Investors interested in stocks from the Business - Services sector have probably already heard of Bright Horizons Family Solutions (BFAM) and APi (APG). But which of these two stocks presents investors with the better value opportunity right now?
Bright Horizons (BFAM) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Founded in 1986, Bright Horizons Family Solutions (NYSE:BFAM) is a leading provider of early education and childcare, and just beat fourth-quarter earnings estimates, but the market's reaction told a different story.
Aquatic Capital Management LLC raised its stake in Bright Horizons Family Solutions Inc. (NYSE: BFAM) by 177.8% in the undefined quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 72,571 shares of the company's stock after acquiring an additional 46,450 shares during the quarter.
The headline numbers for Bright Horizons (BFAM) give insight into how the company performed in the quarter ended December 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Bright Horizons Family Solutions Inc. (BFAM) Q4 2025 Earnings Call Transcript
Bright Horizons Family Solutions (BFAM) came out with quarterly earnings of $1.15 per share, beating the Zacks Consensus Estimate of $1.13 per share. This compares to earnings of $0.98 per share a year ago.
JPMorgan has released its list of 47 top stock picks for 2026 that its analysts believe will crush the market in 2026.
Bright Horizons Family (BFAM) remains a Hold as valuation reflects persistent core business challenges despite strong fundamentals in the Backup Care segment. Q3 2025 results highlight 26% year-over-year growth in Backup Care, but Full-Service revenue growth lags at 6% with thin margins. BFAM's Full-Service segment faces muted enrollment, weak pricing power, and macro risks from white-collar layoffs, limiting near-term upside.
Bright Horizons Family Solutions Inc. ( BFAM ) Q3 2025 Earnings Call October 30, 2025 5:00 PM EDT Company Participants Michael Flanagan - Sr. Director of Investor Relations Stephen Kramer - CEO, President & Director Elizabeth Boland - Chief Financial Officer Conference Call Participants Andrew Steinerman - JPMorgan Chase & Co, Research Division Keen Fai Tong - Goldman Sachs Group, Inc., Research Division Jeffrey Meuler - Robert W. Baird & Co. Incorporated, Research Division Manav Patnaik - Barclays Bank PLC, Research Division Toni Kaplan - Morgan Stanley, Research Division Joshua Chan - UBS Investment Bank, Research Division Harold Antor - Jefferies LLC, Research Division Ryan Griffin - BMO Capital Markets Equity Research Presentation Operator Greetings, and welcome to the Bright Horizons Family Solutions Third Quarter Earnings Release Conference Call.
While the top- and bottom-line numbers for Bright Horizons (BFAM) give a sense of how the business performed in the quarter ended September 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Bright Horizons Family Solutions (BFAM) came out with quarterly earnings of $1.57 per share, beating the Zacks Consensus Estimate of $1.32 per share. This compares to earnings of $1.11 per share a year ago.