KinderCare's earnings call reflects a mixed performance with some notable achievements in revenue growth, legislative support, and B2B partnerships. However, the company faced challenges in enrollment and occupancy, with significant declines affecting overall performance. While legislative changes may provide future benefits, current occupancy challenges pose immediate concerns.

Company Guidance -

Q3 2025

In the KinderCare Second Quarter 2025 Earnings Conference Call, the company provided guidance for the fiscal year with several key metrics. The revenue expectation for the full year is between $2.75 billion and $2.8 billion, with adjusted EBITDA projected in the range of $310 million to $320 million. Adjusted earnings per share (EPS) are anticipated to be between $0.77 and $0.82. The guidance is shaped by various factors, including a 2.4% tuition growth in Q2, with an expectation of it reaching between 2.5% and 3% for the year. Despite some challenges in enrollment and occupancy, particularly a 1.4% decline in average weekly full-time enrollments leading to a 130 basis point drop in same-center occupancy, KinderCare remains confident in its growth strategy. The company plans to leverage its Tuition Benefit and Benefit+ programs and is focusing on both B2B and Champions business expansions, which have contributed 8% revenue growth to $52 million in the quarter. Additionally, KinderCare is actively pursuing new center openings and tuck-in acquisitions, with a target of mid-20s new centers per year by 2026. Overall, the company aims to mitigate occupancy challenges and capitalize on legislative changes, such as the enhanced Employer-Provided Childcare Credit, to bolster future growth.

Revenue Growth

KinderCare reported a 1.5% increase in revenue year-over-year, with second quarter revenue at $700 million driven by overall tuition growth and new sites.

B2B and Champions Expansion

Champions expanded with 5 new districts and added sites in 7 existing school districts, achieving a 10% growth in sites over the past 12 months.

Legislative Support for Childcare

Recent legislative developments brought greater certainty to childcare funding, including the fully funded Child Care and Development Block Grant and upcoming changes to the Employer-Provided Childcare Credit.

Strong B2B Partnerships

KinderCare attracted strong interest from both public and private employers, with new partnerships formed with organizations like John Deere and UC Davis Medical Center.

Net Income Increase

Net income increased by over $10 million, up 35% from last year, benefiting from lower interest expense following debt repayment after the IPO.

KinderCare Learning Companies Inc (KLC) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

KLC Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 19, 2025	2025 (Q3)	0.13 / -	0.05	―	―	―
Aug 12, 2025	2025 (Q2)	0.26 / 0.22	0.14	57.14% (+0.08)
May 13, 2025	2025 (Q1)	0.17 / 0.23	-0.015	1633.33% (+0.24)
Mar 20, 2025	2024 (Q4)	0.05 / 0.09	0.13	-30.77% (-0.04)
Nov 20, 2024	2024 (Q3)	-0.02 / 0.05	0.14	-64.29% (-0.09)	―

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
Aug 12, 2025	$9.81	$7.62	-22.32%
May 13, 2025	$13.46	$12.31	-8.54%
Mar 20, 2025	$17.68	$13.76	-22.17%
Nov 20, 2024	$22.80	$19.37	-15.04%

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 Nov 19, 2025, After Close (Confirmed).

What is KinderCare Learning Companies Inc (KLC) earnings time?

KinderCare Learning Companies Inc (KLC) earnings time is at Nov 19, 2025, 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 2025 (Q3) is 0.13.

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