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Stride
Stride (LRN) investor relations material
Stride Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2026 earnings summary27 Jan, 2026
Executive summary
Platform issues have been resolved, leading to improved customer experience and operational momentum, with a focus on long-term stability.
Achieved record enrollment of 248.5K in Q2 FY2026, up 7.8% year-over-year, driven by strong growth in Career Learning programs.
Revenues for Q2 FY2026 were $631.3M, up 7.5% year-over-year; six-month revenue totaled $1.25B, up 10% year-over-year.
Adjusted operating income for Q2 was $159M, up 17% year-over-year; adjusted EBITDA was $188.1M, up 17%.
General Education segment saw a slight enrollment increase but a 3.6% revenue decline due to client mix.
Financial highlights
Q2 FY2026 revenue was $631.3M (+7.5% YoY); net income was $99.5M (+3.2% YoY); diluted EPS was $2.12.
Adjusted EPS for Q2 was $2.50, up 5.5% year-over-year.
Free cash flow for Q2 was $75.9M; cash, cash equivalents, and marketable securities totaled $676M at quarter end.
Capital expenditures for Q2 were $16M, with full-year expectations of $70M–$80M.
Gross margin for Q2 was 41.1%, up 30 basis points year-over-year; EBITDA margin improved to 28.2%.
Outlook and guidance
FY2026 revenue guidance reaffirmed at $2.48B–$2.555B; adjusted operating income guidance raised to $485M–$505M.
Q3 FY2026 revenue expected between $615M–$645M; adjusted operating income: $130M–$140M.
Capital expenditures for FY2026 expected at $70M–$80M; effective tax rate projected at 24%–25%.
Company remains on track to achieve FY2028 targets: $3.3B–$3.5B revenue, $800M adj. operating income, $8.35–$9.00 EPS.
Management expects continued growth in Career Learning enrollments and revenues, with ongoing investments in curriculum and technology.
Analyze cash flow decline drivers
General Ed revenue per enrollment decline drivers?
FY26 CapEx allocation to software/curriculum?
Future enrollment impact from K12 platform fix?
Strategy for Career Learning segment growth?
Capital allocation beyond current buyback plan?
Detail proprietary platform control strategy
How does capacity management impact future growth?
Gross margin outlook post-lease exit and platform costs
Partial view of Summaries dataset, powered by Quartr API
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Next Stride earnings date
Q3 202628 Apr, 2026
Stride
Next Stride earnings date
Q3 202628 Apr, 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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