Every material Form 8-K Bright Horizons Family Solutions has filed with the SEC since May 02, 2024, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Bright Horizons reported third-quarter 2026 revenue of $841.5 million, up 5%, but a net loss of $230.7 million, driven mainly by a $290.0 million goodwill impairment tied to its international full service operations. The company also revised its 2026 guidance to about $3.07 billion in revenue and diluted adjusted earnings per share of $4.98 to $5.03, and director Mary Ann Tocio will retire effective December 1, 2026, with Seth Siegel joining the board on that date.
Q3 2026 revenue rose 5% to $841.5 million; net loss was $230.7 million, or $4.76 per diluted share, versus net income of $78.6 million, or $1.37 per diluted share, a year earlier
Diluted adjusted earnings per share rose 15% to $1.80; adjusted net income fell 3% to $87.5 million
Revised 2026 outlook: revenue of about $3.07 billion and diluted adjusted EPS of $4.98 to $5.03
Board changes: Mary Ann Tocio retires effective December 1, 2026; Seth Siegel appointed effective the same day and to the Audit Committee
Bright Horizons reported second-quarter 2026 revenue of $779.2 million, up 7%, and diluted adjusted earnings per share of $1.28, up 20%. GAAP net income fell 26% to $40.6 million, mainly due to $19.1 million of impairment losses at certain centers, and the company gave updated 2026 guidance for revenue and adjusted earnings per share.
Q2 2026 diluted EPS was $0.79 versus $0.95 a year earlier; diluted adjusted EPS was $1.28 versus $1.07.
Income from operations was $79.8 million, down 7%, including $19.1 million of impairment losses in the full service child care segment.
2026 outlook: revenue of $3.085 billion to $3.115 billion and diluted adjusted EPS of $5.05 to $5.15.
Six-month share repurchases totaled $473.2 million for about 6.6 million shares, versus $60.7 million a year earlier.
Bright Horizons' subsidiary signed a Fifth Amendment to its credit agreement on June 1, 2026, adding $375 million in incremental term A loans and raising the revolving credit commitment from $900 million to $1 billion. Proceeds of the new term loans, together with cash on hand, were used to repay $375 million of outstanding revolving loans, and the facilities now mature on April 17, 2030. The filing describes a financing and debt-refinancing step rather than a change in operating results, with borrowing costs and a covenant limit that shareholders may want to track.
$375 million in incremental 2026 Term A loans, used to repay $375 million of existing revolving loans
Revolving credit commitment increased from $900 million to $1,000 million
Both facilities mature on April 17, 2030; term loan amortization begins September 30, 2026
Maximum consolidated first lien net leverage ratio of 4.25:1.00 applies to both facilities
Bright Horizons reported first-quarter 2026 revenue of $712.2 million, up 7%, while net income fell 10% to $34.1 million and diluted EPS fell to $0.62 from $0.66 on a GAAP basis. The company reaffirmed its 2026 guidance of $3.075 billion to $3.125 billion in revenue and $4.90 to $5.10 in diluted adjusted EPS, and it repurchased $224.8 million of stock in the quarter.
Revenue of $712.2 million, up $46.7 million or 7% from the first quarter of 2025
Net income of $34.1 million and diluted EPS of $0.62, down 10% and 6%; diluted adjusted EPS rose 6% to $0.82
Full-year 2026 guidance reaffirmed: revenue of $3.075 billion to $3.125 billion and diluted adjusted EPS of $4.90 to $5.10
Repurchased 2.9 million shares for $224.8 million in the first quarter of 2026, compared with $19.6 million a year earlier
Bright Horizons reported fourth-quarter 2025 revenue of $734 million, up 9%, but net income fell 25% to $22 million and diluted EPS fell to $0.38 from $0.50, partly due to $14.8 million of incremental impairment and lease termination costs. For full-year 2025, revenue rose 9% to $2.9 billion and diluted EPS rose 40% to $3.36, and the company gave 2026 guidance of $3.075 billion to $3.125 billion in revenue and $4.90 to $5.10 in diluted adjusted EPS. The filing also disclosed higher 2026 pay targets for the CEO and CFO and a shift in the long-term incentive program toward performance-based awards.
Q4 2025 revenue $733.7 million, up 9%; income from operations $45.5 million, down 6%
Q4 2025 diluted EPS $0.38 versus $0.50 a year earlier; diluted adjusted EPS $1.15, up 17%
Full-year 2025 revenue $2.9 billion, up 9%; net income $193 million, up 38%
2026 guidance: revenue $3.075 billion to $3.125 billion; diluted adjusted EPS $4.90 to $5.10
Bright Horizons Family Solutions reported third-quarter 2025 revenue of $802.8 million, up 12%, and diluted earnings per share of $1.37, up from $0.94 a year earlier. The company also gave updated 2025 guidance of about $2.925 billion in revenue and diluted adjusted earnings per share of $4.48 to $4.53, which shareholders can compare with future guidance.
Q3 2025 revenue of $802.8 million, up 12% from $719.1 million in Q3 2024
Income from operations rose 35% to $120.8 million; net income rose 43% to $78.6 million
Diluted adjusted EPS of $1.57 for Q3 2025, compared with $1.11 a year earlier
Full-year 2025 outlook: revenue of about $2.925 billion and diluted adjusted EPS of $4.48 to $4.53
Bright Horizons reported second quarter 2025 revenue of $731.6 million, up 9%, and net income of $54.8 million, up 40%, with diluted EPS of $0.95 versus $0.67 a year earlier. The company also issued 2025 guidance of $2.9 billion to $2.92 billion in revenue and $4.15 to $4.25 in diluted adjusted EPS, but the filing does not compare that outlook with prior guidance.
Q2 2025 revenue $731.6 million, up 9% from $670.1 million; income from operations $86.1 million, up 25%
Q2 diluted EPS $0.95 versus $0.67; diluted adjusted EPS $1.07 versus $0.88
2025 outlook: revenue $2.9 billion to $2.92 billion; diluted adjusted EPS $4.15 to $4.25
Cash and equivalents $179.2 million at June 30, 2025; $483.3 million available under revolving credit facility
Bright Horizons reported first-quarter 2025 revenue of $666 million, up 7%, and net income of $38 million, up 124%, with diluted earnings per share of $0.66 compared with $0.29. The company also updated its 2025 guidance to revenue of $2.865 billion to $2.915 billion and diluted adjusted earnings per share of $3.95 to $4.15. The filing does not state prior guidance, so the direction of the change cannot be determined from it.
Revenue of $666 million, up 7%; income from operations of $62 million, up 56%
Diluted EPS of $0.66 versus $0.29; diluted adjusted EPS of $0.77 versus $0.51
2025 revenue guidance of $2.865 billion to $2.915 billion; diluted adjusted EPS guidance of $3.95 to $4.15
Cash from operations of $86.2 million, compared with $116.3 million in the first quarter of 2024
Bright Horizons' subsidiary entered a refinancing amendment to its credit agreement, creating a $900 million revolving loan facility. It drew $362.5 million under that facility, along with cash on hand, to repay all outstanding Term A Loans under the existing agreement. The filing does not state a direct effect on earnings, but it changes the company's debt terms, including a maximum first lien net leverage ratio of 4.25 to 1.00.
Refinancing Amendment dated April 17, 2025, with JPMorgan Chase Bank, N.A. as administrative agent
$900 million New Revolving Facility; $362.5 million borrowed and used with cash on hand to repay Term A Loans
Borrowings bear interest at Term SOFR plus 1.25% to 1.75% or Base Rate plus 0.25% to 0.75%; facility matures August 24, 2028 based on current terms
Covenant requires maximum consolidated first lien net leverage ratio of 4.25 to 1.00
Bright Horizons director Cathy E. Minehan told the board on March 26, 2025 that she intends to retire, effective June 3, 2025. She serves on the Audit Committee, and the filing says the retirement is not due to any disagreement with the company and that the board expects to decrease its size.
Cathy E. Minehan notified the board on March 26, 2025 of her intent to retire, effective June 3, 2025
Minehan is a member of the Audit Committee
The filing states the retirement involves no disagreement with the company
The board expects to reduce its size following the retirement
Bright Horizons reported fourth-quarter and full-year 2024 results on February 13, 2025, with revenue up 10% in the quarter and 11% for the year. The company also gave 2025 guidance of $2.85 billion to $2.9 billion in revenue and $3.95 to $4.15 in diluted adjusted earnings per share, which shareholders can compare with the $3.47 reported for 2024.
Q4 2024 revenue was $674 million, up 10%, and diluted earnings per share were $0.50 versus $0.09 a year earlier.
Full-year 2024 revenue was $2.7 billion, up 11%, and net income was $140 million, up 89%.
2025 guidance: revenue of $2.85 billion to $2.9 billion and diluted adjusted EPS of $3.95 to $4.15, versus $3.47 for 2024.
Bright Horizons Family Solutions reported third-quarter 2024 revenue of $719 million, up 11%, and diluted earnings per share of $0.94, up 36% from $0.69. The company also gave updated 2024 guidance of about $2.675 billion in revenue and diluted adjusted EPS of $3.37 to $3.42, which shareholders can compare with the company's prior outlook once it is available.
Q3 2024 income from operations was $89.4 million, up 34%; net income was $54.9 million, up 37%.
Adjusted EBITDA was $121.0 million, up 20%; diluted adjusted EPS was $1.11, up 26% from $0.88.
Back-Up Care revenue grew 18% and Full Service revenue grew 9%, per the CEO.
2024 outlook: revenue of about $2.675 billion and diluted adjusted EPS of $3.37 to $3.42.
Bright Horizons Family Solutions appointed Jennifer Schulz to its board of directors effective September 17, 2024, expanding the board from nine to ten members. Ms. Schulz is CEO of Experian North America and will not serve on any board committees at this time.
Schulz joins as a Class I director, with a term tied to the 2026 annual meeting of shareholders.
She is CEO of Experian North America, a division of Experian plc, since April 2022.
She will receive the company's non-employee director compensation, including an approximate pro-rata equity award.
The company and Schulz signed an indemnification agreement on the same terms as its other directors.
Bright Horizons Family Solutions reported second-quarter 2024 revenue of $670 million, up 11% from a year earlier, and net income of $39 million, up 90%. The company said it is increasing its full-year 2024 outlook for both revenue and adjusted earnings per share, to a revenue range of $2.65 billion to $2.7 billion and adjusted diluted EPS of $3.30 to $3.40.
Q2 2024 diluted EPS was $0.67 versus $0.35 a year earlier; diluted adjusted EPS was $0.88 versus $0.64, up 38%.
Income from operations rose 52% to $69 million, helped by enrollment growth and back-up care utilization, partly offset by a $9.3 million decline in pandemic-related government funding.
2024 revenue guidance is $2.65 billion to $2.7 billion; adjusted diluted EPS guidance is $3.30 to $3.40.
Cash from operations for the first half of 2024 was $225.8 million, versus $180.0 million a year earlier.
At its June 5, 2024 annual meeting, Bright Horizons shareholders approved amendments to the certificate of incorporation, including declassifying the board so directors can be removed with or without cause by a majority vote. The company also adopted amended bylaws effective June 7, 2024, adding shareholder nomination and proposal procedures and other changes; these take effect alongside the new certificate.
Shareholders approved the Declassification Amendment with 55,885,719 votes for and 50,071 against.
Shareholders approved the Officer Exculpation Amendment with 47,247,802 votes for and 8,715,991 against.
Laurel J. Richie resigned as a Class II director and was reappointed as a Class I director, term expiring at the 2026 annual meeting, after Dr. Sara Lawrence-Lightfoot retired and the board was reduced to nine members.
Deloitte & Touche LLP was ratified as the independent registered public accounting firm for fiscal 2024 with 55,500,472 votes for.
Bright Horizons Family Solutions reported first quarter 2024 revenue of $623 million, up 12% from a year earlier, and net income of $17 million, or $0.29 per diluted share, versus $0.14 a year earlier. The company reaffirmed its 2024 guidance of $2.6 billion to $2.7 billion in revenue and $3.00 to $3.20 in diluted adjusted earnings per share, which gives shareholders a clear view that results are tracking the company's full-year plan.
Revenue of $623 million, up 12% from the first quarter of 2023, driven by enrollment gains, tuition increases and higher back-up care utilization
Income from operations of $40 million, up 30%; net income of $17 million versus $8.1 million a year earlier
Diluted adjusted earnings per share of $0.51 versus $0.49 in the first quarter of 2023
2024 guidance reaffirmed: revenue of $2.6 billion to $2.7 billion and diluted adjusted earnings per share of $3.00 to $3.20; results were discussed on a conference call held May 2, 2024
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