Bright Horizons Posts 9% Revenue Growth, Raises 2025 Outlook

Bright Horizons Family Solutions (NYSE:BFAM) reported strong Q2 2025 financial results, with revenue rising approximately 9.2% year-over-year to about $732 million, exceeding analysts' expectations. The company saw a 25% increase in operating income to $86 million and a 40% jump in net income to $55 million, reflecting improved operational efficiency and disciplined execution. It raised its full-year revenue guidance to around $2.91 billion and adjusted EPS guidance to $4.20, signaling confidence in continued growth driven by rising enrollment, tuition increases, and expansion of back-up care services. The childcare and workforce solutions sector benefits from structural growth trends such as increased female workforce participation and employer demand for subsidized childcare, positioning Bright Horizons as a strategic buy with defensive resilience. Despite solid recent growth, the company’s longer-term five-year sales CAGR of 8.8% is considered modest within the consumer discretionary sector, with near-term analysts projecting a revenue growth deceleration. Overall, Bright Horizons’ strong financial performance and sector tailwinds highlight its leading market position and potential for sustained growth.