KinderCare Learning Companies Inc (KLC)
NYSE:KLC
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Earnings Data
Report Date
Aug 18, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.1Last Year’s EPS
0.22Same Quarter Last Year
Based on 7 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call balanced encouraging operational signs—targeted marketing lifts (+15% in targeted inquiries), early conversion improvements, strong Champions and B2B momentum, tightened portfolio actions and raised adjusted EBITDA guidance—against significant near-term financial and operational pressures: enrollment down ~3%, same-center occupancy down 310 bps YoY, sharply lower adjusted EBITDA and adjusted net income versus prior year, and a large noncash impairment driving a reported net loss. Management expressed confidence in execution and the back-half recovery but acknowledged that meaningful margin recovery depends on occupancy improvement and the outcome of portfolio optimization.Company Guidance
Modest Revenue Growth and Raised Full-Year Profit Guidance
Revenue of $673 million in Q1, described as up modestly year-over-year. Management raised full-year adjusted EBITDA guidance to $215 million–$235 million and adjusted EPS guidance to $0.15–$0.25, while maintaining revenue guidance of $2.7 billion–$2.75 billion.
Marketing Investment Driving Higher Inquiry and Early Conversion Gains
Targeted marketing and paid-search investments produced a 15% increase in inquiries in targeted areas and a 3% increase overall versus last year; early signs of improved conversion in parts of the business (notably Crème and the 'opportunity' region).
Strong Performance and Growth in Champions and B2B
Champions/before-and-after-school business showed strong growth (management cited 70% growth in Champions overall and noted quarter revenue growth of ~17%), driven by new site additions and pricing. B2B momentum: 12 new tuition-benefit clients signed in the quarter, signaling demand diversification.
Net Additions and Contribution from New / Acquired Centers
Opened 3 new centers and completed 2 acquisitions in Q1. New and acquired centers contributed approximately $12 million in revenue year-to-date, an increase of about 35% versus the same period a year ago.
Liquidity and Leverage in Targeted Range
Ended Q1 with $133 million in cash and $190 million of available capacity on the revolver. Reported net debt to adjusted EBITDA is just under 3x, which management states is within its targeted range; interest expense declined to $18 million from $20 million year-over-year.
Operational Actions to Improve Long-Term Health
Company is executing a portfolio assessment and taking steps to reduce administrative burden on center/site leaders, expand in-center enrichment programs and deploy a new Crème curriculum—early results cited as encouraging and expected to improve retention, engagement and long-term occupancy.
KLC 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
KLC Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 14, 2026 | $4.37 | $4.02 | -8.01% |
Mar 12, 2026 | $3.40 | $1.95 | -42.65% |
Nov 12, 2025 | $5.00 | $4.04 | -19.20% |
Aug 12, 2025 | $9.81 | $7.62 | -22.32% |
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 KinderCare Learning Companies Inc (KLC) report earnings?
KinderCare Learning Companies Inc (KLC) is schdueled to report earning on Aug 18, 2026, After Close (Confirmed).
What is KinderCare Learning Companies Inc (KLC) earnings time?
KinderCare Learning Companies Inc (KLC) earnings time is at Aug 18, 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 KLC EPS forecast?
KLC EPS forecast for the fiscal quarter 2026 (Q2) is 0.1.