BFAM Earnings

BFAM reported its FY2025Q4 earnings on 2026-02-16, showcasing a revenue of against an estimate of 728.70M, resulting in a 0% surprise. The EPS was 0, surpassing the expected 1.02 by 0% . The stock experienced a 0% price change on the earnings day and a 0% change over the next five days, reflecting market reactions to the results.

Following BFAM's FY2025Q4 earnings announcement on 2026-02-16, the stock price moved by % on the day of the release. Over the subsequent five days, it saw a % change. Historically, BFAM's stock price tends to shift by an average of +0.89% in the 10 days leading up to earnings and +6.77% in the 10 days following, providing insight into potential market.

For 2025/Q4, analysts estimate BFAM’s annual revenue to reach 727.97M, while the EPS is projected at 1.12. These estimates reflect recent revisions, with revenue estimates revised Revenue Revise Downward by -0.01% and EPS estimates No Change by 0% over the past three months, indicating analyst expectation in the company’s performance.

The correlation between BFAM's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock’s fundamentals. Over the past three months, revenue estimates for FY2025 were Revise Downward by -0.01%, while EPS estimates moved No Change by 0% . This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, BFAM's stock price typically moves by +0.89% in the 10 days before its earnings and +6.77% in the 10 days after. For the upcoming 2025/Q4 earnings, analysts expect an EPS of 1.12 and revenue of 727.97M.

The earnings call highlights positive financial performance with raised guidance for revenue and EPS, strong back-up care demand, and margin expansion. Despite some concerns about enrollment growth and lack of detailed guidance for 2026, the company's strategic focus on pricing, resource allocation, and market opportunities suggests optimism. The Q&A section reinforces confidence in the back-up care segment and operational improvements in the U.K. Given these factors, the stock is likely to see a positive movement in the short term.