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Dec 31, 2025
Bright Horizons Q4 2025 Earnings Report
Bright Horizons reported higher fourth quarter 2025 revenue and adjusted earnings, despite lower GAAP net income due to impairment and lease termination costs.
Key Takeaways
In Q4 2025, Bright Horizons generated revenue of 733698000, up 9% year-over-year, with net income of 21740000 and diluted EPS of 0.38, while adjusted EBITDA rose 12% to 123455000 driven by strong back-up care utilization and enrollment gains.
Revenue increased 9% year-over-year to 733698000.
Adjusted EBITDA grew 12% to 123455000 with margin of 17%.
Adjusted net income rose 14% to 65108000.
Back-up care revenue increased to 183334000 from 157167000.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
For fiscal 2026, the company expects revenue between 3075000000 and 3125000000 and diluted adjusted EPS between 4.90 and 5.10, reflecting continued growth momentum and margin progress.
Positive Outlook
- 2026 revenue guidance implies continued year-over-year growth.
- Diluted adjusted EPS expected between 4.90 and 5.10.
- Ongoing strength in back-up care utilization.
- Focus on margin expansion and operating leverage.
- Investments in people and technology to support growth.
Challenges Ahead
- Exposure to labor market constraints for teachers and staff.
- Potential demand variability from employer-sponsored clients.
- Macroeconomic uncertainty including inflation and interest rates.
- Higher effective tax rate impacted Q4 results.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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