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Stride (LRN) investor relations material
Stride Q1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2026 earnings summary28 Oct, 2025
Executive summary
Achieved record enrollment of 247,700, up 11.3% year-over-year, driven by strong demand for virtual education and school choice, but below internal expectations due to platform implementation issues.
Delivered online educational services nationwide, serving both K-12 and adult learners through General Education and Career Learning segments.
Adjusted operating income reached $81.1 million (+39% YoY), adjusted EBITDA $108.4 million (+29% YoY), and adjusted EPS $1.52 (+39% YoY).
Remains on track to achieve FY2028 targets, supported by secular trends and robust balance sheet.
Investments in new technology platforms and free ELA tutoring for young students are expected to support long-term growth.
Financial highlights
Q1 FY2026 revenue was $620.9 million, up 12.7% year-over-year.
Operating income rose 45.9% to $69.0 million; net income was $68.8 million, up 68.3% year-over-year.
Adjusted operating income was $81.1 million; adjusted EBITDA $108.4 million.
Adjusted EPS was $1.52, up from $1.09 year-over-year.
Free cash flow was -$217.5 million, reflecting typical seasonality and investments.
Outlook and guidance
FY2026 revenue guidance is $2.48–$2.555 billion; adjusted operating income $475–$500 million; CapEx $70–$80 million; effective tax rate 24%–25%.
Q2 FY2026 revenue expected between $620–$640 million; adjusted operating income $135–$145 million; CapEx $15–$18 million.
FY2028 targets: $3.5 billion revenue, $800 million adjusted operating income, $9.00 diluted EPS.
Revenue per enrollment expected to be flat year-over-year due to state mix and timing.
No expectation of in-year enrollment growth; sequential enrollment declines anticipated for the remainder of the year.
Adult Learning revenue decline drivers?
Q1 cash & equivalents drop drivers?
Career Learning revenue per enrollment disparity?
Timeline for platform issue resolution?
Outlook for in-year enrollment growth post-FY26?
Detail the drivers of flat revenue per enrollment.
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Q2 202627 Jan, 2026
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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.
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