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BRIGHT HORIZONS FAMILY SOLUTIONS INC.（BFAM）とVeralto（VLTO）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
Veraltoの直近四半期売上が大きい（$1.4B vs $733.7M、BRIGHT HORIZONS FAMILY SOLUTIONS INC.の約1.9倍）。BRIGHT HORIZONS FAMILY SOLUTIONS INC.の前年同期比売上増加率が高い（8.8% vs 6.8%）。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 $170.0M）。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 6.8%）
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。
Veralto社は米国マサチューセッツ州ウォルサムに本社を置くテクノロジー企業で、水質分析・水処理、マーキング・コーディング、包装・カラーマネジメント関連製品の開発・製造を主軸事業とし、世界各国の多様な業界の顧客に最適な技術製品と周辺サービスを提供している。
BFAM vs VLTO — 直接比較
損益計算書 — Q4 FY2025 vs Q1 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $733.7M | $1.4B |
| 純利益 | — | $254.0M |
| 粗利率 | 19.3% | 60.1% |
| 営業利益率 | 6.2% | 23.8% |
| 純利益率 | — | 17.9% |
| 売上前年比 | 8.8% | 6.8% |
| 純利益前年比 | — | 12.9% |
| EPS（希薄化後） | $0.38 | $1.02 |
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
| 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 | — | ||
| Q4 24 | $674.1M | $1.3B | ||
| Q3 24 | $719.1M | $1.3B | ||
| Q2 24 | $670.1M | $1.3B |
| Q1 26 | — | $254.0M | ||
| Q4 25 | — | $239.0M | ||
| Q3 25 | $78.6M | $222.0M | ||
| Q2 25 | $54.8M | $225.0M | ||
| Q1 25 | $38.0M | — | ||
| Q4 24 | — | $227.0M | ||
| Q3 24 | $54.9M | $219.0M | ||
| Q2 24 | $39.2M | $203.0M |
| Q1 26 | — | 60.1% | ||
| Q4 25 | 19.3% | 60.1% | ||
| Q3 25 | 27.0% | 60.0% | ||
| Q2 25 | 25.0% | 60.4% | ||
| Q1 25 | 23.4% | — | ||
| Q4 24 | 20.8% | 59.6% | ||
| Q3 24 | 25.2% | 59.6% | ||
| Q2 24 | 24.2% | 60.1% |
| Q1 26 | — | 23.8% | ||
| Q4 25 | 6.2% | 23.2% | ||
| Q3 25 | 15.1% | 22.8% | ||
| Q2 25 | 11.8% | 24.2% | ||
| Q1 25 | 9.4% | — | ||
| Q4 24 | 7.2% | 22.9% | ||
| Q3 24 | 12.4% | 23.4% | ||
| Q2 24 | 10.3% | 23.2% |
| Q1 26 | — | 17.9% | ||
| Q4 25 | — | 17.0% | ||
| Q3 25 | 9.8% | 16.2% | ||
| Q2 25 | 7.5% | 16.9% | ||
| Q1 25 | 5.7% | — | ||
| Q4 24 | — | 16.9% | ||
| Q3 24 | 7.6% | 16.7% | ||
| Q2 24 | 5.8% | 15.8% |
| Q1 26 | — | $1.02 | ||
| Q4 25 | $0.38 | $0.95 | ||
| Q3 25 | $1.37 | $0.89 | ||
| Q2 25 | $0.95 | $0.90 | ||
| Q1 25 | $0.66 | — | ||
| Q4 24 | $0.50 | $0.91 | ||
| Q3 24 | $0.94 | $0.88 | ||
| Q2 24 | $0.67 | $0.81 |
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 | — |
| 総負債低いほど良い | $747.6M | — |
| 株主資本純資産 | $1.3B | — |
| 総資産 | $3.9B | — |
| 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
| Q1 26 | — | — | ||
| Q4 25 | $140.1M | $1.8B | ||
| Q3 25 | $116.6M | $1.6B | ||
| Q2 25 | $179.2M | $1.2B | ||
| Q1 25 | $112.0M | — | ||
| Q4 24 | $110.3M | $1.1B | ||
| Q3 24 | $109.9M | $1.3B | ||
| Q2 24 | $140.2M | $1.0B |
| Q1 26 | — | — | ||
| Q4 25 | $747.6M | $2.7B | ||
| Q3 25 | $747.5M | $2.7B | ||
| Q2 25 | $797.0M | $2.6B | ||
| Q1 25 | $872.7M | — | ||
| Q4 24 | $918.4M | $2.6B | ||
| Q3 24 | $925.7M | $2.6B | ||
| Q2 24 | $931.9M | $2.6B |
| Q1 26 | — | — | ||
| Q4 25 | $1.3B | $2.8B | ||
| Q3 25 | $1.4B | $2.7B | ||
| Q2 25 | $1.4B | $2.3B | ||
| Q1 25 | $1.3B | — | ||
| Q4 24 | $1.3B | $2.0B | ||
| Q3 24 | $1.4B | $2.0B | ||
| Q2 24 | $1.3B | $1.7B |
| Q1 26 | — | — | ||
| Q4 25 | $3.9B | $7.4B | ||
| Q3 25 | $3.9B | $7.2B | ||
| Q2 25 | $3.9B | $6.6B | ||
| Q1 25 | $3.8B | — | ||
| Q4 24 | $3.9B | $6.4B | ||
| Q3 24 | $3.9B | $6.3B | ||
| Q2 24 | $3.8B | $5.9B |
| Q1 26 | — | — | ||
| Q4 25 | 0.56× | 0.94× | ||
| Q3 25 | 0.52× | 1.01× | ||
| Q2 25 | 0.57× | 1.14× | ||
| Q1 25 | 0.66× | — | ||
| Q4 24 | 0.72× | 1.28× | ||
| Q3 24 | 0.66× | 1.35× | ||
| Q2 24 | 0.73× | 1.57× |
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 | $182.0M |
| フリーキャッシュフロー営業CF - 設備投資 | $258.5M | $170.0M |
| FCFマージンFCF / 売上 | 35.2% | 12.0% |
| 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 | — | 0.72× |
| 直近12ヶ月FCF直近4四半期 | $402.4M | $893.0M |
8四半期トレンド — 暦四半期で整列
| Q1 26 | — | $182.0M | ||
| Q4 25 | $350.7M | $270.0M | ||
| Q3 25 | $-17.6M | $339.0M | ||
| Q2 25 | $134.2M | $157.0M | ||
| Q1 25 | $86.2M | — | ||
| Q4 24 | $337.5M | $285.0M | ||
| Q3 24 | $-8.9M | $224.0M | ||
| Q2 24 | $109.4M | $251.0M |
| Q1 26 | — | $170.0M | ||
| Q4 25 | $258.5M | $258.0M | ||
| Q3 25 | $-42.4M | $323.0M | ||
| Q2 25 | $115.4M | $142.0M | ||
| Q1 25 | $70.9M | — | ||
| Q4 24 | $240.2M | $263.0M | ||
| Q3 24 | $-32.2M | $215.0M | ||
| Q2 24 | $86.8M | $240.0M |
| Q1 26 | — | 12.0% | ||
| Q4 25 | 35.2% | 18.4% | ||
| Q3 25 | -5.3% | 23.6% | ||
| Q2 25 | 15.8% | 10.7% | ||
| Q1 25 | 10.7% | — | ||
| Q4 24 | 35.6% | 19.6% | ||
| Q3 24 | -4.5% | 16.4% | ||
| Q2 24 | 13.0% | 18.6% |
| Q1 26 | — | 0.8% | ||
| Q4 25 | 12.6% | 0.9% | ||
| Q3 25 | 3.1% | 1.2% | ||
| Q2 25 | 2.6% | 1.1% | ||
| Q1 25 | 2.3% | — | ||
| Q4 24 | 14.4% | 1.6% | ||
| Q3 24 | 3.2% | 0.7% | ||
| Q2 24 | 3.4% | 0.9% |
| Q1 26 | — | 0.72× | ||
| Q4 25 | — | 1.13× | ||
| Q3 25 | -0.22× | 1.53× | ||
| Q2 25 | 2.45× | 0.70× | ||
| Q1 25 | 2.26× | — | ||
| Q4 24 | — | 1.26× | ||
| Q3 24 | -0.16× | 1.02× | ||
| Q2 24 | 2.79× | 1.24× |
財務フロー比較
売上 → 粗利 → 営業利益 → 純利益のサンキー図
