January 27, 2026
Finance

Stride Inc. Posts Strong Fiscal Q2 Results, Shares Jump in Extended Trading

Educational services provider beats expectations on revenue and earnings, issues optimistic guidance

Loading...
Loading quote...

Summary

Stride Inc. outperformed market expectations in its fiscal second quarter of 2026, reporting revenue of $631.26 million and adjusted earnings per share of $2.50. The company experienced growth in enrollments, notably in its Career Learning segment, and anticipates strong fiscal third-quarter revenue within a guided range, supported by stable financial liquidity.

Key Points

Stride's Q2 revenue of $631.26 million exceeded estimates of $627.94 million.
Adjusted EPS for the quarter was $2.50, outperforming the expected $2.08.
Total second-quarter enrollments increased 7.8% year-over-year, with Career Learning enrollments up 17.6%.
Fiscal Q3 revenue guidance is set between $615 million and $645 million, surpassing consensus estimates.

Stride Inc. (NYSE: LRN), an educational services company, witnessed a substantial increase in its shares during after-hours trading on Tuesday following the release of its fiscal second-quarter 2026 financial results that surpassed analyst expectations.

The company recorded quarterly revenue of $631.26 million, edging above the forecasted $627.94 million. Stride also reported adjusted earnings per share (EPS) of $2.50, considerably higher than the anticipated $2.08. These encouraging financial figures were accompanied by an increase in enrollments, with total second-quarter enrollments reaching 248,500, representing a 7.8% rise over the same period last year.

A significant driver of enrollment growth was the Career Learning segment, which registered 111,500 enrollments, reflecting a 17.6% year-over-year increase. The average revenue generated per enrollment for the quarter rose modestly to $2,437 from $2,395 in the previous year, marking a 1.8% improvement.

During the quarter, the company allocated $16 million towards capital expenditures. At the end of the period, Stride maintained a strong liquidity position, holding $676 million in cash, cash equivalents, and marketable securities.

Looking ahead, Stride projects its fiscal third-quarter revenue to be between $615 million and $645 million, compared to the consensus estimate of $613.63 million. Furthermore, the company reaffirmed its full-year fiscal 2026 revenue guidance in the range of $2.48 billion to $2.56 billion, aligning closely with analyst estimates of $2.51 billion.

The management team scheduled a conference call at 5 p.m. Eastern Time to discuss the quarterly results and operational outlook with analysts and investors.

Following the earnings release, Stride's stock price climbed 14.03% in after-hours trading, reaching $82.59 at the time of this report.

Risks
  • Future revenue estimates rely on enrollment trends which may fluctuate.
  • Capital expenditures, although moderate at $16 million, could vary based on strategic priorities.
  • The forward guidance assumes steady market conditions and enrollment growth.
  • Financial performance is sensitive to changes in revenue per enrollment and enrollment mix.
Disclosure
Education only / not financial advice
Search Articles
Category
Finance

Financial News

Ticker Sentiment
LRN - positive
Related Articles
Edgewell Personal Care Sees Mixed Q1 Results, Analysts Lift Price Targets

Edgewell Personal Care Company reported a mixed financial performance for the first quarter, deliver...

DuPont Reports Stable Q4 Sales with Strong Earnings Beat, Shares React Positively

DuPont de Nemours, Inc. released its quarterly and full-year financial results showing steady sales ...

Zillow Faces Stock Decline Following Quarterly Earnings That Marginally Beat Revenue Expectations

Zillow Group Inc recent quarterly results reflect steady revenue growth surpassing sector averages b...

Becton Dickinson Faces Market Headwinds Amid Transition and Revised Earnings Projections

Becton Dickinson & Co. posted first-quarter earnings above analyst expectations but trimmed its fisc...

Aramark Stock Rises Following Better-Than-Expected Quarterly Results and Positive Business Outlook

Shares of Aramark (NYSE: ARMK) advanced notably after the company reported first-quarter earnings th...

Fiserv Posts Strong Q4 2025 Earnings, Stock Climbs Amid Investor Optimism

Fiserv reported fourth quarter 2025 results that exceeded analyst expectations, with revenue of $5.3...