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Side-by-side financial comparison of BRIGHT HORIZONS FAMILY SOLUTIONS INC. (BFAM) and ESAB Corp (ESAB). 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 $727.8M, roughly 1.0× ESAB Corp). On growth, BRIGHT HORIZONS FAMILY SOLUTIONS INC. posted the faster year-over-year revenue change (8.8% vs 8.5%). BRIGHT HORIZONS FAMILY SOLUTIONS INC. produced more free cash flow last quarter ($258.5M vs $70.3M). Over the past eight quarters, BRIGHT HORIZONS FAMILY SOLUTIONS INC.'s revenue compounded faster (8.5% CAGR vs 2.8%).
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.
ESAB, Elektriska Svetsnings-Aktiebolaget, is an American-Swedish industrial company.
BFAM vs ESAB — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $733.7M | $727.8M |
| Net Profit | — | $54.8M |
| Gross Margin | 19.3% | 37.0% |
| Operating Margin | 6.2% | 14.6% |
| Net Margin | — | 7.5% |
| Revenue YoY | 8.8% | 8.5% |
| Net Profit YoY | — | 2.1% |
| EPS (diluted) | $0.38 | $0.90 |
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 | $727.8M | ||
| Q3 25 | $802.8M | $715.6M | ||
| Q2 25 | $731.6M | $678.1M | ||
| Q1 25 | $665.5M | — | ||
| Q4 24 | $674.1M | $670.8M | ||
| Q3 24 | $719.1M | $673.3M | ||
| Q2 24 | $670.1M | $707.1M | ||
| Q1 24 | $622.7M | $689.7M |
| Q4 25 | — | $54.8M | ||
| Q3 25 | $78.6M | $66.9M | ||
| Q2 25 | $54.8M | $67.4M | ||
| Q1 25 | $38.0M | — | ||
| Q4 24 | — | $53.7M | ||
| Q3 24 | $54.9M | $68.2M | ||
| Q2 24 | $39.2M | $82.9M | ||
| Q1 24 | $17.0M | $60.0M |
| Q4 25 | 19.3% | 37.0% | ||
| Q3 25 | 27.0% | 37.2% | ||
| Q2 25 | 25.0% | 37.6% | ||
| Q1 25 | 23.4% | — | ||
| Q4 24 | 20.8% | 38.5% | ||
| Q3 24 | 25.2% | 37.7% | ||
| Q2 24 | 24.2% | 38.2% | ||
| Q1 24 | 21.7% | 37.0% |
| Q4 25 | 6.2% | 14.6% | ||
| Q3 25 | 15.1% | 15.2% | ||
| Q2 25 | 11.8% | 16.2% | ||
| Q1 25 | 9.4% | — | ||
| Q4 24 | 7.2% | 16.6% | ||
| Q3 24 | 12.4% | 15.7% | ||
| Q2 24 | 10.3% | 16.9% | ||
| Q1 24 | 6.4% | 16.0% |
| Q4 25 | — | 7.5% | ||
| Q3 25 | 9.8% | 9.3% | ||
| Q2 25 | 7.5% | 9.9% | ||
| Q1 25 | 5.7% | — | ||
| Q4 24 | — | 8.0% | ||
| Q3 24 | 7.6% | 10.1% | ||
| Q2 24 | 5.8% | 11.7% | ||
| Q1 24 | 2.7% | 8.7% |
| Q4 25 | $0.38 | $0.90 | ||
| Q3 25 | $1.37 | $1.09 | ||
| Q2 25 | $0.95 | $1.10 | ||
| Q1 25 | $0.66 | — | ||
| Q4 24 | $0.50 | $0.87 | ||
| Q3 24 | $0.94 | $1.11 | ||
| Q2 24 | $0.67 | $1.35 | ||
| Q1 24 | $0.29 | $0.98 |
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 | $218.2M |
| Total DebtLower is stronger | $747.6M | $1.3B |
| Stockholders' EquityBook value | $1.3B | $2.1B |
| Total Assets | $3.9B | $4.9B |
| Debt / EquityLower = less leverage | 0.56× | 0.63× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $140.1M | $218.2M | ||
| Q3 25 | $116.6M | $258.2M | ||
| Q2 25 | $179.2M | $291.3M | ||
| Q1 25 | $112.0M | — | ||
| Q4 24 | $110.3M | $249.4M | ||
| Q3 24 | $109.9M | $253.7M | ||
| Q2 24 | $140.2M | $228.5M | ||
| Q1 24 | $63.7M | $76.5M |
| Q4 25 | $747.6M | $1.3B | ||
| Q3 25 | $747.5M | $1.1B | ||
| Q2 25 | $797.0M | $1.1B | ||
| Q1 25 | $872.7M | — | ||
| Q4 24 | $918.4M | $1.1B | ||
| Q3 24 | $925.7M | $1.1B | ||
| Q2 24 | $931.9M | $1.1B | ||
| Q1 24 | $938.1M | $992.8M |
| Q4 25 | $1.3B | $2.1B | ||
| Q3 25 | $1.4B | $2.1B | ||
| Q2 25 | $1.4B | $1.9B | ||
| Q1 25 | $1.3B | — | ||
| Q4 24 | $1.3B | $1.8B | ||
| Q3 24 | $1.4B | $1.8B | ||
| Q2 24 | $1.3B | $1.7B | ||
| Q1 24 | $1.2B | $1.6B |
| Q4 25 | $3.9B | $4.9B | ||
| Q3 25 | $3.9B | $4.4B | ||
| Q2 25 | $3.9B | $4.2B | ||
| Q1 25 | $3.8B | — | ||
| Q4 24 | $3.9B | $4.0B | ||
| Q3 24 | $3.9B | $4.1B | ||
| Q2 24 | $3.8B | $4.0B | ||
| Q1 24 | $3.8B | $3.8B |
| Q4 25 | 0.56× | 0.63× | ||
| Q3 25 | 0.52× | 0.51× | ||
| Q2 25 | 0.57× | 0.55× | ||
| Q1 25 | 0.66× | — | ||
| Q4 24 | 0.72× | 0.60× | ||
| Q3 24 | 0.66× | 0.59× | ||
| Q2 24 | 0.73× | 0.63× | ||
| Q1 24 | 0.76× | 0.61× |
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 | $81.5M |
| Free Cash FlowOCF − Capex | $258.5M | $70.3M |
| FCF MarginFCF / Revenue | 35.2% | 9.7% |
| Capex IntensityCapex / Revenue | 12.6% | 1.5% |
| Cash ConversionOCF / Net Profit | — | 1.49× |
| TTM Free Cash FlowTrailing 4 quarters | $402.4M | $238.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $350.7M | $81.5M | ||
| Q3 25 | $-17.6M | $46.6M | ||
| Q2 25 | $134.2M | $35.4M | ||
| Q1 25 | $86.2M | — | ||
| Q4 24 | $337.5M | $126.9M | ||
| Q3 24 | $-8.9M | $101.0M | ||
| Q2 24 | $109.4M | $83.0M | ||
| Q1 24 | $116.3M | $44.5M |
| Q4 25 | $258.5M | $70.3M | ||
| Q3 25 | $-42.4M | $37.4M | ||
| Q2 25 | $115.4M | $28.1M | ||
| Q1 25 | $70.9M | — | ||
| Q4 24 | $240.2M | $102.2M | ||
| Q3 24 | $-32.2M | $90.4M | ||
| Q2 24 | $86.8M | $74.0M | ||
| Q1 24 | $96.9M | $37.1M |
| Q4 25 | 35.2% | 9.7% | ||
| Q3 25 | -5.3% | 5.2% | ||
| Q2 25 | 15.8% | 4.1% | ||
| Q1 25 | 10.7% | — | ||
| Q4 24 | 35.6% | 15.2% | ||
| Q3 24 | -4.5% | 13.4% | ||
| Q2 24 | 13.0% | 10.5% | ||
| Q1 24 | 15.6% | 5.4% |
| Q4 25 | 12.6% | 1.5% | ||
| Q3 25 | 3.1% | 1.3% | ||
| Q2 25 | 2.6% | 1.1% | ||
| Q1 25 | 2.3% | — | ||
| Q4 24 | 14.4% | 3.7% | ||
| Q3 24 | 3.2% | 1.6% | ||
| Q2 24 | 3.4% | 1.3% | ||
| Q1 24 | 3.1% | 1.1% |
| Q4 25 | — | 1.49× | ||
| Q3 25 | -0.22× | 0.70× | ||
| Q2 25 | 2.45× | 0.53× | ||
| Q1 25 | 2.26× | — | ||
| Q4 24 | — | 2.36× | ||
| Q3 24 | -0.16× | 1.48× | ||
| Q2 24 | 2.79× | 1.00× | ||
| Q1 24 | 6.85× | 0.74× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
BFAM
Segment breakdown not available.
ESAB
| Consumable Products | $477.9M | 66% |
| Equipment Products | $249.9M | 34% |
