Stride, Inc. (LRN) Form 8-K — Oct 20, 2026
Stride, Inc. (NYSE: LRN) reported Q1 fiscal 2027 results with revenue of $639.4 million, up 3.0% year-over-year, and income from operations of $84.3 million, up 22.2%. GAAP diluted EPS rose to $1.45 from $1.40. Quality of the beat was mixed: adjusted EPS fell 9.9% to $1.37 and adjusted operating income declined 3.1% to $78.6 million, while average enrollments dropped 2.5% to 241.4K.
Key figures
- Eps
- 1.45
- Revenue
- 639378000
- Guidance
- FY2027 revenue $2.530B-$2.610B; adjusted operating income $500M-$530M; capex $70M-$80M; effective tax rate 24%-26%. Q2 FY2027 revenue $625M-$645M; adjusted operating income $135M-$145M; capex $19M-$21M.
- Net Income
- 64919000
- Revenue Yoy
- 3.0%
- Total Assets
- 2530956000
- Cash Position
- $884.2 million (cash, cash equivalents and marketable securities as of September 30, 2026)
- Ebitda
- 119202000
- Capex q1
- 24500000
- Adjusted eps
- 1.37
- Adjusted ebitda
- 111810000
- Adjusted eps yoy
- -9.9%
- Adjusted ebitda yoy
- 3.1%
- Average enrollments
- 241.4K, down 2.5% YoY
- Income from operations
- 84268000
- Revenue per enrollment
- 2556
- Career learning revenue
- 282772000
- Current portion of debt
- 418431000
- Adjusted operating income
- 78646000
- General education revenue
- 356606000
- Adult learning revenue yoy
- -34.4%
- Income from operations yoy
- 22.2%
- Revenue per enrollment yoy
- 7.0%
- Career learning enrollments
- 112.2K, up 2.0% YoY
- Career learning revenue yoy
- 9.7%
- Adjusted operating income yoy
- -3.1%
- General education revenue yoy
- -1.8%
AI analysis
Red flags5 · Pro
The rest of the AI analysis, red flags and sentiment are part of Signal8 Pro.
AI-generated analysis of a public disclosure. Not investment advice; verify against the original document.