<p>Bright Horizons 最近的财报电话会议为公司描绘了积极的前景，强劲的收入和每股收益增长引领了这一趋势。乐观的情绪得到了后备护理部门显著成功和英国业务积极发展的支持。然而，对于全方位服务的适度入学增长和客户裁员可能带来的影响，仍存在一些担忧。</p>
<h2>强劲的收入和每股收益增长</h2>
<p>Bright Horizons 报告收入增长 12%，达到 8.03 亿美元，调整后的每股收益增长了令人印象深刻的 41%，达到 1.57 美元。这些数字不仅超出了预期，还突显了公司在此期间的强劲财务表现。</p>
<h2>后备护理部门的成功</h2>
<p>后备护理部门表现突出，收入激增 26%，达到 2.53 亿美元。这一增长主要得益于强劲的需求，特别是在夏季高峰期，突显了该部门在公司整体成功中的关键作用。</p>
<h2>全年积极展望</h2>
<p>Bright Horizons 已上调其全年收益指引，现在预计收入将达到约 29.25 亿美元，增长 9%。调整后的每股收益预计在 4.48 到 4.53 美元之间，反映了公司乐观的前景和战略进展。</p>
<h2>英国业务改善</h2>
<p>英国全方位服务业务显示出良好的迹象，预计到 2025 年将对收益产生适度的积极贡献。持续的入学增长和有利的政府支持是推动这一改善的关键因素。</p>
<h2>全方位服务的适度入学增长</h2>
<p>在开放超过一年的中心，入学人数以低个位数的速度增长。然而，平均入住率略微下降至中 60%，这归因于夏季到秋季的季节性变化。</p>
<h2>客户裁员的潜在影响</h2>
<p>人们对客户公司裁员可能对服务需求产生的影响表示担忧。尽管存在这些担忧，但低渗透率可能有助于减轻影响，为利益相关者提供了一些安慰。</p>
<h2>前瞻性指引</h2>
<p>Bright Horizons 已将全年收入指引上调至约 29.25 亿美元，反映出 9% 的增长。调整后的每股收益展望也已提高至 4.48 到 4.53 美元的范围，表明其服务线的强劲表现和战略进展。</p>
<p>总之，Bright Horizons 的财报电话会议传达了一种总体积极的情绪，得益于强劲的财务业绩和战略进展。尽管对入学增长和客户裁员可能产生的影响存在一些担忧，但公司升级的指引和在关键部门的成功为未来的增长提供了坚实的基础。</p>

光明地平线家庭解决方案

<p>Bright Horizons 报告了强劲的收益，收入增长 12% 至 8.03 亿美元，调整后每股收益增长 41% 至 1.57 美元。后备护理部门表现出色，增长 26% 至 2.53 亿美元。公司将全年收入指引上调至 29.25 亿美元，反映出 9% 的增长。然而，关于适度的入学增长和客户裁员可能带来的影响仍然存在担忧。尽管存在这些问题，但整体情绪依然积极，得益于战略进展和对英国业务的良好前景</p>

<p>Bright Horizons’ recent earnings call painted a positive picture for the company, with strong revenue and EPS growth leading the charge. The upbeat sentiment was bolstered by significant success in the back-up care segment and positive developments in the U.K. business. However, there were some concerns regarding moderate enrollment growth in full service and potential impacts from client layoffs.</p>
<div class="lb-trans"><p>Bright Horizons 最近的财报电话会议为公司描绘了积极的前景，强劲的收入和每股收益增长引领了这一趋势。乐观的情绪得到了后备护理部门显著成功和英国业务积极发展的支持。然而，对于全方位服务的适度入学增长和客户裁员可能带来的影响，仍存在一些担忧。</p>
</div><h2>Strong Revenue and EPS Growth</h2>
<div class="lb-trans"><h2>强劲的收入和每股收益增长</h2>
</div><p>Bright Horizons reported a 12% increase in revenue to $803 million, with adjusted EPS growing by an impressive 41% to $1.57. These figures not only exceeded expectations but also underscored the company’s robust financial performance during the period.</p>
<div class="lb-trans"><p>Bright Horizons 报告收入增长 12%，达到 8.03 亿美元，调整后的每股收益增长了令人印象深刻的 41%，达到 1.57 美元。这些数字不仅超出了预期，还突显了公司在此期间的强劲财务表现。</p>
</div><h2>Back-Up Care Segment Success</h2>
<div class="lb-trans"><h2>后备护理部门的成功</h2>
</div><p>The back-up care segment was a standout performer, with revenue surging 26% to $253 million. This growth was primarily driven by strong demand, particularly during the peak summer season, highlighting the segment’s critical role in the company’s overall success.</p>
<div class="lb-trans"><p>后备护理部门表现突出，收入激增 26%，达到 2.53 亿美元。这一增长主要得益于强劲的需求，特别是在夏季高峰期，突显了该部门在公司整体成功中的关键作用。</p>
</div><h2>Positive Outlook for Full Year</h2>
<div class="lb-trans"><h2>全年积极展望</h2>
</div><p>Bright Horizons has upgraded its full-year earnings guidance, now expecting revenue to reach approximately $2.925 billion, representing a 9% growth. The adjusted EPS is anticipated to be in the range of $4.48 to $4.53, reflecting the company’s optimistic outlook and strategic progress.</p>
<div class="lb-trans"><p>Bright Horizons 已上调其全年收益指引，现在预计收入将达到约 29.25 亿美元，增长 9%。调整后的每股收益预计在 4.48 到 4.53 美元之间，反映了公司乐观的前景和战略进展。</p>
</div><h2>U.K. Business Improvement</h2>
<div class="lb-trans"><h2>英国业务改善</h2>
</div><p>The U.K. full-service business is showing promising signs, with expectations to contribute modestly positive earnings by 2025. Continued enrollment growth and favorable government support are key factors driving this improvement.</p>
<div class="lb-trans"><p>英国全方位服务业务显示出良好的迹象，预计到 2025 年将对收益产生适度的积极贡献。持续的入学增长和有利的政府支持是推动这一改善的关键因素。</p>
</div><h2>Moderate Enrollment Growth in Full Service</h2>
<div class="lb-trans"><h2>全方位服务的适度入学增长</h2>
</div><p>Enrollment in centers that have been open for more than a year increased at a low single-digit rate. However, average occupancy has slightly decreased to the mid-60s, attributed to the usual seasonal shift from summer to fall.</p>
<div class="lb-trans"><p>在开放超过一年的中心，入学人数以低个位数的速度增长。然而，平均入住率略微下降至中 60%，这归因于夏季到秋季的季节性变化。</p>
</div><h2>Potential Impact from Client Layoffs</h2>
<div class="lb-trans"><h2>客户裁员的潜在影响</h2>
</div><p>There are concerns about the potential impact of client company layoffs on service demand. Despite these worries, the low penetration rates may help mitigate the effects, providing some reassurance to stakeholders.</p>
<div class="lb-trans"><p>人们对客户公司裁员可能对服务需求产生的影响表示担忧。尽管存在这些担忧，但低渗透率可能有助于减轻影响，为利益相关者提供了一些安慰。</p>
</div><h2>Forward-Looking Guidance</h2>
<div class="lb-trans"><h2>前瞻性指引</h2>
</div><p>Bright Horizons has raised its revenue guidance for the full year to approximately $2.925 billion, reflecting a 9% growth. The adjusted EPS outlook has also been increased to a range of $4.48 to $4.53, indicating strong performance and strategic progress across its service lines.</p>
<div class="lb-trans"><p>Bright Horizons 已将全年收入指引上调至约 29.25 亿美元，反映出 9% 的增长。调整后的每股收益展望也已提高至 4.48 到 4.53 美元的范围，表明其服务线的强劲表现和战略进展。</p>
</div><p>In summary, Bright Horizons’ earnings call conveyed a generally positive sentiment, driven by strong financial results and strategic advancements. While there are some concerns about enrollment growth and potential impacts from client layoffs, the company’s upgraded guidance and success in key segments provide a solid foundation for future growth.</p>
<div class="lb-trans"><p>总之，Bright Horizons 的财报电话会议传达了一种总体积极的情绪，得益于强劲的财务业绩和战略进展。尽管对入学增长和客户裁员可能产生的影响存在一些担忧，但公司升级的指引和在关键部门的成功为未来的增长提供了坚实的基础。</p>
</div>

光明地平线家庭解决方案在强劲的财报电话会议中表现出色