Logotype for Stride Inc

Stride (LRN) investor relations material

Stride Q4 2025 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Logotype for Stride Inc
Q4 2025 earnings summary5 Aug, 2025

Executive summary

  • Achieved record revenue and profitability for FY2025, with strong growth in General Education and Career Learning segments and the ninth consecutive year of revenue growth.

  • Full-year enrollments rose 20.4% year-over-year, serving over 240,000 students and families, with Career Learning enrollments up 32.5%.

  • Celebrated 25th anniversary, received recognition for educational innovation, and maintained leadership in school choice and digital education.

  • Continued investment in new products, tutoring, and AI-driven solutions to enhance student outcomes.

  • Maintains a strong balance sheet, enabling flexibility for organic and inorganic growth.

Financial highlights

  • FY2025 revenue reached $2,405.3M, up 18% year-over-year; adjusted operating income $466.2M, up 59%.

  • Adjusted EBITDA for FY2025 was $571.0M, a 46% increase year-over-year; adjusted EPS $8.10, up 48%.

  • Net income for the year reached $287.9M, a 41% increase year-over-year; diluted EPS was $5.95, up 27%.

  • Free cash flow for FY2025 was $372.8M, up from $217.2M in FY2024.

  • Cash, cash equivalents, and marketable securities totaled $1,011.4M at year-end, up from $714.2M.

Outlook and guidance

  • Initial Q1 FY2026 enrollment guidance projects 10–15% year-over-year growth, with strong market trends.

  • Revenue per enrollment for FY26 anticipated to be flat to slightly up; funding environment remains positive.

  • On track to achieve FY2028 targets, including $3.3–$3.5B revenue and $8.35–$9.00 EPS.

  • Gross margin growth to continue but at a slower pace; SG&A as a percent of revenue to decrease marginally.

  • CapEx as a percent of revenue to remain flat; stock-based compensation and tax rate to be in line with FY25.

Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.

Next Stride earnings date

Logotype for Stride Inc
Q1 202621 Oct, 2025
Your earnings 
season toolkit.
Download
Free on both iOS & Android.

Next Stride earnings date

Logotype for Stride Inc
Q1 202621 Oct, 2025

The essential earnings season companion

The #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.

Live calls and transcripts

Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.

Find what you need faster

Search for any keyword across all transcripts simultaneously.

Easily store key findings

Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Your watchlist. Your dashboard.

Follow the companies that matter to you. Get a personalized feed with real-time updates.

Be the first to know

Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.

Consensus estimates

Access analyst consensus estimates, valuation multiples, and revenue segments splits.

All IR material in one place

The easiest way to stay updated during earnings season.

Global coverage

All events from public companies. Live and recorded.

Just click and listen

No webcast links. No manual registrations.

Research anytime, anywhere

Built for professionals. Loved by everyone. Try our free mobile app.

excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com

Frequently asked questions

Stride Inc is an education technology company that offers online and blended learning programs for students in kindergarten through 12th grade. The company provides curriculum, technology platforms, and educational services to school districts, charter schools, and private institutions. It also offers career and adult learning programs. Stride Inc is headquartered in Herndon, Virginia, and its shares are listed on the NYSE.

Quartr provides global coverage of all investor relation material from public companies.

  • Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.

  • Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.

  • Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.

Yes, the Quartr mobile app is free on both iOS and Android.

Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.

Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.

Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.

Explore our global coverage