Landscaping firm BrightView's Q4 revenue misses estimates on weakness in development services segment

BrightView Holdings

19/11/2025 21:19

Overview

BrightView Q4 revenue declines 3.6% yr/yr, missing analyst expectations

Adjusted EPS for Q4 misses analyst estimates

Company increases share repurchase authorization to $150 mln

Outlook

BrightView projects FY 2026 revenue between $2.670 bln and $2.730 bln

Company expects FY 2026 adjusted EBITDA of $363 mln to $377 mln

Result Drivers

DEVELOPMENT SERVICES TIMING - Revenue decline in Development Services attributed to timing of projects

COST MANAGEMENT - Improved margins due to cost management initiatives, including reduced vehicle and equipment costs

COMMERCIAL LANDSCAPE DECLINE - Maintenance Services revenue decrease driven by decline in commercial landscape services

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Miss
$702.80 mln
$718.57 mln (8 Analysts)
Q4 Adjusted EPS
Miss
$0.27
$0.32 (9 Analysts)
Q4 Adjusted Net Income
$40.60 mln
Q4 Net Income
$27.70 mln
Q4 Adjusted EBITDA
$113.50 mln
Q4 Adjusted EBITDA Margin
16.10%
Q4 Capex
$39.60 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 6 "strong buy" or "buy", 1 "hold" and 2 "sell" or "strong sell"

The average consensus recommendation for the environmental services & equipment peer group is "buy"

Wall Street's median 12-month price target for Brightview Holdings Inc is $20.00, about 40.6% above its November 18 closing price of $11.89

The stock recently traded at 14 times the next 12-month earnings vs. a P/E of 17 three months ago

Press Release: ID:nBw3ffVyTa

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(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.)