LRN
Stride, Inc.65.82
+1.91+2.99%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q4 '25)
No earnings call transcript available yet
Last Quarter (Q3 '25)
FY Q1 '26
Key Stats
Market Cap
2.89BP/E (TTM)
10.27Basic EPS (TTM)
6.41Dividend Yield
0%Recent Filings
8-K
Stockholders approve equity plans
Stride stockholders approved amending the 2016 Equity Incentive Plan, adding 740,000 shares and extending it to 2035, plus a new ESPP authorizing 4 million shares, at the December 4, 2025 annual meeting. Both passed handily, with the ESPP earning overwhelming support. Stockholders re-elected all eight directors. This bolsters talent retention tools.
8-K
10-Q
Q1 FY2026 results
Stride kicked off fiscal 2026 with revenues climbing 12.7% year-over-year to $620.9 million for the quarter ended September 30, 2025, fueled by 11.3% enrollment growth to 247.7 thousand students, while gross margin held steady at 39.0%. Operating income surged 45.9% to $69.0 million, lifting diluted EPS to $1.40 from $0.94, with the jump tied to higher Career Learning enrollments up 20.0% and school mix shifts. Cash dipped to $518.4 million after seasonal outflows, yet liquidity stays robust with $416.8 million in long-term debt due 2027 at 1.125% and ample working capital. No material M&A or regulatory hits noted. Still, funding audits could trim revenues by up to 2% if estimates miss.
8-K
8-K
Stride appoints new board member
Stride, Inc. bolstered its Board of Directors on September 16, 2025, by electing Robert E. Knowling, Jr. as an independent director, expanding the board from seven to eight members and appointing him to the Audit and Compensation Committees. Knowling will receive prorated compensation under the company's director plan, including $70,000 annual cash retainer, $10,000 per committee, and $250,000 in restricted stock. This addition brings fresh oversight to governance and executive pay. No related arrangements were disclosed.
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