K12 (LRN) Tops Q4 Earnings and Revenue Estimates

Company Performance - K12 reported quarterly earnings of $2.29 per share, exceeding the Zacks Consensus Estimate of $1.83 per share, and up from $1.42 per share a year ago, representing an earnings surprise of +25.14% [1] - The company posted revenues of $653.65 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 3.94%, compared to $534.18 million in the same quarter last year [2] - Over the last four quarters, K12 has surpassed consensus EPS estimates three times and topped consensus revenue estimates four times [2] Stock Performance - K12 shares have increased approximately 25.4% since the beginning of the year, significantly outperforming the S&P 500's gain of 7.6% [3] - The current consensus EPS estimate for the upcoming quarter is $1.04 on revenues of $596.88 million, and for the current fiscal year, it is $7.76 on revenues of $2.58 billion [7] Industry Outlook - The Schools industry, to which K12 belongs, is currently ranked in the top 11% of over 250 Zacks industries, indicating a favorable outlook [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact K12's stock performance [5][6]