Inferra AI / Company / LRN
Stride, Inc.
LRN · Industrials
Last earnings Oct 20, 2026
Key results
Revenuefull-year
$620.9 million
Revenue of $620.9 million, compared with $551.1 million Income from operations of $69.0 million, compared with $47.3 million
SEC original ↗Stride, Inc. — Earnings release (8-K exhibit)EX-99Oct 28, 2025
Net incomefull-year
$68.8 million
Net income of $68.8 million, compared with $40.9 million Diluted net income per share of $1.40, compared with $0.94
SEC original ↗Stride, Inc. — Earnings release (8-K exhibit)EX-99Oct 28, 2025
Adjusted operating incomefull-year
$81.1 million
Adjusted operating income of $81.1 million, compared with $58.4 million (1) Adjusted EBITDA of $108.4 million, compared with $83.9 million (1)
SEC original ↗Stride, Inc. — Earnings release (8-K exhibit)EX-99Oct 28, 2025
EPSfull-year
$1.52
Adjusted earnings per share of $1.52, compared with $1.09 (1)
SEC original ↗Stride, Inc. — Earnings release (8-K exhibit)EX-99Oct 28, 2025
Revenuequarter
$2,388,
Revenue per enrollment for the first quarter was $2,388, up 3.7% compared to $2,303 in the first quarter of fiscal year 2025.
SEC original ↗Stride, Inc. — Earnings release (8-K exhibit)EX-99Oct 28, 2025
Growthquarter
up 3.7%
Revenue per enrollment for the first quarter was $2,388, up 3.7% compared to $2,303 in the first quarter of fiscal year 2025.
SEC original ↗Stride, Inc. — Earnings release (8-K exhibit)EX-99Oct 28, 2025
General Education revenuequarter
$2,543,
General Education revenue per enrollment was $2,543, up 6.0% compared to the first quarter of fiscal year 2025, and Career Learning revenue per enrollment was $2,196, up 1.4%, compared to the first quarter of fiscal year 2025.
SEC original ↗Stride, Inc. — Earnings release (8-K exhibit)EX-99Oct 28, 2025
Growthfull-year
up 6.0%
General Education revenue per enrollment was $2,543, up 6.0% compared to the first quarter of fiscal year 2025, and Career Learning revenue per enrollment was $2,196, up 1.4%, compared to the first quarter of fiscal year 2025.
SEC original ↗Stride, Inc. — Earnings release (8-K exhibit)EX-99Oct 28, 2025
AI analysis
Q1 FY2026 · reported Oct 28, 2025
Based on: Earnings release + parent 8-K + 10-Q — transcript not held
Headline figures
| Metric | Q1 FY2026 | Prior qtr | Year ago |
|---|---|---|---|
| Revenue | $2,388, | — | — |
| Growth | up 3.7% | — | — |
| General Education revenue | $2,543, | — | — |
Guidance · company-stated
No guidance located in the held release
Capital allocation
Capital expenditures for the three months ended September 30, 2025 were $21.7 million, compared to $14.8 million in three months ended September 30, 2024, and were comprised of $0.3 million of property and equipment, $13.7 million of capitalized software development and $7.7 million of capitalized curriculum development.
Event summary
generally accepted accounting principles (GAAP), we also present non-GAAP financial measures including adjusted operating income (loss), EBITDA, adjusted EBITDA, and adjusted earnings per share
Based on: Earnings release + parent 8-K + 10-Q — transcript not held
Guidance & outlook
No guidance located in the held release
Capital allocation
Capital expenditures for the three months ended September 30, 2025 were $21.7 million, compared to $14.8 million in three months ended September 30, 2024, and were comprised of $0.3 million of property and equipment, $13.7 million of capitalized software development and $7.7 million of capitalized curriculum development.
SEC original ↗Stride, Inc. — Earnings release (8-K exhibit)EX-99Oct 28, 2025
Capital expenditures in the range of $70 million to $80 million.
SEC original ↗Stride, Inc. — Earnings release (8-K exhibit)EX-99Oct 28, 2025
Note that capital expenditures include the purchase of property and equipment, and capitalized software and curriculum development costs as defined on our Statement of Cash Flows.
SEC original ↗Stride, Inc. — Earnings release (8-K exhibit)EX-99Oct 28, 2025
Capital expenditures in the range of $15 million to $18 million.
SEC original ↗Stride, Inc. — Earnings release (8-K exhibit)EX-99Oct 28, 2025
(1) (1) In addition to providing an outlook for revenue and capital expenditures, adjusted operating income is provided as a supplemental non-GAAP financial measure as management believes that it provides useful information to our investors.
SEC original ↗Stride, Inc. — Earnings release (8-K exhibit)EX-99Oct 28, 2025
The Company reviews the held-to-maturity debt securities for declines in fair value below the amortized cost basis under the credit loss model of Accounting Standards Codification ( ASC ) Topic 326, Financial Instruments Credit Losses ( ASC 326 ).
SEC original ↗Stride, Inc. — 10-Q Quarterly report10-QOct 21, 2026
Strategy & priorities
These products and services are provided through two lines of revenue: General Education products and services are predominantly focused on core subjects, including math, English, science and history, for kindergarten through twelfth grade students to help build a common foundation of knowledge.
SEC original ↗Stride, Inc. — 10-Q Quarterly report10-QOct 21, 2026
Career Learning products and services are focused on developing skills to enter and succeed in careers in high-growth, in-demand industries including information technology, healthcare and general business.
SEC original ↗Stride, Inc. — 10-Q Quarterly report10-QOct 21, 2026
The CODM monitors profitability and strategic growth initiatives on a consolidated basis without disaggregating profit or loss into separate operating segments.
SEC original ↗Stride, Inc. — 10-Q Quarterly report10-QOct 21, 2026
The consolidated net income is used to assess overall company performance, benchmark against industry standards, and identify profitability trends, which guides resource allocation and investment in expansion and technology upgrades.
SEC original ↗Stride, Inc. — 10-Q Quarterly report10-QOct 21, 2026
Operating income provides the CODM with a focused view of the company s profitability excluding the effects of financing activities, tax strategies, and other non-operating items.
SEC original ↗Stride, Inc. — 10-Q Quarterly report10-QOct 21, 2026
Risks & headwinds
Such forward-looking statements involve known and unknown risks, uncertainties and other factors which could cause our actual results, performance or achievements to differ materially from those expressed in, or implied by, such statements.
SEC original ↗Stride, Inc. — Earnings release (8-K exhibit)EX-99Oct 28, 2025
Legal Proceedings 39 Item 1A.
SEC original ↗Stride, Inc. — 10-Q Quarterly report10-QOct 21, 2026
Competitors
Competitors & peers
Same GICS sector — classification peers, not declared competitors
Filings
32 documents- Q3 2026
- 10-QLRN
Oct 21, 2026
- 8-KLRN
Oct 20, 2026
- 8-KLRN
Oct 9, 2026
- Q2 2026
- 10-KLRN
Aug 5, 2026
- 8-KLRN
Aug 4, 2026
- 8-KLRN
Jul 30, 2026
- EX-99LRN
Jul 30, 2026
- Q1 2026
- 10-QLRN
Apr 29, 2026
- 8-KLRN
Apr 28, 2026
- Q4 2025
- 10-QLRN
Jan 28, 2026
- 8-KLRN
Jan 27, 2026
- Q3 2025
- 8-KLRN
Dec 10, 2025
- 8-KLRN
Nov 3, 2025
- EX-99LRN
Nov 3, 2025
- 10-QLRN
Oct 29, 2025
- 8-KLRN
Oct 28, 2025
- Q2 2025
- 8-KLRN
Sep 19, 2025
- 10-KLRN
Aug 6, 2025
- 8-KLRN
Aug 5, 2025
- Q1 2025
- 10-QLRN
Apr 30, 2025
- 8-KLRN
Apr 29, 2025
- 8-KLRN
Apr 18, 2025
- Q4 2024
- 10-QLRN
Jan 29, 2025
- 8-KLRN
Jan 28, 2025
- Q3 2024
- 8-KLRN
Dec 5, 2024
- 10-QLRN
Oct 23, 2024
- 8-KLRN
Oct 22, 2024
- Q2 2024
- 8-KLRN
Aug 20, 2024
- 10-KLRN
Aug 7, 2024
- 8-KLRN
Aug 6, 2024
- Q1 2024
- 8-KLRN
May 17, 2024
- 10-QLRN
Apr 24, 2024
Earnings releases
11 documentsPresentations
0 documentsNo presentations for Stride, Inc. are held in this edition of the library.
Transcripts
0 documentsNo transcripts for Stride, Inc. are held in this edition of the library.
Mentioned by
1 companyOther tracked companies whose held documents mention Stride, Inc. by name or ticker. A mention is counted once per document, from the document text the library holds.
“ and courses with Merit America, vehicle warranties from Cuvrd, and savings accounts with Stride Save.…”
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