NYSE$LRN

Stride Inc. · Q3 2023 earnings

Q3 2023 earnings · · Investor relations

Briefing

Stride reported record quarterly revenue and profitability, driven by continued enrollment strength, increases in revenue per enrollment, and Adult Learning growth.

Stride, Inc. announced its Q3 fiscal year 2023 results, posting record quarterly revenue of $470.3 million, compared to $421.7 million in the prior year. Net income increased to $55.5 million, or $1.30 per diluted share, compared to $42.9 million, or $1.02 per diluted share, in the prior year.

  • Revenue increased to $470.3 million compared to $421.7 million.
  • Income from operations reached $72.2 million, compared to $60.6 million.
  • Net income was $55.5 million, compared to $42.9 million.
  • Diluted net income per share was $1.30, compared to $1.02.

Headline financials

Total Revenue

$470M

Previous: $422M+11.5%
EPS (adj)

$1.30

Previous: $1.02+27.5%
Capital Expenditures

-$3.58M

Previous: -$4.73M+24.4%
Free Cash Flow

$51.9M

Previous: $38.2M+35.9%
Net Income

$55.5M

Previous: $42.9M+29.2%
Operating Income

$72.2M

Previous: $60.6M+19.2%
Gross Profit

$175M

Previous: $155M+13.2%
Cash & Equivalents

$374M

Previous: $309M+21.1%
Total Assets

$1.7B

Previous: $1.57B+8.0%
Stock-Based Comp

$4.75M

Previous: $5.58M-14.9%

Revenue & EPS history

Stride · Revenue · Quarterly

$470M

Q3 2023+11.5%vs Q3 2022
Beat estimate in 11 of 15 quarters(73%)
ActualEstimate

Revenue by segment

Stride · $440M total across 2 segments · Q3 2023

  • General Education
    $290M-8.3%
  • Career Learning - Middle/High School
    $151M+81.1%

Forward guidance

The Company is raising its revenue forecast and tightening its adjusted operating income forecast for the full year fiscal 2023.

Historical earnings impact

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

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q3 2023

Historical avgQ3 2023

+1.8%

Avg return

Earnings day

+2.5%

Avg return

5 days after

+2.8%

Avg return

30 days after

58%

37 / 64 earnings

Positive

+38.8%

Q1 2025

Best reaction

-54.3%

Q1 2026

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q3 2026+2.2%-0.3%-1.1%
Q2 2026+13.3%+19.5%+16.5%
Q1 2026-54.3%-53.3%-58.6%
Q3 2025-0.2%+12.7%+6.2%
Q2 2025+6.0%+14.1%+13.4%
Q1 2025+38.8%+41.2%+60.0%
Q4 2024+9.6%+15.1%+14.2%
Q3 2024+8.8%+15.5%+23.0%
Q2 2024-2.0%-3.0%-10.0%
Q1 2024+19.9%+24.3%+34.2%
Q4 2023+3.0%+4.7%+14.7%
Q3 2023+12.2%+12.8%+5.7%
Q2 2023+25.6%+26.0%+32.9%
Q1 2023-29.1%-28.4%-23.0%
Q4 2022-12.7%-15.9%-8.4%
Q3 2022+16.5%+5.7%+4.1%
Q2 2022+22.5%+25.0%+21.1%
Q1 2022+6.2%+0.6%+11.0%
Q4 2021+7.6%+15.8%+10.2%
Q3 2021-2.0%+2.5%-8.6%
Q2 2021-1.8%+1.7%-0.9%
Q1 2021+0.8%-16.8%-19.8%
Q4 2020-6.1%-4.7%-36.4%
Q3 2020-10.5%-6.6%-1.5%
Q2 2020-15.6%-18.1%-17.0%
Q1 2020-16.8%-15.3%-20.0%
Q4 2019-6.8%-1.1%-8.0%
Q3 2019-11.4%-11.6%-10.4%
Q2 2019+15.8%+14.9%+27.6%
Q1 2019+22.5%+28.5%+36.4%
Q4 2018+11.5%+8.3%+4.8%
Q3 2018+10.7%+11.5%+15.1%
Q2 2018+8.0%+5.0%-7.0%
Q1 2018-4.4%-10.0%-11.5%
Q4 2017-6.8%-5.9%-2.8%
Q3 2017-7.7%-0.3%-5.9%
Q2 2017+15.4%+17.4%+6.5%
Q1 2017-22.1%-24.6%+1.3%
Q4 2016-10.9%-8.3%+1.9%
Q3 2016+17.3%
Q2 2016+18.0%
Q1 2016-15.3%
Q4 2015+0.9%
Q3 2015+10.5%
Q2 2015+28.7%
Q1 2015-18.2%
Q4 2014-12.3%
Q3 2014+10.7%
Q2 2014-8.2%
Q1 2014+9.1%
Q4 2013+13.6%
Q3 2013+3.0%
Q2 2013+4.7%
Q1 2013-1.3%
Q4 2012+11.1%
Q4 2010+11.1%
Q3 2011+2.0%
Q3 2012-14.8%
Q2 2011-5.8%
Q2 2012-8.8%
Q1 2011+3.6%
Q4 2011+3.6%
Q1 2012-9.6%
Q3 2010+7.1%

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