BrightView Holdings (BV)
NYSE:BV
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Earnings Data
Report Date
Jul 30, 2026After Close (Confirmed)
Period Ending
2026 (Q3)Consensus EPS Forecast
0.3Last Year’s EPS
0.3Same Quarter Last Year
Strong Buy
Based on 4 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasized a clear inflection in core Land maintenance performance with multiple operational improvements (customer retention, reduced frontline turnover, contract book growth) driving record Q2 adjusted EBITDA and raised full-year revenue guidance. Management signaled continued, deliberate reinvestment in sales capacity and frontline operations to sustain organic growth. Notable near-term headwinds include a 13% decline in Development revenue (timing-related), exposure to fuel price volatility and continued margin variability from snow and ongoing sales investments. On balance the positive operational inflection, record profitability and raised guidance outweigh the challenges, but management is candid about remaining execution items and commodity risk.Company Guidance
Quarterly Revenue Growth
Second quarter revenue of $703 million, representing a 6% year-over-year increase driven by Land revenue growth and above-average snowfall.
Land Revenue Inflection
Land (Maintenance) revenue grew $13 million, a 4% increase year-over-year; Land Contract book grew ~3% (≈$35 million on a $1.15B book), marking four consecutive quarters of net new sales growth and the first YoY increase in the segment since Q3 2023.
Record Adjusted EBITDA and Margin
Record Q2 adjusted EBITDA of $79 million with a record margin of 11.3%; EBITDA increased ~$6 million (≈8% higher than prior year). Company reaffirmed guidance for another year of record adjusted EBITDA ($363M–$377M).
Maintenance Margin Expansion
Maintenance segment margins expanded ~110 basis points in the quarter, supported by revenue flow-through, fleet refresh, procurement efficiencies and G&A savings.
Customer Retention and Frontline Turnover Improvement
Customer retention improved ~550 basis points since 2023 to ~84.5% (approaching IPO levels ~85%); frontline turnover improved ~5 percentage points sequentially and ~35% since start of the One BrightView initiative.
Snow Outperformance
Snow revenue increased ~30% year-over-year in the quarter and snow contributed ~$85 million (≈40%) more in H1 vs prior year; snow came in ~$70 million above the high end of original guidance and provided cash to fund sales force investments.
Raised 2026 Guidance and Financial Targets
Updated 2026 total revenue guidance of $2.745B–$2.795B (midpoint ≈ +4% vs 2025 and +3% vs prior guidance); Land Maintenance growth now guided to 2%–3%; snow revenue expected ≈ $290M. Adjusted free cash flow reaffirmed at $100M–$115M.
Sales Force Build and Early Productivity
Added roughly 200 sellers year-over-year and progressing toward a previously stated plan to increase sales force ~50% (currently ~20% increase year-over-year, ~40% of the way to target); management reports sellers ramping to meaningful productivity over 6–18 months and already contributing to net new sales growth.
Balance Sheet and Liquidity Enhancements
Extended revolving credit facility with a 25 basis point pricing reduction and an additional $100 million of capacity, improving liquidity and extending maturity profile.
Development Bookings and Pipeline
Development bookings up ~15% year-to-date and remaining performance obligations for projects >1 year increased ~6% QoQ; 6 development cold-start branches opened with 5 more underway to leverage Maintenance footprint for multi-segment growth.
BV Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
BV Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 05, 2026 | $11.81 | $13.22 | +11.94% |
Feb 03, 2026 | $13.65 | $12.70 | -6.96% |
Nov 19, 2025 | $11.85 | $11.74 | -0.93% |
Aug 06, 2025 | $16.28 | $15.33 | -5.84% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does BrightView Holdings (BV) report earnings?
BrightView Holdings (BV) is schdueled to report earning on Jul 30, 2026, After Close (Confirmed).
What is BrightView Holdings (BV) earnings time?
BrightView Holdings (BV) earnings time is at Jul 30, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is BV EPS forecast?
BV EPS forecast for the fiscal quarter 2026 (Q3) is 0.3.