Stride Inc. continues to deliver strong quarterly results with revenue growth accelerating and operating income significantly increasing due to lower cost percentages. The company benefits from a unique duopoly in the online K-12 education market, with steady in-year enrollment driving growth. Despite potential long-term impacts from new tariff policies, Stride's resilience and late position in the economic chain make it a solid investment.
Stride delivered 18% revenue growth and a 43% jump in net income year-over-year, prompting management to raise full-year guidance on revenue and operating income. The segment continues to grow steadily, contributing over 60% of total revenue, while providing the predictable cash flow that underpins Stride's broader strategy. K-12 career programs posted 33% growth, driven by demand for flexible, job-aligned education. Adult Learning underperformed, but strategic revamps are in motion.
Stride, Inc. (NYSE:LRN ) Q3 2025 Earnings Conference Call April 29, 2025 5:00 PM ET Company Participants Tim Casey - Vice President of Investor Relations James Rhyu - Chief Executive Officer Donna Blackman - Chief Financial Officer Conference Call Participants Jason Tilchen - Canaccord Genuity Greg Parrish - Morgan Stanley Jeffrey Silber - BMO Capital Markets Pat McIlwee - William Blair Alexander Paris - Barrington Research Operator Ladies and gentlemen, thank you for standing by. My name is Abby, and I will be your conference operator today.
21 Apr 2025 Date | | - Cons. EPS | - EPS |
21 Jan 2025 Date | | 1.87 Cons. EPS | 2.03 EPS |
22 Oct 2024 Date | | 0.22 Cons. EPS | 0.94 EPS |
13 Aug 2024 Date | | 1.27 Cons. EPS | - EPS |
6 Aug 2024 Date | | 1.27 Cons. EPS | 1.42 EPS |
21 Apr 2025 Date | | - Cons. EPS | - EPS |
21 Jan 2025 Date | | 1.87 Cons. EPS | 2.03 EPS |
22 Oct 2024 Date | | 0.22 Cons. EPS | 0.94 EPS |
13 Aug 2024 Date | | 1.27 Cons. EPS | - EPS |
6 Aug 2024 Date | | 1.27 Cons. EPS | 1.42 EPS |
Education & Training Services Industry | Consumer Defensive Sector | Mr. James J. Rhyu CEO | XDUS Exchange | US86333M1080 ISIN |
US Country | 7,800 Employees | - Last Dividend | - Last Split | 13 Dec 2007 IPO Date |
Stride, Inc. is a leading technology-based education service company that offers innovative and comprehensive solutions aimed at enhancing individualized learning for students from kindergarten through 12th grade (K-12), both in the United States and internationally. Initially founded as K12 Inc. in 2000 and rebranded to Stride, Inc. in December 2020, its headquarters are located in Reston, Virginia. The core mission of Stride, Inc. revolves around leveraging technology to provide proprietary and third-party online curriculum, software systems, and educational services. These offerings are designed to support the educational journey of students by facilitating personalized learning experiences, monitoring progress, and ensuring substantial support. The company caters to a wide range of clients including public and private schools, school districts, charter boards, consumers, employers, as well as government agencies.
Stride, Inc. has established a comprehensive portfolio of products and services tailored to fill various educational needs from K-12 to adult learning and career development. These offerings include: