Stride, Inc. (LRN)

From the record

Stride, Inc.'s filings since 2017 show 1 warning event: an auditor change (8-K item 4.01, the latest 2024-08-20) (its current reports).

From the record

Stride, Inc.'s 7 filed years say what it did: revenue went from $1.0 billion in fiscal 2020 to $2.5 billion in fiscal 2026, up 15.9% a year; it rose in 6 of 6 years; it never fell from a peak; net income was positive in 7 of 7 of those years (its annual reports).

From the record

Over the 3 fiscal years to 2026-06-30, Stride, Inc.'s diluted share count grew about 3.5% a year, and dividends and buybacks returned about 16% of its operating cash flow over 3 years (its filed statements). Its officers and directors filed 0 sales and 18 purchases of their own stock on the open market in the year to 2026-11-10, buying about $40 million (their Form 4 filings).

From the record

Return on equity: in the fiscal year ended 2026-06-30, Stride, Inc. earned about 21 cents of profit for every dollar of shareholders' money, and gross profitability: its products earned about 39 cents per dollar of everything the company owns. Leverage: it owed about 33 cents per dollar of assets, and net share issuance: its share count shrank 2.2% over the year (the filed statements).

From the record

Stride, Inc.'s standing among 41 graded names in its industry family: revenue of $2.5 billion in fiscal 2026 ranks in the top 12% by size; a net margin of 13.4% ranks in the top 21%; revenue growth of 11.1% a year over the last 3 filed years ranks in the top 36% (its annual reports).

From the record

Stride, Inc.'s leadership, from its insiders' filings and its current reports: the chief executive on the record is Knowling, Robert E Jr (Chief Executive Officer, as filed), filing under that title since 2026-08-11, 3 months (bottom 4% of its family); the 13 officers and directors filing in the last fifteen months have been on the record a median of 4.3 years (bottom 12%); 9 officer or director changes were reported on Form 8-K since 2023-11-13, against the 13 people in charge now (bottom 16%; fewer changes for each person reads higher) (the Form 4 record, its Form 8-K reports). Years count from a person's first filing in the SEC's data sets, which begin in 2006, so each is a floor.

From the record

Stride, Inc.'s room to grow, from the newest filed statements (fiscal 2026): cash of $755 million against debt of $418 million leaves 13.8% of its assets as net cash, top 46% of its family; cash from operations less capital spending is 17.2% of revenue (top 16%); a gross margin of 37.8% (bottom 40%); research spending of 0.9% of revenue (bottom 9%) (its annual report).

From the record

Stride, Inc.'s growth drivers, from the filed years to fiscal 2026: revenue grew 11.1% a year over the last three filed years against 15.9% over all 7, slowing (top 50% of its family); the newest year grew 4.7% (top 47%); research spending grew 12.4% a year (top 36%); capital spending grew -48.6% a year (bottom 18%) (its annual reports). Stride, Inc. reported 3 product lines in fiscal 2026: General Education at $1.4 billion (56%), Middle High School at $1.0 billion (41%), Adult at $57 million (2%); 1 of 3 grew against the year before (its annual report).

From the record

Stride, Inc.'s newest year against its own record: revenue of $2.5 billion in fiscal 2026 came in 8.5% below the $2.8 billion its prior three years' pace pointed to (bottom 38% of its family); net income of $338 million against a prior three-year average of $206 million (top 35%); a net margin of 13.4% against 9.6% before (top 37%) (its annual reports).