BFAM Earnings

BFAM reported its earnings on 2026-02-12, showcasing a revenue of 733.70M against an estimate of 728.70M, resulting in a 0.69% surprise. The EPS was 1.15, surpassing the expected 1.12 by 2.68%. The stock experienced a -18.25% price change on the earnings day and a -13.16% change over the next five days, reflecting market reactions to the results.

Following BFAM's earnings announcement on 2026-02-12, the stock price moved by -18.25% on the day of the release. Over the subsequent five days, it saw a -13.16% change. Historically, BFAM's stock price tends to shift by an average of 1.96% in the 10 days leading up to earnings and 5.2% in the 10 days following, providing insight into potential market.

For 2026/Q1, analysts estimate BFAM's annual revenue to reach 713.44M, while the EPS is projected at 0.88. These estimates reflect recent revisions, with revenue estimates revised downward by -0.01% and EPS estimates unchanged by 0% over the past three months, indicating analyst expectation in the company's performance.

The correlation between BFAM's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2025 were revised downward by -0.01%, while EPS estimates moved unchanged by 0%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, BFAM's stock price typically moves by 1.96% in the 10 days before its earnings and 5.2% in the 10 days after. For the upcoming 2026/Q1 earnings, analysts expect an EPS of 0.88 and revenue of 713.44M.

The earnings call summary indicates multiple negative factors: a decline in net operating income, increased vacancies, fair value losses, and liquidity challenges. While there are some positive elements like debt reduction and interest expense decline, the overall financial health appears weak. The Q&A section reveals uncertainty in management's responses, particularly regarding long-term plans and projections. These factors, combined with declining occupancy rates and unresolved lease renewals, suggest a negative outlook for the stock price over the next two weeks.