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Edge20 Mar 2026
Tetra Pak: The Shape of Innovation
The story of Tetra Pak, the Rausing family, and how a paper tetrahedron gave rise to a company that now delivers almost 180 billion packages a year.
BrightView
BrightView (BV) investor relations material
BrightView Investor presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Investor presentation summary9 Mar, 2026
Market overview and growth opportunity
Operates in a $140B U.S. commercial landscaping, snow, and development market, with a 2% share in land services and $2.7B revenue in 2025.
Market is highly fragmented, growing 1–2% annually, offering significant room for expansion through recurring revenue, scalable business model, and accretive M&A.
Holds the largest market position, with revenue four times that of the next largest competitor.
Business model and service offerings
Provides essential, non-discretionary commercial landscaping and snow services with predictable recurring revenue.
Offers a broad range of services, including maintenance, development, snow, tree care, irrigation, sports fields, and landscape architecture.
Employs approximately 19,000 people across 265+ branches nationwide.
Strategic transformation and operational focus
Shifted from prioritizing revenue growth to focusing on profitable growth, employee engagement, and customer-centricity.
New leadership and partnership with One Rock initiated a transformation, emphasizing top-line growth and operational efficiency.
Investments in fleet, procurement, and centralized operations have reduced costs and improved service quality.
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Latest events from BrightView
- Revenue up 2.6%-3% to $615M, net loss widens, guidance reaffirmed for 2026.BV
Q1 20264 Feb 2026 - Record EBITDA, margin gains, and debt reduction drive raised free cash flow guidance.BVQ3 20242 Feb 2026
- Shareholders will vote on director elections and auditor ratification at the March 2026 virtual meeting.BVProxy Filing15 Jan 2026
- Director elections, auditor ratification, and robust governance highlight the 2026 proxy.BVProxy Filing15 Jan 2026
- Record Adjusted EBITDA, margin gains, and lower leverage set stage for continued growth.BVQ4 202414 Jan 2026
- Targeting ~$4B revenue and 16%+ EBITDA margin by 2030 through unified strategy and efficiencies.BVInvestor Day 202527 Dec 2025
- Adjusted EBITDA up 11.6% and margin expands despite 4.4% revenue decline in Q1 2025.BVQ1 202518 Dec 2025
- Major investors may sell preferred and common shares; Series A Preferred Stock offers 7% yield and conversion rights.BVRegistration Filing16 Dec 2025
- Annual meeting covers director elections, auditor, executive pay, and major ESG initiatives.BVProxy Filing1 Dec 2025
Next BrightView earnings date
Q2 20267 May, 2026
BrightView
Next BrightView earnings date
Q2 20267 May, 2026
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excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
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I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
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