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BrightView Holdings (BV)
NYSE:BV
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BrightView Holdings (BV) AI Stock Analysis

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BV

BrightView Holdings

(NYSE:BV)

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Neutral 60 (OpenAI - 5.2)
Rating:60Neutral
Price Target:
$15.50
▲(24.30% Upside)
Action:Reiterated
Date:06/19/26
The score is driven primarily by mixed fundamentals: strong revenue growth and improving leverage are offset by thin profitability and a recent drop to negative free cash flow. Offsetting these are constructive earnings-call signals (raised guidance and operational momentum) and mildly positive technicals, while valuation remains a headwind given the P/E relative to current earnings quality.
Positive Factors
Strong Revenue & EBITDA Momentum
Sustained, large top-line expansion alongside record adjusted EBITDA demonstrates improving underlying operations and scale benefits. Higher recurring maintenance sales and better flow-through support durable earnings capacity even as development timing normalizes.
Negative Factors
Thin & Volatile Profitability
Very low net margins and historical earnings volatility limit free cash generation and resilience to cost shocks. Even with EBITDA improvements, subdued net returns constrain reinvestment capacity and reduce buffer against cyclical or weather-driven revenue swings.
Read all positive and negative factors
Positive Factors
Negative Factors
Strong Revenue & EBITDA Momentum
Sustained, large top-line expansion alongside record adjusted EBITDA demonstrates improving underlying operations and scale benefits. Higher recurring maintenance sales and better flow-through support durable earnings capacity even as development timing normalizes.
Read all positive factors

BrightView Holdings (BV) vs. SPDR S&P 500 ETF (SPY)

BrightView Holdings Business Overview & Revenue Model

Company Description
BrightView Holdings, Inc., operating through its various subsidiaries, stands as a prominent provider of commercial landscaping solutions across the United States. The company's operations are strategically divided into two primary segments: Maint...
How the Company Makes Money
BrightView primarily generates revenue by selling landscaping services through two operating segments: (1) Maintenance Services, which includes recurring contracts to perform ongoing landscape maintenance (e.g., mowing, pruning, fertilization, irr...

BrightView Holdings Earnings Call Summary

Earnings Call Date:May 05, 2026
(Q2-2026)
|
% Change Since: |
Next Earnings Date:Jul 30, 2026
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.
Positive Updates
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.
Negative Updates
Development Revenue Decline
Development segment revenue decreased ~13% in the quarter due to project timing delays and adverse weather; management characterized this as timing-related but it pressured segment revenue and margins in the period.
Read all updates
Q2-2026 Updates
Negative
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.
Read all positive updates
Company Guidance
Management raised 2026 guidance to total revenue of $2.745–$2.795 billion (about +4% at the midpoint vs. 2025 and ~+3% vs. prior guide), Land Maintenance growth of 2%–3% (midpoint +100 bps vs. prior), and snow revenue of roughly $290 million (≈$70 million above the original high end); adjusted EBITDA was reaffirmed at $363–$377 million (midpoint implying ≈20 bps of margin expansion and roughly a 300‑bp improvement vs. the last three years) and adjusted free cash flow guidance of $100–$115 million. These targets are supported by Q2 results and underlying metrics: Q2 revenue $703 million (+6%), Land revenue +4% (+$13 million), record Q2 adjusted EBITDA $79 million (11.3% margin), a contract book up ~3% (≈$1.15 billion book → ≈+$35 million), four consecutive quarters of net new sales growth, customer retention up ~550 bps since 2023 to ~84.5% (35% of branches ≥90% retention; 10% <70%), frontline turnover improved ~5 percentage points sequentially and ~35% since One BrightView, roughly +200 sellers year‑over‑year toward a plan to grow the salesforce ~50%, development bookings +15% YTD, and snow/ancillary dynamics (H1 snow benefit ≈+$85M or +40% YoY; snow EBITDA flow‑through ~20%; company uses ~20M gallons of fuel annually, ~60% consumed in H2 with ~25% hedged; April’s ~$1/gal move created ≈$1.5M headwind).

BrightView Holdings Financial Statement Overview

Summary
Revenue growth is very strong (TTM +149.9%) and leverage improved (debt-to-equity ~0.52), but profitability remains thin (TTM net margin ~1.4%) and cash generation is the key weakness with negative TTM free cash flow (-$53M) despite positive operating cash flow.
Income Statement
58
Neutral
Balance Sheet
66
Positive
Cash Flow
44
Neutral
BreakdownTTMSep 2025Sep 2024Sep 2023Sep 2022Sep 2021
Income Statement
Total Revenue2.73B2.67B2.77B2.82B2.77B2.55B
Gross Profit594.10M621.70M645.60M678.90M674.80M650.80M
EBITDA322.90M306.50M303.10M244.00M222.80M230.20M
Net Income46.50M56.00M66.40M-7.70M14.00M46.30M
Balance Sheet
Total Assets3.37B3.39B3.39B3.35B3.31B3.24B
Cash, Cash Equivalents and Short-Term Investments10.10M74.50M140.40M67.00M20.10M123.70M
Total Debt902.60M913.20M927.00M1.00B1.43B1.22B
Total Liabilities1.63B1.59B1.61B1.61B2.09B1.89B
Stockholders Equity1.75B1.80B1.78B1.74B1.22B1.34B
Cash Flow
Free Cash Flow-53.00M37.60M127.20M58.60M-400.00K87.20M
Operating Cash Flow222.40M291.80M205.60M129.90M106.90M148.40M
Investing Cash Flow-247.30M-223.90M-5.60M-61.40M-193.70M-158.70M
Financing Cash Flow-106.30M-133.80M-126.60M-21.60M-16.80M-23.10M

BrightView Holdings Technical Analysis

Technical Analysis Sentiment
Positive
Last Price12.47
Price Trends
50DMA
12.70
Positive
100DMA
12.64
Positive
200DMA
12.77
Positive
Market Momentum
MACD
0.43
Negative
RSI
76.08
Negative
STOCH
95.87
Negative
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For BV, the sentiment is Positive. The current price of 12.47 is below the 20-day moving average (MA) of 13.06, below the 50-day MA of 12.70, and below the 200-day MA of 12.77, indicating a bullish trend. The MACD of 0.43 indicates Negative momentum. The RSI at 76.08 is Negative, neither overbought nor oversold. The STOCH value of 95.87 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for BV.

BrightView Holdings Risk Analysis

BrightView Holdings disclosed 48 risk factors in its most recent earnings report. BrightView Holdings reported the most risks in the "Finance & Corporate" category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 0 New Risks

BrightView Holdings Peers Comparison

Overall Rating
UnderperformOutperform
Sector (63)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
72
Outperform
$2.82B7.9921.75%1.38%-1.44%33.09%
69
Neutral
$4.59B34.376.24%0.71%0.76%-8.22%
67
Neutral
$2.59B16.418.94%2.20%6.53%107.41%
65
Neutral
$14.96B41.6411.23%1.14%10.15%3.07%
63
Neutral
$10.79B15.437.44%2.01%2.89%-14.66%
60
Neutral
$1.32B-259.252.62%-0.02%-154.82%
60
Neutral
$14.19B36.816.51%2.20%-0.33%20.26%
* Industrials Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
BV
BrightView Holdings
14.17
-2.68
-15.91%
ABM
ABM Industries
44.24
-2.09
-4.52%
MMS
Maximus
53.76
-16.74
-23.74%
UNF
UniFirst
264.46
75.33
39.83%
ARMK
ARAMARK Holdings
56.90
14.96
35.69%
RTO
Rentokil Initial
28.61
4.75
19.90%

BrightView Holdings Corporate Events

Business Operations and StrategyPrivate Placements and Financing
BrightView Extends Debt Maturities to Support Long-Term Strategy
Positive
Jun 18, 2026
On June 17, 2026, BrightView Holdings, Inc. and its lenders entered into an amendment to its credit agreement that extends the maturity of its seven-year senior secured term loans to June 17, 2033, pushing out the prior April 2029 date. On June 12...
Business Operations and StrategyStock BuybackFinancial DisclosuresPrivate Placements and Financing
BrightView Extends Credit Facility Amid Revenue Growth Momentum
Positive
May 5, 2026
On May 5, 2026, BrightView reported second-quarter fiscal 2026 results for the period ended March 31, 2026, posting a 6.1% year-over-year increase in net service revenue to $702.9 million, driven by higher snow removal and land maintenance revenue...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Jun 19, 2026