NYSE$LRN

Stride Inc. · Q4 2023 earnings

Q4 2023 earnings · · Investor relations

Briefing

Stride reported record revenue and earnings for Q4 2023

Stride, Inc. reported a revenue increase to $483.5 million compared to $455.2 million in the prior year, alongside an increase in net income to $43.4 million from $28.1 million. Diluted net income per share also increased to $1.01, up from $0.66 in the previous year. Adjusted EBITDA rose to $88.8 million compared to $74.7 million in the prior year.

  • Stride's revenue increased to $483.5 million, compared to $455.2 million in the prior year.
  • Income from operations grew to $53.9 million, up from $46.1 million year-over-year.
  • Net income increased to $43.4 million, compared to $28.1 million in the previous year.
  • Diluted net income per share rose to $1.01, an increase from $0.66 year-over-year.

Headline financials

Total Revenue

$483M

Previous: $455M+6.2%
EPS (adj)

$1.01

Previous: $0.66+53.0%
Capital Expenditures

$757K

Previous: $5.01M-84.9%
Free Cash Flow

$96.2M

Previous: $120M-20.2%
Net Income

$43.4M

Previous: $28.1M+54.4%
Operating Income

$53.9M

Previous: $46.1M+17.0%
Gross Profit

$172M

Previous: $168M+2.6%
Cash & Equivalents

$411M

Previous: $389M+5.5%
Total Assets

$1.76B

Previous: $1.64B+7.1%
Stock-Based Comp

$5.12M

Previous: $4.11M+24.8%

Revenue & EPS history

Stride · Revenue · Quarterly

$483M

Q4 2023+6.2%vs Q4 2022
Beat estimate in 11 of 15 quarters(73%)
ActualEstimate

Revenue by segment

Stride · $452M total across 2 segments · Q4 2023

  • General Education
    $295M-12.7%
  • Career Learning - Middle/High School
    $157M+71.3%

Forward guidance

The Company will provide an outlook for fiscal year 2024 when it reports results for the first quarter of fiscal year 2024, anticipated to be released in October 2023. No separate guidance communication, or enrollment counts, for fiscal 2024 will be provided before that time.

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 Q4 2023

Historical avgQ4 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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