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Side-by-side financial comparison of BRIGHT HORIZONS FAMILY SOLUTIONS INC. (BFAM) and Liberty Energy Inc. (LBRT). Click either name above to swap in a different company.
Liberty Energy Inc. is the larger business by last-quarter revenue ($1.0B vs $733.7M, roughly 1.4× BRIGHT HORIZONS FAMILY SOLUTIONS INC.). On growth, BRIGHT HORIZONS FAMILY SOLUTIONS INC. posted the faster year-over-year revenue change (8.8% vs 4.5%). Over the past eight quarters, BRIGHT HORIZONS FAMILY SOLUTIONS INC.'s revenue compounded faster (8.5% CAGR vs -6.2%).
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.
Liberty Energy Inc. is a North American energy services provider specializing in hydraulic fracturing and well completion solutions for oil and gas operators. It serves clients across major U.S. shale basins, offering low-emission equipment and tailored support to optimize well productivity.
BFAM vs LBRT — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $733.7M | $1.0B |
| Net Profit | — | $22.6M |
| Gross Margin | 19.3% | — |
| Operating Margin | 6.2% | 2.2% |
| Net Margin | — | 2.2% |
| Revenue YoY | 8.8% | 4.5% |
| Net Profit YoY | — | 64.8% |
| EPS (diluted) | $0.38 | $0.14 |
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 | — | $1.0B | ||
| Q4 25 | $733.7M | $1.0B | ||
| Q3 25 | $802.8M | $947.4M | ||
| Q2 25 | $731.6M | $1.0B | ||
| Q1 25 | $665.5M | $977.5M | ||
| Q4 24 | $674.1M | $943.6M | ||
| Q3 24 | $719.1M | $1.1B | ||
| Q2 24 | $670.1M | $1.2B |
| Q1 26 | — | $22.6M | ||
| Q4 25 | — | $13.7M | ||
| Q3 25 | $78.6M | $43.1M | ||
| Q2 25 | $54.8M | $71.0M | ||
| Q1 25 | $38.0M | $20.1M | ||
| Q4 24 | — | $51.9M | ||
| Q3 24 | $54.9M | $73.8M | ||
| Q2 24 | $39.2M | $108.4M |
| Q1 26 | — | — | ||
| Q4 25 | 19.3% | 20.6% | ||
| Q3 25 | 27.0% | 18.7% | ||
| Q2 25 | 25.0% | 22.1% | ||
| Q1 25 | 23.4% | 22.1% | ||
| Q4 24 | 20.8% | 21.4% | ||
| Q3 24 | 25.2% | 26.2% | ||
| Q2 24 | 24.2% | 27.9% |
| Q1 26 | — | 2.2% | ||
| Q4 25 | 6.2% | 1.9% | ||
| Q3 25 | 15.1% | -0.3% | ||
| Q2 25 | 11.8% | 3.6% | ||
| Q1 25 | 9.4% | 1.9% | ||
| Q4 24 | 7.2% | 2.6% | ||
| Q3 24 | 12.4% | 9.4% | ||
| Q2 24 | 10.3% | 12.2% |
| Q1 26 | — | 2.2% | ||
| Q4 25 | — | 1.3% | ||
| Q3 25 | 9.8% | 4.5% | ||
| Q2 25 | 7.5% | 6.8% | ||
| Q1 25 | 5.7% | 2.1% | ||
| Q4 24 | — | 5.5% | ||
| Q3 24 | 7.6% | 6.5% | ||
| Q2 24 | 5.8% | 9.3% |
| Q1 26 | — | $0.14 | ||
| Q4 25 | $0.38 | $0.08 | ||
| Q3 25 | $1.37 | $0.26 | ||
| Q2 25 | $0.95 | $0.43 | ||
| Q1 25 | $0.66 | $0.12 | ||
| Q4 24 | $0.50 | $0.31 | ||
| Q3 24 | $0.94 | $0.44 | ||
| Q2 24 | $0.67 | $0.64 |
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 | $699.1M |
| Total DebtLower is stronger | $747.6M | $7.1M |
| Stockholders' EquityBook value | $1.3B | $1.9B |
| Total Assets | $3.9B | $4.4B |
| Debt / EquityLower = less leverage | 0.56× | 0.00× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $699.1M | ||
| Q4 25 | $140.1M | $27.6M | ||
| Q3 25 | $116.6M | $13.5M | ||
| Q2 25 | $179.2M | $19.6M | ||
| Q1 25 | $112.0M | $24.1M | ||
| Q4 24 | $110.3M | $20.0M | ||
| Q3 24 | $109.9M | $23.0M | ||
| Q2 24 | $140.2M | $30.0M |
| Q1 26 | — | $7.1M | ||
| Q4 25 | $747.6M | $246.6M | ||
| Q3 25 | $747.5M | — | ||
| Q2 25 | $797.0M | — | ||
| Q1 25 | $872.7M | — | ||
| Q4 24 | $918.4M | $190.5M | ||
| Q3 24 | $925.7M | — | ||
| Q2 24 | $931.9M | — |
| Q1 26 | — | $1.9B | ||
| Q4 25 | $1.3B | $2.1B | ||
| Q3 25 | $1.4B | $2.1B | ||
| Q2 25 | $1.4B | $2.0B | ||
| Q1 25 | $1.3B | $2.0B | ||
| Q4 24 | $1.3B | $2.0B | ||
| Q3 24 | $1.4B | $2.0B | ||
| Q2 24 | $1.3B | $1.9B |
| Q1 26 | — | $4.4B | ||
| Q4 25 | $3.9B | $3.6B | ||
| Q3 25 | $3.9B | $3.5B | ||
| Q2 25 | $3.9B | $3.4B | ||
| Q1 25 | $3.8B | $3.4B | ||
| Q4 24 | $3.9B | $3.3B | ||
| Q3 24 | $3.9B | $3.3B | ||
| Q2 24 | $3.8B | $3.2B |
| Q1 26 | — | 0.00× | ||
| Q4 25 | 0.56× | 0.12× | ||
| Q3 25 | 0.52× | — | ||
| Q2 25 | 0.57× | — | ||
| Q1 25 | 0.66× | — | ||
| Q4 24 | 0.72× | 0.10× | ||
| Q3 24 | 0.66× | — | ||
| Q2 24 | 0.73× | — |
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% | 13.1% |
| 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 | $195.4M | ||
| Q3 25 | $-17.6M | $51.5M | ||
| Q2 25 | $134.2M | $170.6M | ||
| Q1 25 | $86.2M | $192.1M | ||
| Q4 24 | $337.5M | $177.3M | ||
| Q3 24 | $-8.9M | $244.5M | ||
| Q2 24 | $109.4M | $248.2M |
| Q1 26 | — | — | ||
| Q4 25 | $258.5M | $-10.0M | ||
| Q3 25 | $-42.4M | $-67.2M | ||
| Q2 25 | $115.4M | $33.1M | ||
| Q1 25 | $70.9M | $58.2M | ||
| Q4 24 | $240.2M | $-26.2M | ||
| Q3 24 | $-32.2M | $77.9M | ||
| Q2 24 | $86.8M | $112.2M |
| Q1 26 | — | — | ||
| Q4 25 | 35.2% | -1.0% | ||
| Q3 25 | -5.3% | -7.1% | ||
| Q2 25 | 15.8% | 3.2% | ||
| Q1 25 | 10.7% | 6.0% | ||
| Q4 24 | 35.6% | -2.8% | ||
| Q3 24 | -4.5% | 6.8% | ||
| Q2 24 | 13.0% | 9.7% |
| Q1 26 | — | 13.1% | ||
| Q4 25 | 12.6% | 19.8% | ||
| Q3 25 | 3.1% | 12.5% | ||
| Q2 25 | 2.6% | 13.2% | ||
| Q1 25 | 2.3% | 13.7% | ||
| Q4 24 | 14.4% | 21.6% | ||
| Q3 24 | 3.2% | 14.6% | ||
| Q2 24 | 3.4% | 11.7% |
| Q1 26 | — | — | ||
| Q4 25 | — | 14.28× | ||
| Q3 25 | -0.22× | 1.20× | ||
| Q2 25 | 2.45× | 2.40× | ||
| Q1 25 | 2.26× | 9.55× | ||
| Q4 24 | — | 3.42× | ||
| Q3 24 | -0.16× | 3.31× | ||
| Q2 24 | 2.79× | 2.29× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
