Sign in

    Stephanie Yee • Jefferies

    Stephanie Yee's questions to Bright Horizons Family Solutions Inc (BFAM) leadership

    Stephanie Yee's questions to Bright Horizons Family Solutions Inc (BFAM) leadership • Q1 2025

    Question

    Stephanie Yee sought clarification on the revised enrollment growth assumption, the playbook for driving enrollment in a weaker macro environment, and whether discounting or promotions would be used.

    Answer

    CFO Elizabeth Boland confirmed the annual enrollment growth assumption was trimmed by 50 basis points to a 2-3% range. CEO Stephen Kramer explained their playbook remains focused on differentiating quality and ensuring a seamless customer journey. He added that instead of broad-scale discounting, they use targeted incentives within their 'One Bright Horizon' strategy to encourage clients' employees to adopt additional services.

    Ask Fintool Equity Research AI

    Stephanie Yee's questions to UL Solutions Inc (ULS) leadership

    Stephanie Yee's questions to UL Solutions Inc (ULS) leadership • Q4 2024

    Question

    Stephanie Yee inquired about the 2025 outlook for the Industrial segment, particularly whether its strength would continue after a potential Q4 pull-forward in ongoing certification services. She also asked about the Q4 deceleration in certification testing and any potential regulatory risks.

    Answer

    CEO Jennifer Scanlon expressed confidence in the Industrial segment, citing strong demand from megatrends like the energy transition and digitalization, and dismissed concerns about regulatory threats to certification testing. CFO Ryan Robinson quantified the Q4 pickup in ongoing certification services, noting it contributed about 1% to consolidated revenue growth and could create a tougher comparison in 2025.

    Ask Fintool Equity Research AI

    Stephanie Yee's questions to UL Solutions Inc (ULS) leadership • Q3 2024

    Question

    Stephanie Yee requested a rule of thumb for incremental margin flow-through and asked if the Industrial segment's double-digit revenue growth is sustainable into 2025, given its long-term tailwinds.

    Answer

    EVP and CFO Ryan Robinson stated that providing a margin flow-through rule of thumb was not possible at this time due to temporary cost factors. President and CEO Jennifer Scanlon affirmed the durability of the Industrial segment's growth, supported by long-duration projects and megatrends like electrification, but deferred specific 2025 guidance.

    Ask Fintool Equity Research AI