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BRIGHT HORIZONS FAMILY SOLUTIONS INC.（BFAM）とUiPath, Inc.（PATH）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 $411.1M、UiPath, Inc.の約1.8倍）。UiPath, Inc.の前年同期比売上増加率が高い（15.9% 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 $25.1M）。過去8四半期でBRIGHT HORIZONS FAMILY SOLUTIONS INC.の売上複合成長率が高い（8.5% vs 0.7%）
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。
UiPath Inc.は人工知能（AI）、自律型オートメーションおよびオーケストレーションソフトウェアを開発するグローバルソフトウェア企業です。同社の製品は複雑な業務プロセスやワークフローを自動化するAIエージェントの構築・管理に対応し、各業界の業務効率向上を支援しています。
BFAM vs PATH — 直接比較
損益計算書 — Q4 FY2025 vs Q3 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $733.7M | $411.1M |
| 純利益 | — | $198.8M |
| 粗利率 | 19.3% | 83.3% |
| 営業利益率 | 6.2% | 3.2% |
| 純利益率 | — | 48.4% |
| 売上前年比 | 8.8% | 15.9% |
| 純利益前年比 | — | 1966.2% |
| EPS（希薄化後） | $0.38 | $0.37 |
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 | $411.1M | ||
| Q3 25 | $802.8M | $361.7M | ||
| Q2 25 | $731.6M | $356.6M | ||
| Q1 25 | $665.5M | $423.6M | ||
| Q4 24 | $674.1M | $354.7M | ||
| Q3 24 | $719.1M | $316.3M | ||
| Q2 24 | $670.1M | $335.1M | ||
| Q1 24 | $622.7M | $405.3M |
| Q4 25 | — | $198.8M | ||
| Q3 25 | $78.6M | $1.6M | ||
| Q2 25 | $54.8M | $-22.6M | ||
| Q1 25 | $38.0M | $51.8M | ||
| Q4 24 | — | $-10.7M | ||
| Q3 24 | $54.9M | $-86.1M | ||
| Q2 24 | $39.2M | $-28.7M | ||
| Q1 24 | $17.0M | $33.9M |
| Q4 25 | 19.3% | 83.3% | ||
| Q3 25 | 27.0% | 82.2% | ||
| Q2 25 | 25.0% | 82.1% | ||
| Q1 25 | 23.4% | 84.8% | ||
| Q4 24 | 20.8% | 82.0% | ||
| Q3 24 | 25.2% | 80.0% | ||
| Q2 24 | 24.2% | 83.5% | ||
| Q1 24 | 21.7% | 86.8% |
| Q4 25 | 6.2% | 3.2% | ||
| Q3 25 | 15.1% | -5.6% | ||
| Q2 25 | 11.8% | -4.6% | ||
| Q1 25 | 9.4% | 7.9% | ||
| Q4 24 | 7.2% | -12.2% | ||
| Q3 24 | 12.4% | -32.7% | ||
| Q2 24 | 10.3% | -14.8% | ||
| Q1 24 | 6.4% | 3.7% |
| Q4 25 | — | 48.4% | ||
| Q3 25 | 9.8% | 0.4% | ||
| Q2 25 | 7.5% | -6.3% | ||
| Q1 25 | 5.7% | 12.2% | ||
| Q4 24 | — | -3.0% | ||
| Q3 24 | 7.6% | -27.2% | ||
| Q2 24 | 5.8% | -8.6% | ||
| Q1 24 | 2.7% | 8.4% |
| Q4 25 | $0.38 | $0.37 | ||
| Q3 25 | $1.37 | $0.00 | ||
| Q2 25 | $0.95 | $-0.04 | ||
| Q1 25 | $0.66 | $0.09 | ||
| Q4 24 | $0.50 | $-0.02 | ||
| Q3 24 | $0.94 | $-0.15 | ||
| Q2 24 | $0.67 | $-0.05 | ||
| Q1 24 | $0.29 | $0.07 |
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 | $1.4B |
| 総負債低いほど良い | $747.6M | — |
| 株主資本純資産 | $1.3B | $1.9B |
| 総資産 | $3.9B | $2.9B |
| 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 | $1.4B | ||
| Q3 25 | $116.6M | $1.4B | ||
| Q2 25 | $179.2M | $1.6B | ||
| Q1 25 | $112.0M | $1.6B | ||
| Q4 24 | $110.3M | $1.6B | ||
| Q3 24 | $109.9M | $1.7B | ||
| Q2 24 | $140.2M | $1.9B | ||
| Q1 24 | $63.7M | $1.9B |
| 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 | $1.9B | ||
| Q3 25 | $1.4B | $1.7B | ||
| Q2 25 | $1.4B | $1.7B | ||
| Q1 25 | $1.3B | $1.8B | ||
| Q4 24 | $1.3B | $1.7B | ||
| Q3 24 | $1.4B | $1.8B | ||
| Q2 24 | $1.3B | $2.0B | ||
| Q1 24 | $1.2B | $2.0B |
| Q4 25 | $3.9B | $2.9B | ||
| Q3 25 | $3.9B | $2.6B | ||
| Q2 25 | $3.9B | $2.6B | ||
| Q1 25 | $3.8B | $2.9B | ||
| Q4 24 | $3.9B | $2.7B | ||
| Q3 24 | $3.9B | $2.7B | ||
| Q2 24 | $3.8B | $2.8B | ||
| Q1 24 | $3.8B | $3.0B |
| 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 | $28.3M |
| フリーキャッシュフロー営業CF - 設備投資 | $258.5M | $25.1M |
| FCFマージンFCF / 売上 | 35.2% | 6.1% |
| 設備投資強度設備投資 / 売上 | 12.6% | 0.8% |
| キャッシュ転換率営業CF / 純利益 | — | 0.14× |
| 直近12ヶ月FCF直近4四半期 | $402.4M | — |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $350.7M | $28.3M | ||
| Q3 25 | $-17.6M | $41.6M | ||
| Q2 25 | $134.2M | $119.0M | ||
| Q1 25 | $86.2M | $146.1M | ||
| Q4 24 | $337.5M | $28.1M | ||
| Q3 24 | $-8.9M | $46.4M | ||
| Q2 24 | $109.4M | $100.0M | ||
| Q1 24 | $116.3M | $145.6M |
| Q4 25 | $258.5M | $25.1M | ||
| Q3 25 | $-42.4M | — | ||
| Q2 25 | $115.4M | $106.2M | ||
| Q1 25 | $70.9M | $138.7M | ||
| Q4 24 | $240.2M | $23.2M | ||
| Q3 24 | $-32.2M | $45.0M | ||
| Q2 24 | $86.8M | $98.8M | ||
| Q1 24 | $96.9M | $141.8M |
| Q4 25 | 35.2% | 6.1% | ||
| Q3 25 | -5.3% | — | ||
| Q2 25 | 15.8% | 29.8% | ||
| Q1 25 | 10.7% | 32.7% | ||
| Q4 24 | 35.6% | 6.5% | ||
| Q3 24 | -4.5% | 14.2% | ||
| Q2 24 | 13.0% | 29.5% | ||
| Q1 24 | 15.6% | 35.0% |
| Q4 25 | 12.6% | 0.8% | ||
| Q3 25 | 3.1% | 0.0% | ||
| Q2 25 | 2.6% | 3.6% | ||
| Q1 25 | 2.3% | 1.7% | ||
| Q4 24 | 14.4% | 1.4% | ||
| Q3 24 | 3.2% | 0.4% | ||
| Q2 24 | 3.4% | 0.4% | ||
| Q1 24 | 3.1% | 0.9% |
| Q4 25 | — | 0.14× | ||
| Q3 25 | -0.22× | 26.25× | ||
| Q2 25 | 2.45× | — | ||
| Q1 25 | 2.26× | 2.82× | ||
| Q4 24 | — | — | ||
| Q3 24 | -0.16× | — | ||
| Q2 24 | 2.79× | — | ||
| Q1 24 | 6.85× | 4.29× |
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
PATH
| Subscription Services | $247.6M | 60% |
| License | $150.0M | 36% |
| Professional Services And Other | $13.5M | 3% |
