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Side-by-side financial comparison of BRIGHT HORIZONS FAMILY SOLUTIONS INC. (BFAM) and Gaming & Leisure Properties, Inc. (GLPI). 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 $420.0M, roughly 1.7× Gaming & Leisure Properties, Inc.). On growth, BRIGHT HORIZONS FAMILY SOLUTIONS INC. posted the faster year-over-year revenue change (8.8% vs 6.3%). Over the past eight quarters, BRIGHT HORIZONS FAMILY SOLUTIONS INC.'s revenue compounded faster (8.5% CAGR vs 5.0%).
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.
Gaming and Leisure Properties, Inc. is a real estate investment trust (REIT) specializing in casino properties, based in Wyomissing, Pennsylvania. It was formed in November 2013 as a corporate spin-off from Penn National Gaming. The company owns 62 casino properties, all of which are leased to other companies.
BFAM vs GLPI — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $733.7M | $420.0M |
| Net Profit | — | $239.4M |
| Gross Margin | 19.3% | — |
| Operating Margin | 6.2% | 79.4% |
| Net Margin | — | 57.0% |
| Revenue YoY | 8.8% | 6.3% |
| Net Profit YoY | — | 40.5% |
| EPS (diluted) | $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.
| Q1 26 | — | $420.0M | ||
| Q4 25 | $733.7M | $407.0M | ||
| Q3 25 | $802.8M | $397.6M | ||
| Q2 25 | $731.6M | $394.9M | ||
| Q1 25 | $665.5M | $395.2M | ||
| Q4 24 | $674.1M | $389.6M | ||
| Q3 24 | $719.1M | $385.3M | ||
| Q2 24 | $670.1M | $380.6M |
| Q1 26 | — | $239.4M | ||
| Q4 25 | — | $275.4M | ||
| Q3 25 | $78.6M | $241.2M | ||
| Q2 25 | $54.8M | $151.4M | ||
| Q1 25 | $38.0M | $165.2M | ||
| Q4 24 | — | $223.6M | ||
| Q3 24 | $54.9M | $184.7M | ||
| Q2 24 | $39.2M | $208.3M |
| Q1 26 | — | — | ||
| 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 26 | — | 79.4% | ||
| Q4 25 | 6.2% | 89.3% | ||
| Q3 25 | 15.1% | 84.8% | ||
| Q2 25 | 11.8% | 61.3% | ||
| Q1 25 | 9.4% | 65.5% | ||
| Q4 24 | 7.2% | 79.1% | ||
| Q3 24 | 12.4% | 70.4% | ||
| Q2 24 | 10.3% | 77.1% |
| Q1 26 | — | 57.0% | ||
| Q4 25 | — | 67.6% | ||
| Q3 25 | 9.8% | 60.7% | ||
| Q2 25 | 7.5% | 38.4% | ||
| Q1 25 | 5.7% | 41.8% | ||
| Q4 24 | — | 57.4% | ||
| Q3 24 | 7.6% | 47.9% | ||
| Q2 24 | 5.8% | 54.7% |
| Q1 26 | — | — | ||
| Q4 25 | $0.38 | $0.96 | ||
| Q3 25 | $1.37 | $0.85 | ||
| Q2 25 | $0.95 | $0.54 | ||
| Q1 25 | $0.66 | $0.60 | ||
| Q4 24 | $0.50 | $0.79 | ||
| Q3 24 | $0.94 | $0.67 | ||
| Q2 24 | $0.67 | $0.77 |
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 | $274.5M |
| Total DebtLower is stronger | $747.6M | — |
| Stockholders' EquityBook value | $1.3B | $5.0B |
| Total Assets | $3.9B | $13.8B |
| Debt / EquityLower = less leverage | 0.56× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $274.5M | ||
| Q4 25 | $140.1M | — | ||
| Q3 25 | $116.6M | — | ||
| Q2 25 | $179.2M | — | ||
| Q1 25 | $112.0M | — | ||
| Q4 24 | $110.3M | $560.8M | ||
| Q3 24 | $109.9M | $560.8M | ||
| Q2 24 | $140.2M | $560.8M |
| Q1 26 | — | — | ||
| Q4 25 | $747.6M | $7.2B | ||
| Q3 25 | $747.5M | $7.2B | ||
| Q2 25 | $797.0M | $6.9B | ||
| Q1 25 | $872.7M | $6.9B | ||
| Q4 24 | $918.4M | $7.7B | ||
| Q3 24 | $925.7M | $7.4B | ||
| Q2 24 | $931.9M | $6.6B |
| Q1 26 | — | $5.0B | ||
| Q4 25 | $1.3B | $4.6B | ||
| Q3 25 | $1.4B | $4.6B | ||
| Q2 25 | $1.4B | $4.6B | ||
| Q1 25 | $1.3B | $4.2B | ||
| Q4 24 | $1.3B | $4.3B | ||
| Q3 24 | $1.4B | $4.3B | ||
| Q2 24 | $1.3B | $4.1B |
| Q1 26 | — | $13.8B | ||
| Q4 25 | $3.9B | $12.9B | ||
| Q3 25 | $3.9B | $12.8B | ||
| Q2 25 | $3.9B | $12.5B | ||
| Q1 25 | $3.8B | $12.1B | ||
| Q4 24 | $3.9B | $13.1B | ||
| Q3 24 | $3.9B | $12.7B | ||
| Q2 24 | $3.8B | $11.8B |
| Q1 26 | — | — | ||
| Q4 25 | 0.56× | 1.56× | ||
| Q3 25 | 0.52× | 1.57× | ||
| Q2 25 | 0.57× | 1.51× | ||
| Q1 25 | 0.66× | 1.63× | ||
| Q4 24 | 0.72× | 1.81× | ||
| Q3 24 | 0.66× | 1.74× | ||
| Q2 24 | 0.73× | 1.60× |
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 | — |
| Free Cash FlowOCF − Capex | $258.5M | — |
| FCF MarginFCF / Revenue | 35.2% | — |
| Capex IntensityCapex / Revenue | 12.6% | — |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $402.4M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $350.7M | $1.1B | ||
| Q3 25 | $-17.6M | $240.3M | ||
| Q2 25 | $134.2M | $293.4M | ||
| Q1 25 | $86.2M | $252.5M | ||
| Q4 24 | $337.5M | $1.1B | ||
| Q3 24 | $-8.9M | $270.4M | ||
| Q2 24 | $109.4M | $252.1M |
| Q1 26 | — | — | ||
| Q4 25 | $258.5M | — | ||
| Q3 25 | $-42.4M | $183.0M | ||
| Q2 25 | $115.4M | $272.3M | ||
| Q1 25 | $70.9M | $239.6M | ||
| Q4 24 | $240.2M | $1.1B | ||
| Q3 24 | $-32.2M | $261.5M | ||
| Q2 24 | $86.8M | $245.0M |
| Q1 26 | — | — | ||
| Q4 25 | 35.2% | — | ||
| Q3 25 | -5.3% | 46.0% | ||
| Q2 25 | 15.8% | 69.0% | ||
| Q1 25 | 10.7% | 60.6% | ||
| Q4 24 | 35.6% | 275.3% | ||
| Q3 24 | -4.5% | 67.9% | ||
| Q2 24 | 13.0% | 64.4% |
| Q1 26 | — | — | ||
| Q4 25 | 12.6% | — | ||
| Q3 25 | 3.1% | 14.4% | ||
| Q2 25 | 2.6% | 5.3% | ||
| Q1 25 | 2.3% | 3.3% | ||
| Q4 24 | 14.4% | 0.0% | ||
| Q3 24 | 3.2% | 2.3% | ||
| Q2 24 | 3.4% | 1.9% |
| Q1 26 | — | — | ||
| Q4 25 | — | 4.10× | ||
| Q3 25 | -0.22× | 1.00× | ||
| Q2 25 | 2.45× | 1.94× | ||
| Q1 25 | 2.26× | 1.53× | ||
| Q4 24 | — | 4.80× | ||
| Q3 24 | -0.16× | 1.46× | ||
| Q2 24 | 2.79× | 1.21× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
