LRN · Stride, Inc.
Price & Indicators
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Metrics snapshot
Useful current figures from the complete screener profile.
AI Brief
Q4 FY26 earnings call · Aug 4, 2026TL;DR. Stride reported FY26 revenue of $2,518.1M (+4.7%) and adjusted EBITDA of $617.6M (+8.2%), but Q4 revenue declined 2.7% and adjusted operating income fell 9.8% year-over-year, while CEO leadership transition and tougher FY27 enrollment comparisons cloud the outlook. The company extended its share repurchase authorization through October 31, 2027 with ~$311.3M remaining.
- + Full-year enrollments grew 4.2% to 243.9K, with Career Learning enrollments up 13.9% to 109.7K.
- + Share repurchase authorization extended to October 31, 2027 with ~$311.3M remaining; CFO intends to actively consider opportunistic repurchases.
- − CEO transition announced abruptly with no forward-looking performance driver disclosed, prompting investor concern.
- − FY27 count-date enrollment growth faces a tougher comparison after moderating in-year enrollments in FY26.
- − Roscoe ISD did not renew the Lone Star Online Academy contract, removing a Texas school from the portfolio.
- − FY26 gross margin contracted 140 basis points to 37.8%.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders SellIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
Education & Training Services — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
LRN
this stock
Stride, Inc.
|
$3.26B | +19.4% | +3.3% | 11.0 | 19.3% |
|
EDU
New Oriental Education & Technology Group Inc.
|
$8.75B | +1.1% | +15.5% | — | 2.0% |
|
TAL
TAL Education Group
|
$6.66B | +11.5% | +33.7% | — | 3.7% |
|
LAUR
Laureate Education, Inc.
|
$5.15B | +12.9% | +19.5% | 17.0 | 3.1% |
|
CVSA
Covista Inc.
|
$4.18B | +19.2% | +9.3% | 17.4 | 5.7% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| LRN | -3.2% | -8.9% | -14.1% | -0.6% | +19.4% |
| SPY | -0.4% | -0.2% | +12.4% | +0.2% | +12.0% |
| vs SPY | -2.7% | -8.8% | -26.5% | -0.8% | +7.4% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.