Child care and education company Bright Horizons (NYSE:BFAM) will be reporting results this Thursday after market hours. Here’s what you need to know.
Bright Horizons beat analysts’ revenue expectations by 1.1% last quarter, reporting revenues of $731.6 million, up 9.2% year on year. It was a satisfactory quarter for the company, with a narrow beat of analysts’ organic revenue estimates.
Is Bright Horizons a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.
This quarter, analysts are expecting Bright Horizons’s revenue to grow 8.5% year on year to $780.2 million, slowing from the 11.4% increase it recorded in the same quarter last year. Adjusted earnings are expected to come in at $1.32 per share.
Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Bright Horizons has only missed Wall Street’s revenue estimates once over the last two years, exceeding top-line expectations by 1.6% on average.
Looking at Bright Horizons’s peers in the consumer discretionary segment, some have already reported their Q3 results, giving us a hint as to what we can expect. Nike delivered year-on-year revenue growth of 1.1%, beating analysts’ expectations by 6.5%, and VF Corp reported a revenue decline of 3.5%, topping estimates by 0.9%. Nike traded up 6.5% following the results.
Read our full analysis of Nike’s results here and VF Corp’s results here.
Questions about potential tariffs and corporate tax changes have caused much volatility in 2025. While some of the consumer discretionary stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 2.4% on average over the last month. Bright Horizons is down 9.4% during the same time and is heading into earnings with an average analyst price target of $136.22 (compared to the current share price of $98.33).
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