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Side-by-side financial comparison of BRIGHT HORIZONS FAMILY SOLUTIONS INC. (BFAM) and PACS Group, Inc. (PACS). Click either name above to swap in a different company.
PACS Group, Inc. is the larger business by last-quarter revenue ($1.4B vs $733.7M, roughly 1.9× BRIGHT HORIZONS FAMILY SOLUTIONS INC.). On growth, PACS Group, Inc. posted the faster year-over-year revenue change (18.4% vs 8.8%). Over the past eight quarters, PACS Group, Inc.'s revenue compounded faster (20.5% 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.
BFAM vs PACS — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $733.7M | $1.4B |
| Net Profit | — | $59.7M |
| Gross Margin | 19.3% | — |
| Operating Margin | 6.2% | 7.0% |
| Net Margin | — | 4.4% |
| Revenue YoY | 8.8% | 18.4% |
| Net Profit YoY | — | 3022.5% |
| EPS (diluted) | $0.38 | $0.42 |
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 | $1.4B | ||
| Q3 25 | $802.8M | $1.3B | ||
| Q2 25 | $731.6M | $1.3B | ||
| Q1 25 | $665.5M | $1.3B | ||
| Q4 24 | $674.1M | $1.1B | ||
| Q3 24 | $719.1M | $1.0B | ||
| Q2 24 | $670.1M | $981.4M | ||
| Q1 24 | $622.7M | $934.3M |
| Q4 25 | — | $59.7M | ||
| Q3 25 | $78.6M | $52.4M | ||
| Q2 25 | $54.8M | $51.0M | ||
| Q1 25 | $38.0M | $28.5M | ||
| Q4 24 | — | $1.9M | ||
| Q3 24 | $54.9M | $15.6M | ||
| Q2 24 | $39.2M | $-10.9M | ||
| Q1 24 | $17.0M | $49.1M |
| Q4 25 | 19.3% | — | ||
| Q3 25 | 27.0% | — | ||
| Q2 25 | 25.0% | — | ||
| Q1 25 | 23.4% | — | ||
| Q4 24 | 20.8% | — | ||
| Q3 24 | 25.2% | 17.1% | ||
| Q2 24 | 24.2% | 22.3% | ||
| Q1 24 | 21.7% | 21.2% |
| Q4 25 | 6.2% | 7.0% | ||
| Q3 25 | 15.1% | 6.4% | ||
| Q2 25 | 11.8% | 6.2% | ||
| Q1 25 | 9.4% | 3.8% | ||
| Q4 24 | 7.2% | 1.7% | ||
| Q3 24 | 12.4% | 2.2% | ||
| Q2 24 | 10.3% | 0.1% | ||
| Q1 24 | 6.4% | 8.6% |
| Q4 25 | — | 4.4% | ||
| Q3 25 | 9.8% | 3.9% | ||
| Q2 25 | 7.5% | 3.9% | ||
| Q1 25 | 5.7% | 2.2% | ||
| Q4 24 | — | 0.2% | ||
| Q3 24 | 7.6% | 1.5% | ||
| Q2 24 | 5.8% | -1.1% | ||
| Q1 24 | 2.7% | 5.3% |
| Q4 25 | $0.38 | $0.42 | ||
| Q3 25 | $1.37 | $0.32 | ||
| Q2 25 | $0.95 | $0.31 | ||
| Q1 25 | $0.66 | $0.17 | ||
| Q4 24 | $0.50 | $-0.03 | ||
| Q3 24 | $0.94 | $0.10 | ||
| Q2 24 | $0.67 | $-0.07 | ||
| Q1 24 | $0.29 | $0.38 |
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 | $197.0M |
| Total DebtLower is stronger | $747.6M | $353.2M |
| Stockholders' EquityBook value | $1.3B | $946.8M |
| Total Assets | $3.9B | $5.6B |
| Debt / EquityLower = less leverage | 0.56× | 0.37× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $140.1M | $197.0M | ||
| Q3 25 | $116.6M | $355.7M | ||
| Q2 25 | $179.2M | $294.2M | ||
| Q1 25 | $112.0M | $287.5M | ||
| Q4 24 | $110.3M | $157.7M | ||
| Q3 24 | $109.9M | $49.5M | ||
| Q2 24 | $140.2M | $73.4M | ||
| Q1 24 | $63.7M | $81.2M |
| Q4 25 | $747.6M | $353.2M | ||
| Q3 25 | $747.5M | — | ||
| Q2 25 | $797.0M | — | ||
| Q1 25 | $872.7M | — | ||
| Q4 24 | $918.4M | $411.9M | ||
| Q3 24 | $925.7M | — | ||
| Q2 24 | $931.9M | — | ||
| Q1 24 | $938.1M | — |
| Q4 25 | $1.3B | $946.8M | ||
| Q3 25 | $1.4B | $871.3M | ||
| Q2 25 | $1.4B | $806.8M | ||
| Q1 25 | $1.3B | $750.2M | ||
| Q4 24 | $1.3B | $709.6M | ||
| Q3 24 | $1.4B | $660.0M | ||
| Q2 24 | $1.3B | $572.1M | ||
| Q1 24 | $1.2B | $128.0M |
| Q4 25 | $3.9B | $5.6B | ||
| Q3 25 | $3.9B | $5.6B | ||
| Q2 25 | $3.9B | $5.5B | ||
| Q1 25 | $3.8B | $5.5B | ||
| Q4 24 | $3.9B | $5.2B | ||
| Q3 24 | $3.9B | $4.5B | ||
| Q2 24 | $3.8B | $3.9B | ||
| Q1 24 | $3.8B | $3.9B |
| Q4 25 | 0.56× | 0.37× | ||
| Q3 25 | 0.52× | — | ||
| Q2 25 | 0.57× | — | ||
| Q1 25 | 0.66× | — | ||
| Q4 24 | 0.72× | 0.58× | ||
| 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 | $-3.4M |
| Free Cash FlowOCF − Capex | $258.5M | — |
| FCF MarginFCF / Revenue | 35.2% | — |
| Capex IntensityCapex / Revenue | 12.6% | — |
| Cash ConversionOCF / Net Profit | — | -0.06× |
| TTM Free Cash FlowTrailing 4 quarters | $402.4M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $350.7M | $-3.4M | ||
| Q3 25 | $-17.6M | $204.8M | ||
| Q2 25 | $134.2M | $52.6M | ||
| Q1 25 | $86.2M | $150.2M | ||
| Q4 24 | $337.5M | $64.6M | ||
| Q3 24 | $-8.9M | $209.2M | ||
| Q2 24 | $109.4M | $34.8M | ||
| Q1 24 | $116.3M | $58.8M |
| Q4 25 | $258.5M | — | ||
| Q3 25 | $-42.4M | — | ||
| Q2 25 | $115.4M | — | ||
| Q1 25 | $70.9M | — | ||
| Q4 24 | $240.2M | — | ||
| Q3 24 | $-32.2M | — | ||
| Q2 24 | $86.8M | — | ||
| Q1 24 | $96.9M | — |
| Q4 25 | 35.2% | — | ||
| Q3 25 | -5.3% | — | ||
| Q2 25 | 15.8% | — | ||
| Q1 25 | 10.7% | — | ||
| Q4 24 | 35.6% | — | ||
| Q3 24 | -4.5% | — | ||
| Q2 24 | 13.0% | — | ||
| Q1 24 | 15.6% | — |
| Q4 25 | 12.6% | — | ||
| Q3 25 | 3.1% | — | ||
| Q2 25 | 2.6% | — | ||
| Q1 25 | 2.3% | — | ||
| Q4 24 | 14.4% | — | ||
| Q3 24 | 3.2% | — | ||
| Q2 24 | 3.4% | — | ||
| Q1 24 | 3.1% | — |
| Q4 25 | — | -0.06× | ||
| Q3 25 | -0.22× | 3.91× | ||
| Q2 25 | 2.45× | 1.03× | ||
| Q1 25 | 2.26× | 5.28× | ||
| Q4 24 | — | 33.78× | ||
| Q3 24 | -0.16× | 13.39× | ||
| Q2 24 | 2.79× | — | ||
| Q1 24 | 6.85× | 1.20× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
