Brightview Holdings 2025 Q4 Earnings Misses Targets as Net Income Rises 8.2%

Brightview Holdings (BV) reported fiscal 2025 Q4 earnings on Nov 19, 2025, with revenue declining 3.6% to $702.80 million and adjusted EPS of $0.27, both below analyst expectations. The company reaffirmed 2026 guidance, projecting $2.67B–$2.73B in revenue, in line with consensus estimates.

Revenue

Revenue for Brightview Holdings fell 3.6% year-over-year to $702.80 million in Q4 2025, missing analyst estimates of $718.57 million. The decline was driven by an 8.2% drop in Development Services and a 1.3% decrease in Land Maintenance. Snow Removal revenue remained within the projected range of $190M–$220M.

Earnings/Net Income

Brightview’s net income rose 8.2% to $27.70 million in Q4 2025, while EPS increased 12.7% to $0.20, reflecting disciplined cost management and margin expansion. The EPS result, however, fell short of analyst estimates, highlighting mixed performance in earnings versus revenue.

Post-Earnings Price Action Review

Shares of Brightview Holdings dropped 10.9% post-earnings, with a 9.75% month-to-date decline and a 4.67% weekly drop. The stock’s underperformance reflects investor concerns over revenue misses and weak Development Services results, despite stronger-than-expected net income. Analysts remain divided, with a “Buy” consensus but downward revisions to earnings forecasts.

CEO Commentary

CEO Dale Asplund emphasized the company’s “One BrightView strategy,” noting record Adjusted EBITDA of $113.5 million and margin expansion of 170 bps. He reiterated confidence in 2026 revenue growth and a $150 million share repurchase authorization as part of disciplined capital allocation.

Guidance

Brightview projects 2026 revenue of $2.67B–$2.73B (+0% to +2%), with Land Maintenance at $1.7B–$1.715B, Development Services at $790M–$805M, and Snow Removal at $190M–$220M. Adjusted EBITDA guidance stands at $363M–$377M, with margin expansion of 40–60 bps.

Additional News

Brightview increased its share repurchase authorization to $150 million, signaling confidence in undervaluation. The company also announced strategic investments in operational efficiency and cost management to bolster 2026 growth. Meanwhile, CEO Dale Asplund reiterated a focus on returning to top-line revenue growth, citing the firm’s strengthened foundation and market position.

Market Context

Brightview’s stock, trading at a 52-week low of $11.85, faces pressure from macroeconomic headwinds and sector-specific challenges, including rising insurance costs and project delays. Analysts remain cautious but highlight the potential for margin-driven recovery amid a $113 billion landscaping industry.

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