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KLC

KinderCare Learning·NYSE
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KLC fundamentals

KinderCare Learning (KLC) released its earnings on Mar 12, 2026: revenue was 688.14M (YoY +6.37%), beat estimates; EPS was 0.12 (YoY +33.33%), beat estimates.
Revenue / YoY
688.14M
+6.37%
EPS / YoY
0.12
+33.33%
Report date
Mar 12, 2026
KLC Earnings Call Summary for Q4,2025
  • Revenue Growth: 6% YoY to $688M (Q4 2025), but same-center occupancy down 340 bps to 64.5%.
  • Strategic Shifts:
    • 100% growth-focused incentive comp for all employees.
    • $10M paid search investment driving inquiry growth.
    • 15-20 center closures annually to optimize portfolio.
  • 2026 Outlook:
    • Flat revenue ($2.7B-$2.75B) but 27% EBITDA decline to $210M-$230M.
    • 3% FTE decline offset by 3% tuition growth.
  • Key Risks:
    • Fixed cost deleverage from lower occupancy.
    • $10M annual grant funding decline.
    • Center director distractions impacting enrollment conversion.
  • Positive Signs:
    • Early paid search inquiry growth.
    • Opportunity region best practices rolled out to all centers.
    • Bipartisan policy support for childcare sector.

Earnings

EPS
Revenue

Revenue & Expenses

KLC has released its 2025 Q4 earnings report, with revenue of 688.14M, reflecting a YoY change of 6.37%, and net profit of -177.18M, showing a YoY change of -32.63%. The Sankey diagram below clearly presents KLC's revenue sources and cost distribution.

Key Indicators

KinderCare Learning (KLC) key financial stats and ratios, covering profitability, financial health, and leverage.

Income Statement

KinderCare Learning (KLC)'s revenue and profit trends over recent years, visualized with a waterfall chart to showcase the revenue-to-profit funnel.
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Balance Sheet

KinderCare Learning (KLC)'s asset and liability trends over recent years, visualized with a waterfall chart to illustrate changes in its asset-liability structure.
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Cash Flow

KinderCare Learning (KLC)'s cash flow trends over recent years, visualized with a waterfall chart to illustrate changes in its operating, investing, and financing cash flows.
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Revenue Breakdown

Where does KinderCare Learning (KLC) generate its revenue? Explore its key revenue streams and top earning regions.
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By Region
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Dividend

Track KinderCare Learning (KLC) Dividend Yield, Payout Ratio & Sustainability Through Its Dividend History
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