BFAM

• GAAP net income was $40.6 million, down 26% from $54.8 million, with diluted EPS of $0.79.
• Adjusted EBITDA rose 13% to $130.6 million; adjusted diluted EPS was $1.28, up 20%.
• The company operated 988 early education centers as of June 30, 2026.
• 2026 guidance: revenue between $3.085B and $3.115B, adjusted diluted EPS between $5.05 and $5.15.

2.02 Results of Operations and Financial Condition · 9.01 Financial Statements and Exhibits

• At the June 3, 2026 annual meeting, all six director nominees were elected to one-year terms on the Board of Directors.
• Shareholders ratified Deloitte & Touche LLP as independent auditor for fiscal year 2026, with 46,836,371 votes for and 624,320 against.
• Broker non-votes totaled 2,068,801 for each director election and the compensation vote; none applied to the auditor ratification as a routine matter.
• The report was filed under Item 5.07 to disclose the final voting results of the annual shareholder meeting.

5.07 Submission of Matters to a Vote of Security Holders

• On June 1, 2026, Bright Horizons Family Solutions LLC entered into the Fifth Amendment to its Second Amended and Restated Credit Agreement.
• Proceeds from the new term loans, plus cash on hand, were used to repay $375 million of outstanding revolving credit loans and related fees and expenses.
• The 2026 Term A Loans and the revolving credit facility mature on April 17, 2030, with interest based on Term Benchmark Rate or Base Rate plus applicable margins.
• The amended credit agreement includes a maximum consolidated first lien net leverage ratio of 4.25:1.00 and various negative covenants.
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1.01 Entry into a Material Definitive Agreement · 2.03 Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement · 9.01 Financial Statements and Exhibits

• Income from operations was $64.9 million, up 4% from $62.3 million in the prior year quarter.
• Net income was $34.1 million, down 10% from $38.0 million, with diluted EPS of $0.62 versus $0.66.
• Adjusted EBITDA was $95.6 million, up 4%; adjusted net income was $44.6 million, flat year-over-year.
• The company reaffirmed 2026 guidance: revenue between $3.075 billion and $3.125 billion, and diluted adjusted EPS between $4.90 and $5.10.

2.02 Results of Operations and Financial Condition · 7.01 Regulation FD Disclosure · 9.01 Financial Statements and Exhibits

• On March 9, 2026, the Board of Bright Horizons Family Solutions Inc. authorized a new share repurchase program of up to $600 million of its outstanding common stock.
• The new program replaces and cancels the prior $500 million authorization announced in June 2025, which had approximately $127.6 million remaining as of the Authorization Date.
• The timing, number, and value of repurchases will be determined by management based on market conditions, legal requirements, and compliance with the company's senior secured credit facility.
• Shares repurchased will be retired, and the program has no expiration date and may be suspended, modified, or discontinued at any time.

8.01 Other Events

• CEO and President Stephen H. Kramer's target total LTIP award increased to $5,000,000 from $3,500,000.
• CFO Elizabeth Boland's target total LTIP award increased to $1,500,000 from $1,100,000.
• COO Mandy Berman received a one-time RSU award valued at $500,000, vesting on the second anniversary of the grant date, for additional responsibilities.
• The revised RSU award agreement provides for full or pro-rata vesting upon death or disability, depending on employment term.

2.02 Results of Operations and Financial Condition · 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements · 9.01 Financial Statements and Exhibits

• Net income rose 43% to $78.6 million, with diluted EPS of $1.37, up from $0.94.
• Adjusted EBITDA increased 29% to $156.1 million; adjusted diluted EPS was $1.57, up 41%.
• Company updated 2025 guidance: revenue approximately $2.925 billion and adjusted diluted EPS in range of $4.48 to $4.53.
• As of September 30, 2025, operated 1,013 early education and child care centers with capacity for about 115,000 children.

2.02 Results of Operations and Financial Condition · 9.01 Financial Statements and Exhibits

• The amendment establishes a new $450 million 2025 Term B Loan Facility that refinanced the existing Term B loans in full.
• The 2025 Term B Loans bear interest at Base Rate plus 0.75% or Term SOFR plus 1.75%, with a 0.00% SOFR floor.
• The new term loan facility matures on August 21, 2032, and the revolving facility maturity was extended to April 17, 2030.
• JPMorgan Chase Bank acted as administrative agent and left lead arranger, with BofA Securities, Wells Fargo, Citizens Bank, and PNC as joint lead arrangers.

8.01 Other Events · 9.01 Financial Statements and Exhibits