Bright Horizons Family Solutions Inc. (BFAM)
NYSEConsumer DiscretionarySpecialty Business ServicesSnapshot 2026-09-04
$70.25-1.18%
Close 2026-09-04 · 1-day change
NYSEConsumer DiscretionarySpecialty Business ServicesSnapshot 2026-09-04
QuarterlyIQ Insights · BFAM
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within consumer discretionary on a research-validated quality screen. As of 2026-09-04.
The screen ranks BFAM against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 4 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Consumer Discretionary names rated neutral grew net income 45% of the time over the next year (vs 59% for the rest of the cohort, n=6943).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Continue growing revenue to reach the fiscal year 2026 target of about $3.1 billion.
Stated as a priority in 3 of last 3 quarters. Revenue increased from $665.5 million in 2025-Q1 to $779.2 million in 2026-Q2, a 17% growth. Management consistently guides fiscal year 2026 revenue between $3.085 billion and $3.115 billion. The trajectory is delivering against the stated revenue growth target.
“We currently expect fiscal year 2026 revenue to be in the range of $3.085 billion to $3.115 billion”
“We currently expect fiscal year 2026 revenue to be in the range of $3.075 billion to $3.125 billion”
“We currently expect fiscal year 2026 revenue to be in the range of $3.075 billion to $3.125 billion”
Sustain adjusted diluted earnings per share in the range of about $5.00 for fiscal year 2026.
Stated as a priority in 3 of last 3 quarters. Diluted EPS increased from $0.62 in 2026-Q1 to $0.79 in 2026-Q2. Management maintains fiscal year 2026 EPS guidance between $5.05 and $5.15. The trajectory shows progress toward the EPS target.
Sustain robust cash generation from operating activities to support business needs.
Stated as a priority in 2 of last 2 quarters. Cash from operations totaled $202.8 million in first half 2026, slightly down from $220.4 million in first half 2025. Quarterly cash flow was $107.7 million in 2026-Q1 and $95.1 million in 2026-Q2. The trajectory shows stable but slightly declining cash flow generation.
Grow the back-up care business and increase utilization rates to drive revenue and margin expansion.
Newly stated in 2026-Q2. Management reported 19% growth in back-up care revenue with strong utilization entering summer 2026. This is a recent focus with positive revenue contribution, indicating initial delivery on this growth priority.
Optimize credit agreements and maintain sufficient liquidity to support operations and growth.
Newly stated in 2026-Q2. Management amended credit facilities by issuing a $375 million term loan and increasing revolving credit capacity from $900 million to $1 billion. This demonstrates active liquidity management and credit facility optimization.
Over the trailing year it converted 4.28x of net income into operating cash flow. Historically, Consumer Discretionary names rated robust grew net income 58% of the time over the next year (vs 45% for the rest of the cohort, n=3652).
Not enough signal yet.
Not enough signal to read sensitivity to the broad stock market, the US dollar, real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity (low R² over the window).
11 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Consumer Discretionary names rated neutral grew net income 48% of the time over the next year (vs 53% for the rest of the cohort, n=2538).
Not investment advice. As of 2026-09-04.
“Diluted adjusted earnings per common share to be in the range of $5.05 to $5.15”
“Diluted adjusted earnings per common share to be in the range of $4.90 to $5.10”
“Diluted adjusted earnings per common share to be in the range of $4.90 to $5.10”
“Generated $202.8 million of cash from operations in first half 2026”
“Generated $107.7 million cash from operating activities in 2026-Q1”
“Back-up care revenue grew 19% as we entered the summer with strong utilization”
“Amended credit facilities to issue $375 million term loan and increase revolving credit to $1 billion”