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Side-by-side financial comparison of BRIGHT HORIZONS FAMILY SOLUTIONS INC. (BFAM) and WATTS WATER TECHNOLOGIES INC (WTS). 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 $625.1M, roughly 1.2× WATTS WATER TECHNOLOGIES INC). On growth, WATTS WATER TECHNOLOGIES INC posted the faster year-over-year revenue change (15.7% vs 8.8%). BRIGHT HORIZONS FAMILY SOLUTIONS INC. produced more free cash flow last quarter ($258.5M vs $140.3M). Over the past eight quarters, BRIGHT HORIZONS FAMILY SOLUTIONS INC.'s revenue compounded faster (8.5% CAGR vs 4.6%).
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.
AERCO International, Inc. is a manufacturer and supplier of commercial condensing boilers, high efficiency water heating equipment and energy recovery systems in the HVAC/plumbing industry across a variety of markets including education, lodging, government, office buildings, healthcare, industrial and multifamily housing. In 1949, AERCO introduced the industry's first semi-instantaneous, tankless steam-to-water water heater. In 1988, AERCO introduced the first condensing and fully modulating...
BFAM vs WTS — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $733.7M | $625.1M |
| Net Profit | — | $83.7M |
| Gross Margin | 19.3% | 49.5% |
| Operating Margin | 6.2% | 18.2% |
| Net Margin | — | 13.4% |
| Revenue YoY | 8.8% | 15.7% |
| Net Profit YoY | — | 24.0% |
| EPS (diluted) | $0.38 | $2.50 |
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 | $625.1M | ||
| Q3 25 | $802.8M | $611.7M | ||
| Q2 25 | $731.6M | $643.7M | ||
| Q1 25 | $665.5M | $558.0M | ||
| Q4 24 | $674.1M | $540.4M | ||
| Q3 24 | $719.1M | $543.6M | ||
| Q2 24 | $670.1M | $597.3M | ||
| Q1 24 | $622.7M | $570.9M |
| Q4 25 | — | $83.7M | ||
| Q3 25 | $78.6M | $82.2M | ||
| Q2 25 | $54.8M | $100.9M | ||
| Q1 25 | $38.0M | $74.0M | ||
| Q4 24 | — | $67.5M | ||
| Q3 24 | $54.9M | $69.1M | ||
| Q2 24 | $39.2M | $82.0M | ||
| Q1 24 | $17.0M | $72.6M |
| Q4 25 | 19.3% | 49.5% | ||
| Q3 25 | 27.0% | 48.8% | ||
| Q2 25 | 25.0% | 50.6% | ||
| Q1 25 | 23.4% | 48.8% | ||
| Q4 24 | 20.8% | 46.7% | ||
| Q3 24 | 25.2% | 47.3% | ||
| Q2 24 | 24.2% | 47.7% | ||
| Q1 24 | 21.7% | 46.9% |
| Q4 25 | 6.2% | 18.2% | ||
| Q3 25 | 15.1% | 18.2% | ||
| Q2 25 | 11.8% | 21.0% | ||
| Q1 25 | 9.4% | 15.7% | ||
| Q4 24 | 7.2% | 16.5% | ||
| Q3 24 | 12.4% | 17.1% | ||
| Q2 24 | 10.3% | 18.7% | ||
| Q1 24 | 6.4% | 16.9% |
| Q4 25 | — | 13.4% | ||
| Q3 25 | 9.8% | 13.4% | ||
| Q2 25 | 7.5% | 15.7% | ||
| Q1 25 | 5.7% | 13.3% | ||
| Q4 24 | — | 12.5% | ||
| Q3 24 | 7.6% | 12.7% | ||
| Q2 24 | 5.8% | 13.7% | ||
| Q1 24 | 2.7% | 12.7% |
| Q4 25 | $0.38 | $2.50 | ||
| Q3 25 | $1.37 | $2.45 | ||
| Q2 25 | $0.95 | $3.01 | ||
| Q1 25 | $0.66 | $2.21 | ||
| Q4 24 | $0.50 | $2.02 | ||
| Q3 24 | $0.94 | $2.06 | ||
| Q2 24 | $0.67 | $2.44 | ||
| Q1 24 | $0.29 | $2.17 |
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 | $405.5M |
| Total DebtLower is stronger | $747.6M | — |
| Stockholders' EquityBook value | $1.3B | $2.0B |
| Total Assets | $3.9B | $2.9B |
| Debt / EquityLower = less leverage | 0.56× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $140.1M | $405.5M | ||
| Q3 25 | $116.6M | $457.7M | ||
| Q2 25 | $179.2M | $369.3M | ||
| Q1 25 | $112.0M | $336.8M | ||
| Q4 24 | $110.3M | $386.9M | ||
| Q3 24 | $109.9M | $303.9M | ||
| Q2 24 | $140.2M | $279.4M | ||
| Q1 24 | $63.7M | $237.1M |
| 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 | $2.0B | ||
| Q3 25 | $1.4B | $2.0B | ||
| Q2 25 | $1.4B | $1.9B | ||
| Q1 25 | $1.3B | $1.8B | ||
| Q4 24 | $1.3B | $1.7B | ||
| Q3 24 | $1.4B | $1.7B | ||
| Q2 24 | $1.3B | $1.6B | ||
| Q1 24 | $1.2B | $1.6B |
| Q4 25 | $3.9B | $2.9B | ||
| Q3 25 | $3.9B | $2.7B | ||
| Q2 25 | $3.9B | $2.6B | ||
| Q1 25 | $3.8B | $2.5B | ||
| Q4 24 | $3.9B | $2.4B | ||
| Q3 24 | $3.9B | $2.4B | ||
| Q2 24 | $3.8B | $2.4B | ||
| Q1 24 | $3.8B | $2.3B |
| 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 | $154.7M |
| Free Cash FlowOCF − Capex | $258.5M | $140.3M |
| FCF MarginFCF / Revenue | 35.2% | 22.4% |
| Capex IntensityCapex / Revenue | 12.6% | 2.3% |
| Cash ConversionOCF / Net Profit | — | 1.85× |
| TTM Free Cash FlowTrailing 4 quarters | $402.4M | $356.3M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $350.7M | $154.7M | ||
| Q3 25 | $-17.6M | $122.4M | ||
| Q2 25 | $134.2M | $69.7M | ||
| Q1 25 | $86.2M | $55.2M | ||
| Q4 24 | $337.5M | $139.5M | ||
| Q3 24 | $-8.9M | $90.7M | ||
| Q2 24 | $109.4M | $85.3M | ||
| Q1 24 | $116.3M | $45.6M |
| Q4 25 | $258.5M | $140.3M | ||
| Q3 25 | $-42.4M | $110.9M | ||
| Q2 25 | $115.4M | $59.5M | ||
| Q1 25 | $70.9M | $45.6M | ||
| Q4 24 | $240.2M | $127.5M | ||
| Q3 24 | $-32.2M | $84.3M | ||
| Q2 24 | $86.8M | $78.5M | ||
| Q1 24 | $96.9M | $35.5M |
| Q4 25 | 35.2% | 22.4% | ||
| Q3 25 | -5.3% | 18.1% | ||
| Q2 25 | 15.8% | 9.2% | ||
| Q1 25 | 10.7% | 8.2% | ||
| Q4 24 | 35.6% | 23.6% | ||
| Q3 24 | -4.5% | 15.5% | ||
| Q2 24 | 13.0% | 13.1% | ||
| Q1 24 | 15.6% | 6.2% |
| Q4 25 | 12.6% | 2.3% | ||
| Q3 25 | 3.1% | 1.9% | ||
| Q2 25 | 2.6% | 1.6% | ||
| Q1 25 | 2.3% | 1.7% | ||
| Q4 24 | 14.4% | 2.2% | ||
| Q3 24 | 3.2% | 1.2% | ||
| Q2 24 | 3.4% | 1.1% | ||
| Q1 24 | 3.1% | 1.8% |
| Q4 25 | — | 1.85× | ||
| Q3 25 | -0.22× | 1.49× | ||
| Q2 25 | 2.45× | 0.69× | ||
| Q1 25 | 2.26× | 0.75× | ||
| Q4 24 | — | 2.07× | ||
| Q3 24 | -0.16× | 1.31× | ||
| Q2 24 | 2.79× | 1.04× | ||
| Q1 24 | 6.85× | 0.63× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
