Jun 2026 (Q4 FY26) — Aug 4, 2026
Stride Q4 FY26 — New CEO Focuses on Student Outcomes and Growth
Read the full callStride earnings: last reported Tue, 4 Aug 2026, for the quarter ended Jun 2026.
Reported
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 636 | −2.7% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | 16.6 | +7.9 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | 81.4 | +58.6% YoY | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
Price
1Y: $144.95 on 17 Oct 2025 → $80.99. High $153.53 (28 Oct 2025), low $61.02 (4 Dec 2025).
Overview
Call summaries
Stride Q4 FY26 — New CEO Focuses on Student Outcomes and Growth
Read the full callEvery analysed call
Financials
Net profit, year on year: +59% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 551 | 587 | 613 | 654 | 621 | 631 | 630 | 636 |
| Operating profit | 47 | 125 | 131 | 57 | 69 | 147 | 129 | 106 |
| Operating margin | 8.6% | 21.3% | 21.3% | 8.7% | 11.1% | 23.3% | 20.5% | 16.6% |
| Profit before tax | 54 | 130 | 135 | 64 | 83 | 133 | 121 | 104 |
| Tax rate | 21.0% | 25.7% | 26.2% | 20.1% | 17.4% | 25.5% | 26.1% | 21.9% |
| Net profit | 41 | 96 | 99 | 51 | 69 | 99 | 89 | 81 |
| EPS ($ per share) | 0.95 | 2.24 | 2.31 | — | 1.59 | 2.31 | 2.09 | — |
| Line item | Jun 2019 | Jun 2020 | Jun 2021 | Jun 2022 | Jun 2023 | Jun 2024 | Jun 2025 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Reserves | 22 | 47 | 112 | 227 | 354 | 559 | 846 | 1,185 |
| Total liabilities | 186 | 398 | 773 | 831 | 813 | 744 | 814 | 803 |
| Fixed assets | 32 | 39 | 72 | 62 | 52 | 51 | 79 | 102 |
| Investments | — | — | — | — | 112 | 192 | 203 | 203 |
| Total assets | 820 | 1,073 | 1,577 | 1,644 | 1,761 | 1,920 | 2,294 | 2,436 |
| Line item | Jun 2019 | Jun 2020 | Jun 2021 | Jun 2022 | Jun 2023 | Jun 2024 | Jun 2025 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 142 | 80 | 134 | 207 | 203 | 279 | 433 | 434 |
| Cash from investing | -61 | -217 | -165 | -111 | -118 | -140 | -88 | -180 |
| Cash from financing | -29 | 66 | 205 | -93 | -64 | -49 | -63 | -282 |
| Net cash flow | 52 | -71 | 173 | 3 | 21 | 90 | 282 | -28 |
| Capital expenditure | -5 | -2 | -4 | -10 | -4 | -2 | -2 | -1 |
| Free cash flow | 136 | 79 | 131 | 197 | 199 | 277 | 431 | 433 |
39 filings between Nov 19, 2025 and Sep 16, 2026.
Nobody bought or sold LRN on the open market in this window. The filings below are 14 awards, 2 option exercises, 21 tax withholdings and 2 gifts.
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Sep 16, 2026 | Blackman Donna CHIEF FINANCIAL OFFICER | Tax withheld | 8,747 | $717.6K |
| Sep 16, 2026 | Blackman Donna CHIEF FINANCIAL OFFICER | Award | 4,834 | $0 |
| Sep 16, 2026 | Blackman Donna CHIEF FINANCIAL OFFICER | Option exercise | 12,890 | $0 |
| Sep 16, 2026 | Goldthwaite Todd MANAGING DIRECTOR | Award | 690 | $0 |
| Sep 16, 2026 | Goldthwaite Todd MANAGING DIRECTOR | Tax withheld | 1,163 | $95.4K |
| Sep 16, 2026 | Goldthwaite Todd MANAGING DIRECTOR | Option exercise | 1,840 | $0 |
| Sep 15, 2026 | McMullen Greerson Greene EVP, GENERAL COUNSEL | Tax withheld | 648 | $54.1K |
| Aug 18, 2026 | Blackman Donna CHIEF FINANCIAL OFFICER | Tax withheld | 3,395 | $284.4K |
| Aug 18, 2026 | Goldthwaite Todd MANAGING DIRECTOR | Tax withheld | 452 | $37.9K |
| Aug 10, 2026 | KNOWLING ROBERT E JR Chief Executive Officer | Award | 46,741 | $0 |
| Aug 10, 2026 | KNOWLING ROBERT E JR Chief Executive Officer | Award | 87,249 | $0 |
| Aug 9, 2026 | Blackman Donna CHIEF FINANCIAL OFFICER | Tax withheld | 1,806 | $149.0K |
| Aug 9, 2026 | Goldthwaite Todd MANAGING DIRECTOR | Tax withheld | 112 | $9.2K |
| Aug 8, 2026 | Blackman Donna CHIEF FINANCIAL OFFICER | Tax withheld | 562 | $46.4K |
| Aug 8, 2026 | Goldthwaite Todd MANAGING DIRECTOR | Tax withheld | 124 | $10.2K |
| Aug 8, 2026 | McMullen Greerson Greene EVP, GENERAL COUNSEL | Tax withheld | 81 | $6.7K |
| Aug 7, 2026 | Goldthwaite Todd MANAGING DIRECTOR | Award | 4,848 | $0 |
| Aug 7, 2026 | Blackman Donna CHIEF FINANCIAL OFFICER | Award | 24,239 | $0 |
| Aug 7, 2026 | McMullen Greerson Greene EVP, GENERAL COUNSEL | Award | 12,120 | $0 |
| Jul 29, 2026 | Goldthwaite Todd MANAGING DIRECTOR | Tax withheld | 4,085 | $399.1K |
| Jul 29, 2026 | Blackman Donna CHIEF FINANCIAL OFFICER | Tax withheld | 38,188 | $3.73M |
| Jul 29, 2026 | Goldthwaite Todd MANAGING DIRECTOR | Award | 11,040 | $0 |
| Jul 29, 2026 | Shepherd Brian A. Director | Award | 1,094 | $0 |
| Jul 29, 2026 | Blackman Donna CHIEF FINANCIAL OFFICER | Award | 77,380 | $0 |
| Mar 15, 2026 | McMullen Greerson Greene EVP, GENERAL COUNSEL | Tax withheld | 363 | $30.6K |
| Feb 19, 2026 | Rhyu James Jeaho CHIEF EXECUTIVE OFFICER | Gift | 1,350 | $0 |
| Feb 18, 2026 | Rhyu James Jeaho CHIEF EXECUTIVE OFFICER | Tax withheld | 9,282 | $782.0K |
| Feb 18, 2026 | Blackman Donna CHIEF FINANCIAL OFFICER | Tax withheld | 2,235 | $188.3K |
| Feb 18, 2026 | Goldthwaite Todd MANAGING DIRECTOR | Tax withheld | 354 | $29.8K |
| Feb 9, 2026 | Blackman Donna CHIEF FINANCIAL OFFICER | Tax withheld | 1,109 | $97.0K |
| Feb 9, 2026 | Goldthwaite Todd MANAGING DIRECTOR | Tax withheld | 88 | $7.7K |
| Feb 8, 2026 | Goldthwaite Todd MANAGING DIRECTOR | Tax withheld | 98 | $8.6K |
| Feb 8, 2026 | McMullen Greerson Greene EVP, GENERAL COUNSEL | Tax withheld | 95 | $8.3K |
| Feb 8, 2026 | Blackman Donna CHIEF FINANCIAL OFFICER | Tax withheld | 394 | $34.6K |
| Dec 4, 2025 | ALVAREZ AIDA Director | Award | 4,097 | $0 |
| Dec 4, 2025 | KNOWLING ROBERT E JR Director | Award | 4,097 | $0 |
| Dec 4, 2025 | McFadden Eliza Director | Award | 4,097 | $0 |
| Dec 4, 2025 | FINK STEVEN B Director | Award | 4,097 | $0 |
| Nov 19, 2025 | Rhyu James Jeaho CHIEF EXECUTIVE OFFICER | Gift | 25,177 | $0 |
| Sep 18, 2025 | Rhyu James Jeaho Chief Executive Officer | Award | 58,395 | $0 |
| Sep 18, 2025 | Rhyu James Jeaho Chief Executive Officer | Tax withheld | 45,957 | $6.37M |
| Sep 18, 2025 | Rhyu James Jeaho Chief Executive Officer | Option exercise | 58,395 | $0 |
| Sep 17, 2025 | Blackman Donna Chief Financial Officer | Award | 20,855 | $0 |
| Sep 17, 2025 | Goldthwaite Todd Managing Director | Option exercise | 3,335 | $0 |
| Sep 17, 2025 | Blackman Donna Chief Financial Officer | Tax withheld | 18,812 | $2.61M |
| Sep 17, 2025 | Blackman Donna Chief Financial Officer | Option exercise | 20,855 | $0 |
| Sep 17, 2025 | Goldthwaite Todd Managing Director | Tax withheld | 3,065 | $424.6K |
| Sep 17, 2025 | Goldthwaite Todd Managing Director | Award | 3,335 | $0 |
| Sep 15, 2025 | McMullen Greerson Greene EVP, GENERAL COUNSEL | Tax withheld | 324 | $45.3K |
| Aug 19, 2025 | Rhyu James Jeaho CHIEF EXECUTIVE OFFICER | Sale 10b5-1 plan | 13,961 | $2.27M |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
Your own record
Free account. Everything above stays public.
Write why you follow Stride, Inc. and the condition you want checked. Inve compares your numeric conditions with available results and management guidance; your own conditions remain yours to review.
Keep reading