Bright Horizons Family Solutions (NYSE:BFAM) Announces Earnings Results

Posted by Brian Himes on Oct 29th, 2026

Bright Horizons Family Solutions (NYSE:BFAM – Get Free Report) posted its quarterly earnings data on Thursday. The company reported $1.80 EPS for the quarter, topping analysts’ consensus estimates of $1.76 by $0.04, FiscalAI reports. The company had revenue of $841.47 million for the quarter, compared to analyst estimates of $842.69 million. Bright Horizons Family Solutions had a return on equity of 20.09% and a net margin of 5.78%.

Here are the key takeaways from Bright Horizons Family Solutions’ conference call:

Third-quarter results were solid: revenue rose 5% to $841 million, adjusted EPS increased 15% to $1.80, and adjusted EBITDA grew 5% to $163 million.
Back-Up Care remained a key growth driver, with revenue up 13% to $286 million as employee users and usage per user increased; management continues to see long-term runway with penetration below 5% of eligible employees.
Bright Horizons lowered its 2026 outlook to approximately $3.07 billion of revenue and adjusted EPS of $4.98-$5.03, citing expected fourth-quarter moderation in Back-Up Care usage and weaker-than-expected Full Service enrollment.
Full Service enrollment was pressured by softer new-family starts, particularly in the U.K., where a regulator’s safeguarding notice has been extended; management expects the larger enrollment impact in the fourth quarter and until the notice is lifted.
Continued weakness in Australia led to a $294 million non-cash impairment charge related to goodwill and intangible assets, and the company is urgently reviewing strategic alternatives for the market.

Bright Horizons Family Solutions Trading Down 3.1%

NYSE:BFAM traded down $2.12 during trading hours on Thursday, hitting $67.17. 2,271,558 shares of the stock were exchanged, compared to its average volume of 971,395. The company’s 50 day moving average is $68.85 and its two-hundred day moving average is $74.68. Bright Horizons Family Solutions has a twelve month low of $57.63 and a twelve month high of $109.86. The company has a quick ratio of 0.48, a current ratio of 0.48 and a debt-to-equity ratio of 1.14. The company has a market capitalization of $3.27 billion, a P/E ratio of 21.25, a price-to-earnings-growth ratio of 1.09 and a beta of 1.18.

Insider Buying and Selling at Bright Horizons Family Solutions

In other news, Director Mary Tocio sold 6,000 shares of Bright Horizons Family Solutions stock in a transaction on Wednesday, September 2nd. The stock was sold at an average price of $72.65, for a total value of $435,900.00. Following the completion of the sale, the director directly owned 14,329 shares of the company’s stock, valued at approximately $1,041,001.85. This trade represents a 29.51% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, COO Mary Burke sold 1,200 shares of the business’s stock in a transaction on Tuesday, September 1st. The stock was sold at an average price of $75.00, for a total value of $90,000.00. Following the sale, the chief operating officer owned 30,945 shares of the company’s stock, valued at approximately $2,320,875. The trade was a 3.73% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 8,400 shares of company stock valued at $616,584 over the last three months. Insiders own 1.42% of the company’s stock.

Analysts Set New Price Targets

BFAM has been the subject of a number of research analyst reports. Morgan Stanley cut their price target on Bright Horizons Family Solutions from $66.00 to $64.00 and set an “underweight” rating for the company in a report on Tuesday, October 13th. Weiss Ratings reissued a “sell (d+)” rating on shares of Bright Horizons Family Solutions in a report on Tuesday. UBS Group decreased their price objective on shares of Bright Horizons Family Solutions from $88.00 to $78.00 and set a “neutral” rating on the stock in a report on Wednesday, October 14th. Finally, BMO Capital Markets lowered their price objective on shares of Bright Horizons Family Solutions from $93.00 to $83.00 and set an “outperform” rating for the company in a research report on Monday, October 5th. Four investment analysts have rated the stock with a Buy rating, three have issued a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat, the company has a consensus rating of “Hold” and an average price target of $92.00.

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About Bright Horizons Family Solutions

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Bright Horizons Family Solutions Inc provides employer-sponsored child care and workplace support services. The company operates early education and preschool centers that serve infants, toddlers, preschoolers and school-age children, with programs designed to support children’s development and learning.

Its services also include back-up care for children and other dependents, typically provided through a network of child care centers, in-home caregivers and other providers. Through its Bright Horizons EdAssist Solutions business, the company offers education advising, tuition assistance administration, student loan support and related workforce education services for employers and their employees.

Founded in 1986, Bright Horizons serves families and corporate clients primarily in the United States and also has operations in the United Kingdom and other international markets.