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What Bright Horizons Family Solutions promised, and what happened

Guidance Tracker · every commitment management made on a call, tracked from the quarter it was made

Guidance

What management said, and what became of it

31 of 39 judged targets kept · 25 open · verdicts reflect calls analysed to Jun 2026.

TargetOriginal wordingSaidLatest callVerdict
Adjusted EPS$1.17 to $1.22Mar 2026Jun 2026:adjusted EPS increased 20% to $1.28, both ahead of our expectations.
Call transcript, Jun 2026 · no direct link
Achieved
Ed advisory revenue growthlow single digitsMar 2026Jun 2026:In educational advisory revenue of $28 million was consistent with the prior year as continued growth in College Coach was offset by lower participant engagement in EdAssist.
Call transcript, Jun 2026 · no direct link
Missed
Adjusted EPS$4.90 to $5.10 per shareDec 2025Jun 2026:raising adjusted EPS outlook to $5.05 to $5.15 per share.
Call transcript, Jun 2026 · no direct link
Revised Up

A verdict describes what became of management’s own words in later analysed calls. “Delayed” is a change of date, “went quiet” a target the calls stopped mentioning. None of it is a judgement on the investment. The methodology sets out how verdicts are recorded.

The full ledger

Open Bright Horizons Family Solutions’s full ledger

A free account opens 5 company ledgers a month. All 64 tracked commitments, with each call’s wording and source.

The rest of the ledger

Pro opens all 64 tracked commitments for Bright Horizons Family Solutions

Above is what the last two calls moved. Pro adds every quarter's revision, the source quote behind each one, and the topics management has stopped answering.