NYSE:LRN News 29 October 2025 - 6 November 2025

Earnings Beat Overshadowed by Weak Outlook Stride, Inc. (NYSE: LRN) delivered strong fiscal Q1 2026 results (ended Sept. 30, 2025), but a conservative outlook triggered a sharp selloff. The company reported revenue of $620.9 million, beating the $613.7M analyst consensus, and diluted EPS of $1.40, above the $1.13 estimate Benzinga. Enrollments grew 11.3% YoY (to 247,700 students), led by 20% growth in Career Learning programs Benzinga. CEO James Rhyu noted “strong enrollment growth” to start the year but cautioned that growth rates will moderate ts2.tech. These results continued Stride’s string of double-digit growth quarters. However, forward guidance disappointed investors. Management

Earnings Beat Powered by Enrollment Growth Stride’s fiscal Q1 2026 (quarter ended Sept. 30, 2025) delivered better-than-expected revenue and profit growth, continuing the company’s streak of outperformance. Revenue of $620.9 million grew 12.7% year-over-year, beating estimates of ~$614–616 million Benzinga Benzinga. Adjusted earnings per share came in around $1.40 (GAAP diluted EPS $1.40), which crushed the ~$1.10–$1.23 consensus Benzinga. This marked a ~48% jump in EPS from the prior-year period, reflecting improved margins and operating leverage. Enrollment gains were a key driver: Stride reported 247,700 K-12 enrollments for the quarter, up 11.3% year-over-year Benzinga. Notably, its Career Learning programs (which