Every material Form 8-K Stride filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Stride reported first quarter fiscal 2027 revenue of $639.4 million, up 3.0% from a year earlier, and diluted EPS of $1.45, up from $1.40. Net income fell 5.6% to $64.9 million and adjusted EPS fell 9.9% to $1.37, so shareholders see mixed results. The company also gave fiscal 2027 revenue guidance of $2.530 billion to $2.610 billion and adjusted operating income guidance of $500 million to $530 million. The filing does not compare this guidance with earlier outlooks.
Revenue $639.4 million vs. $620.9 million, up 3.0%; revenue per enrollment up 7.0% to $2,556
Net income $64.9 million vs. $68.8 million, down 5.6%; diluted EPS $1.45 vs. $1.40
Adjusted EPS $1.37 vs. $1.52, down 9.9%; adjusted operating income $78.6 million vs. $81.1 million
Fiscal 2027 guidance: revenue $2.530 billion to $2.610 billion; second quarter revenue $625 million to $645 million
Stride entered into a cooperation agreement on October 8, 2026 with activist investor Fivespan Partners and related parties. The deal adds Dylan Haggart as a director effective October 30, 2026 and Steven Guttentag as a board observer, and forms a Capital Allocation Committee to review the company's capital structure. Shareholders will be asked for input, and the company says it will announce a target capital structure and cash flow allocation framework after the committee's initial review, expected within three months.
Dylan Haggart joins the board effective October 30, 2026, serving until the 2027 Annual Meeting; Steven Guttentag is a board observer effective immediately and joins the board after the 2026 Annual Meeting on December 10, 2026.
Allison Lawrence resigned from the board and the Compensation Committee on October 8, 2026, and will serve as a non-voting observer until re-appointed.
The Capital Allocation Committee has three voting members: Brian Shepherd and Dylan Haggart as co-chairs, and Aida Alvarez; CEO Robert E. Knowling, Jr. is a non-voting member.
The investor group withdrew its director nominations, stockholder proposal and books-and-records demand for the 2026 Annual Meeting.
Stride reported fiscal 2026 revenue of $2,518.1 million, up 4.7%, and net income of $338.2 million, up 17.5%, for the year ended June 30, 2026. Fourth-quarter revenue fell 2.7% to $636.1 million and adjusted earnings per share fell 7.4% to $2.12, though the prior-year quarter included a $59.5 million impairment. The company also extended its $311.3 million-capacity share repurchase program through October 31, 2027, which gives shareholders a longer window for buybacks.
Fiscal 2026 revenue $2,518.1 million, up 4.7%; diluted EPS $7.14 vs. $5.95 a year earlier
Q4 revenue $636.1 million, down 2.7%; adjusted EPS $2.12 vs. $2.29; Q4 net income $81.4 million, up 58.6%
Share repurchase program extended from October 31, 2026 to October 31, 2027; $311.3 million remains available as of June 30, 2026
Fiscal 2026 repurchases totaled about $188.7 million for roughly 2.3 million shares
Stride, Inc. (NYSE: LRN) said Robert E. Knowling, Jr. became chief executive effective July 29, 2026, succeeding James J. Rhyu, who also left his role as board chair. The company released unaudited preliminary fiscal 2026 results showing higher revenue, net income and adjusted EBITDA than the prior year, though the figures remain subject to change until the full report on August 4, 2026.
Robert E. Knowling, Jr. appointed CEO effective July 29, 2026, with a $1,000,000 base salary and a target bonus of 200% of base.
Steven B. Fink named Board Chair and Brian Shepherd joined the Board, both effective July 29, 2026.
Preliminary fiscal 2026 revenue of $2,518.1 million versus $2,405.3 million; net income of $338.2 million versus $287.9 million.
Adjusted EBITDA of $617.6 million versus $571.0 million; full results and Form 10-K due August 4, 2026.
Stride reported third-quarter fiscal 2026 results for the quarter ended March 31, 2026. Revenue rose 2.7% to $629.9 million, but net income fell 10.9% to $88.5 million and diluted earnings per share fell to $1.93 from $2.02, so sales and profit moved in opposite directions. The company also narrowed its full-year fiscal 2026 revenue and adjusted operating income forecasts.
Revenue of $629.9 million, up from $613.4 million, an increase of 2.7%
Net income of $88.5 million, down from $99.3 million; diluted EPS of $1.93 versus $2.02
Adjusted EPS of $2.30 versus $2.33 a year earlier (non-GAAP)
Fiscal 2026 revenue outlook narrowed to $2.490 billion to $2.520 billion; adjusted operating income outlook of $490 million to $500 million
Stride reported second-quarter fiscal 2026 results for the three months ended December 31, 2025, with revenue up 7.5% to $631.3 million and net income up 3.2% to $99.5 million. The company also issued fiscal 2026 revenue guidance of $2.480 billion to $2.555 billion and adjusted operating income guidance of $485 million to $505 million, which shareholders can compare with future results.
Q2 revenue of $631.3 million, up from $587.2 million; income from operations rose 17.4% to $146.9 million
Diluted EPS of $2.12 versus $2.03; adjusted EPS of $2.50 versus $2.37
Cash and marketable securities totaled $676.0 million at December 31, 2025, versus $1,011.4 million at June 30, 2025
Third-quarter fiscal 2026 guidance: revenue of $615 million to $645 million and adjusted operating income of $130 million to $140 million
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Stride filing is on SEC EDGAR ↗. 8-K briefs of other companies →