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BRIGHT HORIZONS FAMILY SOLUTIONS INC.（BFAM）とFair Isaac（FICO）の財務データ比較。上の社名をクリックして会社を切り替えられます
BRIGHT HORIZONS FAMILY SOLUTIONS INC.の直近四半期売上が大きい（$733.7M vs $512.0M、Fair Isaacの約1.4倍）。Fair Isaacの前年同期比売上増加率が高い（16.4% vs 8.8%）。BRIGHT HORIZONS FAMILY SOLUTIONS INC.の直近四半期フリーキャッシュフローが多い（$258.5M vs $173.9M）。過去8四半期でFair Isaacの売上複合成長率が高い（8.6% vs 8.5%）
Bright Horizons Family Solutions Inc.は米国マサチューセッツ州ニュートンに本社を置く保育サービス事業者で、米国最大の企業主導型保育サービス提供会社です。予備保育・高齢者介護・授業料管理プログラム・教育アドバイス・学生ローン返済支援などのサービスも展開しています。
FICO（旧社名Fair, Isaac and Company）は米国モンタナ州ボーズマンに本社を置くデータ分析企業で、1956年にビル・フェアとアール・アイザックにより創業されました。消費者の信用リスクを測定するFICOスコアは、米国の消費者融資業界で広く活用されています。
BFAM vs FICO — 直接比較
損益計算書 — Q4 FY2025 vs Q1 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $733.7M | $512.0M |
| 純利益 | — | $158.4M |
| 粗利率 | 19.3% | 83.0% |
| 営業利益率 | 6.2% | 45.7% |
| 純利益率 | — | 30.9% |
| 売上前年比 | 8.8% | 16.4% |
| 純利益前年比 | — | 3.8% |
| EPS（希薄化後） | $0.38 | $6.61 |
緑 = その指標でリード。会計年度がずれている場合は期間が異なる場合あり
8四半期 売上・利益トレンド
並べて比較する四半期履歴。決算期がずれていても暦四半期で整列
| Q4 25 | $733.7M | $512.0M | ||
| Q3 25 | $802.8M | $515.8M | ||
| Q2 25 | $731.6M | $536.4M | ||
| Q1 25 | $665.5M | $498.7M | ||
| Q4 24 | $674.1M | $440.0M | ||
| Q3 24 | $719.1M | $453.8M | ||
| Q2 24 | $670.1M | $447.8M | ||
| Q1 24 | $622.7M | $433.8M |
| Q4 25 | — | $158.4M | ||
| Q3 25 | $78.6M | $155.0M | ||
| Q2 25 | $54.8M | $181.8M | ||
| Q1 25 | $38.0M | $162.6M | ||
| Q4 24 | — | $152.5M | ||
| Q3 24 | $54.9M | $135.7M | ||
| Q2 24 | $39.2M | $126.3M | ||
| Q1 24 | $17.0M | $129.8M |
| Q4 25 | 19.3% | 83.0% | ||
| Q3 25 | 27.0% | 82.3% | ||
| Q2 25 | 25.0% | 83.7% | ||
| Q1 25 | 23.4% | 82.4% | ||
| Q4 24 | 20.8% | 80.1% | ||
| Q3 24 | 25.2% | 80.3% | ||
| Q2 24 | 24.2% | 80.3% | ||
| Q1 24 | 21.7% | 80.0% |
| Q4 25 | 6.2% | 45.7% | ||
| Q3 25 | 15.1% | 46.0% | ||
| Q2 25 | 11.8% | 48.9% | ||
| Q1 25 | 9.4% | 49.3% | ||
| Q4 24 | 7.2% | 40.8% | ||
| Q3 24 | 12.4% | 43.4% | ||
| Q2 24 | 10.3% | 42.5% | ||
| Q1 24 | 6.4% | 44.9% |
| Q4 25 | — | 30.9% | ||
| Q3 25 | 9.8% | 30.1% | ||
| Q2 25 | 7.5% | 33.9% | ||
| Q1 25 | 5.7% | 32.6% | ||
| Q4 24 | — | 34.7% | ||
| Q3 24 | 7.6% | 29.9% | ||
| Q2 24 | 5.8% | 28.2% | ||
| Q1 24 | 2.7% | 29.9% |
| Q4 25 | $0.38 | $6.61 | ||
| Q3 25 | $1.37 | $6.41 | ||
| Q2 25 | $0.95 | $7.40 | ||
| Q1 25 | $0.66 | $6.59 | ||
| Q4 24 | $0.50 | $6.14 | ||
| Q3 24 | $0.94 | $5.44 | ||
| Q2 24 | $0.67 | $5.05 | ||
| Q1 24 | $0.29 | $5.16 |
貸借対照表と財務力
直近四半期の流動性・レバレッジ・純資産のスナップショット
| 指標 | | |
|---|---|---|
| 現金・短期投資手元流動性 | $140.1M | $162.0M |
| 総負債低いほど良い | $747.6M | $3.2B |
| 株主資本純資産 | $1.3B | $-1.8B |
| 総資産 | $3.9B | $1.9B |
| 負債/資本比率低いほどレバレッジが低い | 0.56× | — |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $140.1M | $162.0M | ||
| Q3 25 | $116.6M | $134.1M | ||
| Q2 25 | $179.2M | $189.0M | ||
| Q1 25 | $112.0M | $146.6M | ||
| Q4 24 | $110.3M | $184.3M | ||
| Q3 24 | $109.9M | $150.7M | ||
| Q2 24 | $140.2M | $156.0M | ||
| Q1 24 | $63.7M | $135.7M |
| Q4 25 | $747.6M | $3.2B | ||
| Q3 25 | $747.5M | $3.1B | ||
| Q2 25 | $797.0M | $2.8B | ||
| Q1 25 | $872.7M | $2.5B | ||
| Q4 24 | $918.4M | $2.4B | ||
| Q3 24 | $925.7M | $2.2B | ||
| Q2 24 | $931.9M | $2.1B | ||
| Q1 24 | $938.1M | $2.0B |
| Q4 25 | $1.3B | $-1.8B | ||
| Q3 25 | $1.4B | $-1.7B | ||
| Q2 25 | $1.4B | $-1.4B | ||
| Q1 25 | $1.3B | $-1.1B | ||
| Q4 24 | $1.3B | $-1.1B | ||
| Q3 24 | $1.4B | $-962.7M | ||
| Q2 24 | $1.3B | $-829.3M | ||
| Q1 24 | $1.2B | $-735.7M |
| Q4 25 | $3.9B | $1.9B | ||
| Q3 25 | $3.9B | $1.9B | ||
| Q2 25 | $3.9B | $1.9B | ||
| Q1 25 | $3.8B | $1.8B | ||
| Q4 24 | $3.9B | $1.7B | ||
| Q3 24 | $3.9B | $1.7B | ||
| Q2 24 | $3.8B | $1.7B | ||
| Q1 24 | $3.8B | $1.7B |
| 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× | — |
キャッシュフローと資本効率
再投資後に実際に生み出すキャッシュ。純利益より操作が難しい
| 指標 | | |
|---|---|---|
| 営業キャッシュフロー直近四半期 | $350.7M | $174.1M |
| フリーキャッシュフロー営業CF - 設備投資 | $258.5M | $173.9M |
| FCFマージンFCF / 売上 | 35.2% | 34.0% |
| 設備投資強度設備投資 / 売上 | 12.6% | 0.0% |
| キャッシュ転換率営業CF / 純利益 | — | 1.10× |
| 直近12ヶ月FCF直近4四半期 | $402.4M | $750.6M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $350.7M | $174.1M | ||
| Q3 25 | $-17.6M | $223.7M | ||
| Q2 25 | $134.2M | $286.2M | ||
| Q1 25 | $86.2M | $74.9M | ||
| Q4 24 | $337.5M | $194.0M | ||
| Q3 24 | $-8.9M | $226.5M | ||
| Q2 24 | $109.4M | $213.3M | ||
| Q1 24 | $116.3M | $71.0M |
| Q4 25 | $258.5M | $173.9M | ||
| Q3 25 | $-42.4M | $219.5M | ||
| Q2 25 | $115.4M | $284.4M | ||
| Q1 25 | $70.9M | $72.8M | ||
| Q4 24 | $240.2M | $193.2M | ||
| Q3 24 | $-32.2M | $224.7M | ||
| Q2 24 | $86.8M | $211.6M | ||
| Q1 24 | $96.9M | $67.0M |
| Q4 25 | 35.2% | 34.0% | ||
| Q3 25 | -5.3% | 42.6% | ||
| Q2 25 | 15.8% | 53.0% | ||
| Q1 25 | 10.7% | 14.6% | ||
| Q4 24 | 35.6% | 43.9% | ||
| Q3 24 | -4.5% | 49.5% | ||
| Q2 24 | 13.0% | 47.2% | ||
| Q1 24 | 15.6% | 15.4% |
| Q4 25 | 12.6% | 0.0% | ||
| Q3 25 | 3.1% | 0.8% | ||
| Q2 25 | 2.6% | 0.3% | ||
| Q1 25 | 2.3% | 0.4% | ||
| Q4 24 | 14.4% | 0.2% | ||
| Q3 24 | 3.2% | 0.4% | ||
| Q2 24 | 3.4% | 0.4% | ||
| Q1 24 | 3.1% | 0.9% |
| Q4 25 | — | 1.10× | ||
| Q3 25 | -0.22× | 1.44× | ||
| Q2 25 | 2.45× | 1.57× | ||
| Q1 25 | 2.26× | 0.46× | ||
| Q4 24 | — | 1.27× | ||
| Q3 24 | -0.16× | 1.67× | ||
| Q2 24 | 2.79× | 1.69× | ||
| Q1 24 | 6.85× | 0.55× |
財務フロー比較
売上 → 粗利 → 営業利益 → 純利益のサンキー図
セグメント別売上内訳
BFAM
セグメントデータなし
FICO
| Business To Business Scores | $248.6M | 49% |
| Saa S Products | $115.7M | 23% |
| Platform Software | $73.9M | 14% |
| Business To Consumer Scores | $55.9M | 11% |
| Technology Service | $19.2M | 4% |
