Machine learning predictions based on historical earnings data and price patterns
1-Day Prediction
-9.22%
$74.05
0% positive prob.
5-Day Prediction
-9.46%
$73.85
0% positive prob.
20-Day Prediction
-9.61%
$73.73
0% positive prob.
| Quarter | Signal | 1D Return | 5D Return | 20D Return | Confidence | Actual 5D |
|---|---|---|---|---|---|---|
| Q1 2026 | SELL | -9.22% | -9.46% | -9.61% | 100.0% | Pending |
| Q4 2025 | BUY | +10.03% | +10.22% | +11.81% | 100.0% | -11.58% |
SEC 8-K filings with transcript text
May 5, 2026 · 100% conf.
1D
-9.22%
$74.05
5D
-9.46%
$73.85
20D
-9.61%
$73.73
2 bfam-033126xex991.htm
Document
Exhibit 99.1
Bright Horizons Family Solutions Reports Financial Results for the First Quarter of 2026
NEWTON, MA - (BUSINESS WIRE) - May 5, 2026 - 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 employees across life and career stages, and improving employee recruitment, engagement, productivity, retention, and career advancement.
First Quarter 2026 Highlights (compared to First Quarter 2025):
•Revenue of $712 million (increase of 7%)
•Income from operations of $65 million (increase of 4%)
•Net income of $34 million and diluted earnings per common share of $0.62 (decreases of 10% and 6%, respectively)
Non-GAAP financial measures
•Adjusted EBITDA* of $96 million (increase of 4%)
•Adjusted income from operations* of $65 million (increase of 4%)
•Adjusted net income* of $45 million and diluted adjusted earnings per common share* of $0.82 (unchanged and increase of 6%, respectively)
“We are pleased with the solid start to 2026, with our first quarter results reflecting disciplined execution across the business,” said Stephen Kramer, Chief Executive Officer. “We generated 7% revenue growth, including 12% growth in Back-Up and 6% growth in Full-Service. This marks our sixteenth consecutive quarter of double-digit revenue growth in our Back-Up Care segment,” Kramer continued. “This sustained performance reflects both the scale of our Back-Up Care service delivery and the significant opportunity we see to continue to growth in this critically important service.”
First Quarter 2026 Results
Revenue increased by $46.7 million, or 7%, to $712.2 million in the first quarter of 2026 from the first quarter of 2025, primarily due to tuition increases at our centers and increased utilization of back-up care, as well as fluctuations in foreign currency exchange rates for our United Kingdom, Netherlands and Australia operations.
Income from operations was $64.9 million for the first quarter of 2026 compared to $62.3 million for the first quarter of 2025, an increase of 4%. The increase in income from operations is primarily related to operating leverage in our full service center-based child care and back-up care segments from increased service levels, partially offset by an increase in overhead support costs, including investments in technology. Net income was $34.1 million for the first quarter of 2026 compared to $38.0 million for the first quarter of 2025, a decrease of 10%, due to a higher effective tax rate and higher interest expense, partially offset by the increase in income from operations noted above. Diluted earnings per common share was $0.62 for the first quarter of 2026 compared to $0.66 for the first quarter of 2025.
In the first quarter of 2026, adjusted EBITDA* increased by $3.3 million, or 4%, to $95.6 million, and adjusted income from operations* increased by $2.7 million, or 4%, to $64.9 million from the first quarter of 2025, due to increased service levels and contributions from the full service center-based child care and back-up care segments, partially offset by an increase in overhead support costs. Adjusted net income* was $44.6 million, consistent with the same period in the prior year, as a result of the increase in adjusted income from operations offset by higher interest expense. Diluted adjusted earnings per common share* was $0.82 for the first quarter of 2026 compared to $0.77 for the first quarter of 2025.
As of March 31, 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, and, at times, non-recurring costs, such as debt refinancing costs, lease termination costs, transaction costs and impairment costs. Adjusted income from operations represents income from operations, as determined in accordance with GAAP, adjusted to exclude, at times, non-recurring costs, such as debt refinancing costs, lease termination costs, transaction costs and impairment costs. Adjusted net income repr
Feb 12, 2026 · 100% conf.
1D
+10.03%
$90.04
Act: -18.25%
5D
+10.22%
$90.19
Act: -11.58%
20D
+11.81%
$91.49
bfam-202602092/9/2026false000143757800014375782026-02-092026-02-09
Washington, D.C. 20549
PURSUANT TO SECTION 13 OR 15(d) OF
Date of report (Date of earliest event reported): February 9, 2026
(Exact name of registrant as specified in its charter)
Delaware001-3578080-0188269 (State or other jurisdiction of incorporation)(Commission File Number)(I.R.S. Employer Identification Number)
2 Wells Avenue Newton, Massachusetts02459 (Address of principal executive offices)(Zip code)
Registrant’s telephone number, including area code: (617) 673-8000 Not Applicable (Former name or former address, if changed since last report)
Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below):
☐Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
☐Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
☐Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
☐Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))
Securities registered pursuant to Section 12(b) of the Act:
Title of each classTrading Symbol(s)Name of each exchange on which registered Common Stock, $0.001 par value per shareBFAMNew York Stock Exchange
Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter). Emerging growth company ☐ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐
Item 2.02Results of Operations and Financial Condition
On February 12, 2026, Bright Horizons Family Solutions Inc. (the “Company”) issued a press release announcing its financial results for the fiscal quarter and year ended December 31, 2025 and provided financial guidance for the year 2026. A copy of the press release is furnished as Exhibit 99.1 hereto and is incorporated herein by reference. The information contained in this Item, including Exhibit 99.1 attached hereto, is being furnished and shall not be deemed “filed” for any purpose, and shall not be deemed incorporated by reference in any filing under the Securities Act of 1933, as amended, or the Securities Exchange Act of 1934, as amended, regardless of any general incorporation language in any such filing.
Item 5.02Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers
(e) Long-Term Incentive Program On February 9, 2026, the Compensation Committee of the Company’s Board of Directors (the “Compensation Committee”), following a review of the Company’s long-term incentive equity program and with input from its independent compensation consultant (the “Compensation Consultant”), approved a revised Long-Term Incentive Program (the “LTIP”) under the Company’s shareholder approved 2012 Omnibus Long-Term Incentive Plan, as amended and restated. To better align the Company’s LTIP program with market practice, the Compensation Committee approved increasing the percentage of performance-based equity awards to be awarded to the Company’s key employees, including the Company’s named executive officers, and to eliminate the award of stock options, in each case commencing with fiscal year 2026. Under the revised LTIP, each named executive officer’s LTIP award will be comprised 50% (up from 25%) of performance-based restricted stock units (“PRSUs”) and 50% of time-based restricted stock units (“RSUs”). The Compensation Committee also undertook a review of the Company’s form of RSU award agreement and approved a new form of award agreement that will be used under the revised LTIP and provides, in part, that if a grantee’s employment is terminated on account of the death or disability prior to the RSU award vesting date, the award will vest either in full or pro-rata depending on the term of a grantee’s employment. This description of the form of RSU award agreement does not purport to be complete and is qualified in its entirety by reference to the full text of the form of RSU award agreement, which will be filed as an exhibit to the Company’s Quarterly Report on Form 10-Q for the quarter ended March 31, 2026. NEO Compensation Changes On February 9, 2026, the Compensation Committee, with input from the Compensation Consultant, following a review and assessment of the overall compensation for the Company’s
Oct 30, 2025
bfam-20251030false000143757800014375782025-10-302025-10-30
Washington, D.C. 20549
PURSUANT TO SECTION 13 OR 15(d) OF
Date of report (Date of earliest event reported): October 30, 2025
(Exact name of registrant as specified in its charter)
Delaware001-3578080-0188269 (State or other jurisdiction of incorporation)(Commission File Number)(I.R.S. Employer Identification Number)
2 Wells Avenue Newton, Massachusetts 02459 (Address of principal executive offices)(Zip code)
Registrant’s telephone number, including area code: (617) 673-8000 Not Applicable (Former name or former address, if changed since last report)
Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below):
☐Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
☐Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
☐Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
☐Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))
Securities registered pursuant to Section 12(b) of the Act:
Title of each classTrading Symbol(s)Name of each exchange on which registered Common Stock, $0.001 par value per shareBFAMNew York Stock Exchange
Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter). Emerging growth company ☐ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐
Item 2.02Results of Operations and Financial Condition
On October 30, 2025, Bright Horizons Family Solutions Inc. issued a press release announcing its financial results for the fiscal quarter ended September 30, 2025 and updated financial guidance for the year 2025. A copy of the press release is furnished as Exhibit 99.1 hereto and is incorporated herein by reference. The information contained in this Item, including Exhibit 99.1 attached hereto, is being furnished and shall not be deemed “filed” for any purpose, and shall not be deemed incorporated by reference in any filing under the Securities Act of 1933, as amended, or the Securities Exchange Act of 1934, as amended, regardless of any general incorporation language in any such filing.
Item 9.01Financial Statements and Exhibits
(d) Exhibits
99.1Press Release of Bright Horizons Family Solutions Inc. dated October 30, 2025.
104Cover Page Interactive Data File (embedded within the Inline XBRL document).
Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned thereunto duly authorized.
Date:October 30, 2025By:/s/ Elizabeth Boland Elizabeth Boland Chief Financial Officer
This page provides Bright Horizons Family Solutions Inc. (BFAM) earnings call transcripts from SEC 8-K filings along with AI-powered predictions for post-earnings price movements. Our machine learning models analyze historical earnings data, pre-earnings price patterns, volume changes, and volatility to predict 1-day, 5-day, and 20-day returns after each earnings release.
Earnings transcripts are sourced directly from SEC EDGAR filings. Predictions are generated using gradient boosting models trained on BFAM's historical earnings reactions. All predicted returns are shown as percentages, and predicted prices are calculated from the closing price at the time of prediction. Past performance does not guarantee future results.