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Side-by-side financial comparison of AAR CORP (AIR) and BRIGHT HORIZONS FAMILY SOLUTIONS INC. (BFAM). Click either name above to swap in a different company.
AAR CORP is the larger business by last-quarter revenue ($795.3M vs $733.7M, roughly 1.1× BRIGHT HORIZONS FAMILY SOLUTIONS INC.). On growth, AAR CORP posted the faster year-over-year revenue change (15.9% vs 8.8%). BRIGHT HORIZONS FAMILY SOLUTIONS INC. produced more free cash flow last quarter ($258.5M vs $6.2M).
AAR Corp. is an American provider of aircraft maintenance services to commercial and government customers worldwide. The company is headquartered in Wood Dale, Illinois, a Chicago suburb. The company employs about 6,000 people, operating in about 30 different countries. John Holmes is the current CEO.
Bright Horizons Family Solutions Inc. is a United States–based child-care provider and is the largest provider of employer-sponsored child care. It also provides back-up child care and elder care, tuition program management, education advising, and student loan repayment programs. It is headquartered in Newton, Massachusetts.
AIR vs BFAM — Head-to-Head
Income Statement — Q2 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $795.3M | $733.7M |
| Net Profit | $34.6M | — |
| Gross Margin | 19.7% | 19.3% |
| Operating Margin | 6.0% | 6.2% |
| Net Margin | 4.4% | — |
| Revenue YoY | 15.9% | 8.8% |
| Net Profit YoY | 213.1% | — |
| EPS (diluted) | $0.90 | $0.38 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $795.3M | $733.7M | ||
| Q3 25 | $739.6M | $802.8M | ||
| Q2 25 | — | $731.6M | ||
| Q1 25 | — | $665.5M | ||
| Q4 24 | — | $674.1M | ||
| Q3 24 | — | $719.1M | ||
| Q2 24 | — | $670.1M | ||
| Q1 24 | — | $622.7M |
| Q4 25 | $34.6M | — | ||
| Q3 25 | $34.4M | $78.6M | ||
| Q2 25 | — | $54.8M | ||
| Q1 25 | — | $38.0M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $54.9M | ||
| Q2 24 | — | $39.2M | ||
| Q1 24 | — | $17.0M |
| Q4 25 | 19.7% | 19.3% | ||
| Q3 25 | 18.1% | 27.0% | ||
| Q2 25 | — | 25.0% | ||
| Q1 25 | — | 23.4% | ||
| Q4 24 | — | 20.8% | ||
| Q3 24 | — | 25.2% | ||
| Q2 24 | — | 24.2% | ||
| Q1 24 | — | 21.7% |
| Q4 25 | 6.0% | 6.2% | ||
| Q3 25 | 6.4% | 15.1% | ||
| Q2 25 | — | 11.8% | ||
| Q1 25 | — | 9.4% | ||
| Q4 24 | — | 7.2% | ||
| Q3 24 | — | 12.4% | ||
| Q2 24 | — | 10.3% | ||
| Q1 24 | — | 6.4% |
| Q4 25 | 4.4% | — | ||
| Q3 25 | 4.7% | 9.8% | ||
| Q2 25 | — | 7.5% | ||
| Q1 25 | — | 5.7% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 7.6% | ||
| Q2 24 | — | 5.8% | ||
| Q1 24 | — | 2.7% |
| Q4 25 | $0.90 | $0.38 | ||
| Q3 25 | $0.95 | $1.37 | ||
| Q2 25 | — | $0.95 | ||
| Q1 25 | — | $0.66 | ||
| Q4 24 | — | $0.50 | ||
| Q3 24 | — | $0.94 | ||
| Q2 24 | — | $0.67 | ||
| Q1 24 | — | $0.29 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $75.6M | $140.1M |
| Total DebtLower is stronger | $952.7M | $747.6M |
| Stockholders' EquityBook value | $1.6B | $1.3B |
| Total Assets | $3.2B | $3.9B |
| Debt / EquityLower = less leverage | 0.61× | 0.56× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $75.6M | $140.1M | ||
| Q3 25 | $80.0M | $116.6M | ||
| Q2 25 | — | $179.2M | ||
| Q1 25 | — | $112.0M | ||
| Q4 24 | — | $110.3M | ||
| Q3 24 | — | $109.9M | ||
| Q2 24 | — | $140.2M | ||
| Q1 24 | — | $63.7M |
| Q4 25 | $952.7M | $747.6M | ||
| Q3 25 | $1.0B | $747.5M | ||
| Q2 25 | — | $797.0M | ||
| Q1 25 | — | $872.7M | ||
| Q4 24 | — | $918.4M | ||
| Q3 24 | — | $925.7M | ||
| Q2 24 | — | $931.9M | ||
| Q1 24 | — | $938.1M |
| Q4 25 | $1.6B | $1.3B | ||
| Q3 25 | $1.2B | $1.4B | ||
| Q2 25 | — | $1.4B | ||
| Q1 25 | — | $1.3B | ||
| Q4 24 | — | $1.3B | ||
| Q3 24 | — | $1.4B | ||
| Q2 24 | — | $1.3B | ||
| Q1 24 | — | $1.2B |
| Q4 25 | $3.2B | $3.9B | ||
| Q3 25 | $2.9B | $3.9B | ||
| Q2 25 | — | $3.9B | ||
| Q1 25 | — | $3.8B | ||
| Q4 24 | — | $3.9B | ||
| Q3 24 | — | $3.9B | ||
| Q2 24 | — | $3.8B | ||
| Q1 24 | — | $3.8B |
| Q4 25 | 0.61× | 0.56× | ||
| Q3 25 | 0.82× | 0.52× | ||
| Q2 25 | — | 0.57× | ||
| Q1 25 | — | 0.66× | ||
| Q4 24 | — | 0.72× | ||
| Q3 24 | — | 0.66× | ||
| Q2 24 | — | 0.73× | ||
| Q1 24 | — | 0.76× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $13.6M | $350.7M |
| Free Cash FlowOCF − Capex | $6.2M | $258.5M |
| FCF MarginFCF / Revenue | 0.8% | 35.2% |
| Capex IntensityCapex / Revenue | 0.9% | 12.6% |
| Cash ConversionOCF / Net Profit | 0.39× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $402.4M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $13.6M | $350.7M | ||
| Q3 25 | $-44.9M | $-17.6M | ||
| Q2 25 | — | $134.2M | ||
| Q1 25 | — | $86.2M | ||
| Q4 24 | — | $337.5M | ||
| Q3 24 | — | $-8.9M | ||
| Q2 24 | — | $109.4M | ||
| Q1 24 | — | $116.3M |
| Q4 25 | $6.2M | $258.5M | ||
| Q3 25 | $-53.6M | $-42.4M | ||
| Q2 25 | — | $115.4M | ||
| Q1 25 | — | $70.9M | ||
| Q4 24 | — | $240.2M | ||
| Q3 24 | — | $-32.2M | ||
| Q2 24 | — | $86.8M | ||
| Q1 24 | — | $96.9M |
| Q4 25 | 0.8% | 35.2% | ||
| Q3 25 | -7.2% | -5.3% | ||
| Q2 25 | — | 15.8% | ||
| Q1 25 | — | 10.7% | ||
| Q4 24 | — | 35.6% | ||
| Q3 24 | — | -4.5% | ||
| Q2 24 | — | 13.0% | ||
| Q1 24 | — | 15.6% |
| Q4 25 | 0.9% | 12.6% | ||
| Q3 25 | 1.2% | 3.1% | ||
| Q2 25 | — | 2.6% | ||
| Q1 25 | — | 2.3% | ||
| Q4 24 | — | 14.4% | ||
| Q3 24 | — | 3.2% | ||
| Q2 24 | — | 3.4% | ||
| Q1 24 | — | 3.1% |
| Q4 25 | 0.39× | — | ||
| Q3 25 | -1.31× | -0.22× | ||
| Q2 25 | — | 2.45× | ||
| Q1 25 | — | 2.26× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | -0.16× | ||
| Q2 24 | — | 2.79× | ||
| Q1 24 | — | 6.85× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
AIR
| Commercial Customer | $268.1M | 34% |
| Repair And Engineering | $244.5M | 31% |
| Integrated Solutions | $175.8M | 22% |
| Government And Defense Customer | $85.5M | 11% |
| Expeditionary Services | $21.4M | 3% |
BFAM
Segment breakdown not available.
