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Stride (LRN)
NYSE:LRN
Earnings Data
Report Date
Aug 12, 2025TBA Not Confirmed
Period Ending
2025 (Q4)Consensus EPS Forecast
1.76Last Year’s EPS
1.42Same Quarter Last Year
Strong Buy
Based on 5 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Apr 29, 2025
|% Change Since: 7.95%
|Next Earnings Date:Aug 12, 2025
Earnings Call Sentiment|Positive
The earnings call reflects a generally positive outlook for Stride, Inc., with significant growth in enrollment and financial performance. The company has raised its financial guidance and is experiencing strong demand for its programs. However, there are some minor challenges, such as a slight decline in revenue per enrollment and constraints on enrollment capacity. Overall, the highlights outweigh the lowlights, indicating a strong performance with a positive outlook.Company Guidance
During the Stride, Incorporated Third Quarter 2025 Earnings Conference Call, guidance was notably optimistic with strong metrics indicating growth. Enrollment increased by over 21% from the previous year, and application volumes have doubled compared to two years ago and quadrupled compared to four years ago. Total revenue for Q3 was reported at $630.4 million, reflecting a 17.8% increase, with career learning programs contributing $223.9 million, up 33%. General Education revenue also rose to $370.8 million, representing a 13% increase. Average enrollments were up 14% year-over-year. The company raised its full-year fiscal 2025 revenue guidance to between $2.370 billion and $2.385 billion and adjusted operating income guidance to between $455 million and $465 million. Gross margins improved by 190 basis points year-over-year to 40.6%, with expectations for a full-year improvement of around 200 basis points. Adjusted operating income increased by 47% to $141.7 million, and adjusted EBITDA rose by 40% to $168.3 million. The company also highlighted less than a 1% expected decline in revenue per enrollment for the fiscal year.Strong Enrollment Growth
Stride finished the quarter with enrollment up over 21% from last year, driven by robust demand for full-time online programs.
Revenue and Profitability Increase
Total revenue was $630.4 million, up 17.8%, with career learning middle and high school programs growing by 33% to $223.9 million. Adjusted operating income rose by 47% to $141.7 million, while adjusted EBITDA increased by 40% to $168.3 million.
Raised Financial Guidance
Stride has raised its FY '25 revenue and adjusted operating income guidance, with expected revenue in the range of $2.370 billion to $2.385 billion and adjusted operating income between $455 million and $465 million.
Improved Gross Margins
Gross margins improved by 190 basis points to 40.6%. The company expects gross margins to improve around 200 basis points for the full year.
Positive Market Conditions
The funding environment for FY '26 is generally favorable, with less than 5% of overall revenues coming from federal resources, minimizing exposure to federal funding uncertainties.
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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
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LRN Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 29, 2025 | $142.59 | $142.25 | -0.24% |
Jan 28, 2025 | $120.64 | $127.87 | +5.99% |
Oct 22, 2024 | $64.49 | $89.71 | +39.11% |
Aug 06, 2024 | $71.42 | $78.03 | +9.26% |
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.
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FAQ
When does Stride (LRN) report earnings?
Stride (LRN) is schdueled to report earning on Aug 12, 2025, TBA Not Confirmed.
What is Stride (LRN) earnings time?
Stride (LRN) earnings time is at Aug 12, 2025, TBA Not 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 2025 (Q4) is 1.76.
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