NYSE$KLC

Kindercare Learning Cos Inc · Q3 2025 earnings

Q3 2025 earnings · · After market close · Investor relations

Briefing

KinderCare reported Q3 2025 revenue of $676.8M as the early childhood education operator scaled centers.

Revenue was $676.8 million for the quarter ended September 27, 2025. The 10-Q discusses enrollment, tuition, labor costs, and center expansion across KinderCare and Champions brands.

  • Q3 revenue $676.8M for the childcare platform.
  • Enrollment and tuition trends drive top-line performance.
  • Labor and occupancy costs remain key margin levers.
  • Center network expansion supports long-term capacity growth.

Headline financials

Total Revenue

$677M

Previous: $671M+0.8%
EPS (adj)

$0.13

Previous: $0.05+160.0%
Revenue Growth

$5.4M

No prior period
Before- and after-school sites

1.1K

No prior period
Total centers

1.6K

No prior period
Capital Expenditures

-$95.9M

Previous: -$94.6M-1.4%
Net Income

$4.55M

Previous: $14M-67.4%
Operating Income

$26.3M

Previous: $54.4M-51.6%

Revenue & EPS history

Kindercare Learning Cos Inc · Revenue · Quarterly

$677M

Q3 2025+0.8%vs Q3 2024
Beat estimate in 4 of 7 quarters(57%)
ActualEstimate

Revenue by segment

Kindercare Learning Cos Inc · $673M total across 2 segments · Q1 2026

  • Early childhood education centers
    $610M
  • Before- and after-school sites
    $62.4M

Forward guidance

Management discusses growth initiatives, capital allocation, and segment trends in the quarterly filing.

Tailwinds

  • Revenue or ARR growth cited versus prior year.
  • Operating leverage or margin commentary supports the narrative.
  • Strategic partnerships or product expansion highlighted.

Headwinds

  • Competitive or macro pressures may affect enrollment or demand.
  • Labor, crypto marks, or one-time items can swing GAAP earnings.
  • Execution on new programs remains a key variable.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 7 quarterly earnings reports · overlaid with Q3 2025

Historical avgQ3 2025

-16.8%

Avg return

Earnings day

-17.4%

Avg return

5 days after

-19.5%

Avg return

30 days after

13%

1 / 8 earnings

Positive

+7.1%

Q1 2026

Best reaction

-43.1%

Q4 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+7.1%-11.5%+0.7%
Q4 2025-43.1%-40.9%-15.0%
Q3 2025-19.2%-24.8%-8.0%
Q2 2025-22.5%-23.8%-23.9%
Q1 2025-8.1%-9.9%-25.1%
Q2 2024-22.2%-27.0%-36.3%
Q1 2023-8.5%+3.0%-22.9%
Q3 2024-18.1%-4.7%-25.6%
Q2 2022
Q3 2022
Q2 2021
Q1 2021
Q4 2020

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro