Stride (LRN)
NYSE:LRN
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Earnings Data
Report Date
Aug 11, 2026After Close (Confirmed)
Period Ending
2026 (Q4)Consensus EPS Forecast
1.61Last Year’s EPS
1.03Same Quarter Last Year
Moderate Buy
Based on 3 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
Overall the call balanced measurable near-term challenges (notably a 380 bps gross margin decline driven by platform investments, a 5% drop in General Education enrollment, ongoing platform remediation and marginally higher attrition) against multiple positive indicators: modest revenue growth (+2.7%), enrollment growth (+1.8%), strong Career Learning performance (+~16% revenue, +11.6% enrollment), a large sequential improvement in free cash flow, meaningful SG&A reductions, narrowed guidance ranges, and a robust new-business pipeline. Management framed the investments and enrollment trade-offs as deliberate to protect long-term demand and positioning.Company Guidance
Quarterly Revenue and Enrollment Growth
Total revenue of $629.9 million, up 2.7% year-over-year; total enrollments grew 1.8% to 244,500.
Career Learning Outperformance
Career learning, middle and high school revenue grew nearly 16% to $259.5 million, driven by enrollment growth of 11.6%.
Revenue per Enrollment Improvement
Total revenue per enrollment rose to $2,485, up 2.9% from $2,415; company expects full-year revenue per enrollment to be up roughly 2% year-over-year.
Strong Free Cash Flow and Liquidity
Free cash flow for the quarter was $202.4 million versus $37.3 million last year; cash, cash equivalents and marketable securities totaled $856 million.
Cost Discipline and SG&A Reduction
Selling, general and administrative expenses declined to $102.5 million, down $16.0 million or 13.5% year-over-year; guidance implies FY SG&A down 6%–8%.
Profitability Largely Stable
Adjusted EBITDA increased 1.8% to $171.3 million; adjusted operating income was $140.4 million, down only 1%; adjusted EPS was $2.30, down $0.03 year-over-year.
Narrowed and Affirmed Guidance
Management narrowed full-year revenue (now $2.490B–$2.520B), AOI ($490M–$500M), and CapEx ($75M–$80M) ranges and affirmed the effective tax rate of 24%–25%, signaling increased visibility.
Healthy New Business Pipeline and Demand Signals
Management reports application volumes and new-business pipeline activity as strong — CEO stated pipeline is as strong or stronger than in the past five years — and early signs that improved search/AI tools could enhance conversion and lower acquisition costs.
LRN Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
LRN Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 28, 2026 | $92.58 | $95.16 | +2.79% |
Jan 27, 2026 | $72.43 | $82.75 | +14.25% |
Oct 28, 2025 | $153.53 | $70.05 | -54.37% |
Aug 05, 2025 | $128.23 | $148.32 | +15.67% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Stride (LRN) report earnings?
Stride (LRN) is schdueled to report earning on Aug 11, 2026, After Close (Confirmed).
What is Stride (LRN) earnings time?
Stride (LRN) earnings time is at Aug 11, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is LRN EPS forecast?
LRN EPS forecast for the fiscal quarter 2026 (Q4) is 1.61.
