BrightView (BV) Investor presentation summary
Event summary combining transcript, slides, and related documents.
Investor presentation summary
2 Jun, 2026Market 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 in trailing twelve-month revenue as of 2Q26.
Market is highly fragmented, growing 1–2% annually, and offers significant recurring revenue and scalable business model opportunities.
Largest player in the industry, with revenue four times that of the next largest competitor.
Business model and service offerings
Provides a broad range of services including maintenance, snow, tree care, irrigation, landscape installation, disaster recovery, sports fields, and design.
Recurring, non-discretionary revenue model with a focus on essential commercial landscaping and snow services.
Operates over 265 branch locations across the U.S. with approximately 18,000 employees.
Strategic transformation and leadership
Underwent a transformation with new leadership and a partnership with One Rock, shifting focus to profitable growth and employee/customer centricity.
Improved employee turnover by ~35% and enhanced customer retention by ~550 basis points, targeting 90%+ retention.
Leadership team includes CEO Dale Asplund and other key executives overseeing operations, finance, HR, and legal.
Latest events from BrightView
- Q2 FY26 saw record revenue and EBITDA, but net income and free cash flow declined.BV
Q2 202613 May 2026 - Q1 2026 revenue up 2.6%–3% to $614.7–$615M, with strong snow results and improved retention.BV
Q1 202613 Apr 2026 - Profitable growth driven by scale, recurring revenue, and transformation in a $140B market.BV
Investor presentation16 Mar 2026 - Record EBITDA, margin gains, and debt reduction drive raised free cash flow guidance.BV
Q3 20242 Feb 2026 - Shareholders will vote on director elections and auditor ratification at the March 2026 virtual meeting.BV
Proxy Filing15 Jan 2026 - Director elections, auditor ratification, and robust governance highlight the 2026 proxy.BV
Proxy Filing15 Jan 2026 - Record Adjusted EBITDA, margin gains, and lower leverage set stage for continued growth.BV
Q4 202414 Jan 2026 - Targeting ~$4B revenue and 16%+ EBITDA margin by 2030 through unified strategy and efficiencies.BV
Investor Day 202527 Dec 2025 - Adjusted EBITDA up 11.6% and margin expands despite 4.4% revenue decline in Q1 2025.BV
Q1 202518 Dec 2025