$BFAM (BRIGHT HORIZONS FAMILY SOLUT..) — 8-K: BFAM Q3 FY26: Adj EPS $1.80 Beats Street by $0.15 (+9.1%) Despite GAAP Loss

Adjusted EPS of $1.80 beat consensus of $1.65 by $0.15 (+9.1%). Revenue came in at $842M, up 4.8% YoY, with FY2026 adjusted EPS guidance of $4.98–$5.03 and revenue guidance of $3.1B–$3.1B. The quarter's GAAP net loss of $231M was driven by $294M in impairment losses within international full service operations, partially offset by 13% growth in back-up care.

Adjusted EPS of $1.80 beat consensus of $1.65 by $0.15 (+9.1%). Revenue came in at $842M, up 4.8% YoY, with FY2026 adjusted EPS guidance of $4.98–$5.03 and revenue guidance of $3.1B–$3.1B. The quarter