Credit and interest ratesnegative · 4 filings
“These were partially offset by lower interest expense caused by the decrease in interest rates as a result of the repricing of our Series B Term Loans in fiscal 2025.”10-Q · May 5, 2026 ↗
BrightView Holdings, Inc.
BV
Market read
BrightView Holdings, Inc.'s current read is isolated; its market group is not confirming.
No new filing conclusion is available. 0 of 18 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 1 directly disclosed connection is confirming.
Company+1.8% todayVolume comparison unavailable
Market group0 of 18 activeHome Improvement & Services · unavailable
Disclosed network0 of 1 confirmingNo filing-linked name is confirming now
What would change this read
Watch this read- BV's market-adjusted activity becomes unusual and at least one connected name confirms.
Invalidation: The isolated read changes if BV's group or a disclosed connection begins moving with it.
Research brief
The story so far
No new filing conclusion is available. 0 of 18 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 1 directly disclosed connection is confirming.
Evidence that supports
No thresholded supportive filing evidence is available yet.
Evidence that challenges
No thresholded adverse filing evidence is available yet.
What would clarify the read
- BV's market-adjusted activity becomes unusual and at least one connected name confirms.
Company research
Understand the business, not just the ticker
Business model and earnings drivers
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
Key research questions
- Which operating variable is changing?
- Is that change durable, cyclical or one-off?
- What evidence would disprove the current interpretation?
Annual periods9
Price observations320
Usable filing statements84
Verified relationships2
Evidence supporting the case
- Operating cash flow covered net income at 5.21x in the latest annual period.
Evidence challenging the case
- Latest annual revenue changed -3.4% year over year.
- Credit and interest rates has repeated adverse evidence across 4 filings.
Questions before a position
No credible peer-relative valuation comparison is available yet.
Longer-term price context
Price as of Sep 11, 2026
11.196m-18.4%12m-23.1%24m—
Annual trajectory
Reported annual revenue and per-share history. This is accounting history, not a forecast.
PeriodRevenueYoYDiluted EPSShare change
2021-09-30$2.6B+8.8%$0.44+1.9%
2022-09-30$2.8B+8.7%$0.14-7.1%
2023-09-30$2.8B+1.5%$-0.12-4.8%
2024-09-30$2.8B-1.7%$0.20+2.9%
2025-09-30$2.7B-3.4%$0.13+0.4%
What management says matters
Persistent and emerging business drivers
Capital investment and capacitynegative · 3 filings
“The increase was primarily driven by a $21.2 million increase in capital expenditures in comparison to the prior period.”10-Q · May 5, 2026 ↗
Demand and volumenegative · 1 filings
“Any disruption or shortage in our sources of supply due to unanticipated increased demand or disruptions in production or delivery of products such as fertilizer, chemicals, road salt and mulch, could result in a loss of revenues, reduced margins and damage t…”10-K · Nov 19, 2025 ↗
Labor availability and costsnegative · 1 filings
“Notable provisions included net operating loss carrybacks, adjustments to the interest expense limitations under the U.S Tax Code Section 163(j), increase in the charitable contributions limitation, payroll tax deferrals of the employer portion of social secu…”10-K · Nov 19, 2025 ↗
Valuation discipline
Peer-relative valuation withheld
Jodie found no industry-matched filing peers suitable for a valuation comparison. It will not substitute broader financial-sector names.
Scenario scaffold
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
How the market is pricing the story
11.19+1.8% today
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
No sourced recent-development timeline yet
Jodie has not returned a relevant primary source or news item for BV. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Reported financial figures are not available yet
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Filing analysis
No comparable filing assessment is available yet
Jodie has not yet found a suitable current-versus-prior filing comparison for BV. This does not mean the latest filing was neutral or immaterial.
Business ecosystem
The relationships behind BV
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depended on by
SITESiteOne Landscape Supply, Inc.customerFeb 19, 2026 ▾
“Some of our largest customers include BrightView, Weed Man, Juniper Landscaping, Aptive Environmental, Sperber, Yellowstone Landscape, Heartland, and Davey Tree.”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
BV is currently a Follower in the organic co-movement group Home Improvement & Services. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 1 filing-linked name are in the relationship map; none is currently confirmed as moving with the group.
This group is retained as the last observed read for BV; it is not active in the latest market snapshot.
Context history
Theme membership history
No durable theme membership has been observed for this name yet.