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Side-by-side financial comparison of BRIGHT HORIZONS FAMILY SOLUTIONS INC. (BFAM) and Frontdoor, Inc. (FTDR). 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 $432.0M, roughly 1.7× Frontdoor, Inc.). On growth, Frontdoor, Inc. posted the faster year-over-year revenue change (12.8% vs 8.8%). BRIGHT HORIZONS FAMILY SOLUTIONS INC. produced more free cash flow last quarter ($258.5M vs $95.0M). Over the past eight quarters, BRIGHT HORIZONS FAMILY SOLUTIONS INC.'s revenue compounded faster (8.5% CAGR vs 6.9%).
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.
Frontdoor, Inc. operates a leading U.S.-focused home services and protection platform. It offers customizable home warranty plans covering repairs and replacements for household appliances, HVAC, plumbing, and electrical systems, plus on-demand access to a network of pre-vetted local service professionals for residential maintenance and repairs.
BFAM vs FTDR — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $733.7M | $432.0M |
| Net Profit | — | $1.0M |
| Gross Margin | 19.3% | 49.3% |
| Operating Margin | 6.2% | 0.5% |
| Net Margin | — | 0.2% |
| Revenue YoY | 8.8% | 12.8% |
| Net Profit YoY | — | -88.9% |
| EPS (diluted) | $0.38 | $0.03 |
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 | $432.0M | ||
| Q3 25 | $802.8M | $618.0M | ||
| Q2 25 | $731.6M | $617.0M | ||
| Q1 25 | $665.5M | $426.0M | ||
| Q4 24 | $674.1M | $383.0M | ||
| Q3 24 | $719.1M | $540.0M | ||
| Q2 24 | $670.1M | $542.0M | ||
| Q1 24 | $622.7M | $378.0M |
| Q4 25 | — | $1.0M | ||
| Q3 25 | $78.6M | $106.0M | ||
| Q2 25 | $54.8M | $111.0M | ||
| Q1 25 | $38.0M | $37.0M | ||
| Q4 24 | — | $9.0M | ||
| Q3 24 | $54.9M | $100.0M | ||
| Q2 24 | $39.2M | $92.0M | ||
| Q1 24 | $17.0M | $34.0M |
| Q4 25 | 19.3% | 49.3% | ||
| Q3 25 | 27.0% | 57.1% | ||
| Q2 25 | 25.0% | 57.7% | ||
| Q1 25 | 23.4% | 55.2% | ||
| Q4 24 | 20.8% | 48.0% | ||
| Q3 24 | 25.2% | 56.7% | ||
| Q2 24 | 24.2% | 56.5% | ||
| Q1 24 | 21.7% | 51.6% |
| Q4 25 | 6.2% | 0.5% | ||
| Q3 25 | 15.1% | 23.0% | ||
| Q2 25 | 11.8% | 23.7% | ||
| Q1 25 | 9.4% | 11.3% | ||
| Q4 24 | 7.2% | 1.6% | ||
| Q3 24 | 12.4% | 24.8% | ||
| Q2 24 | 10.3% | 22.9% | ||
| Q1 24 | 6.4% | 11.9% |
| Q4 25 | — | 0.2% | ||
| Q3 25 | 9.8% | 17.2% | ||
| Q2 25 | 7.5% | 18.0% | ||
| Q1 25 | 5.7% | 8.7% | ||
| Q4 24 | — | 2.3% | ||
| Q3 24 | 7.6% | 18.5% | ||
| Q2 24 | 5.8% | 17.0% | ||
| Q1 24 | 2.7% | 9.0% |
| Q4 25 | $0.38 | $0.03 | ||
| Q3 25 | $1.37 | $1.42 | ||
| Q2 25 | $0.95 | $1.48 | ||
| Q1 25 | $0.66 | $0.49 | ||
| Q4 24 | $0.50 | $0.10 | ||
| Q3 24 | $0.94 | $1.30 | ||
| Q2 24 | $0.67 | $1.18 | ||
| Q1 24 | $0.29 | $0.43 |
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 | $566.0M |
| Total DebtLower is stronger | $747.6M | $1.1B |
| Stockholders' EquityBook value | $1.3B | $242.0M |
| Total Assets | $3.9B | $2.1B |
| Debt / EquityLower = less leverage | 0.56× | 4.73× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $140.1M | $566.0M | ||
| Q3 25 | $116.6M | $563.0M | ||
| Q2 25 | $179.2M | $562.0M | ||
| Q1 25 | $112.0M | $506.0M | ||
| Q4 24 | $110.3M | $436.0M | ||
| Q3 24 | $109.9M | $375.0M | ||
| Q2 24 | $140.2M | $419.0M | ||
| Q1 24 | $63.7M | $378.0M |
| Q4 25 | $747.6M | $1.1B | ||
| Q3 25 | $747.5M | $1.2B | ||
| Q2 25 | $797.0M | $1.2B | ||
| Q1 25 | $872.7M | $1.2B | ||
| Q4 24 | $918.4M | $1.2B | ||
| Q3 24 | $925.7M | $565.0M | ||
| Q2 24 | $931.9M | $569.0M | ||
| Q1 24 | $938.1M | $573.0M |
| Q4 25 | $1.3B | $242.0M | ||
| Q3 25 | $1.4B | $316.0M | ||
| Q2 25 | $1.4B | $254.0M | ||
| Q1 25 | $1.3B | $198.0M | ||
| Q4 24 | $1.3B | $239.0M | ||
| Q3 24 | $1.4B | $261.0M | ||
| Q2 24 | $1.3B | $214.0M | ||
| Q1 24 | $1.2B | $162.0M |
| Q4 25 | $3.9B | $2.1B | ||
| Q3 25 | $3.9B | $2.2B | ||
| Q2 25 | $3.9B | $2.2B | ||
| Q1 25 | $3.8B | $2.1B | ||
| Q4 24 | $3.9B | $2.1B | ||
| Q3 24 | $3.9B | $1.2B | ||
| Q2 24 | $3.8B | $1.2B | ||
| Q1 24 | $3.8B | $1.1B |
| Q4 25 | 0.56× | 4.73× | ||
| Q3 25 | 0.52× | 3.64× | ||
| Q2 25 | 0.57× | 4.56× | ||
| Q1 25 | 0.66× | 5.88× | ||
| Q4 24 | 0.72× | 4.90× | ||
| Q3 24 | 0.66× | 2.16× | ||
| Q2 24 | 0.73× | 2.66× | ||
| Q1 24 | 0.76× | 3.54× |
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 | $101.0M |
| Free Cash FlowOCF − Capex | $258.5M | $95.0M |
| FCF MarginFCF / Revenue | 35.2% | 22.0% |
| Capex IntensityCapex / Revenue | 12.6% | 1.4% |
| Cash ConversionOCF / Net Profit | — | 101.00× |
| TTM Free Cash FlowTrailing 4 quarters | $402.4M | $390.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $350.7M | $101.0M | ||
| Q3 25 | $-17.6M | $64.0M | ||
| Q2 25 | $134.2M | $127.0M | ||
| Q1 25 | $86.2M | $124.0M | ||
| Q4 24 | $337.5M | $58.0M | ||
| Q3 24 | $-8.9M | $25.0M | ||
| Q2 24 | $109.4M | $103.0M | ||
| Q1 24 | $116.3M | $84.0M |
| Q4 25 | $258.5M | $95.0M | ||
| Q3 25 | $-42.4M | $58.0M | ||
| Q2 25 | $115.4M | $120.0M | ||
| Q1 25 | $70.9M | $117.0M | ||
| Q4 24 | $240.2M | $50.0M | ||
| Q3 24 | $-32.2M | $16.0M | ||
| Q2 24 | $86.8M | $91.0M | ||
| Q1 24 | $96.9M | $74.0M |
| Q4 25 | 35.2% | 22.0% | ||
| Q3 25 | -5.3% | 9.4% | ||
| Q2 25 | 15.8% | 19.4% | ||
| Q1 25 | 10.7% | 27.5% | ||
| Q4 24 | 35.6% | 13.1% | ||
| Q3 24 | -4.5% | 3.0% | ||
| Q2 24 | 13.0% | 16.8% | ||
| Q1 24 | 15.6% | 19.6% |
| Q4 25 | 12.6% | 1.4% | ||
| Q3 25 | 3.1% | 1.0% | ||
| Q2 25 | 2.6% | 1.1% | ||
| Q1 25 | 2.3% | 1.6% | ||
| Q4 24 | 14.4% | 2.1% | ||
| Q3 24 | 3.2% | 1.7% | ||
| Q2 24 | 3.4% | 2.2% | ||
| Q1 24 | 3.1% | 2.6% |
| Q4 25 | — | 101.00× | ||
| Q3 25 | -0.22× | 0.60× | ||
| Q2 25 | 2.45× | 1.14× | ||
| Q1 25 | 2.26× | 3.35× | ||
| Q4 24 | — | 6.44× | ||
| Q3 24 | -0.16× | 0.25× | ||
| Q2 24 | 2.79× | 1.12× | ||
| Q1 24 | 6.85× | 2.47× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
BFAM
Segment breakdown not available.
FTDR
| Renewals | $332.0M | 77% |
| Other | $43.0M | 10% |
| Direct To Consumer Home Service Plan Contracts | $30.0M | 7% |
| Real Estate Home Service Plan Contracts | $27.0M | 6% |
