Childcare and Early Education
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JPMorgan’s Top 3 Stocks to Crush the Market in 2026
Yahoo Finance· 2025-12-27 13:02
tete_escape / Shutterstock.com Quick Read Celsius Holdings (CELH) received a $68 target from JPMorgan reflecting 54% potential upside. The stock has declined 33% from recent highs due to distribution transitions. GE Vernova (GEV) earned a $1,000 price target suggesting 49% gains. Strong demand for gas turbines and grid solutions stems from data center expansion needs. If you’re thinking about retiring or know someone who is, there are three quick questions causing many Americans to realize they can re ...
Kindercare Learning Companies, Inc.(KLC) - 2025 Q3 - Earnings Call Presentation
2025-11-12 22:00
Financial Performance - Revenue for Q3 2025 was $676.8 million, compared to $671.5 million in Q3 2024[16, 20], representing a growth of approximately 0.8%[20] - Adjusted EBITDA for Q3 2025 was $66.4 million, while in Q3 2024 it was $71.4 million[20] - Same-center revenue for Early Childhood Education (ECE) was $616.9 million in Q3 2025, nearly the same as $616.7 million in Q3 2024[16], showing a 0.0% change[30] - The company updated its FY25 guidance with revenue projected between $2.72 billion and $2.74 billion, and adjusted EBITDA between $290 million and $295 million[37] Operational Metrics - The number of early childhood education centers increased from 1,573 in September 2024 to 1,595 in September 2025[16], a net increase of 22 centers - Before- and after-school sites increased from 1,018 in September 2024 to 1,138 in September 2025[16], a net increase of 120 sites - Average weekly ECE Full Time Enrollments (FTEs) decreased from 143,298 in Q3 2024 to 140,515 in Q3 2025[16] - ECE same-center occupancy decreased from 68.6% in Q3 2024 to 67.0% in Q3 2025[16], a decrease of 160 basis points[30] Strategic Initiatives - Champions added over 200 new sites year-to-date, bringing the trailing twelve-month (TTM) net total to 120 additional sites[13] - The company signed 20 new employers in Q3, resulting in 317,000 additional employees eligible for the tuition benefit program[14] - The company opened 3 new KinderCare for Employers on-site centers in Q3, with an average employer on-site portfolio occupancy exceeding 70%[13]
Kindercare Learning Companies, Inc.(KLC) - 2025 Q1 - Earnings Call Presentation
2025-05-13 20:18
Financial Performance - Revenue for Q1 2025 reached $668.244 million, a 2.1% increase compared to $654.670 million in Q1 2024 [61] - Adjusted EBITDA for Q1 2025 was $83.551 million, compared to $74.440 million in Q1 2024 [62] - Net income for Q1 2025 was $21.157 million, a significant improvement from a net loss of $1.751 million in Q1 2024 [61] - The company reiterates its FY 2025 guidance with revenue projected between $2.75 billion and $2.85 billion, Adjusted EBITDA between $310 million and $325 million, and Adjusted EPS between $0.75 and $0.85 [49] Operational Metrics - The number of early childhood education centers increased to 1,582 as of March 29, 2025, from 1,563 as of March 30, 2024 [27] - Before- and after-school sites increased to 1,038 as of March 29, 2025, from 950 as of March 30, 2024 [27] - Total centers and sites reached 2,620 as of March 29, 2025, compared to 2,513 as of March 30, 2024, representing a 4.3% increase [27, 35] - ECE same-center revenue increased to $606.4 million in Q1 2025 from $597.7 million in Q1 2024, a 1.4% increase [27, 40] - ECE same-center occupancy was 69.1% in Q1 2025, a slight decrease of 0.5% (50 bps) compared to 69.6% in Q1 2024 [27, 40] Strategic Initiatives - KinderCare Learning Companies expanded its footprint to 41 states and the District of Columbia by entering Idaho [13] - Champions expanded into 10 new districts during Q1 and has increased by 88 sites during the past 12 months [13] Balance Sheet - Net debt stood at $796.1 million as of March 29, 2025 [44] - The leverage ratio (Net Debt / TTM Adjusted EBITDA) was 2.6x [44] - Liquidity was $338.7 million, including $262.5 million in revolver availability and $131.3 million in unrestricted cash [45]