Stride, Inc. (NYSE:LRN ) Q1 2026 Earnings Call October 28, 2025 5:00 PM EDT Company Participants Timothy Casey - Vice President of Investor Relations James Rhyu - Chair of the Board & CEO Donna Blackman - Executive VP & CFO Conference Call Participants Jeffrey Silber - BMO Capital Markets Equity Research Jason Tilchen - Canaccord Genuity Corp., Research Division Gregory Parrish - Morgan Stanley, Research Division Matthew Filek - William Blair & Company L.L.C., Research Division Alexander Paris - Barrington Research Associates, Inc., Research Division Presentation Operator Thank you for standing by.
K12 (LRN) came out with quarterly earnings of $1.52 per share, beating the Zacks Consensus Estimate of $1.23 per share. This compares to earnings of $0.94 per share a year ago.
Stride, Inc. LRN is scheduled to report its first-quarter fiscal 2026 results on Oct. 28, after market close. In the last reported quarter, the company's adjusted earnings per share (EPS) and total revenues topped the Zacks Consensus Estimate by 25.1% and 3.9%, respectively.
Investors with an interest in Schools stocks have likely encountered both K12 (LRN) and Grand Canyon Education (LOPE). But which of these two stocks is more attractive to value investors?
Stride, Inc.'s LRN main focus lies in offering online and hybrid education models that align with the growing demand for flexibility, accessibility and personalized learning. In the current education market, students and parents are actively shifting toward virtual education alternatives, AI-based solutions and more career-focused programs.
LRN's push into AI-driven learning, tutoring and career initiatives can determine if its double-digit EPS growth endures.
Stride, Inc. LRN is currently trading at a premium compared with the Schools industry peers but is undervalued in contrast to the broader Consumer Discretionary sector. The company's forward 12-month price-to-earnings (P/E) ratio is 15.98, slightly above the industry average of 15.18 but below the sector's valuation of 19.35.
LRN shows resilience as new district partnerships in New Mexico offset contract loss and reinforce its digital learning franchise.
Investors interested in Schools stocks are likely familiar with K12 (LRN) and Grand Canyon Education (LOPE). But which of these two stocks is more attractive to value investors?
LRN's Career Learning momentum is reshaping its revenue mix as demand for career-focused education accelerates.
Stride, Inc. LRN closed fiscal 2025 with another record year, underscoring its momentum in the school choice movement. Fourth-quarter revenues climbed 22% year over year to $653.7 million, while adjusted EPS of $2.29 topped estimates by 25.1%.
Zacks highlights Hecla Mining, GE Aerospace, and Stride as standout performers in a volatile market, driven by earnings trends and stock upgrades.