bright Horizons Family Solutions Adjusts Valuation Amid Mixed Financial Performance Indicators

Bright Horizons Family Solutions, Inc. has seen its valuation grade adjusted to a more balanced assessment, driven by mixed financial indicators. Despite a negative performance in December 2025, the company has consistently posted positive results in the last five quarters, including a strong return on capital employed and notable net profit growth. Key metrics include a P/E ratio of 22 and a PEG ratio of 0.57, suggesting a favorable growth outlook.

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