Core Viewpoint - Stride, Inc. has announced a stock repurchase program authorizing the repurchase of up to $500 million of its common stock until October 31, 2026, reflecting confidence in the company's long-term outlook and strong cash flow [1][2]. Company Overview - Stride, Inc. is a technology-based education company providing a wide range of services including K-12 education, career learning, professional skills training, and talent development, serving learners in all 50 states and over 100 countries [3]. Financial Strategy - The stock repurchase program allows for flexibility in repurchasing shares through various methods, including open market purchases and privately negotiated transactions, depending on market conditions [2]. - The company emphasizes its strong cash flow and robust balance sheet, indicating a commitment to allocate capital towards attractive growth opportunities to create long-term value for shareholders [2].

Core Insights - Stride, Inc. reported strong financial results for the first quarter of fiscal year 2026, with revenues reaching $620.9 million, a 12.7% increase from $551.1 million in the same period last year [3][5][4]. Financial Performance - Revenues for the first quarter were $620.9 million, up from $551.1 million, reflecting a $69.8 million increase [3][5]. - Income from operations was $69.0 million, compared to $47.3 million, marking a 45.7% increase [3][5]. - Net income rose to $68.8 million, a significant increase of 68.3% from $40.9 million [3][5]. - Diluted net income per share increased to $1.40, up 48.9% from $0.94 [3][5]. - Adjusted operating income was $81.1 million, a 39.0% increase from $58.4 million [3][5]. - Adjusted EBITDA reached $108.4 million, up 29.2% from $83.9 million [3][5]. Enrollment and Revenue Metrics - Total enrollments for the first quarter were 247.7K, an 11.3% increase from 222.6K enrollments in the first quarter of fiscal year 2025 [6]. - Career Learning enrollments increased by 20.0% to 110.0K compared to 91.7K in the previous year [6]. - Revenue per enrollment was $2,388, a 3.7% increase from $2,303 in the first quarter of fiscal year 2025 [8]. Cash Flow and Capital Allocation - As of September 30, 2025, the company's cash and cash equivalents totaled $749.6 million, down from $1,011.4 million at the end of June 2025 [9]. - Capital expenditures for the quarter were $21.7 million, compared to $14.8 million in the same period last year [10]. Fiscal Year 2026 Outlook - The company forecasts total revenue for fiscal year 2026 to be in the range of $2.480 billion to $2.555 billion [13]. - For the second quarter of fiscal year 2026, revenue is expected to be between $620 million and $640 million, with adjusted operating income projected between $135 million and $145 million [13].

Core Insights - American Public Education, Inc. (APEI) will hold a conference call on November 10, 2025, at 5:00 PM Eastern Time to discuss its financial results for Q3 2025, which ended on September 30, 2025 [1][2] Company Overview - APEI is a leading education services provider offering innovative and affordable educational programs through its subsidiaries [1][2] - The company serves approximately 89,000 adult learners worldwide, focusing on accessible higher education [3] - APEI operates through three main institutions: American Public University System (APUS), Rasmussen University, and Hondros College of Nursing [2][3][4] Institutional Details - APUS is recognized as a leading educator for active-duty military and veteran students, leveraging Department of Defense tuition assistance data [3][6] - Rasmussen University, with a history of 125 years, serves around 14,600 students across 20 campuses and online, offering programs in various fields including nursing and health sciences [4][6] - Hondros College of Nursing is the largest educator of Practical Nursing (LPN) in Ohio, serving approximately 3,700 students across eight campuses [5][6] Accreditation - APUS and Rasmussen University are accredited by the Higher Learning Commission (HLC), while Hondros College is accredited by the Accrediting Bureau of Health Education Schools (ABHES) [6]

Core Points - Stride Inc. plans to discuss its first quarter fiscal year 2026 financial results on October 28, 2025 at 5:00 p.m. ET [1] - A live webcast of the conference call will be available for investors and analysts [2] - Stride Inc. offers a variety of educational services across primary, secondary, and postsecondary levels, reaching learners in all 50 states and over 100 countries [3] Company Overview - Stride Inc. is focused on redefining lifelong learning through innovative education solutions [3] - The company provides K-12 education, career learning, professional skills training, and talent development [3] - Stride's services cater to a diverse range of learners globally [3]

Core Insights - Stride, Inc. reported strong financial performance for the fiscal year 2025, with revenues increasing by 17.9% to $2.405 billion compared to $2.040 billion in fiscal year 2024 [4][10][11] - The company experienced significant growth in adjusted operating income, which rose by 58.6% to $466.2 million, and adjusted EBITDA increased by 46.1% to $571.0 million [4][7][10] - Enrollment figures also showed positive trends, with full-year enrollments averaging 234,000, up 20.4% from 194,300 in fiscal year 2024, and Career Learning enrollments increasing by 32.5% [11][12] Financial Performance - Total revenues for the fourth quarter of fiscal 2025 were $653.6 million, a 22.4% increase from $534.2 million in the same quarter of fiscal 2024 [9][10] - Net income for the full fiscal year was $287.9 million, up 41.0% from $204.2 million in fiscal year 2024, with diluted net income per share increasing by 26.9% to $5.95 [4][7][10] - The company incurred one-time charges of $59.5 million related to impairment expenses for its Galvanize business, which were excluded from adjusted financial metrics [3][4] Enrollment and Revenue Metrics - Revenue per enrollment for the fourth quarter was $2,630, reflecting a 2.4% increase compared to $2,569 in the fourth quarter of fiscal 2024 [14] - For the full fiscal year 2025, revenue per enrollment was $9,677, a slight increase of 0.6% from $9,623 in fiscal year 2024 [15] - The company reported that Career Learning revenue per enrollment increased by 8.1% to $2,479 in the fourth quarter [14] Cash Flow and Capital Allocation - As of June 30, 2025, Stride's cash and cash equivalents totaled $1.011 billion, up from $714.2 million a year earlier [16] - Capital expenditures for the fiscal year were $60.0 million, slightly down from $61.6 million in fiscal year 2024 [16] Business Overview - Stride, Inc. is focused on redefining lifelong learning through innovative education solutions, serving learners across various educational levels and locations [19] - The company operates in all 50 states and over 100 countries, providing a range of services including K-12 education and career learning [19]

Core Insights - Stride, Inc. has partnered with Chama Valley Independent Schools and Santa Rosa Consolidated Schools to operate the Destinations Career Academy of New Mexico (NMDCA) starting in the fall of 2025, with over 3,000 students already enrolled for the 2025–2026 school year [1][2][3] Company Overview - Stride, Inc. is focused on redefining lifelong learning through innovative education solutions, serving learners in primary, secondary, and postsecondary settings across all 50 states and over 100 countries [4] - NMDCA is an online public school program that combines academic excellence with career-readiness pathways and dual-credit opportunities for K–12 students statewide [5] Partnership Impact - The partnership is seen as a strategic move to expand educational access and innovation in rural communities, creating new opportunities for students and positioning the districts as forward-thinking hubs for learning [2][3] - The collaboration aims to meet the evolving needs of students by providing high-quality virtual education options [2][3] Enrollment Information - Enrollment for the 2025–2026 school year is currently open, with families encouraged to learn more and begin the application process through the NMDCA website [3]

Core Viewpoint - Stride Inc. is set to discuss its fourth quarter and full fiscal year 2025 financial results in an upcoming conference call scheduled for August 5, 2025 [1] Group 1: Conference Call Details - The conference call will take place at 5:00 p.m. eastern time (ET) [1] - Investors can access a live webcast of the call at investors.stridelearning.com/events-and-presentations [2] - Participants can join the call by dialing (800) 715-9871 for domestic calls or +1 (646) 307-1963 for international calls, using conference ID number 8901384 [2] Group 2: Company Overview - Stride Inc. is focused on redefining lifelong learning through innovative and high-quality education solutions [3] - The company serves learners across primary, secondary, and postsecondary settings, offering a variety of services including K-12 education, career learning, professional skills training, and talent development [3] - Stride reaches learners in all 50 states and over 100 countries [3]

Company Overview - American Public Education, Inc. (Nasdaq: APEI) operates a portfolio of education companies that provide online and campus-based postsecondary education and career learning to over 125,000 students through four subsidiary institutions [1][2] - The institutions under APEI include American Public University System, Rasmussen University, Hondros College of Nursing, and Graduate School USA, focusing on transforming lives, advancing careers, and improving communities [2] Subsidiary Institutions - American Public University System (APUS) serves approximately 88,000 adult learners worldwide, primarily focusing on active-duty military and veteran students [3][8] - Rasmussen University, with a history of 125 years, serves around 14,600 students across 20 campuses in six states and online, offering programs in nursing, health sciences, business, technology, design, early childhood education, and justice studies [4] - Hondros College of Nursing is the largest educator of Practical Nursing (LPN) nurses in Ohio, serving approximately 3,700 students across eight campuses [5][8] - Graduate School USA provides training to the federal workforce, offering customized contract training to federal agencies and open enrollment programs for government professionals [6] Accreditation - APUS and Rasmussen University are accredited by the Higher Learning Commission (HLC), while Hondros College is accredited by the Accrediting Bureau of Health Education Schools (ABHES) and Graduate School USA is accredited by the Accrediting Council for Continuing Education & Training (ACCET) [7] Upcoming Events - The company will participate in the William Blair's 45th Annual Growth Stock Conference from June 3-5, 2025, in Chicago, IL, with CEO Angela Selden presenting on June 5th [9] - APEI will also attend the D.A. Davidson 1st Annual Technology + Consumer Conference from June 9-11, 2025, in Nashville, TN, where both CEO Angela Selden and CFO Rick Sunderland will be available for meetings with investors [9]

Core Insights - Stride, Inc. reported strong financial results for the third fiscal quarter ended March 31, 2025, with significant increases in revenues and net income compared to the same period in 2024 [1][2][6]. Financial Performance - Revenues for the third quarter reached $613.4 million, a 17.8% increase from $520.8 million in the same quarter of 2024 [3][6]. - Income from operations was $130.8 million, up 48.1% from $88.3 million year-over-year [3][6]. - Net income increased by 42.6% to $99.3 million, compared to $69.7 million in the prior year [3][6]. - Diluted net income per share rose to $2.02, a 26.3% increase from $1.60 [3][6]. - Adjusted operating income was $141.7 million, reflecting a 47.0% increase from $96.4 million [3][6]. - Adjusted EBITDA for the quarter was $168.3 million, up 39.6% from $120.5 million [3][6]. Year-to-Date Performance - For the nine months ended March 31, 2025, total revenues were $1.75 billion, a 16.3% increase from $1.51 billion in the same period of 2024 [5][7]. - Income from operations for the nine months was $303.2 million, a 72.4% increase from $175.9 million [5][7]. Enrollment and Revenue Metrics - Average enrollments in the third quarter were 240.2K, a 21.1% increase from 198.4K in the same quarter of fiscal 2024 [10]. - Career Learning enrollments averaged 98.7K, up 33.7% from 73.8K year-over-year [10]. - Revenue per enrollment for the third quarter was $2,415, slightly down from $2,420 in the same quarter of fiscal 2024 [12]. Cash Flow and Capital Allocation - As of March 31, 2025, cash and cash equivalents totaled $754.6 million, an increase from $714.2 million reported at June 30, 2024 [14]. - Capital expenditures for the quarter were $15.8 million, compared to $16.3 million in the same quarter of the previous year [14]. Fiscal Year 2025 Outlook - The company raised its revenue and adjusted operating income forecast for the full fiscal year 2025, projecting revenues in the range of $2.370 billion to $2.385 billion and adjusted operating income between $455 million and $465 million [19][15].