Stride, Inc.

Stride, Inc. Earnings Recaps

LRN Consumer Staples 1 recap
Q2 2026 Jan 28, 2026

Stride, Inc. delivered a robust Q2 2026 performance, highlighted by a 4.6% year-on-year revenue growth and a 25.4% increase in EBITDA, demonstrating significant operational leverage and a commitment to sustainable growth.

Key takeaways
  • Revenue grew by 4.6% year-on-year, with gross margin increasing to 14.6%.
  • EBITDA surged by 25.4%, and operational PAT rose 84%, showcasing enhanced profitability.
  • The US market grew 2% year-on-year, supported by the launch of three new products and maintaining a top-three position in 37 key products.
  • Other regulated markets exhibited strong performance, with overall growth of 14% and emerging market revenue increasing by 7%.
  • Strategic focus on profitability led to the discontinuation of low-margin products, allowing for disciplined capital allocation.
Full recap