Q1 25 EPS
$0.77
BEAT +19.55%
Est. $0.64
Q1 25 Revenue
$665.5M
BEAT +0.14%
Est. $664.6M
vs S&P Since Q1 25
-77.7%
TRAILING MARKET
BFAM -46.4% vs S&P +31.2%
Market Reaction
Did BFAM Beat Earnings? Q1 2025 Results
Bright Horizons Family Solutions opened 2025 with a standout first quarter, posting adjusted diluted EPS of $0.77 against a consensus estimate of $0.64, a beat of 19.55% that signaled broad operational momentum across its family care platform. Revenu… Read more Bright Horizons Family Solutions opened 2025 with a standout first quarter, posting adjusted diluted EPS of $0.77 against a consensus estimate of $0.64, a beat of 19.55% that signaled broad operational momentum across its family care platform. Revenue climbed 6.9% year-over-year to $665.53 million, edging past the $664.61 million analyst expectation, with the outperformance rooted in enrollment gains, tuition price increases, and notably strong utilization of back-up care services, where segment operating margins expanded sharply to 21% from 14% a year earlier. GAAP net income more than doubled to $38.05 million, while adjusted EBITDA rose 23% to $92.30 million, representing 14% of revenue and reflecting meaningful margin expansion across the business. Shares ticked higher in after-hours trading following the report. Management raised its full-year 2025 revenue outlook to a range of $2.87 billion to $2.92 billion and guided diluted adjusted EPS of $3.95 to $4.15, signaling confidence in continued demand for employer-sponsored child care solutions despite an uncertain macroeconomic backdrop.
Key Takeaways
- • Enrollment gains and tuition price increases at centers
- • Increased utilization of back-up care services
- • Increased utilization of educational advisory services
- • Lower interest expense due to debt reduction
- • Lower effective tax rate
- • Improved operating margins across all three segments
BFAM YoY Financials
Q1 2025 vs Q1 2024, source: SEC Filings
BFAM Revenue by Segment
With YoY comparisons, source: SEC Filings
“We are pleased with our solid start to the year. Our first quarter results reflect continued growth across our service portfolio, including 7% revenue and more than 50% adjusted EPS growth. In an environment marked by macroeconomic uncertainty, our unique model and exceptional team continue to drive strong execution. As we look ahead, we remain focused on delivering high-quality education and care while deepening our impact across the clients and communities we serve.”
— Stephen Kramer, Q1 2025 Earnings Press Release
BFAM Earnings Trends
BFAM vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
BFAM EPS Trend
Earnings per share: estimate vs actual
BFAM Revenue Trend
Quarterly revenue: estimate vs actual
BFAM Quarterly Results
5 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q1 26 | — | — | — | — | — |
| Q4 25 BEAT FY | $1.12 | $1.15 | +2.49% | $733.7M | +0.86% |
| FY Full Year | $4.52 | $4.55 | +0.57% | $2.93B | +0.22% |
| Q3 25 BEAT | $1.32 | $1.37 | +3.74% | $802.8M | +2.78% |
| Q2 25 BEAT | $1.01 | $1.07 | +5.76% | $731.6M | +1.00% |
| Q1 25 BEAT | $0.64 | $0.77 | +19.55% | $665.5M | +0.14% |