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Side-by-side financial comparison of BRIGHT HORIZONS FAMILY SOLUTIONS INC. (BFAM) and JANUS HENDERSON GROUP PLC (JHG). Click either name above to swap in a different company.
JANUS HENDERSON GROUP PLC is the larger business by last-quarter revenue ($1.1B vs $733.7M, roughly 1.6× BRIGHT HORIZONS FAMILY SOLUTIONS INC.). On growth, JANUS HENDERSON GROUP PLC posted the faster year-over-year revenue change (61.3% vs 8.8%). JANUS HENDERSON GROUP PLC produced more free cash flow last quarter ($320.4M vs $258.5M). Over the past eight quarters, JANUS HENDERSON GROUP PLC's revenue compounded faster (43.9% CAGR vs 8.5%).
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.
Janus Henderson is a British-American global asset management group headquartered in the City of London, United Kingdom. It offers a range of financial products to individuals, intermediary advisors, and institutional investors globally under the trade name Janus Henderson Investors.
BFAM vs JHG — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | ||
|---|---|---|
| Revenue | $733.7M | $1.1B |
| Net Profit | — | $403.2M |
| Gross Margin | 19.3% | — |
| Operating Margin | 6.2% | 42.7% |
| Net Margin | — | 35.3% |
| Revenue YoY | 8.8% | 61.3% |
| Net Profit YoY | — | 231.0% |
| EPS (diluted) | $0.38 | $2.59 |
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 | $1.1B | ||
| Q3 25 | $802.8M | $700.4M | ||
| Q2 25 | $731.6M | $633.2M | ||
| Q1 25 | $665.5M | $621.4M | ||
| Q4 24 | $674.1M | $708.3M | ||
| Q3 24 | $719.1M | $624.8M | ||
| Q2 24 | $670.1M | $588.4M | ||
| Q1 24 | $622.7M | $551.7M |
| Q4 25 | — | $403.2M | ||
| Q3 25 | $78.6M | $142.1M | ||
| Q2 25 | $54.8M | $149.9M | ||
| Q1 25 | $38.0M | $120.7M | ||
| Q4 24 | — | $121.8M | ||
| Q3 24 | $54.9M | $27.3M | ||
| Q2 24 | $39.2M | $129.7M | ||
| Q1 24 | $17.0M | $130.1M |
| 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 | 6.2% | 42.7% | ||
| Q3 25 | 15.1% | 24.6% | ||
| Q2 25 | 11.8% | 25.9% | ||
| Q1 25 | 9.4% | 24.7% | ||
| Q4 24 | 7.2% | 27.9% | ||
| Q3 24 | 12.4% | 26.4% | ||
| Q2 24 | 10.3% | 27.9% | ||
| Q1 24 | 6.4% | 21.6% |
| Q4 25 | — | 35.3% | ||
| Q3 25 | 9.8% | 20.3% | ||
| Q2 25 | 7.5% | 23.7% | ||
| Q1 25 | 5.7% | 19.4% | ||
| Q4 24 | — | 17.2% | ||
| Q3 24 | 7.6% | 4.4% | ||
| Q2 24 | 5.8% | 22.0% | ||
| Q1 24 | 2.7% | 23.6% |
| Q4 25 | $0.38 | $2.59 | ||
| Q3 25 | $1.37 | $0.92 | ||
| Q2 25 | $0.95 | $0.95 | ||
| Q1 25 | $0.66 | $0.77 | ||
| Q4 24 | $0.50 | $0.77 | ||
| Q3 24 | $0.94 | $0.17 | ||
| Q2 24 | $0.67 | $0.81 | ||
| 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 | $1.6B |
| Total DebtLower is stronger | $747.6M | — |
| Stockholders' EquityBook value | $1.3B | $5.1B |
| Total Assets | $3.9B | $8.3B |
| Debt / EquityLower = less leverage | 0.56× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $140.1M | $1.6B | ||
| Q3 25 | $116.6M | $1.4B | ||
| Q2 25 | $179.2M | $1.3B | ||
| Q1 25 | $112.0M | $1.4B | ||
| Q4 24 | $110.3M | $1.6B | ||
| Q3 24 | $109.9M | $1.8B | ||
| Q2 24 | $140.2M | $1.3B | ||
| Q1 24 | $63.7M | $1.1B |
| Q4 25 | $747.6M | — | ||
| Q3 25 | $747.5M | — | ||
| Q2 25 | $797.0M | — | ||
| Q1 25 | $872.7M | — | ||
| Q4 24 | $918.4M | — | ||
| Q3 24 | $925.7M | — | ||
| Q2 24 | $931.9M | — | ||
| Q1 24 | $938.1M | — |
| Q4 25 | $1.3B | $5.1B | ||
| Q3 25 | $1.4B | $4.8B | ||
| Q2 25 | $1.4B | $4.8B | ||
| Q1 25 | $1.3B | $4.7B | ||
| Q4 24 | $1.3B | $4.6B | ||
| Q3 24 | $1.4B | $4.6B | ||
| Q2 24 | $1.3B | $4.5B | ||
| Q1 24 | $1.2B | $4.4B |
| Q4 25 | $3.9B | $8.3B | ||
| Q3 25 | $3.9B | $7.6B | ||
| Q2 25 | $3.9B | $7.5B | ||
| Q1 25 | $3.8B | $7.1B | ||
| Q4 24 | $3.9B | $7.0B | ||
| Q3 24 | $3.9B | $7.3B | ||
| Q2 24 | $3.8B | $6.4B | ||
| Q1 24 | $3.8B | $6.3B |
| Q4 25 | 0.56× | — | ||
| Q3 25 | 0.52× | — | ||
| Q2 25 | 0.57× | — | ||
| Q1 25 | 0.66× | — | ||
| Q4 24 | 0.72× | — | ||
| Q3 24 | 0.66× | — | ||
| Q2 24 | 0.73× | — | ||
| Q1 24 | 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 | $350.7M | $322.7M |
| Free Cash FlowOCF − Capex | $258.5M | $320.4M |
| FCF MarginFCF / Revenue | 35.2% | 28.0% |
| Capex IntensityCapex / Revenue | 12.6% | 0.2% |
| Cash ConversionOCF / Net Profit | — | 0.80× |
| TTM Free Cash FlowTrailing 4 quarters | $402.4M | $710.9M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $350.7M | $322.7M | ||
| Q3 25 | $-17.6M | $258.8M | ||
| Q2 25 | $134.2M | $135.2M | ||
| Q1 25 | $86.2M | $2.8M | ||
| Q4 24 | $337.5M | $247.3M | ||
| Q3 24 | $-8.9M | $228.5M | ||
| Q2 24 | $109.4M | $223.8M | ||
| Q1 24 | $116.3M | $-5.0M |
| Q4 25 | $258.5M | $320.4M | ||
| Q3 25 | $-42.4M | $256.4M | ||
| Q2 25 | $115.4M | $133.2M | ||
| Q1 25 | $70.9M | $900.0K | ||
| Q4 24 | $240.2M | $243.5M | ||
| Q3 24 | $-32.2M | $225.9M | ||
| Q2 24 | $86.8M | $221.9M | ||
| Q1 24 | $96.9M | $-6.8M |
| Q4 25 | 35.2% | 28.0% | ||
| Q3 25 | -5.3% | 36.6% | ||
| Q2 25 | 15.8% | 21.0% | ||
| Q1 25 | 10.7% | 0.1% | ||
| Q4 24 | 35.6% | 34.4% | ||
| Q3 24 | -4.5% | 36.2% | ||
| Q2 24 | 13.0% | 37.7% | ||
| Q1 24 | 15.6% | -1.2% |
| Q4 25 | 12.6% | 0.2% | ||
| Q3 25 | 3.1% | 0.3% | ||
| Q2 25 | 2.6% | 0.3% | ||
| Q1 25 | 2.3% | 0.3% | ||
| Q4 24 | 14.4% | 0.5% | ||
| Q3 24 | 3.2% | 0.4% | ||
| Q2 24 | 3.4% | 0.3% | ||
| Q1 24 | 3.1% | 0.3% |
| Q4 25 | — | 0.80× | ||
| Q3 25 | -0.22× | 1.82× | ||
| Q2 25 | 2.45× | 0.90× | ||
| Q1 25 | 2.26× | 0.02× | ||
| Q4 24 | — | 2.03× | ||
| Q3 24 | -0.16× | 8.37× | ||
| Q2 24 | 2.79× | 1.73× | ||
| Q1 24 | 6.85× | -0.04× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
BFAM
Segment breakdown not available.
JHG
| Investment Advice | $585.2M | 51% |
| Investment Performance | $425.8M | 37% |
| Other | $76.4M | 7% |