Childcare services Bright Horizons Q3 revenue beats estimates

Bright Horizons Family Solutions

30/10/2025 20:28

Overview

Bright Horizons Q3 revenue grows 12% yr/yr, beating analyst expectations

Adjusted EPS for Q3 beats consensus, reflecting improved operational performance

Company attributes success to increased back-up care utilization and enrollment gains

Outlook

Company expects 2025 revenue to be approximately $2.925 bln

Company anticipates 2025 diluted adjusted EPS between $4.48 and $4.53

Result Drivers

BACK-UP CARE UTILIZATION - Higher utilization of back-up care services drove revenue growth, according to CEO Stephen Kramer

ENROLLMENT GAINS - Enrollment growth and tuition price increases at centers contributed to revenue increase

MARGIN IMPROVEMENT - Margin improvements in full-service center-based child care segment boosted income from operations

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q3 Revenue
Beat
$803 mln
$780.70 mln (7 Analysts)
Q3 Adjusted EPS
Beat
$1.57
$1.32 (9 Analysts)
Q3 EPS
$1.37
Q3 Net Income
$78.60 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 5 "strong buy" or "buy", 4 "hold" and 1 "sell" or "strong sell"

The average consensus recommendation for the personal services peer group is "buy"

Wall Street's median 12-month price target for Bright Horizons Family Solutions Inc is $135.00, about 31.3% above its October 29 closing price of $92.70

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact RefinitivNewsSupport@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)