View Future GrowthKinderCare Learning Companies 과거 순이익 실적과거 기준 점검 0/6KinderCare Learning Companies 의 수입은 연평균 -39.4%의 비율로 감소해 온 반면, Consumer Services 산업은 연평균 25.1%의 비율로 증가했습니다. 매출은 연평균 11.2%의 비율로 증가해 왔습니다.핵심 정보-39.39%순이익 성장률-52.71%주당순이익(EPS) 성장률Consumer Services 산업 성장률20.27%매출 성장률11.23%자기자본이익률-89.98%순이익률-15.48%최근 순이익 업데이트04 Apr 2026최근 과거 실적 업데이트공시 • May 16+ 1 more updateKindercare Learning Companies, Inc. Reports Impairment Losses for the First Quarter Ended April 4, 2026KinderCare Learning Companies, Inc. reported impairment losses for the first quarter ended April 4, 2026. Goodwill impairment recognized during the three months ended April 4, 2026 was $273.5 million.Reported Earnings • May 15First quarter 2026 earnings: EPS misses analyst expectationsFirst quarter 2026 results: US$2.45 loss per share (down from US$0.18 profit in 1Q 2025). Revenue: US$672.5m (flat on 1Q 2025). Net loss: US$289.8m (down US$311.0m from profit in 1Q 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates significantly. Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Consumer Services industry in the US.공시 • Apr 24KinderCare Learning Companies, Inc. to Report Q1, 2026 Results on May 14, 2026KinderCare Learning Companies, Inc. announced that they will report Q1, 2026 results After-Market on May 14, 2026Reported Earnings • Mar 15Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: US$0.95 loss per share. Revenue: US$2.73b (up 2.6% from FY 2024). Net loss: US$112.9m (loss widened 22% from FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 1.7% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Consumer Services industry in the US.공시 • Mar 13+ 1 more updateKinderCare Learning Companies, Inc. Reports Impairment Charges for the Fourth Quarter Ended January 3, 2026KinderCare Learning Companies, Inc. reported impairment charges for the fourth quarter ended January 3, 2026. For the period, the company reported Impairment losses of $196,997,000 compared to $3,395,000 for the fourth quarter ended December 28, 2024. Represents impairment charges for goodwill, indefinite-lived intangible assets, and long-lived assets. Goodwill impairment recognized was $178.0 million during both the three months and fiscal year ended January 3, 2026, and was driven by the further deterioration in market capitalization from a continued decline in stock price. Impairments of long-lived assets for the periods presented was driven by center closures and reduced operating performance at certain centers due to the impact of changing demographics in certain locations in which operate and current macroeconomic conditions on overall operations.공시 • Feb 20KinderCare Learning Companies, Inc. to Report Q4, 2025 Results on Mar 12, 2026KinderCare Learning Companies, Inc. announced that they will report Q4, 2025 results After-Market on Mar 12, 2026모든 업데이트 보기Recent updatesSeeking Alpha • May 26KinderCare Learning Companies Deserves To At Least Double From HereSummary KinderCare Learning Companies remains a "Strong Buy" as operational improvements and revised guidance signal substantial upside potential despite the recent share price doubling. KLC’s profitability suffered from occupancy declines and self-inflicted operational distractions, but management’s corrective actions and cost-cutting are expected to drive stabilization. Recent guidance revision raised 2026 EBITDA to $215–$235 million, supporting a bullish valuation case even at conservative EV/EBITDA multiples. Federal and state subsidy support, alongside enrichment program expansion, provide structural tailwinds and potential for further operational recovery. Read the full article on Seeking AlphaMajor Estimate Revision • May 21Consensus EPS estimates fall by 2,647%The consensus outlook for fiscal year 2026 has been updated. 2026 expected loss increased from -US$0.078 to -US$2.16 per share. Revenue forecast unchanged at US$2.71b. Consumer Services industry in the US expected to see average net income growth of 21% next year. Consensus price target up from US$3.19 to US$4.24. Share price fell 15% to US$3.71 over the past week.공시 • May 16+ 1 more updateKindercare Learning Companies, Inc. Reports Impairment Losses for the First Quarter Ended April 4, 2026KinderCare Learning Companies, Inc. reported impairment losses for the first quarter ended April 4, 2026. Goodwill impairment recognized during the three months ended April 4, 2026 was $273.5 million.Reported Earnings • May 15First quarter 2026 earnings: EPS misses analyst expectationsFirst quarter 2026 results: US$2.45 loss per share (down from US$0.18 profit in 1Q 2025). Revenue: US$672.5m (flat on 1Q 2025). Net loss: US$289.8m (down US$311.0m from profit in 1Q 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates significantly. Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Consumer Services industry in the US.공시 • Apr 24KinderCare Learning Companies, Inc. to Report Q1, 2026 Results on May 14, 2026KinderCare Learning Companies, Inc. announced that they will report Q1, 2026 results After-Market on May 14, 2026공시 • Apr 21KinderCare Learning Companies, Inc., Annual General Meeting, Jun 04, 2026KinderCare Learning Companies, Inc., Annual General Meeting, Jun 04, 2026.Recent Insider Transactions • Mar 19Chairman & CEO recently bought US$999k worth of stockOn the 18th of March, John Wyatt bought around 494k shares on-market at roughly US$2.02 per share. This transaction amounted to 91% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was John's only on-market trade for the last 12 months.Reported Earnings • Mar 15Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: US$0.95 loss per share. Revenue: US$2.73b (up 2.6% from FY 2024). Net loss: US$112.9m (loss widened 22% from FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 1.7% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Consumer Services industry in the US.New Risk • Mar 13New major risk - Revenue and earnings growthEarnings have declined by 6.0% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (0.3x net interest cover). Earnings have declined by 6.0% per year over the past 5 years.공시 • Mar 13+ 1 more updateKinderCare Learning Companies, Inc. Reports Impairment Charges for the Fourth Quarter Ended January 3, 2026KinderCare Learning Companies, Inc. reported impairment charges for the fourth quarter ended January 3, 2026. For the period, the company reported Impairment losses of $196,997,000 compared to $3,395,000 for the fourth quarter ended December 28, 2024. Represents impairment charges for goodwill, indefinite-lived intangible assets, and long-lived assets. Goodwill impairment recognized was $178.0 million during both the three months and fiscal year ended January 3, 2026, and was driven by the further deterioration in market capitalization from a continued decline in stock price. Impairments of long-lived assets for the periods presented was driven by center closures and reduced operating performance at certain centers due to the impact of changing demographics in certain locations in which operate and current macroeconomic conditions on overall operations.공시 • Feb 20KinderCare Learning Companies, Inc. to Report Q4, 2025 Results on Mar 12, 2026KinderCare Learning Companies, Inc. announced that they will report Q4, 2025 results After-Market on Mar 12, 2026분석 기사 • Feb 02Does KinderCare Learning Companies (NYSE:KLC) Have A Healthy Balance Sheet?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...분석 기사 • Dec 23KinderCare Learning Companies' (NYSE:KLC) Returns On Capital Are Heading HigherFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...공시 • Dec 03+ 1 more updateKinderCare Learning Companies Announces CEO ChangesKinderCare Learning Companies announced that Tom Wyatt is returning as Chief Executive Officer, effective December 2, 2025. Tom Wyatt was Chief Executive Officer of KinderCare from 2012 to June, 2024 and has served as Chairman of the Board since 2021. In his 12 years as CEO, Tom transformed the company, leading the organization to significant occupancy, top line and bottom line growth and the highest standards of excellence in education. His strategic vision focused on the company’s four foundational pillars: Educational Excellence, People & Culture, Health & Safety, and Growth & Operations. His focus on culture was marked by record-high levels of employee and customer engagement, earning the company the Gallup Great Workplace Award every year since 2017. Tom expanded KinderCare’s portfolio to include the 2018 acquisition of Rainbow Childcare and its 150 centers in 16 states and the 2022 acquisition of The Crème de la Crème School, one of the nation’s largest premium child care and early learning providers. Tom’s career spans more than 40 years of leading successful public and privately-held consumer brands. Prior to joining KinderCare, he was with Gap Inc. where he served as President of the Old Navy division from 2008-2012. Other executive roles he’s held include President and CEO for Cutter & Buck, President of Vanity Fair Intimates and Vanity Fair Intimates Coalition and as CEO of Parisian Department Stores, then a division of Saks Inc. Paul Thompson, who served as CEO, is stepping down but will assist in the transition until December 31, 2025.분석 기사 • Nov 14Revenues Working Against KinderCare Learning Companies, Inc.'s (NYSE:KLC) Share Price Following 31% DiveTo the annoyance of some shareholders, KinderCare Learning Companies, Inc. ( NYSE:KLC ) shares are down a considerable...Reported Earnings • Nov 13Third quarter 2025 earnings: EPS misses analyst expectationsThird quarter 2025 results: EPS: US$0.038 (down from US$0.15 in 3Q 2024). Revenue: US$676.8m (flat on 3Q 2024). Net income: US$4.55m (down 67% from 3Q 2024). Profit margin: 0.7% (down from 2.1% in 3Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 51%. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 9.7% growth forecast for the Consumer Services industry in the US.Price Target Changed • Nov 13Price target decreased by 32% to US$7.09Down from US$10.50, the current price target is an average from 8 analysts. New target price is 75% above last closing price of US$4.04. Stock is down 84% over the past year. The company is forecast to post earnings per share of US$0.64 next year compared to a net loss per share of US$0.96 last year.공시 • Nov 13+ 1 more updateKinderCare Learning Companies, Inc. Updates Earnings Guidance for the Year 2025KinderCare Learning Companies, Inc. updated earnings guidance for the year 2025. The Company is updating its guidance ranges for the full year 2025. Revenue is now expected to be approximately $2.72 billion to $2.74 billion.공시 • Nov 11KinderCare Learning Companies, Inc. Announces Promotion of Lindsay Sorhondo to Executive Vice President and Chief Operating Officer, Effective November 11, 2025KinderCare Learning Companies, Inc. on November 10, 2025 announced the promotion of Chief Innovation Officer Lindsay Sorhondo to Executive Vice President and Chief Operating Officer, effective November 11, 2025. Ms. Sorhondo, age 41, will oversee the company’s strategy, operations and growth channels, customer experience and insights, as well as marketing and IT. In her new role, she will be responsible for driving alignment and innovation across KinderCare’s portfolio as the organization continues its mission to provide exceptional early education experiences for children and families nationwide. Since starting at KinderCare in 2013, Sorhondo has held various leadership roles, most recently as the company's Chief Innovation Officer. Over her 12-year tenure, she has been a key driver in strengthening the company’s business and operational capabilities, partnering across the organization and with field leadership to deliver strong execution and measurable outcomes. Prior to joining KinderCare, Sorhondo held leadership roles at ANN Inc. in New York City and served as a consultant with Gallup. She earned her bachelor’s degree in psychology from the University of California, San Diego, and her master’s degree in psychology from New York University.공시 • Oct 30KinderCare Learning Companies, Inc. to Report Q3, 2025 Results on Nov 12, 2025KinderCare Learning Companies, Inc. announced that they will report Q3, 2025 results After-Market on Nov 12, 2025Price Target Changed • Oct 15Price target decreased by 17% to US$10.50Down from US$12.63, the current price target is an average from 8 analysts. New target price is 80% above last closing price of US$5.82. Stock is down 79% over the past year. The company is forecast to post earnings per share of US$0.75 next year compared to a net loss per share of US$0.96 last year.분석 기사 • Oct 11KinderCare Learning Companies (NYSE:KLC) Use Of Debt Could Be Considered RiskyHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...분석 기사 • Aug 20Lacklustre Performance Is Driving KinderCare Learning Companies, Inc.'s (NYSE:KLC) 26% Price DropNYSE:KLC 1 Year Share Price vs Fair Value Explore KinderCare Learning Companies's Fair Values from the Community and...공시 • Aug 14Gainey McKenna & Egleston Announces Files Class Action Lawsuit Against KinderCare Learning Companies, IncGainey McKenna & Egleston announced that a securities class action lawsuit has been filed in the United States District Court for the District of Oregon on behalf of all persons or entities who purchased the securities of KinderCare Learning Companies, Inc. (“KinderCare” or the “Company”) in its October 2024 initial public offering (the “IPO”). The Complaint alleges that Defendants made materially false and misleading statements because they failed to disclose the following adverse facts that existed at the time of the IPO: (i) that numerous incidents of child abuse, neglect, and harm had occurred at KinderCare facilities; (ii) that KinderCare did not provide the “highest quality care possible” at its facilities, and, indeed, in numerous instances had failed to provide even basic care, meet minimum standards in the child care industry, or comply with the laws and regulations governing the care of children; and (iii) that, as a result of (i)-(iii) above, KinderCare was exposed to a material, undisclosed risk of lawsuits, adverse regulatory action, negative publicity, reputational damage, and business loss. The Complaint further alleges that since the IPO, the price of KinderCare stock has fallen to lows near $9 per share – substantially less than half the $24 per share IPO price.Reported Earnings • Aug 13Second quarter 2025 earnings: EPS misses analyst expectationsSecond quarter 2025 results: EPS: US$0.33 (up from US$0.32 in 2Q 2024). Revenue: US$700.1m (up 1.5% from 2Q 2024). Net income: US$38.6m (up 35% from 2Q 2024). Profit margin: 5.5% (up from 4.1% in 2Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 8.8%. Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 9.4% growth forecast for the Consumer Services industry in the US.공시 • Aug 13KinderCare Learning Companies, Inc. Refines Earnings Guidance for the Full Year 2025KinderCare Learning Companies, Inc. refined earnings guidance for the full year 2025. For the year, based on lowered occupancy expectations, company's revenue is now expected to be approximately $2.75 billion to $2.80 billion.공시 • Jul 30KinderCare Learning Companies, Inc. to Report Q2, 2025 Results on Aug 12, 2025KinderCare Learning Companies, Inc. announced that they will report Q2, 2025 results After-Market on Aug 12, 2025분석 기사 • Jul 08Is KinderCare Learning Companies (NYSE:KLC) A Risky Investment?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...공시 • Jun 30+ 4 more updatesKinderCare Learning Companies, Inc.(NYSE:KLC) dropped from Russell 3000 Value IndexKinderCare Learning Companies, Inc.(NYSE:KLC) dropped from Russell 3000 Value IndexBoard Change • Jun 25Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 2 highly experienced directors. CEO & Director Paul Thompson was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.분석 기사 • May 16Results: KinderCare Learning Companies, Inc. Beat Earnings Expectations And Analysts Now Have New ForecastsKinderCare Learning Companies, Inc. ( NYSE:KLC ) shareholders are probably feeling a little disappointed, since its...Reported Earnings • May 14First quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2025 results: EPS: US$0.18 (up from US$0.018 in 1Q 2024). Revenue: US$668.2m (flat on 1Q 2024). Net income: US$21.2m (up 58% from 1Q 2024). Profit margin: 3.2% (up from 2.0% in 1Q 2024). Revenue missed analyst estimates by 1.9%. Earnings per share (EPS) exceeded analyst estimates by 42%. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Consumer Services industry in the US.분석 기사 • May 14Estimating The Fair Value Of KinderCare Learning Companies, Inc. (NYSE:KLC)Key Insights The projected fair value for KinderCare Learning Companies is US$13.27 based on 2 Stage Free Cash Flow to...공시 • May 14+ 1 more updateKinderCare Learning Companies, Inc. Maintains Financial Guidance for the Full Year 2025KinderCare Learning Companies, Inc. maintained financial guidance for the full year 2025. The company maintains its guidance for full year 2025 consisting of revenue to be approximately $2.75 billion to $2.85 billion.공시 • Apr 30KinderCare Learning Companies, Inc. to Report Q1, 2025 Results on May 13, 2025KinderCare Learning Companies, Inc. announced that they will report Q1, 2025 results After-Market on May 13, 2025공시 • Apr 22KinderCare Learning Companies, Inc., Annual General Meeting, Jun 05, 2025KinderCare Learning Companies, Inc., Annual General Meeting, Jun 05, 2025.분석 기사 • Apr 09Does KinderCare Learning Companies (NYSE:KLC) Have A Healthy Balance Sheet?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...분석 기사 • Apr 09Revenues Working Against KinderCare Learning Companies, Inc.'s (NYSE:KLC) Share Price Following 38% DiveKinderCare Learning Companies, Inc. ( NYSE:KLC ) shareholders that were waiting for something to happen have been dealt...Seeking Alpha • Mar 28Why Is KinderCare Learning Companies Performing So Poorly?Summary KinderCare Learning Companies has seen its stock plummet nearly 50% below its IPO price due to mispricing and disappointing earnings reports. Major concerns include high reliance on federal subsidies, high debt levels, and tepid growth prospects, making KLC a risky investment. Despite a large market opportunity, the Company's 2025 outlook is tepid, with flat occupancy growth and lowered pricing power, deterring immediate investment. I recommend staying on the sidelines until there's improvement in technical price action and a successful earnings report that boosts market confidence. Read the full article on Seeking AlphaReported Earnings • Mar 21Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: US$0.96 loss per share (down from US$0.14 profit in FY 2023). Revenue: US$2.66b (up 6.1% from FY 2023). Net loss: US$92.8m (down 191% from profit in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Consumer Services industry in the US.Buy Or Sell Opportunity • Mar 10Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 15% to US$16.50. The fair value is estimated to be US$21.46, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has declined by 2.7%. For the next 3 years, revenue is forecast to grow by 6.1% per annum. Earnings are also forecast to grow by 39% per annum over the same time period.공시 • Feb 13KinderCare Learning Companies, Inc. to Report Q4, 2024 Results on Mar 20, 2025KinderCare Learning Companies, Inc. announced that they will report Q4, 2024 results After-Market on Mar 20, 2025Valuation Update With 7 Day Price Move • Dec 11Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to US$19.64, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 15x in the Consumer Services industry in the US. Simply Wall St's valuation model estimates the intrinsic value at US$16.60 per share.Buy Or Sell Opportunity • Nov 22Now 21% overvaluedThe stock has been flat over the last 90 days, currently trading at US$20.87. The fair value is estimated to be US$17.25, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has declined by 2.7%. For the next 3 years, revenue is forecast to grow by 6.1% per annum. Earnings are also forecast to grow by 38% per annum over the same time period.Reported Earnings • Nov 21Third quarter 2024 earnings: EPS exceeds analyst expectationsThird quarter 2024 results: EPS: US$0.15 (down from US$0.18 in 3Q 2023). Revenue: US$671.5m (up 7.5% from 3Q 2023). Net income: US$14.0m (down 13% from 3Q 2023). Profit margin: 2.1% (down from 2.6% in 3Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) exceeded analyst estimates. Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Consumer Services industry in the US.Valuation Update With 7 Day Price Move • Nov 15Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to US$23.36, the stock trades at a forward P/E ratio of 50x. Average forward P/E is 15x in the Consumer Services industry in the US. Simply Wall St's valuation model estimates the intrinsic value at US$23.66 per share.공시 • Nov 01KinderCare Learning Companies, Inc. to Report Q3, 2024 Results on Nov 20, 2024KinderCare Learning Companies, Inc. announced that they will report Q3, 2024 results at 4:00 PM, US Eastern Standard Time on Nov 20, 2024Seeking Alpha • Oct 24KinderCare Learning Companies: Aided By Pandemic SubsidiesSummary KinderCare Learning Companies, Inc. went public recently, but high earnings multiples and reliance on pandemic-related subsidies make me cautious. Despite solid growth and a large market, KinderCare's operating income is modest due to labor costs and even inflated by COVID-19 subsidies. The company's valuation is demanding, with significant leverage and earnings likely to decline in 2024 amid margin pressures. Given these factors, I prefer to observe KinderCare's performance further before considering any investment. Read the full article on Seeking Alpha공시 • Oct 10KinderCare Learning Companies, Inc. has completed an IPO in the amount of $576 million.KinderCare Learning Companies, Inc. has completed an IPO in the amount of $576 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 24,000,000 Price\Range: $24 Discount Per Security: $1.32 Transaction Features: Sponsor Backed OfferingBoard Change • Oct 09Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 2 highly experienced directors. Independent Director Preston Grasty was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.매출 및 비용 세부 내역KinderCare Learning Companies가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.순이익 및 매출 추이NYSE:KLC 매출, 비용 및 순이익 (USD Millions)날짜매출순이익일반관리비연구개발비04 Apr 262,738-424317003 Jan 262,733-113317027 Sep 252,692-69328028 Jun 252,687-60320029 Mar 252,677-70320028 Dec 242,663-93319028 Sep 242,63456264029 Jun 242,58758267030 Mar 242,53165267030 Dec 232,510103306030 Sep 232,467123306001 Apr 232,302183291031 Dec 222,166219267001 Oct 222,066231271002 Apr 221,905179239001 Jan 221,80888227002 Oct 211,7149192003 Jul 211,566-44179003 Apr 211,438-111172002 Jan 211,367-129170028 Dec 191,876-29219029 Dec 181,675-362040양질의 수익: KLC 은(는) 현재 수익성이 없습니다.이익 마진 증가: KLC는 현재 수익성이 없습니다.잉여현금흐름 대비 순이익 분석과거 순이익 성장 분석수익추이: KLC은 수익성이 없으며 지난 5년 동안 손실이 연평균 39.4% 증가했습니다.성장 가속화: 현재 수익성이 없어 지난 1년간 KLC의 수익 성장률을 5년 평균과 비교할 수 없습니다.수익 대 산업: KLC은 수익성이 없어 지난 해 수익 성장률을 Consumer Services 업계(11.7%)와 비교하기 어렵습니다.자기자본이익률높은 ROE: KLC는 현재 수익성이 없으므로 자본 수익률이 음수(-89.98%)입니다.총자산이익률투하자본수익률우수한 과거 실적 기업을 찾아보세요7D1Y7D1Y7D1YConsumer-services 산업에서 과거 실적이 우수한 기업.View Financial Health기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/06/08 07:29종가2026/06/08 00:00수익2026/04/04연간 수익2026/01/03데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스KinderCare Learning Companies, Inc.는 8명의 분석가가 다루고 있습니다. 이 중 6명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Jeffrey MeulerBairdManav PatnaikBarclaysJeffrey SilberBMO Capital Markets Equity Research5명의 분석가 더 보기
공시 • May 16+ 1 more updateKindercare Learning Companies, Inc. Reports Impairment Losses for the First Quarter Ended April 4, 2026KinderCare Learning Companies, Inc. reported impairment losses for the first quarter ended April 4, 2026. Goodwill impairment recognized during the three months ended April 4, 2026 was $273.5 million.
Reported Earnings • May 15First quarter 2026 earnings: EPS misses analyst expectationsFirst quarter 2026 results: US$2.45 loss per share (down from US$0.18 profit in 1Q 2025). Revenue: US$672.5m (flat on 1Q 2025). Net loss: US$289.8m (down US$311.0m from profit in 1Q 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates significantly. Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Consumer Services industry in the US.
공시 • Apr 24KinderCare Learning Companies, Inc. to Report Q1, 2026 Results on May 14, 2026KinderCare Learning Companies, Inc. announced that they will report Q1, 2026 results After-Market on May 14, 2026
Reported Earnings • Mar 15Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: US$0.95 loss per share. Revenue: US$2.73b (up 2.6% from FY 2024). Net loss: US$112.9m (loss widened 22% from FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 1.7% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Consumer Services industry in the US.
공시 • Mar 13+ 1 more updateKinderCare Learning Companies, Inc. Reports Impairment Charges for the Fourth Quarter Ended January 3, 2026KinderCare Learning Companies, Inc. reported impairment charges for the fourth quarter ended January 3, 2026. For the period, the company reported Impairment losses of $196,997,000 compared to $3,395,000 for the fourth quarter ended December 28, 2024. Represents impairment charges for goodwill, indefinite-lived intangible assets, and long-lived assets. Goodwill impairment recognized was $178.0 million during both the three months and fiscal year ended January 3, 2026, and was driven by the further deterioration in market capitalization from a continued decline in stock price. Impairments of long-lived assets for the periods presented was driven by center closures and reduced operating performance at certain centers due to the impact of changing demographics in certain locations in which operate and current macroeconomic conditions on overall operations.
공시 • Feb 20KinderCare Learning Companies, Inc. to Report Q4, 2025 Results on Mar 12, 2026KinderCare Learning Companies, Inc. announced that they will report Q4, 2025 results After-Market on Mar 12, 2026
Seeking Alpha • May 26KinderCare Learning Companies Deserves To At Least Double From HereSummary KinderCare Learning Companies remains a "Strong Buy" as operational improvements and revised guidance signal substantial upside potential despite the recent share price doubling. KLC’s profitability suffered from occupancy declines and self-inflicted operational distractions, but management’s corrective actions and cost-cutting are expected to drive stabilization. Recent guidance revision raised 2026 EBITDA to $215–$235 million, supporting a bullish valuation case even at conservative EV/EBITDA multiples. Federal and state subsidy support, alongside enrichment program expansion, provide structural tailwinds and potential for further operational recovery. Read the full article on Seeking Alpha
Major Estimate Revision • May 21Consensus EPS estimates fall by 2,647%The consensus outlook for fiscal year 2026 has been updated. 2026 expected loss increased from -US$0.078 to -US$2.16 per share. Revenue forecast unchanged at US$2.71b. Consumer Services industry in the US expected to see average net income growth of 21% next year. Consensus price target up from US$3.19 to US$4.24. Share price fell 15% to US$3.71 over the past week.
공시 • May 16+ 1 more updateKindercare Learning Companies, Inc. Reports Impairment Losses for the First Quarter Ended April 4, 2026KinderCare Learning Companies, Inc. reported impairment losses for the first quarter ended April 4, 2026. Goodwill impairment recognized during the three months ended April 4, 2026 was $273.5 million.
Reported Earnings • May 15First quarter 2026 earnings: EPS misses analyst expectationsFirst quarter 2026 results: US$2.45 loss per share (down from US$0.18 profit in 1Q 2025). Revenue: US$672.5m (flat on 1Q 2025). Net loss: US$289.8m (down US$311.0m from profit in 1Q 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates significantly. Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Consumer Services industry in the US.
공시 • Apr 24KinderCare Learning Companies, Inc. to Report Q1, 2026 Results on May 14, 2026KinderCare Learning Companies, Inc. announced that they will report Q1, 2026 results After-Market on May 14, 2026
공시 • Apr 21KinderCare Learning Companies, Inc., Annual General Meeting, Jun 04, 2026KinderCare Learning Companies, Inc., Annual General Meeting, Jun 04, 2026.
Recent Insider Transactions • Mar 19Chairman & CEO recently bought US$999k worth of stockOn the 18th of March, John Wyatt bought around 494k shares on-market at roughly US$2.02 per share. This transaction amounted to 91% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was John's only on-market trade for the last 12 months.
Reported Earnings • Mar 15Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: US$0.95 loss per share. Revenue: US$2.73b (up 2.6% from FY 2024). Net loss: US$112.9m (loss widened 22% from FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 1.7% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Consumer Services industry in the US.
New Risk • Mar 13New major risk - Revenue and earnings growthEarnings have declined by 6.0% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (0.3x net interest cover). Earnings have declined by 6.0% per year over the past 5 years.
공시 • Mar 13+ 1 more updateKinderCare Learning Companies, Inc. Reports Impairment Charges for the Fourth Quarter Ended January 3, 2026KinderCare Learning Companies, Inc. reported impairment charges for the fourth quarter ended January 3, 2026. For the period, the company reported Impairment losses of $196,997,000 compared to $3,395,000 for the fourth quarter ended December 28, 2024. Represents impairment charges for goodwill, indefinite-lived intangible assets, and long-lived assets. Goodwill impairment recognized was $178.0 million during both the three months and fiscal year ended January 3, 2026, and was driven by the further deterioration in market capitalization from a continued decline in stock price. Impairments of long-lived assets for the periods presented was driven by center closures and reduced operating performance at certain centers due to the impact of changing demographics in certain locations in which operate and current macroeconomic conditions on overall operations.
공시 • Feb 20KinderCare Learning Companies, Inc. to Report Q4, 2025 Results on Mar 12, 2026KinderCare Learning Companies, Inc. announced that they will report Q4, 2025 results After-Market on Mar 12, 2026
분석 기사 • Feb 02Does KinderCare Learning Companies (NYSE:KLC) Have A Healthy Balance Sheet?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
분석 기사 • Dec 23KinderCare Learning Companies' (NYSE:KLC) Returns On Capital Are Heading HigherFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
공시 • Dec 03+ 1 more updateKinderCare Learning Companies Announces CEO ChangesKinderCare Learning Companies announced that Tom Wyatt is returning as Chief Executive Officer, effective December 2, 2025. Tom Wyatt was Chief Executive Officer of KinderCare from 2012 to June, 2024 and has served as Chairman of the Board since 2021. In his 12 years as CEO, Tom transformed the company, leading the organization to significant occupancy, top line and bottom line growth and the highest standards of excellence in education. His strategic vision focused on the company’s four foundational pillars: Educational Excellence, People & Culture, Health & Safety, and Growth & Operations. His focus on culture was marked by record-high levels of employee and customer engagement, earning the company the Gallup Great Workplace Award every year since 2017. Tom expanded KinderCare’s portfolio to include the 2018 acquisition of Rainbow Childcare and its 150 centers in 16 states and the 2022 acquisition of The Crème de la Crème School, one of the nation’s largest premium child care and early learning providers. Tom’s career spans more than 40 years of leading successful public and privately-held consumer brands. Prior to joining KinderCare, he was with Gap Inc. where he served as President of the Old Navy division from 2008-2012. Other executive roles he’s held include President and CEO for Cutter & Buck, President of Vanity Fair Intimates and Vanity Fair Intimates Coalition and as CEO of Parisian Department Stores, then a division of Saks Inc. Paul Thompson, who served as CEO, is stepping down but will assist in the transition until December 31, 2025.
분석 기사 • Nov 14Revenues Working Against KinderCare Learning Companies, Inc.'s (NYSE:KLC) Share Price Following 31% DiveTo the annoyance of some shareholders, KinderCare Learning Companies, Inc. ( NYSE:KLC ) shares are down a considerable...
Reported Earnings • Nov 13Third quarter 2025 earnings: EPS misses analyst expectationsThird quarter 2025 results: EPS: US$0.038 (down from US$0.15 in 3Q 2024). Revenue: US$676.8m (flat on 3Q 2024). Net income: US$4.55m (down 67% from 3Q 2024). Profit margin: 0.7% (down from 2.1% in 3Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 51%. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 9.7% growth forecast for the Consumer Services industry in the US.
Price Target Changed • Nov 13Price target decreased by 32% to US$7.09Down from US$10.50, the current price target is an average from 8 analysts. New target price is 75% above last closing price of US$4.04. Stock is down 84% over the past year. The company is forecast to post earnings per share of US$0.64 next year compared to a net loss per share of US$0.96 last year.
공시 • Nov 13+ 1 more updateKinderCare Learning Companies, Inc. Updates Earnings Guidance for the Year 2025KinderCare Learning Companies, Inc. updated earnings guidance for the year 2025. The Company is updating its guidance ranges for the full year 2025. Revenue is now expected to be approximately $2.72 billion to $2.74 billion.
공시 • Nov 11KinderCare Learning Companies, Inc. Announces Promotion of Lindsay Sorhondo to Executive Vice President and Chief Operating Officer, Effective November 11, 2025KinderCare Learning Companies, Inc. on November 10, 2025 announced the promotion of Chief Innovation Officer Lindsay Sorhondo to Executive Vice President and Chief Operating Officer, effective November 11, 2025. Ms. Sorhondo, age 41, will oversee the company’s strategy, operations and growth channels, customer experience and insights, as well as marketing and IT. In her new role, she will be responsible for driving alignment and innovation across KinderCare’s portfolio as the organization continues its mission to provide exceptional early education experiences for children and families nationwide. Since starting at KinderCare in 2013, Sorhondo has held various leadership roles, most recently as the company's Chief Innovation Officer. Over her 12-year tenure, she has been a key driver in strengthening the company’s business and operational capabilities, partnering across the organization and with field leadership to deliver strong execution and measurable outcomes. Prior to joining KinderCare, Sorhondo held leadership roles at ANN Inc. in New York City and served as a consultant with Gallup. She earned her bachelor’s degree in psychology from the University of California, San Diego, and her master’s degree in psychology from New York University.
공시 • Oct 30KinderCare Learning Companies, Inc. to Report Q3, 2025 Results on Nov 12, 2025KinderCare Learning Companies, Inc. announced that they will report Q3, 2025 results After-Market on Nov 12, 2025
Price Target Changed • Oct 15Price target decreased by 17% to US$10.50Down from US$12.63, the current price target is an average from 8 analysts. New target price is 80% above last closing price of US$5.82. Stock is down 79% over the past year. The company is forecast to post earnings per share of US$0.75 next year compared to a net loss per share of US$0.96 last year.
분석 기사 • Oct 11KinderCare Learning Companies (NYSE:KLC) Use Of Debt Could Be Considered RiskyHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
분석 기사 • Aug 20Lacklustre Performance Is Driving KinderCare Learning Companies, Inc.'s (NYSE:KLC) 26% Price DropNYSE:KLC 1 Year Share Price vs Fair Value Explore KinderCare Learning Companies's Fair Values from the Community and...
공시 • Aug 14Gainey McKenna & Egleston Announces Files Class Action Lawsuit Against KinderCare Learning Companies, IncGainey McKenna & Egleston announced that a securities class action lawsuit has been filed in the United States District Court for the District of Oregon on behalf of all persons or entities who purchased the securities of KinderCare Learning Companies, Inc. (“KinderCare” or the “Company”) in its October 2024 initial public offering (the “IPO”). The Complaint alleges that Defendants made materially false and misleading statements because they failed to disclose the following adverse facts that existed at the time of the IPO: (i) that numerous incidents of child abuse, neglect, and harm had occurred at KinderCare facilities; (ii) that KinderCare did not provide the “highest quality care possible” at its facilities, and, indeed, in numerous instances had failed to provide even basic care, meet minimum standards in the child care industry, or comply with the laws and regulations governing the care of children; and (iii) that, as a result of (i)-(iii) above, KinderCare was exposed to a material, undisclosed risk of lawsuits, adverse regulatory action, negative publicity, reputational damage, and business loss. The Complaint further alleges that since the IPO, the price of KinderCare stock has fallen to lows near $9 per share – substantially less than half the $24 per share IPO price.
Reported Earnings • Aug 13Second quarter 2025 earnings: EPS misses analyst expectationsSecond quarter 2025 results: EPS: US$0.33 (up from US$0.32 in 2Q 2024). Revenue: US$700.1m (up 1.5% from 2Q 2024). Net income: US$38.6m (up 35% from 2Q 2024). Profit margin: 5.5% (up from 4.1% in 2Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 8.8%. Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 9.4% growth forecast for the Consumer Services industry in the US.
공시 • Aug 13KinderCare Learning Companies, Inc. Refines Earnings Guidance for the Full Year 2025KinderCare Learning Companies, Inc. refined earnings guidance for the full year 2025. For the year, based on lowered occupancy expectations, company's revenue is now expected to be approximately $2.75 billion to $2.80 billion.
공시 • Jul 30KinderCare Learning Companies, Inc. to Report Q2, 2025 Results on Aug 12, 2025KinderCare Learning Companies, Inc. announced that they will report Q2, 2025 results After-Market on Aug 12, 2025
분석 기사 • Jul 08Is KinderCare Learning Companies (NYSE:KLC) A Risky Investment?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
공시 • Jun 30+ 4 more updatesKinderCare Learning Companies, Inc.(NYSE:KLC) dropped from Russell 3000 Value IndexKinderCare Learning Companies, Inc.(NYSE:KLC) dropped from Russell 3000 Value Index
Board Change • Jun 25Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 2 highly experienced directors. CEO & Director Paul Thompson was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
분석 기사 • May 16Results: KinderCare Learning Companies, Inc. Beat Earnings Expectations And Analysts Now Have New ForecastsKinderCare Learning Companies, Inc. ( NYSE:KLC ) shareholders are probably feeling a little disappointed, since its...
Reported Earnings • May 14First quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2025 results: EPS: US$0.18 (up from US$0.018 in 1Q 2024). Revenue: US$668.2m (flat on 1Q 2024). Net income: US$21.2m (up 58% from 1Q 2024). Profit margin: 3.2% (up from 2.0% in 1Q 2024). Revenue missed analyst estimates by 1.9%. Earnings per share (EPS) exceeded analyst estimates by 42%. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Consumer Services industry in the US.
분석 기사 • May 14Estimating The Fair Value Of KinderCare Learning Companies, Inc. (NYSE:KLC)Key Insights The projected fair value for KinderCare Learning Companies is US$13.27 based on 2 Stage Free Cash Flow to...
공시 • May 14+ 1 more updateKinderCare Learning Companies, Inc. Maintains Financial Guidance for the Full Year 2025KinderCare Learning Companies, Inc. maintained financial guidance for the full year 2025. The company maintains its guidance for full year 2025 consisting of revenue to be approximately $2.75 billion to $2.85 billion.
공시 • Apr 30KinderCare Learning Companies, Inc. to Report Q1, 2025 Results on May 13, 2025KinderCare Learning Companies, Inc. announced that they will report Q1, 2025 results After-Market on May 13, 2025
공시 • Apr 22KinderCare Learning Companies, Inc., Annual General Meeting, Jun 05, 2025KinderCare Learning Companies, Inc., Annual General Meeting, Jun 05, 2025.
분석 기사 • Apr 09Does KinderCare Learning Companies (NYSE:KLC) Have A Healthy Balance Sheet?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
분석 기사 • Apr 09Revenues Working Against KinderCare Learning Companies, Inc.'s (NYSE:KLC) Share Price Following 38% DiveKinderCare Learning Companies, Inc. ( NYSE:KLC ) shareholders that were waiting for something to happen have been dealt...
Seeking Alpha • Mar 28Why Is KinderCare Learning Companies Performing So Poorly?Summary KinderCare Learning Companies has seen its stock plummet nearly 50% below its IPO price due to mispricing and disappointing earnings reports. Major concerns include high reliance on federal subsidies, high debt levels, and tepid growth prospects, making KLC a risky investment. Despite a large market opportunity, the Company's 2025 outlook is tepid, with flat occupancy growth and lowered pricing power, deterring immediate investment. I recommend staying on the sidelines until there's improvement in technical price action and a successful earnings report that boosts market confidence. Read the full article on Seeking Alpha
Reported Earnings • Mar 21Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: US$0.96 loss per share (down from US$0.14 profit in FY 2023). Revenue: US$2.66b (up 6.1% from FY 2023). Net loss: US$92.8m (down 191% from profit in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Consumer Services industry in the US.
Buy Or Sell Opportunity • Mar 10Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 15% to US$16.50. The fair value is estimated to be US$21.46, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has declined by 2.7%. For the next 3 years, revenue is forecast to grow by 6.1% per annum. Earnings are also forecast to grow by 39% per annum over the same time period.
공시 • Feb 13KinderCare Learning Companies, Inc. to Report Q4, 2024 Results on Mar 20, 2025KinderCare Learning Companies, Inc. announced that they will report Q4, 2024 results After-Market on Mar 20, 2025
Valuation Update With 7 Day Price Move • Dec 11Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to US$19.64, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 15x in the Consumer Services industry in the US. Simply Wall St's valuation model estimates the intrinsic value at US$16.60 per share.
Buy Or Sell Opportunity • Nov 22Now 21% overvaluedThe stock has been flat over the last 90 days, currently trading at US$20.87. The fair value is estimated to be US$17.25, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has declined by 2.7%. For the next 3 years, revenue is forecast to grow by 6.1% per annum. Earnings are also forecast to grow by 38% per annum over the same time period.
Reported Earnings • Nov 21Third quarter 2024 earnings: EPS exceeds analyst expectationsThird quarter 2024 results: EPS: US$0.15 (down from US$0.18 in 3Q 2023). Revenue: US$671.5m (up 7.5% from 3Q 2023). Net income: US$14.0m (down 13% from 3Q 2023). Profit margin: 2.1% (down from 2.6% in 3Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) exceeded analyst estimates. Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Consumer Services industry in the US.
Valuation Update With 7 Day Price Move • Nov 15Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to US$23.36, the stock trades at a forward P/E ratio of 50x. Average forward P/E is 15x in the Consumer Services industry in the US. Simply Wall St's valuation model estimates the intrinsic value at US$23.66 per share.
공시 • Nov 01KinderCare Learning Companies, Inc. to Report Q3, 2024 Results on Nov 20, 2024KinderCare Learning Companies, Inc. announced that they will report Q3, 2024 results at 4:00 PM, US Eastern Standard Time on Nov 20, 2024
Seeking Alpha • Oct 24KinderCare Learning Companies: Aided By Pandemic SubsidiesSummary KinderCare Learning Companies, Inc. went public recently, but high earnings multiples and reliance on pandemic-related subsidies make me cautious. Despite solid growth and a large market, KinderCare's operating income is modest due to labor costs and even inflated by COVID-19 subsidies. The company's valuation is demanding, with significant leverage and earnings likely to decline in 2024 amid margin pressures. Given these factors, I prefer to observe KinderCare's performance further before considering any investment. Read the full article on Seeking Alpha
공시 • Oct 10KinderCare Learning Companies, Inc. has completed an IPO in the amount of $576 million.KinderCare Learning Companies, Inc. has completed an IPO in the amount of $576 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 24,000,000 Price\Range: $24 Discount Per Security: $1.32 Transaction Features: Sponsor Backed Offering
Board Change • Oct 09Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 2 highly experienced directors. Independent Director Preston Grasty was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.