earnings
confidence medium
sentiment negative
materiality 0.70
Bright Horizons Q4 revenue up 9% to $734M but net income falls 25% to $22M; EPS $0.38
BRIGHT HORIZONS FAMILY SOLUTIONS INC.
2025-FY EPS reported
$3.36
revenue$2,933,607,000
- Revenue of $734M (+9% YoY); income from operations $45M (-6%).
- Net income $22M, diluted EPS $0.38 (down 24% from $0.50).
- CEO Kramer's target LTIP increased to $5M (from $3.5M); CFO Boland to $1.5M (from $1.1M).
- LTIP revised: 50% performance-based RSUs for NEOs; stock options eliminated.
- One-time RSU award of $500k to COO Mandy Berman for additional responsibilities.