Sign In
Buy LRN
K12 Earnings Calls
| Release date | Apr 28, 2026 |
| EPS estimate | $1.92 |
| EPS actual | $2.30 |
| EPS Surprise | 19.79% |
| Revenue estimate | 629.688M |
| Revenue actual | 629.873M |
| Revenue Surprise | 0.0293% |
| Release date | Jan 27, 2026 |
| EPS estimate | $2.01 |
| EPS actual | $2.12 |
| EPS Surprise | 5.47% |
| Revenue estimate | 627.9M |
| Revenue actual | 631.261M |
| Revenue Surprise | 0.535% |
| Release date | Oct 28, 2025 |
| EPS estimate | $1.07 |
| EPS actual | $1.52 |
| EPS Surprise | 42.06% |
| Revenue estimate | 613.315M |
| Revenue actual | 620.884M |
| Revenue Surprise | 1.23% |
| Release date | Aug 05, 2025 |
| EPS estimate | $1.83 |
| EPS actual | $2.29 |
| EPS Surprise | 25.14% |
| Revenue estimate | 625.1M |
| Revenue actual | 653.647M |
| Revenue Surprise | 4.57% |
Last 4 Quarters for K12
Below you can see how LRN performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Aug 05, 2025 |
| Price on release | $128.23 |
| EPS estimate | $1.83 |
| EPS actual | $2.29 |
| EPS surprise | 25.14% |
| Date | Price |
|---|---|
| Jul 30, 2025 | $129.15 |
| Jul 31, 2025 | $128.23 |
| Aug 01, 2025 | $129.26 |
| Aug 04, 2025 | $130.31 |
| Aug 05, 2025 | $128.23 |
| Aug 06, 2025 | $148.32 |
| Aug 07, 2025 | $144.05 |
| Aug 08, 2025 | $149.45 |
| Aug 11, 2025 | $150.43 |
| 4 days before | -0.712% |
| 4 days after | 17.31% |
| On release day | 15.67% |
| Change in period | 16.48% |
| Release date | Oct 28, 2025 |
| Price on release | $153.53 |
| EPS estimate | $1.07 |
| EPS actual | $1.52 |
| EPS surprise | 42.06% |
| Date | Price |
|---|---|
| Oct 22, 2025 | $152.51 |
| Oct 23, 2025 | $151.94 |
| Oct 24, 2025 | $152.11 |
| Oct 27, 2025 | $152.64 |
| Oct 28, 2025 | $153.53 |
| Oct 29, 2025 | $70.05 |
| Oct 30, 2025 | $66.72 |
| Oct 31, 2025 | $68.04 |
| Nov 03, 2025 | $71.68 |
| 4 days before | 0.669% |
| 4 days after | -53.31% |
| On release day | -54.37% |
| Change in period | -53.00% |
| Release date | Jan 27, 2026 |
| Price on release | $72.43 |
| EPS estimate | $2.01 |
| EPS actual | $2.12 |
| EPS surprise | 5.47% |
| Date | Price |
|---|---|
| Jan 21, 2026 | $71.61 |
| Jan 22, 2026 | $72.93 |
| Jan 23, 2026 | $73.26 |
| Jan 26, 2026 | $71.60 |
| Jan 27, 2026 | $72.43 |
| Jan 28, 2026 | $82.75 |
| Jan 29, 2026 | $84.04 |
| Jan 30, 2026 | $84.60 |
| Feb 02, 2026 | $86.56 |
| 4 days before | 1.15% |
| 4 days after | 19.51% |
| On release day | 14.25% |
| Change in period | 20.88% |
| Release date | Apr 28, 2026 |
| Price on release | $92.58 |
| EPS estimate | $1.92 |
| EPS actual | $2.30 |
| EPS surprise | 19.79% |
| Date | Price |
|---|---|
| Apr 22, 2026 | $102.03 |
| Apr 23, 2026 | $98.36 |
| Apr 24, 2026 | $98.12 |
| Apr 27, 2026 | $97.79 |
| Apr 28, 2026 | $92.58 |
| Apr 29, 2026 | $95.16 |
| Apr 30, 2026 | $97.16 |
| May 01, 2026 | $93.08 |
| May 04, 2026 | $92.26 |
| 4 days before | -9.26% |
| 4 days after | -0.346% |
| On release day | 2.79% |
| Change in period | -9.58% |
K12 Earnings Call Transcript Summary of Q1 2026
Stride reported Q1 FY2026 revenue of $620.9M, up 13% YoY, with adjusted operating income of $81.1M (up 39%) and adjusted EPS of $1.52 (up ~39%). Total enrollments rose 11.3% YoY (247,700 at count date), but management says enrollment growth was ~10,000–15,000 lower than it could have been due to (1) problematic implementations of new third‑party learning and administrative platforms that hurt customer experience (higher withdrawals, lower conversions) and (2) a deliberate decision to limit intake to protect program quality. Career Learning revenue and enrollments were particularly strong (+21% revenue; +20% enrollments to 110k). Gross margin was 39% (down 20 bps) and free cash flow was negative $217.5M (seasonal); cash balance was $749.6M. Management reiterated long‑term confidence in demand for online education and defended the platform investments as necessary for scale and future growth, while acknowledging short‑term growth headwinds. Guidance: Q2 revenue $620M–$640M, adjusted operating income $135M–$145M; FY revenue $2.480B–$2.555B, adjusted operating income $475M–$500M, CapEx $70M–$80M, effective tax rate 24%–25%. They expect the platform fixes to be executed primarily over the coming months and throughout the year and indicated that the in‑year enrollment increases seen in prior years are unlikely this fiscal year but could normalize if issues are resolved.
