vs
Side-by-side financial comparison of BRIGHT HORIZONS FAMILY SOLUTIONS INC. (BFAM) and SELECT MEDICAL HOLDINGS CORP (SEM). Click either name above to swap in a different company.
SELECT MEDICAL HOLDINGS CORP is the larger business by last-quarter revenue ($1.4B vs $733.7M, roughly 1.9× BRIGHT HORIZONS FAMILY SOLUTIONS INC.). On growth, BRIGHT HORIZONS FAMILY SOLUTIONS INC. posted the faster year-over-year revenue change (8.8% vs 5.0%). Over the past eight quarters, BRIGHT HORIZONS FAMILY SOLUTIONS INC.'s revenue compounded faster (8.5% CAGR vs 5.3%).
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.
Select Medical is a healthcare company based in Pennsylvania. It owns long-term acute care and inpatient rehabilitation hospitals, as well as occupational health and physical therapy clinics. Select Medical is a subsidiary of Select Medical Holdings, which is listed on the New York Stock Exchange.
BFAM vs SEM — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $733.7M | $1.4B |
| Net Profit | — | $63.8M |
| Gross Margin | 19.3% | — |
| Operating Margin | 6.2% | 6.9% |
| Net Margin | — | 4.5% |
| Revenue YoY | 8.8% | 5.0% |
| Net Profit YoY | — | -14.7% |
| EPS (diluted) | $0.38 | $0.35 |
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 | — | $1.4B | ||
| Q4 25 | $733.7M | $1.4B | ||
| Q3 25 | $802.8M | $1.4B | ||
| Q2 25 | $731.6M | $1.3B | ||
| Q1 25 | $665.5M | $1.4B | ||
| Q4 24 | $674.1M | $1.3B | ||
| Q3 24 | $719.1M | $1.3B | ||
| Q2 24 | $670.1M | $1.3B |
| Q1 26 | — | $63.8M | ||
| Q4 25 | — | $20.2M | ||
| Q3 25 | $78.6M | $28.8M | ||
| Q2 25 | $54.8M | $40.6M | ||
| Q1 25 | $38.0M | $56.7M | ||
| Q4 24 | — | $-16.1M | ||
| Q3 24 | $54.9M | $55.6M | ||
| Q2 24 | $39.2M | $77.6M |
| 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 | — | 6.9% | ||
| Q4 25 | 6.2% | 4.6% | ||
| Q3 25 | 15.1% | 5.4% | ||
| Q2 25 | 11.8% | 6.5% | ||
| Q1 25 | 9.4% | 8.3% | ||
| Q4 24 | 7.2% | 1.6% | ||
| Q3 24 | 12.4% | 4.3% | ||
| Q2 24 | 10.3% | 5.8% |
| Q1 26 | — | 4.5% | ||
| Q4 25 | — | 1.4% | ||
| Q3 25 | 9.8% | 2.1% | ||
| Q2 25 | 7.5% | 3.0% | ||
| Q1 25 | 5.7% | 4.2% | ||
| Q4 24 | — | -1.2% | ||
| Q3 24 | 7.6% | 4.4% | ||
| Q2 24 | 5.8% | 6.1% |
| Q1 26 | — | $0.35 | ||
| Q4 25 | $0.38 | $0.17 | ||
| Q3 25 | $1.37 | $0.23 | ||
| Q2 25 | $0.95 | $0.32 | ||
| Q1 25 | $0.66 | $0.44 | ||
| Q4 24 | $0.50 | $-0.12 | ||
| Q3 24 | $0.94 | $0.43 | ||
| Q2 24 | $0.67 | $0.60 |
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 | $25.7M |
| Total DebtLower is stronger | $747.6M | $1.8B |
| Stockholders' EquityBook value | $1.3B | $2.1B |
| Total Assets | $3.9B | $6.0B |
| Debt / EquityLower = less leverage | 0.56× | 0.88× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $25.7M | ||
| Q4 25 | $140.1M | $26.5M | ||
| Q3 25 | $116.6M | $60.1M | ||
| Q2 25 | $179.2M | $52.3M | ||
| Q1 25 | $112.0M | $53.2M | ||
| Q4 24 | $110.3M | $59.7M | ||
| Q3 24 | $109.9M | $191.5M | ||
| Q2 24 | $140.2M | $111.2M |
| Q1 26 | — | $1.8B | ||
| Q4 25 | $747.6M | $1.8B | ||
| Q3 25 | $747.5M | $1.7B | ||
| Q2 25 | $797.0M | $1.8B | ||
| Q1 25 | $872.7M | $1.8B | ||
| Q4 24 | $918.4M | $1.7B | ||
| Q3 24 | $925.7M | $3.1B | ||
| Q2 24 | $931.9M | $3.6B |
| Q1 26 | — | $2.1B | ||
| Q4 25 | $1.3B | $1.7B | ||
| Q3 25 | $1.4B | $1.7B | ||
| Q2 25 | $1.4B | $1.7B | ||
| Q1 25 | $1.3B | $1.7B | ||
| Q4 24 | $1.3B | $1.7B | ||
| Q3 24 | $1.4B | $1.9B | ||
| Q2 24 | $1.3B | $1.4B |
| Q1 26 | — | $6.0B | ||
| Q4 25 | $3.9B | $5.9B | ||
| Q3 25 | $3.9B | $5.7B | ||
| Q2 25 | $3.9B | $5.7B | ||
| Q1 25 | $3.8B | $5.7B | ||
| Q4 24 | $3.9B | $5.6B | ||
| Q3 24 | $3.9B | $8.0B | ||
| Q2 24 | $3.8B | $7.9B |
| Q1 26 | — | 0.88× | ||
| Q4 25 | 0.56× | 1.06× | ||
| Q3 25 | 0.52× | 1.03× | ||
| Q2 25 | 0.57× | 1.10× | ||
| Q1 25 | 0.66× | 1.03× | ||
| Q4 24 | 0.72× | 1.01× | ||
| Q3 24 | 0.66× | 1.62× | ||
| Q2 24 | 0.73× | 2.54× |
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 | $64.3M | ||
| Q3 25 | $-17.6M | $175.3M | ||
| Q2 25 | $134.2M | $110.3M | ||
| Q1 25 | $86.2M | $-3.5M | ||
| Q4 24 | $337.5M | $125.4M | ||
| Q3 24 | $-8.9M | $181.0M | ||
| Q2 24 | $109.4M | $278.2M |
| Q1 26 | — | — | ||
| Q4 25 | $258.5M | $5.2M | ||
| Q3 25 | $-42.4M | $122.2M | ||
| Q2 25 | $115.4M | $45.6M | ||
| Q1 25 | $70.9M | $-55.8M | ||
| Q4 24 | $240.2M | $62.0M | ||
| Q3 24 | $-32.2M | $130.3M | ||
| Q2 24 | $86.8M | $222.6M |
| Q1 26 | — | — | ||
| Q4 25 | 35.2% | 0.4% | ||
| Q3 25 | -5.3% | 9.0% | ||
| Q2 25 | 15.8% | 3.4% | ||
| Q1 25 | 10.7% | -4.1% | ||
| Q4 24 | 35.6% | 4.7% | ||
| Q3 24 | -4.5% | 10.2% | ||
| Q2 24 | 13.0% | 17.4% |
| Q1 26 | — | — | ||
| Q4 25 | 12.6% | 4.2% | ||
| Q3 25 | 3.1% | 3.9% | ||
| Q2 25 | 2.6% | 4.8% | ||
| Q1 25 | 2.3% | 3.9% | ||
| Q4 24 | 14.4% | 4.8% | ||
| Q3 24 | 3.2% | 4.0% | ||
| Q2 24 | 3.4% | 4.3% |
| Q1 26 | — | — | ||
| Q4 25 | — | 3.19× | ||
| Q3 25 | -0.22× | 6.09× | ||
| Q2 25 | 2.45× | 2.72× | ||
| Q1 25 | 2.26× | -0.06× | ||
| Q4 24 | — | — | ||
| Q3 24 | -0.16× | 3.25× | ||
| Q2 24 | 2.79× | 3.59× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
