Reported Earnings • Aug 06
Full year 2026 earnings released: EPS: US$7.92 (vs US$6.69 in FY 2025) Full year 2026 results: EPS: US$7.92 (up from US$6.69 in FY 2025). Revenue: US$2.52b (up 4.7% from FY 2025). Net income: US$338.2m (up 18% from FY 2025). Profit margin: 13% (up from 12% in FY 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.2% p.a. on average during the next 2 years, compared to a 4.9% growth forecast for the Consumer Services industry in South America. Announcement • Jul 31
Stride Announces CEO Changes, Effective July 29, 2026 Stride, Inc. announced the appointment of Robert E. Knowling, Jr., current independent member of the Board of Directors (the “Board”), as Chief Executive Officer, effective July 29, 2026. He succeeds James J. Rhyu, who has ceased serving as CEO and as a member and Chair of the Board effective July 29, 2026. Mr. Knowling, age 71, brings more than 30 years of executive leadership and board experience across the technology and education sectors. He previously served as CEO of the NYC Leadership Academy that is chartered with developing the next generation of principals in the New York City public school system. Mr. Knowling previously held roles as CEO of Telwares, Chairman and CEO of SimDesk Technologies, Inc. and Chairman, President and CEO of Covad Communications. Mr. Knowling serves as the Chairman of Eagles Landing Partners and on the boards of directors for Raken, CECO Environmental Corp., Rocket Software and Stream Companies. He also previously served on the boards of directors of Hewlett Packard Enterprise Company from 2000 to 2005, Roper Technologies, Inc. from 2008 to 2021 and Citrix Systems Inc. from 2020 to September 2022. Announcement • Jul 22
Stride, Inc. to Report Q4, 2026 Results on Aug 04, 2026 Stride, Inc. announced that they will report Q4, 2026 results on Aug 04, 2026 Reported Earnings • Apr 30
Third quarter 2026 earnings released: EPS: US$2.09 (vs US$2.31 in 3Q 2025) Third quarter 2026 results: EPS: US$2.09 (down from US$2.31 in 3Q 2025). Revenue: US$629.9m (up 2.7% from 3Q 2025). Net income: US$88.5m (down 11% from 3Q 2025). Profit margin: 14% (down from 16% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Consumer Services industry in South America. Announcement • Apr 29
Stride, Inc. Provides Earnings Guidance for Full Fiscal Year Ending June 30, 2026 Stride, Inc. provided earnings guidance for full fiscal year ending June 30, 2026. For the year, the company is narrowing revenue in the range of $2.490 billion to $2.520 billion. Income from operations expected to be $443.0 million to $450.0 million. Reported Earnings • Jan 28
Second quarter 2026 earnings released: EPS: US$2.31 (vs US$2.24 in 2Q 2025) Second quarter 2026 results: EPS: US$2.31 (up from US$2.24 in 2Q 2025). Revenue: US$631.3m (up 7.5% from 2Q 2025). Net income: US$99.5m (up 3.2% from 2Q 2025). Profit margin: 16% (in line with 2Q 2025). Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Consumer Services industry in South America. Announcement • Jan 28
Stride, Inc. Provides Earnings Guidance for the Third Quarter and Full Fiscal Year 2026 Stride, Inc. provided earnings guidance for the third quarter and full fiscal year 2026. For the quarter, the company expects revenue in the range of $615 million to $645 million.
For the full fiscal year, the company expects revenue in the range of $2.480 billion to $2.555 billion. Announcement • Nov 12
Scott+Scott Attorneys At Law LLP Files Securities Class Action Against Stride, Inc Scott+Scott Attorneys at Law LLP has filed a securities class action lawsuit in the United States District Court for the Eastern District of Virginia against Stride, Inc. and certain of its directors and officers (collectively, “Defendants”). The Class Action asserts claims under §§10(b) and 20(a) of the Securities Exchange Act of 1934 (15 U.S.C. §§78j(b) and 78t(a)) and U.S. Securities and Exchange Commission Rule 10b-5 promulgated thereunder (17 C.F.R. §240.10b-5) on behalf of all persons and entities other than Defendants who purchased or otherwise acquired Stride securities between October 22, 2024 and October 28, 2025, inclusive (the “Class Period”), and were damaged thereby (the “Class”). The Class Action filed by Scott+Scott is captioned: MacMahon v. Stride, Inc., et al., Case No. 1:25-cv-02019. The Class Action alleges that, during the Class Period, Defendants made misleading statements and omissions regarding the Company’s products and services to public and private schools, school districts, and charter boards. Throughout the Class Period, Stride represented to investors that “these products and services, spanning curriculum, systems, instruction, and support services are designed to help learners of all ages reach their full potential through inspired teaching and personalized learning.” Unbeknownst to investors, Stride was inflating enrollment numbers, cutting staff costs beyond required statutory limits, ignoring compliance requirements, and losing existing and potential enrollments. Defendants’ materially false and misleading statements during the Class Period resulted in members of the Class purchasing or otherwise acquiring the Company’s securities at artificially inflated prices, thus causing damages when the truth was revealed. Announcement • Nov 04
Stride, Inc. (NYSE:LRN) announces an Equity Buyback for $500 million worth of its shares. Stride, Inc. (NYSE:LRN) announces a share repurchase program. Under the program, the company will repurchase up to $500 million worth of its shares. The program will be valid till October 31, 2026. Reported Earnings • Oct 30
First quarter 2026 earnings released: EPS: US$1.59 (vs US$0.95 in 1Q 2025) First quarter 2026 results: EPS: US$1.59 (up from US$0.95 in 1Q 2025). Revenue: US$620.9m (up 13% from 1Q 2025). Net income: US$68.8m (up 68% from 1Q 2025). Profit margin: 11% (up from 7.4% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Consumer Services industry in South America. Buy Or Sell Opportunity • Oct 30
Now 63% undervalued after recent price drop Over the last 90 days, the stock has fallen 47% to Mex$1,295. The fair value is estimated to be Mex$3,455, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 40%. For the next 3 years, revenue is forecast to grow by 3.8% per annum. Earnings are also forecast to grow by 9.8% per annum over the same time period. Announcement • Oct 29
Stride, Inc. Provides Earnings Guidance for the Second Quarter and Full Fiscal Year 2026 Stride, Inc. provided earnings guidance for the second quarter and full fiscal year 2026. For the quarter, the company expects revenue in the range of $620 million to $640 million.
For the full year, the company expects revenue in the range of $2.480 billion to $2.555 billion. Announcement • Oct 27
Stride, Inc., Annual General Meeting, Dec 04, 2025 Stride, Inc., Annual General Meeting, Dec 04, 2025. Location: law firm of latham & watkins llp, 555 eleventh street, nw, suite 1000, washington, dc 20004-1304, United States Announcement • Sep 20
Stride, Inc. Appoints Robert E. Knowling, Jr. to Serve as Member of the Board, Effective September 16, 2025 On September 16, 2025, the Board of Directors of Stride, Inc. elected, upon the recommendation of the Nominating and Corporate Governance Committee of the Board, Robert E. Knowling, Jr. to serve as a member of the Board, effective immediately. The Board also appointed Mr. Knowling to serve as a member of the Audit Committee of the Board and the Compensation Committee of the Board. In connection with the election, the Board approved an increase in the size of the Board from seven members to eight members. There are no arrangements or understandings between Mr. Knowling and any other person pursuant to which Mr. Knowling was selected as a director of the Company. Mr. Knowling will serve as a director of the Company until the next annual meeting of stockholders of the Company and until his respective successor is elected and qualified or until his earlier resignation, death or removal. Valuation Update With 7 Day Price Move • Sep 17
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to Mex$2,553, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 7x in the Consumer Services industry in South America. Simply Wall St's valuation model estimates the intrinsic value at Mex$3,986 per share. Announcement • Sep 10
Gallup-Mckinley County Schools File Fraud Complaint Against Stride, Inc. Alleging Profit-Driven Abuse of Minority-Majority Public School District The Gallup-McKinley County Schools (GMCS) Board of Education has filed a verified complaint against Stride, Inc., charging the publicly traded for-profit virtual education provider with fraud, deceptive trade practices, systemic violations of law, and intentional and tortious misconduct designed to maximize profit margins at the expense of students and their education, in which a vast majority of students are Native American. Allegations of Profit Before Students; The complaint, filed in New Mexico's11th Judicial District Court, asserts that Stride executives knowingly: Inflated enrollment numbersby retaining "ghost students" on rolls to secure state funding per student. Cut staffing costs by assigning teachers' caseloads far beyond the required statutory limits, some exceeding 200 students each. Ignored compliance requirements, including background checks and licensure laws for its employees, and ignored federally mandated special education services to students. Suppressed whistleblowers who documented financial directives from Stride's leadership to delay hiring and deny services to preserve profit margins. According to whistleblower testimony cited in the complaint, senior Stride finance executives explicitly rejected requests to hire additional teachers, even when warned that the company violated a New Mexico statute. Instead, executives ordered additional staff cuts to ensure profit targets were met. Stride continues to assert legal claims against the School District despite admissions from its corporate leadership to the misconduct and has relied on a disinformation strategy to distract from its misdeeds. GMCS's lawsuit contends that Stride's practices, while boosting short-term profitability, came at enormous long-term cost: a 27.67% graduation rate in 2024 (down from 54% in 2023), substandard test scores in every subject, and widespread loss of public trust. The complaint calls for compensatory and punitive damages, triple damages under New Mexico's Unfair Trade Practices Act, and restitution of taxpayer funds. More broadly, the case highlights the inherent risks in publicly traded education models that tie shareholder value to cost-cutting in already under-resourced schools and school districts. Board Change • Sep 01
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. 3 highly experienced directors. Independent Director Joe Verbrugge was the last director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment. Buy Or Sell Opportunity • Aug 29
Now 22% undervalued The stock has been flat over the last 90 days, currently trading at Mex$3,049. The fair value is estimated to be Mex$3,913, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 40%. For the next 3 years, revenue is forecast to grow by 8.2% per annum. Earnings are also forecast to grow by 14% per annum over the same time period. Announcement • Aug 06
Stride, Inc. Reports Impairment Charges Results for the Fourth Quarter Ended June 30, 2025 Stride, Inc. reported impairment charges results for the fourth quarter ended June 30, 2025. For the quarter, the company reported impairment of long-lived assets of $59,478,000. Reported Earnings • Aug 06
Full year 2025 earnings released: EPS: US$6.69 (vs US$4.79 in FY 2024) Full year 2025 results: EPS: US$6.69 (up from US$4.79 in FY 2024). Revenue: US$2.41b (up 18% from FY 2024). Net income: US$287.9m (up 41% from FY 2024). Profit margin: 12% (up from 10.0% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.6% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Consumer Services industry in South America. Valuation Update With 7 Day Price Move • Jul 29
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to Mex$2,444, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 7x in the Consumer Services industry in South America. Reported Earnings • Apr 30
Third quarter 2025 earnings released: EPS: US$2.31 (vs US$1.63 in 3Q 2024) Third quarter 2025 results: EPS: US$2.31 (up from US$1.63 in 3Q 2024). Revenue: US$613.4m (up 18% from 3Q 2024). Net income: US$99.3m (up 43% from 3Q 2024). Profit margin: 16% (up from 13% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.9% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Consumer Services industry in South America. Announcement • Apr 30
Stride, Inc. Revises Earnings Guidance for the Fiscal Year 2025 Stride, Inc. revised Earnings Guidance for the Fiscal Year 2025. For the period, the Company raised Revenue forecast to be in the range of $2.370 billion to $2.385 billion. Announcement • Apr 19
Stride, Inc. Announces Resignation of Robert E. Knowling Jr. from the Board, Effective April 15, 2025 On April 15, 2025, Robert E. Knowling Jr. notified the Board of Directors of Stride, Inc. of his decision to resign from the Board and all committees on which he served, effective immediately. Mr. Knowling’s resignation is not the result of any disagreement between Mr. Knowling and the Company on any matter relating to the operations, policies or practices of the Company. Board Change • Feb 18
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 10 experienced directors. 2 highly experienced directors. Chair of the Board & CEO James Rhyu was the last director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment. Valuation Update With 7 Day Price Move • Feb 06
Investor sentiment improves as stock rises 24% After last week's 24% share price gain to Mex$2,832, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 5x in the Consumer Services industry in South America. Simply Wall St's valuation model estimates the intrinsic value at Mex$4,766 per share. Board Change • Feb 04
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 10 experienced directors. 2 highly experienced directors. Chair of the Board & CEO James Rhyu was the last director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment. Board Change • Jan 16
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 10 experienced directors. 2 highly experienced directors. Chair of the Board & CEO James Rhyu was the last director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment. Announcement • Jan 15
Stride, Inc. to Report Q2, 2025 Results on Jan 28, 2025 Stride, Inc. announced that they will report Q2, 2025 results on Jan 28, 2025 Board Change • Nov 04
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 10 experienced directors. 2 highly experienced directors. CEO & Director James Rhyu was the last director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment. Announcement • Oct 28
Stride, Inc., Annual General Meeting, Dec 05, 2024 Stride, Inc., Annual General Meeting, Dec 05, 2024. Location: latham & watkins llp, 555 eleventh street , nw, suite 1000, dc 20004-1304, washington United States Announcement • Oct 23
Stride, Inc. Provides Earnings Guidance for the Second Quarter Ending December 31, 2024 and Full Fiscal Year Ending June 30, 2025 Stride, Inc. provided earnings guidance for the second quarter ending December 31, 2024 and full fiscal year ending June 30, 2025. For the quarter, the revenue in the range of $560 million to $580 million. Income from operations of $104.3 million to $112.3 million.
For the year, the revenue in the range of $2.225 billion to $2.300 billion. Income from operations of $351.5 million to $375.5 million. Announcement • Oct 17
Stride, Inc. to Report Q1, 2025 Results on Oct 22, 2024 Stride, Inc. announced that they will report Q1, 2025 results on Oct 22, 2024 Board Change • Sep 20
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 10 experienced directors. 2 highly experienced directors. CEO & Director James Rhyu was the last director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment. Announcement • May 18
Stride, Inc. Announces Board Changes Stride, Inc. announced On May 15, 2024, Dr. Craig R. Barrett notified the company of his decision not to stand for re-election to the board of directors of the Company (the “Board”) at the 2024 annual meeting of stockholders (“Annual Meeting”) and will retire from the Board and from the role of Chair of the Board, effective at the conclusion of the Annual Meeting. Dr. Barrett confirmed to the Board that his decision not to stand for re-election was not the result of any disagreement with the Company on any matter relating to the Company’s operations, policies, or practices. On May 15, 2024, the Company determined that the Company’s Chief Executive Officer, James J. Rhyu, will succeed Dr. Barrett as Chair of the Board and that Steven B. Fink will be appointed as the Company’s lead independent director, both effective at the conclusion of the Annual Meeting. Announcement • Apr 24
Stride, Inc. Provides Earnings Guidance for the Full Year Ended June 30, 2024 Stride, Inc. provided earnings guidance for the full year ended June 30, 2024. For the year, the revenue in the range of $2.025 billion to $2.040 billion. Income from operations in the range of $240.5 million to $247.0 million. Announcement • Mar 15
Stride, Inc. Terminates Les Ottolenghi from His Position At the Company On March 8, 2024, Stride, Inc. terminated Les Ottolenghi from his position at the Company, effectively immediately. Announcement • Feb 10
Stride, Inc. Announces Resignation of Robert L. Cohen from the Board, Nominating and Corporate Governance Committee and Audit Committee On February 8, 2024, Robert L. Cohen notified the Board of Directors of Stride, Inc. of his decision to resign from the Board, the Nominating and Corporate Governance Committee and the Audit Committee of the Board, effective immediately. Announcement • Jan 24
Stride, Inc. Provides Earnings Guidance for the Third Quarter and Full Fiscal Year 2024 Stride, Inc. provided earnings guidance for the third quarter and full fiscal year 2024. For the quarter, the company expects revenue in the range of $500 million to $520 million. For the full year, the company expects revenue in the range of $1.99 billion to $2.04 billion. Announcement • Dec 08
Stride, Inc. Elects Liza Mcfadden to the Board of Directors Stride, Inc. announced that at the AGM held on December 7, 2023, approved to elect Liza Mcfadden to the Board of Directors. Announcement • Oct 25
Stride, Inc. Provides Revenue Guidance for the Second Quarter and Full Year of 2024 Stride, Inc. provided revenue guidance for the second quarter and full year of 2024. The Company is forecasting the following for the second quarter fiscal year 2024: Revenue in the range of 490.0 million to $510.0 million.The Company is forecasting the following for the full fiscal year 2024: Revenue in the range of $1.96 billion to $2.03 billion.