BrightView Holdings, Inc. (BV)
NYSEIndustrialsSpecialty Business ServicesSnapshot 2026-09-04
$11.36+0.26%
Close 2026-09-04 · 1-day change
NYSEIndustrialsSpecialty Business ServicesSnapshot 2026-09-04
QuarterlyIQ Insights · BV
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance sits below its industry cohort — worth keeping an eye on, though it has not freshly broken.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -28.1% |
| Our one-year growth estimate | diamond | 0.9% |
Growth built into the price is above our model estimate.
The price assumes 29.0 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Worth watching into the next print: this name is on a run of consecutive earnings misses and has been missing across recent quarters. A fundamental tilt, not a price call.
Model as of 2026-09-04 · Compared with 21 industry peers · Company calendar date is not available
BV — earnings miss
Dated 2026-08-04
Results of Operations and Financial Condition. On August 4, 2026, BrightView Holdings, Inc (the "Company") issued a press release reporting its results of operations for the quarter ended June 30, 2026. A copy of the press release is being furnished with this report as Exhibit 99.1. The information in this Item 2.02, including Exhibit 99.1 furnished herewith, is being furnished to the Securities and Exchange Commission (the "SEC") pursuant to
Why it matters: Strong revenue growth shows that BrightView is making progress in its transformation.
Supportive ifIn Q2 2026, total revenue growth is over 6.1% compared to last year.
Worry ifTotal revenue growth is below 6.1% compared to last year.
Why it matters: A better net income margin means the company makes more money and works better.
Supportive ifNet income margin improves to above 0.9%.
Worry ifNet income margin declines or stays below 0.9%.
Why it matters: More snow removal revenue can help cover losses in other areas and boost growth.
Supportive ifSnow removal revenue exceeds $290 million in Q3.
Worry ifSnow removal revenue falls below $250 million in Q3.
Why it matters: Keeping free cash flow guidance shows financial strength. This can reassure investors about cash.
Supportive ifManagement says adjusted free cash flow guidance stays at $100 to $115 million.
Worry ifManagement lowers adjusted free cash flow guidance to less than $100 million.
Why it matters: Negative cash flow shows problems in operations and investments. This may hurt growth.
Worry ifAdjusted free cash flow remains negative for the next quarter.
Less concerning ifAdjusted free cash flow turns positive for the next quarter.
Why it matters: A second raise shows strong growth and investor trust in the company.
Supportive ifManagement raises revenue guidance for the year to over $2.795 billion.
Worry ifManagement keeps full-year revenue guidance at $2.745 billion or lowers it.
Why it matters: If revenue growth picks up, it could signal a positive shift for BrightView. The sector has been slowing, and any change could impact BrightView's performance.
Supportive ifRevenue growth in the industrials sector is speeding up again. It is above 5%.
Worry ifRevenue growth is below 5%. It may keep slowing down.
Why it matters: Positive operating income shows progress. This means the company is making money and is stable.
Supportive ifOperating income for Q3 is over $16.1 million.
Worry ifOperating income drops back to below -$7.1 million.
Why it matters: The earnings report will show how BrightView is doing financially. This helps us see its future.
Watch forThe earnings report shows better financial numbers than last quarter.
Also watch forThe earnings report shows more losses or bad trends in key numbers.
Why it matters: Growth in land maintenance revenue helps management's plans for the year.
Supportive ifLand maintenance revenue grows year over year by more than 2.3% in Q3.
Worry ifLand maintenance revenue growth falls below 2.3% year over year in Q3.
Why it matters: More extensions help a company be flexible and grow over time.
Supportive ifNew extensions for debt maturities are announced for after June 2033.
Worry ifNo new extensions are announced, which may show financial trouble.
Why it matters: A better EBITDA margin shows that a company is more efficient and controls costs.
Supportive ifAdjusted EBITDA margin is over 13.4% in Q3.
Worry ifAdjusted EBITDA margin falls below 13.4% in Q3.
Why it matters: Stable free cash flow helps a company stay healthy and flexible.
Watch forAdjusted free cash flow meets or exceeds $70 million in Q3.
Also watch forAdjusted free cash flow remains negative or below $70 million in Q3.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to the broad stock market.
Based on historical daily prices through 2026-09-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$129 on $10,000 · ±1.3% | How much price usually moves either way. |
| Bad day | $321 loss on $10,000 · 3.2% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $2,862 loss on $10,000 · 28.6% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.