Stride, Inc. (LRN)

Stride, Inc., a technology company, provides an educational platform to deliver proprietary and third-party curriculum, software systems, and educational services in the United States. The company offers online coursework and content in software engineering, healthcare, and medical fields, as well as state customized versions of those courses, electives, and instructional supports; end-to-end platform includes single sign-on capability for content management, learning management, student information, data reporting and analytics, and various support systems that provides an educational experience for students; and stand-alone products and services which can provide curriculum and content hosting on customers' learning management systems, or integration with customers' student information systems. It also provides instructional services that includes customer support for instructional teams comprising recruitment of state-certified teachers, training in research-based online instruction methods and Stride systems, oversight and evaluation services, and ongoing professional development; training options, such as hands-on training, on-demand courses, and support materials. In addition, the company offers support services, including marketing and enrollment, supporting prospective students through the admission process, assessment management, administrative support, technology, and materials support services. The company provides its products and services through virtual schools, traditional school districts, and consumer. It serves public and private schools, school districts, and charter boards, as well as employers, government agencies, and consumers. The company was formerly known as K12 Inc. and changed its name to Stride, Inc. in December 2020. The company was incorporated in 1999 and is headquartered in Reston, Virginia.

Symbol
LRN
Exchange
NYSE
Sector
Consumer Defensive
Industry
Education & Training Services
Market cap
$3.26B
52 week range
60.61 - 155.06

Valuation

Share price
$78.53 (close of 2026-09-23)
P/E (TTM)
9.94x
Price to book
2.00x
Price to free cash flow
7.53x
Enterprise value
$3.06B
Book value per share
$39.35

Price performance

PeriodChange
1 day-1.22%
5 days-6.02%
1 month-6.91%
3 months-5.36%
6 months-10.08%
Year to date+20.95%
1 year-44.81%
3 years+74.47%
5 years+124.18%
10 years+461.73%
All time+219.88%

Profitability and growth

Return on equity
20.72%
Return on invested capital
24.44%
Return on assets
13.89%
Return on capital employed
21.00%
Gross margin
37.75%
Net margin
13.43%
EBITDA margin
22.93%
Revenue growth
4.69%
Net income growth
17.45%
Free cash flow growth
0.51%

Cash flow and balance sheet

Free cash flow yield (TTM)
13.27%
Current ratio
5.94x
Net debt to EBITDA
-0.36x

Latest reported year

Period end
2026-06-30
Fiscal year
2026
Revenue
$2.52B
Cost of revenue
$1.57B
Gross profit
$950.60M
EBITDA
$577.33M
Net income
$338.19M
Earnings per share
$7.92
Research and development
$22.00M
Shares outstanding
42.72M

Income statement by year

Period endRevenueGross profitNet incomeEPS
2026-06-30$2.52B$950.60M$338.19M$7.92
2025-06-30$2.41B$943.92M$287.94M$6.69
2024-06-30$2.04B$763.60M$204.18M$4.79
2023-06-30$1.84B$647.07M$126.87M$3.00
2022-06-30$1.69B$596.48M$107.13M$2.58
2021-06-30$1.54B$534.90M$71.45M$1.78
2020-06-30$1.04B$347.53M$24.51M$0.62
2019-06-30$1.02B$352.31M$37.21M$0.96
2018-06-30$917.73M$325.24M$27.62M$0.70
2017-06-30$888.52M$331.20M$451.00K$0.01

Margins and returns by year

Period endGross marginNet marginReturn on equityReturn on capital
2026-06-3037.75%13.43%20.72%24.44%
2025-06-3039.24%11.97%19.46%21.42%
2024-06-3037.43%10.01%17.36%15.38%
2023-06-3035.22%6.90%13.39%11.12%
2022-06-3035.36%6.35%13.18%11.79%
2021-06-3034.81%4.65%8.88%9.71%
2020-06-3033.39%2.35%3.63%4.00%
2019-06-3034.69%3.66%5.87%9.28%
2018-06-3035.44%3.01%4.70%7.12%
2017-06-3037.28%0.05%0.08%2.22%

Cash and debt by year

Period endCashDebt
2026-06-30$754.50M$418.00M
2025-06-30$782.50M$416.32M
2024-06-30$500.61M$414.68M
2023-06-30$410.81M$413.04M
2022-06-30$389.40M$411.44M
2021-06-30$386.08M$299.27M
2020-06-30$212.30M-
2019-06-30$283.12M-
2018-06-30$231.11M-
2017-06-30$230.86M-

Free cash flow by year

Period endFree cash flowStock-based compensation
2026-06-30$433.23M$40.26M
2025-06-30$431.04M$36.79M
2024-06-30$276.53M$31.46M
2023-06-30$198.81M$20.32M
2022-06-30$197.14M$18.57M
2021-06-30$130.58M$39.33M
2020-06-30$78.74M$23.61M
2019-06-30$136.13M$16.68M
2018-06-30$96.70M$20.82M
2017-06-30$86.55M$22.60M

Investor relations

Next earnings report

Next confirmed report
2026-10-27
Consensus EPS estimate
$1.30

Past earnings dates

ReportedFiscal periodEPS estimate
2026-08-04Jun/2026$1.89
2026-04-28--
2026-01-27--
2025-10-28--
2025-08-05--
2025-04-29--
2025-01-28--
2024-10-22--

Filings and sources

Company website
stridelearning.com
SEC filings
10-K, 10-Q and 8-K on EDGAR
Earnings calendar
All upcoming reports

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