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Side-by-side financial comparison of BRIGHT HORIZONS FAMILY SOLUTIONS INC. (BFAM) and Mobileye Global Inc. (MBLY). 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 $558.0M, roughly 1.3× Mobileye Global Inc.). On growth, Mobileye Global Inc. posted the faster year-over-year revenue change (27.4% vs 8.8%). Over the past eight quarters, Mobileye Global Inc.'s revenue compounded faster (12.7% 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.
Mobileye Global Inc. is a United States-domiciled, Israel-headquartered autonomous driving company. It is developing self-driving technologies and advanced driver-assistance systems (ADAS) including cameras, computer chips, and software. Mobileye was acquired by Intel in 2017 and went public again in 2022.
BFAM vs MBLY — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $733.7M | $558.0M |
| Net Profit | — | — |
| Gross Margin | 19.3% | 49.3% |
| Operating Margin | 6.2% | -647.5% |
| Net Margin | — | — |
| Revenue YoY | 8.8% | 27.4% |
| Net Profit YoY | — | — |
| 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 | — | $558.0M | ||
| Q4 25 | $733.7M | $446.0M | ||
| Q3 25 | $802.8M | $504.0M | ||
| Q2 25 | $731.6M | $506.0M | ||
| Q1 25 | $665.5M | $438.0M | ||
| Q4 24 | $674.1M | $490.0M | ||
| Q3 24 | $719.1M | $486.0M | ||
| Q2 24 | $670.1M | $439.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | $-127.0M | ||
| Q3 25 | $78.6M | $-96.0M | ||
| Q2 25 | $54.8M | $-67.0M | ||
| Q1 25 | $38.0M | $-102.0M | ||
| Q4 24 | — | $-71.0M | ||
| Q3 24 | $54.9M | $-2.7B | ||
| Q2 24 | $39.2M | $-86.0M |
| Q1 26 | — | 49.3% | ||
| Q4 25 | 19.3% | 45.3% | ||
| Q3 25 | 27.0% | 48.2% | ||
| Q2 25 | 25.0% | 49.8% | ||
| Q1 25 | 23.4% | 47.3% | ||
| Q4 24 | 20.8% | 49.2% | ||
| Q3 24 | 25.2% | 48.8% | ||
| Q2 24 | 24.2% | 47.6% |
| Q1 26 | — | -647.5% | ||
| Q4 25 | 6.2% | -31.4% | ||
| Q3 25 | 15.1% | -21.6% | ||
| Q2 25 | 11.8% | -14.6% | ||
| Q1 25 | 9.4% | -26.7% | ||
| Q4 24 | 7.2% | -17.6% | ||
| Q3 24 | 12.4% | -577.6% | ||
| Q2 24 | 10.3% | -21.4% |
| Q1 26 | — | — | ||
| Q4 25 | — | -28.5% | ||
| Q3 25 | 9.8% | -19.0% | ||
| Q2 25 | 7.5% | -13.2% | ||
| Q1 25 | 5.7% | -23.3% | ||
| Q4 24 | — | -14.5% | ||
| Q3 24 | 7.6% | -558.6% | ||
| Q2 24 | 5.8% | -19.6% |
| Q1 26 | — | — | ||
| Q4 25 | $0.38 | $-0.15 | ||
| Q3 25 | $1.37 | $-0.12 | ||
| Q2 25 | $0.95 | $-0.08 | ||
| Q1 25 | $0.66 | $-0.13 | ||
| Q4 24 | $0.50 | $-0.09 | ||
| Q3 24 | $0.94 | $-3.35 | ||
| Q2 24 | $0.67 | $-0.11 |
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 | $1.2B |
| Total DebtLower is stronger | $747.6M | — |
| Stockholders' EquityBook value | $1.3B | $8.2B |
| Total Assets | $3.9B | $8.7B |
| Debt / EquityLower = less leverage | 0.56× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $1.2B | ||
| Q4 25 | $140.1M | $1.8B | ||
| Q3 25 | $116.6M | $1.7B | ||
| Q2 25 | $179.2M | $1.7B | ||
| Q1 25 | $112.0M | $1.5B | ||
| Q4 24 | $110.3M | $1.4B | ||
| Q3 24 | $109.9M | $1.3B | ||
| Q2 24 | $140.2M | $1.2B |
| Q1 26 | — | — | ||
| 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 26 | — | $8.2B | ||
| Q4 25 | $1.3B | $11.9B | ||
| Q3 25 | $1.4B | $11.9B | ||
| Q2 25 | $1.4B | $12.1B | ||
| Q1 25 | $1.3B | $12.0B | ||
| Q4 24 | $1.3B | $12.1B | ||
| Q3 24 | $1.4B | $12.1B | ||
| Q2 24 | $1.3B | $14.7B |
| Q1 26 | — | $8.7B | ||
| Q4 25 | $3.9B | $12.5B | ||
| Q3 25 | $3.9B | $12.5B | ||
| Q2 25 | $3.9B | $12.6B | ||
| Q1 25 | $3.8B | $12.5B | ||
| Q4 24 | $3.9B | $12.6B | ||
| Q3 24 | $3.9B | $12.6B | ||
| Q2 24 | $3.8B | $15.3B |
| Q1 26 | — | — | ||
| 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× | — |
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 | $75.0M |
| 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 | — | $75.0M | ||
| Q4 25 | $350.7M | $113.0M | ||
| Q3 25 | $-17.6M | $167.0M | ||
| Q2 25 | $134.2M | $213.0M | ||
| Q1 25 | $86.2M | $109.0M | ||
| Q4 24 | $337.5M | $204.0M | ||
| Q3 24 | $-8.9M | $126.0M | ||
| Q2 24 | $109.4M | $30.0M |
| Q1 26 | — | — | ||
| Q4 25 | $258.5M | $86.0M | ||
| Q3 25 | $-42.4M | $143.0M | ||
| Q2 25 | $115.4M | $199.0M | ||
| Q1 25 | $70.9M | $95.0M | ||
| Q4 24 | $240.2M | $191.0M | ||
| Q3 24 | $-32.2M | $104.0M | ||
| Q2 24 | $86.8M | $6.0M |
| Q1 26 | — | — | ||
| Q4 25 | 35.2% | 19.3% | ||
| Q3 25 | -5.3% | 28.4% | ||
| Q2 25 | 15.8% | 39.3% | ||
| Q1 25 | 10.7% | 21.7% | ||
| Q4 24 | 35.6% | 39.0% | ||
| Q3 24 | -4.5% | 21.4% | ||
| Q2 24 | 13.0% | 1.4% |
| Q1 26 | — | — | ||
| Q4 25 | 12.6% | 6.1% | ||
| Q3 25 | 3.1% | 4.8% | ||
| Q2 25 | 2.6% | 2.8% | ||
| Q1 25 | 2.3% | 3.2% | ||
| Q4 24 | 14.4% | 2.7% | ||
| Q3 24 | 3.2% | 4.5% | ||
| Q2 24 | 3.4% | 5.5% |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | -0.22× | — | ||
| Q2 25 | 2.45× | — | ||
| Q1 25 | 2.26× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | -0.16× | — | ||
| Q2 24 | 2.79× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
