Stride Inc banner

Stride Inc
F:0AJ

Watchlist Manager
Stride Inc Logo
Stride Inc
F:0AJ
Watchlist
Price: 85 EUR 1.8% Market Closed
Market Cap: €3.7B

Stride Inc
Investor Relations

Stride Inc. is an education company that builds and runs online learning programs, mainly for K-12 students. It provides full-time virtual schools, curriculum, teachers, and support services that help public school systems, states, and families deliver schooling over the internet. It also offers career-focused and adult learning programs that help students build job-ready skills. The company makes money by selling education services and software-based learning programs to school districts, state programs, and other education partners. In many cases, Stride is paid for enrolling and serving students in virtual schools or for providing the technology, curriculum, and teaching support behind those schools. For some customers, it also earns fees from career learning and training programs. What makes Stride different is that it sits in the middle of the education system as both a content provider and an operator of online schools. Instead of just selling software, it delivers a full schooling model: lessons, instruction, assessments, and student support. That gives it a more hands-on role than a typical education technology vendor and ties its business closely to public education funding and school choice demand.

Show more
Loading...
No Stocks Selected

Compare the stock's returns with its benchmark index and competitors. Gain insights into its relative performance over time.

Select Stock to Compare
Last Earnings Call
Fiscal Period
Q3 2026
Call Date
Apr 28, 2026
AI Summary
Q3 2026

Topline growth: Stride reported third-quarter revenue of $629.9 million, up 2.7% year over year, as total enrollments rose 1.8% to 244,500.

Demand remains strong: Management repeatedly said application volumes are still strong, and that the underlying demand environment has not weakened despite recent platform issues and slightly higher attrition.

Guidance narrowed: Full-year revenue guidance was narrowed to $2.490 billion to $2.520 billion, while adjusted operating income was narrowed to $490 million to $500 million and CapEx to $75 million to $80 million.

Margins pressured: Gross margin fell to 36.8% from last year, mainly because of continued investment costs tied to the platform rollout, though management expects some of those costs to ease in FY 2027.

Enrollment timing: Management said some enrollment windows closed earlier than last year and the company is being more selective about growth, which pressured in-year enrollment but was not viewed as a sign of weaker demand.

Business outlook: Management sounded optimistic about the fall, said customer relationships remain positive, and suggested the new-business pipeline is as strong as it has been in five years.

Key Financials
Total enrollments
244,500
Revenue
$629.9 million
Career Learning revenue
$259.5 million
Career Learning enrollment growth
11.6%
General Education revenue
$357.5 million
General Education enrollment
down 5%
Revenue per enrollment
$2,485
Gross margin
36.8%
SG&A expenses
$102.5 million
Stock-based compensation
$9.6 million
Adjusted operating income
$140.4 million
Adjusted EBITDA
$171.3 million
Adjusted earnings per share
$2.30
Capital expenditures
$18.5 million
Free cash flow
$202.4 million
Cash and investments
$856 million
Earnings Call Recording
Other Earnings Calls

Management

Mr. James J. Rhyu
CEO & Director
No Bio Available
Ms. Donna M. Blackman CPA
Chief Financial Officer
No Bio Available
Mr. Todd Goldthwaite
Managing Director of Portfolio Companies
No Bio Available
Mr. Timothy Casey
Vice President of Investor Relations
No Bio Available
Ms. Emily Riordan
Director of Corporate Communications
No Bio Available
Ms. Deborah S. Hannah
Chief Marketing Officer
No Bio Available
Ms. Valerie Maddy
Senior VP & Chief Human Resources Officer
No Bio Available
Mr. Jeff Kwitowski
Senior Vice President of Corporate Communications
No Bio Available
Mr. Peter G. Stewart
Senior Vice President of School Development
No Bio Available
Mr. Bryan W. Flood
Senior VP & Chief Public Affairs Officer
No Bio Available

Contacts

Address
VIRGINIA
Herndon
2300 Corporate Park Dr
Contacts
Get AI-powered insights for any company or topic.
Open AI Assistant

Intrinsic Value is all-important and is the only logical way to evaluate the relative attractiveness of investments and businesses.

Warren Buffett