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Side-by-side financial comparison of BRIGHT HORIZONS FAMILY SOLUTIONS INC. (BFAM) and DONALDSON Co INC (DCI). Click either name above to swap in a different company.
DONALDSON Co INC is the larger business by last-quarter revenue ($935.4M vs $733.7M, roughly 1.3× BRIGHT HORIZONS FAMILY SOLUTIONS INC.). On growth, BRIGHT HORIZONS FAMILY SOLUTIONS INC. posted the faster year-over-year revenue change (8.8% vs 3.9%). BRIGHT HORIZONS FAMILY SOLUTIONS INC. produced more free cash flow last quarter ($258.5M vs $111.2M). Over the past eight quarters, BRIGHT HORIZONS FAMILY SOLUTIONS INC.'s revenue compounded faster (8.5% CAGR vs 3.3%).
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.
Donaldson Company, Inc. is a filtration company engaged in the production and marketing of filtration products used in a variety of industry sectors, including commercial/industrial, aerospace, chemical, alternative energy (windmills), food & beverage, and pharmaceuticals. Also the company's research division, located in Minneapolis, Minn., participated in defense-related projects for various military applications.
BFAM vs DCI — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $733.7M | $935.4M |
| Net Profit | — | $113.9M |
| Gross Margin | 19.3% | 35.2% |
| Operating Margin | 6.2% | 16.0% |
| Net Margin | — | 12.2% |
| Revenue YoY | 8.8% | 3.9% |
| Net Profit YoY | — | 15.1% |
| EPS (diluted) | $0.38 | $0.97 |
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 | $733.7M | $935.4M | ||
| Q3 25 | $802.8M | $980.7M | ||
| Q2 25 | $731.6M | $940.1M | ||
| Q1 25 | $665.5M | $870.0M | ||
| Q4 24 | $674.1M | $900.1M | ||
| Q3 24 | $719.1M | $935.4M | ||
| Q2 24 | $670.1M | $927.9M | ||
| Q1 24 | $622.7M | $876.7M |
| Q4 25 | — | $113.9M | ||
| Q3 25 | $78.6M | $114.3M | ||
| Q2 25 | $54.8M | $57.8M | ||
| Q1 25 | $38.0M | $95.9M | ||
| Q4 24 | — | $99.0M | ||
| Q3 24 | $54.9M | $109.7M | ||
| Q2 24 | $39.2M | $113.5M | ||
| Q1 24 | $17.0M | $98.7M |
| Q4 25 | 19.3% | 35.2% | ||
| Q3 25 | 27.0% | 34.5% | ||
| Q2 25 | 25.0% | 34.2% | ||
| Q1 25 | 23.4% | 35.2% | ||
| Q4 24 | 20.8% | 35.5% | ||
| Q3 24 | 25.2% | 35.8% | ||
| Q2 24 | 24.2% | 35.6% | ||
| Q1 24 | 21.7% | 35.2% |
| Q4 25 | 6.2% | 16.0% | ||
| Q3 25 | 15.1% | 15.5% | ||
| Q2 25 | 11.8% | 9.3% | ||
| Q1 25 | 9.4% | 14.4% | ||
| Q4 24 | 7.2% | 14.5% | ||
| Q3 24 | 12.4% | 15.6% | ||
| Q2 24 | 10.3% | 15.5% | ||
| Q1 24 | 6.4% | 14.8% |
| Q4 25 | — | 12.2% | ||
| Q3 25 | 9.8% | 11.7% | ||
| Q2 25 | 7.5% | 6.1% | ||
| Q1 25 | 5.7% | 11.0% | ||
| Q4 24 | — | 11.0% | ||
| Q3 24 | 7.6% | 11.7% | ||
| Q2 24 | 5.8% | 12.2% | ||
| Q1 24 | 2.7% | 11.3% |
| Q4 25 | $0.38 | $0.97 | ||
| Q3 25 | $1.37 | $0.97 | ||
| Q2 25 | $0.95 | $0.48 | ||
| Q1 25 | $0.66 | $0.79 | ||
| Q4 24 | $0.50 | $0.81 | ||
| Q3 24 | $0.94 | $0.90 | ||
| Q2 24 | $0.67 | $0.92 | ||
| Q1 24 | $0.29 | $0.81 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $140.1M | $210.7M |
| Total DebtLower is stronger | $747.6M | $671.5M |
| Stockholders' EquityBook value | $1.3B | $1.5B |
| Total Assets | $3.9B | $3.0B |
| Debt / EquityLower = less leverage | 0.56× | 0.44× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $140.1M | $210.7M | ||
| Q3 25 | $116.6M | $180.4M | ||
| Q2 25 | $179.2M | $178.5M | ||
| Q1 25 | $112.0M | $189.1M | ||
| Q4 24 | $110.3M | $221.2M | ||
| Q3 24 | $109.9M | $232.7M | ||
| Q2 24 | $140.2M | $223.7M | ||
| Q1 24 | $63.7M | $193.8M |
| Q4 25 | $747.6M | $671.5M | ||
| Q3 25 | $747.5M | $630.4M | ||
| Q2 25 | $797.0M | $638.8M | ||
| Q1 25 | $872.7M | $514.7M | ||
| Q4 24 | $918.4M | $538.6M | ||
| Q3 24 | $925.7M | $483.4M | ||
| Q2 24 | $931.9M | $481.8M | ||
| Q1 24 | $938.1M | $352.0M |
| Q4 25 | $1.3B | $1.5B | ||
| Q3 25 | $1.4B | $1.5B | ||
| Q2 25 | $1.4B | $1.5B | ||
| Q1 25 | $1.3B | $1.5B | ||
| Q4 24 | $1.3B | $1.5B | ||
| Q3 24 | $1.4B | $1.5B | ||
| Q2 24 | $1.3B | $1.5B | ||
| Q1 24 | $1.2B | $1.4B |
| Q4 25 | $3.9B | $3.0B | ||
| Q3 25 | $3.9B | $3.0B | ||
| Q2 25 | $3.9B | $3.0B | ||
| Q1 25 | $3.8B | $3.0B | ||
| Q4 24 | $3.9B | $3.0B | ||
| Q3 24 | $3.9B | $2.9B | ||
| Q2 24 | $3.8B | $2.9B | ||
| Q1 24 | $3.8B | $2.8B |
| Q4 25 | 0.56× | 0.44× | ||
| Q3 25 | 0.52× | 0.43× | ||
| Q2 25 | 0.57× | 0.44× | ||
| Q1 25 | 0.66× | 0.33× | ||
| Q4 24 | 0.72× | 0.35× | ||
| Q3 24 | 0.66× | 0.32× | ||
| Q2 24 | 0.73× | 0.32× | ||
| Q1 24 | 0.76× | 0.26× |
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 | $350.7M | $125.4M |
| Free Cash FlowOCF − Capex | $258.5M | $111.2M |
| FCF MarginFCF / Revenue | 35.2% | 11.9% |
| Capex IntensityCapex / Revenue | 12.6% | 1.5% |
| Cash ConversionOCF / Net Profit | — | 1.10× |
| TTM Free Cash FlowTrailing 4 quarters | $402.4M | $403.2M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $350.7M | $125.4M | ||
| Q3 25 | $-17.6M | $167.8M | ||
| Q2 25 | $134.2M | $87.7M | ||
| Q1 25 | $86.2M | $90.4M | ||
| Q4 24 | $337.5M | $72.9M | ||
| Q3 24 | $-8.9M | $126.0M | ||
| Q2 24 | $109.4M | $141.5M | ||
| Q1 24 | $116.3M | $87.0M |
| Q4 25 | $258.5M | $111.2M | ||
| Q3 25 | $-42.4M | $147.5M | ||
| Q2 25 | $115.4M | $73.0M | ||
| Q1 25 | $70.9M | $71.5M | ||
| Q4 24 | $240.2M | $47.9M | ||
| Q3 24 | $-32.2M | $106.2M | ||
| Q2 24 | $86.8M | $120.2M | ||
| Q1 24 | $96.9M | $65.7M |
| Q4 25 | 35.2% | 11.9% | ||
| Q3 25 | -5.3% | 15.0% | ||
| Q2 25 | 15.8% | 7.8% | ||
| Q1 25 | 10.7% | 8.2% | ||
| Q4 24 | 35.6% | 5.3% | ||
| Q3 24 | -4.5% | 11.4% | ||
| Q2 24 | 13.0% | 13.0% | ||
| Q1 24 | 15.6% | 7.5% |
| Q4 25 | 12.6% | 1.5% | ||
| Q3 25 | 3.1% | 2.1% | ||
| Q2 25 | 2.6% | 1.6% | ||
| Q1 25 | 2.3% | 2.2% | ||
| Q4 24 | 14.4% | 2.8% | ||
| Q3 24 | 3.2% | 2.1% | ||
| Q2 24 | 3.4% | 2.3% | ||
| Q1 24 | 3.1% | 2.4% |
| Q4 25 | — | 1.10× | ||
| Q3 25 | -0.22× | 1.47× | ||
| Q2 25 | 2.45× | 1.52× | ||
| Q1 25 | 2.26× | 0.94× | ||
| Q4 24 | — | 0.74× | ||
| Q3 24 | -0.16× | 1.15× | ||
| Q2 24 | 2.79× | 1.25× | ||
| Q1 24 | 6.85× | 0.88× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
BFAM
Segment breakdown not available.
DCI
| Aftermarket Products | $447.1M | 48% |
| Industrial Filtration Solutions Products | $222.6M | 24% |
| Off Road Products | $86.5M | 9% |
| Life Sciences Segment | $80.0M | 9% |
| Other | $39.1M | 4% |
| Aerospace And Defense Products | $37.1M | 4% |
| On Road Products | $23.0M | 2% |
