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Side-by-side financial comparison of Axos Financial, Inc. (AX) and BRIGHT HORIZONS FAMILY SOLUTIONS INC. (BFAM). Click either name above to swap in a different company.
BRIGHT HORIZONS FAMILY SOLUTIONS INC. is the larger business by last-quarter revenue ($733.7M vs $385.1M, roughly 1.9× Axos Financial, Inc.). On growth, Axos Financial, Inc. posted the faster year-over-year revenue change (25.1% vs 8.8%). BRIGHT HORIZONS FAMILY SOLUTIONS INC. produced more free cash flow last quarter ($258.5M vs $85.4M). Over the past eight quarters, Axos Financial, Inc.'s revenue compounded faster (14.3% CAGR vs 8.5%).
Axos Financial is an American bank holding company based in Las Vegas, Nevada and is the parent of Axos Bank, a direct bank. It also offers registered investment adviser services and an electronic trading platform.
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.
AX vs BFAM — Head-to-Head
Income Statement — Q2 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $385.1M | $733.7M |
| Net Profit | $128.4M | — |
| Gross Margin | — | 19.3% |
| Operating Margin | 45.6% | 6.2% |
| Net Margin | 33.3% | — |
| Revenue YoY | 25.1% | 8.8% |
| Net Profit YoY | 22.6% | — |
| EPS (diluted) | $2.22 | $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 | $385.1M | $733.7M | ||
| Q3 25 | $323.4M | $802.8M | ||
| Q2 25 | $321.4M | $731.6M | ||
| Q1 25 | $308.8M | $665.5M | ||
| Q4 24 | $307.9M | $674.1M | ||
| Q3 24 | $320.7M | $719.1M | ||
| Q2 24 | $290.9M | $670.1M | ||
| Q1 24 | $294.8M | $622.7M |
| Q4 25 | $128.4M | — | ||
| Q3 25 | $112.4M | $78.6M | ||
| Q2 25 | $110.7M | $54.8M | ||
| Q1 25 | $105.2M | $38.0M | ||
| Q4 24 | $104.7M | — | ||
| Q3 24 | $112.3M | $54.9M | ||
| Q2 24 | $104.9M | $39.2M | ||
| Q1 24 | $110.7M | $17.0M |
| Q4 25 | — | 19.3% | ||
| Q3 25 | — | 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 | 45.6% | 6.2% | ||
| Q3 25 | 46.3% | 15.1% | ||
| Q2 25 | 48.5% | 11.8% | ||
| Q1 25 | 47.9% | 9.4% | ||
| Q4 24 | 48.8% | 7.2% | ||
| Q3 24 | 49.6% | 12.4% | ||
| Q2 24 | 49.6% | 10.3% | ||
| Q1 24 | 52.8% | 6.4% |
| Q4 25 | 33.3% | — | ||
| Q3 25 | 34.7% | 9.8% | ||
| Q2 25 | 34.4% | 7.5% | ||
| Q1 25 | 34.1% | 5.7% | ||
| Q4 24 | 34.0% | — | ||
| Q3 24 | 35.0% | 7.6% | ||
| Q2 24 | 36.0% | 5.8% | ||
| Q1 24 | 37.6% | 2.7% |
| Q4 25 | $2.22 | $0.38 | ||
| Q3 25 | $1.94 | $1.37 | ||
| Q2 25 | $1.89 | $0.95 | ||
| Q1 25 | $1.81 | $0.66 | ||
| Q4 24 | $1.80 | $0.50 | ||
| Q3 24 | $1.93 | $0.94 | ||
| Q2 24 | $1.75 | $0.67 | ||
| Q1 24 | $1.91 | $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 | $1.0B | $140.1M |
| Total DebtLower is stronger | — | $747.6M |
| Stockholders' EquityBook value | $2.9B | $1.3B |
| Total Assets | $28.2B | $3.9B |
| Debt / EquityLower = less leverage | — | 0.56× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.0B | $140.1M | ||
| Q3 25 | $2.6B | $116.6M | ||
| Q2 25 | $1.9B | $179.2M | ||
| Q1 25 | $2.0B | $112.0M | ||
| Q4 24 | $2.4B | $110.3M | ||
| Q3 24 | $2.6B | $109.9M | ||
| Q2 24 | $2.0B | $140.2M | ||
| Q1 24 | $2.1B | $63.7M |
| Q4 25 | — | $747.6M | ||
| Q3 25 | — | $747.5M | ||
| Q2 25 | $312.7M | $797.0M | ||
| Q1 25 | $377.4M | $872.7M | ||
| Q4 24 | $358.7M | $918.4M | ||
| Q3 24 | $313.5M | $925.7M | ||
| Q2 24 | $325.7M | $931.9M | ||
| Q1 24 | $330.4M | $938.1M |
| Q4 25 | $2.9B | $1.3B | ||
| Q3 25 | $2.8B | $1.4B | ||
| Q2 25 | $2.7B | $1.4B | ||
| Q1 25 | $2.6B | $1.3B | ||
| Q4 24 | $2.5B | $1.3B | ||
| Q3 24 | $2.4B | $1.4B | ||
| Q2 24 | $2.3B | $1.3B | ||
| Q1 24 | $2.2B | $1.2B |
| Q4 25 | $28.2B | $3.9B | ||
| Q3 25 | $27.4B | $3.9B | ||
| Q2 25 | $24.8B | $3.9B | ||
| Q1 25 | $24.0B | $3.8B | ||
| Q4 24 | $23.7B | $3.9B | ||
| Q3 24 | $23.6B | $3.9B | ||
| Q2 24 | $22.9B | $3.8B | ||
| Q1 24 | $22.6B | $3.8B |
| Q4 25 | — | 0.56× | ||
| Q3 25 | — | 0.52× | ||
| Q2 25 | 0.12× | 0.57× | ||
| Q1 25 | 0.14× | 0.66× | ||
| Q4 24 | 0.14× | 0.72× | ||
| Q3 24 | 0.13× | 0.66× | ||
| Q2 24 | 0.14× | 0.73× | ||
| Q1 24 | 0.15× | 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 | $104.1M | $350.7M |
| Free Cash FlowOCF − Capex | $85.4M | $258.5M |
| FCF MarginFCF / Revenue | 22.2% | 35.2% |
| Capex IntensityCapex / Revenue | 4.9% | 12.6% |
| Cash ConversionOCF / Net Profit | 0.81× | — |
| TTM Free Cash FlowTrailing 4 quarters | $695.9M | $402.4M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $104.1M | $350.7M | ||
| Q3 25 | $118.4M | $-17.6M | ||
| Q2 25 | $490.3M | $134.2M | ||
| Q1 25 | $73.7M | $86.2M | ||
| Q4 24 | $162.5M | $337.5M | ||
| Q3 24 | $70.8M | $-8.9M | ||
| Q2 24 | $305.5M | $109.4M | ||
| Q1 24 | $115.8M | $116.3M |
| Q4 25 | $85.4M | $258.5M | ||
| Q3 25 | $109.3M | $-42.4M | ||
| Q2 25 | $436.1M | $115.4M | ||
| Q1 25 | $65.1M | $70.9M | ||
| Q4 24 | $156.4M | $240.2M | ||
| Q3 24 | $53.0M | $-32.2M | ||
| Q2 24 | $269.5M | $86.8M | ||
| Q1 24 | $107.3M | $96.9M |
| Q4 25 | 22.2% | 35.2% | ||
| Q3 25 | 33.8% | -5.3% | ||
| Q2 25 | 135.7% | 15.8% | ||
| Q1 25 | 21.1% | 10.7% | ||
| Q4 24 | 50.8% | 35.6% | ||
| Q3 24 | 16.5% | -4.5% | ||
| Q2 24 | 92.6% | 13.0% | ||
| Q1 24 | 36.4% | 15.6% |
| Q4 25 | 4.9% | 12.6% | ||
| Q3 25 | 2.8% | 3.1% | ||
| Q2 25 | 16.9% | 2.6% | ||
| Q1 25 | 2.8% | 2.3% | ||
| Q4 24 | 2.0% | 14.4% | ||
| Q3 24 | 5.5% | 3.2% | ||
| Q2 24 | 12.4% | 3.4% | ||
| Q1 24 | 2.9% | 3.1% |
| Q4 25 | 0.81× | — | ||
| Q3 25 | 1.05× | -0.22× | ||
| Q2 25 | 4.43× | 2.45× | ||
| Q1 25 | 0.70× | 2.26× | ||
| Q4 24 | 1.55× | — | ||
| Q3 24 | 0.63× | -0.16× | ||
| Q2 24 | 2.91× | 2.79× | ||
| Q1 24 | 1.05× | 6.85× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
