BrightView Holdings, Inc. (BV)
NYSEIndustrialsSpecialty Business ServicesSnapshot 2026-09-09
$11.31+1.16%
Close 2026-09-09 · 1-day change
NYSEIndustrialsSpecialty Business ServicesSnapshot 2026-09-09
Warn: Primary pillar under pressure — Operating income improves to positive $16.1 million in Q2 2026: Operating income not reported.
BrightView raised revenue guidance to about $2.77 billion for 2026. Sales grew from $615 million to $703 million in the first half. Operating income improved from a loss to $16 million in Q2. The company is making progress toward profitable growth.
BrightView still misses earnings and has negative free cash flow. Profit margins remain thin and the company is loss-making. The landscaping sector faces headwinds that could hurt growth.
The price is about 4% above our fair value near $13.7. Analysts expect about 2% revenue growth, which matches our view.
Breaks if: New large financial obligations or credit issues arise
Breaks if: Operating income remains negative or falls below zero next year
This is not a price target or investment advice.
A long-form read on the 1–3 year hold thesis. It updates when the weekly evidence changes.
This investment represents a turnaround story with a medium confidence level. The company is currently loss-making, and while it has raised revenue guidance, it faces significant risks in the near term.
The market seems to expect a recovery, as BV is priced relatively cheap compared to its peers. However, there is a negative expectations gap, indicating that the market anticipates some challenges ahead.
Management is focused on raising revenue guidance and achieving profitable growth, but cash flow remains a concern. Recent financial performance has been neutral, and there is a moderate risk of missing future earnings expectations.
The thesis hinges on whether BV can maintain or improve its revenue guidance and if sector leaders continue to perform well. Any cuts to guidance or missed earnings could negatively impact the company's outlook.
The most important moves since the prior daily snapshot.
Yes, our read has weakened. The latest earnings miss has negatively impacted the outlook. Recent financial performance remains below its industry peers, which raises concerns. The overall sector backdrop is also a drag on the company.
as of 2026-09-09
Review the evidence to watch, what would become a concern, and what would make it less concerning.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Focus on sustainable revenue growth with improved profitability through operational excellence and salesforce expansion.
Stated as a priority in 3 of last 3 quarters. Land Maintenance revenue grew 2.3% year-over-year in 2026-Q2, with total revenue up 1.3% to $717.6M. Despite some margin pressure, management emphasizes operational excellence and salesforce expansion to sustain profitable growth. The trajectory shows delivering revenue growth but margin challenges remain.
“Delivered second consecutive quarter of Land Maintenance revenue growth”
“We are well-positioned to deliver top-line profitable growth”
“Company Provides Fiscal Year 2026 Guidance... Total Revenue $2.670 to $2.730 billion”
Breaks if: Revenue falls below $2.68 billion in FY26
Continue to increase full-year revenue guidance reflecting growth in land maintenance and snow removal services.
Stated as a priority in 3 of last 3 quarters. Management raised full-year revenue guidance from $2.67-$2.73B in 2025-Q4 to $2.75-$2.78B in 2026-Q2. Revenue for the nine months ended June 30, 2026 increased 3.3% to $2.035B from $1.970B in prior year. The trajectory is delivering consistent growth and upward guidance revisions.
“Raises full-year revenue guidance to $2.750 to $2.780 billion”
“We are reaffirming our guidance for fiscal 2026 and are well-positioned to deliver top-line profitable growth.”
“Company Provides Fiscal Year 2026 Guidance... Total Revenue $2.670 to $2.730 billion”
In the next 1 to 3 years, BV's performance will depend on management's ability to navigate challenges and leverage sector momentum. Not investment advice.