BrightView’s fourth quarter was met with a negative market reaction, as shares declined following results that included revenue above Wall Street expectations but a non-GAAP loss per share below consensus. Management attributed the quarter’s performance to robust snow removal activity, which compensated for weather-driven softness in the core Land Maintenance segment. CEO Dale Asplund highlighted that “snow was a major benefit in the quarter, increasing 110% from the prior year,” while also noting improvements in employee turnover and customer retention. Management struck a cautiously optimistic tone, acknowledging that elevated snowfall limited core landscape work but reinforced that investments in frontline employees and sales resources are starting to pay off.
Is now the time to buy BV? Find out in our full research report (it’s free for active Edge members).
BrightView (BV) Q4 CY2025 Highlights:
- Revenue: $614.7 million vs analyst estimates of $589.6 million (2.6% year-on-year growth, 4.2% beat)
- Adjusted EPS: -$0.01 vs analyst estimates of $0.01 ($0.02 miss)
- Adjusted EBITDA: $53.5 million vs analyst estimates of $55.39 million (8.7% margin, 3.4% miss)
- The company reconfirmed its revenue guidance for the full year of $2.7 billion at the midpoint
- EBITDA guidance for the full year is $370 million at the midpoint, in line with analyst expectations
- Operating Margin: -1.2%, down from -0.1% in the same quarter last year
- Market Capitalization: $1.27 billion
While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention.
Our Top 5 Analyst Questions From BrightView’s Q4 Earnings Call
Bob Labick (CJS Securities) asked about the pace and impact of sales force expansion. CEO Dale Asplund emphasized ongoing hiring, stating they will “not stop at 100” new hires if market conditions allow, and expects sales additions to drive future growth.
Timothy Mulrooney (William Blair) pressed for clarity on Maintenance Land growth given Q1 weather disruption. Asplund explained that strong snow offset land work but expects catch-up and contract-driven growth in the busier spring and summer months.
Greg Palm (Craig-Hallum) inquired whether current snow activity is leading to client conversions for annual contracts. Asplund and CFO Brett Urban confirmed that new snow customers are being targeted for cross-sell, with an estimated $5 million in incremental annual contract value identified.
Andrew J. Wittmann (Baird) asked about the rollout of new HR and field software. Asplund reported that system adoption has improved efficiency and capacity, with one-third of branches now live, and additional modules planned for deployment.
Stephanie Benjamin Moore (Jefferies) questioned downside risks to guidance given volatile weather. Asplund acknowledged that excessive snowfall could delay land and development work, but expects upside from ancillary work such as tree damage repair.
Catalysts in Upcoming Quarters
In the coming quarters, the StockStory team will be watching (1) the pace of sales force expansion and how quickly new hires translate into meaningful contract wins, (2) sustained improvement in employee retention and customer renewal rates, and (3) the impact of continued technology adoption on operational efficiency and capacity during peak landscaping months. Additional focus will be on whether snow-driven customer acquisitions convert into longer-term maintenance contracts.
BrightView currently trades at $13.46, down from $13.65 just before the earnings. In the wake of this quarter, is it a buy or sell? Find out in our full research report (it’s free).
Our Favorite Stocks Right Now
The market’s up big this year - but there’s a catch. Just 4 stocks account for half the S&P 500’s entire gain. That kind of concentration makes investors nervous, and for good reason. While everyone piles into the same crowded names, smart investors are hunting quality where no one’s looking - and paying a fraction of the price. Check out the high-quality names we’ve flagged in our Top 5 Growth Stocks for this month. This is a curated list of our High Quality stocks that have generated a market-beating return of 244% over the last five years (as of June 30, 2025).
Stocks that have made our list include now familiar names such as Nvidia (+1,326% between June 2020 and June 2025) as well as under-the-radar businesses like the once-micro-cap company Tecnoglass (+1,754% five-year return). Find your next big winner with StockStory today.
/Microsoft%20sign%20at%20the%20headquarters%20by%20VDB%20Photos%20via%20Shutterstock.jpg)
