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May 14, 2026·SEC
Material company update
Mar 12, 2026·SEC
Material company update
Mar 2, 2026·SEC
KinderCare Learning Companies, Inc.(KLC)Earnings, Financials & Key Ratios
KLC•NYSE
$4.93
Price updated Jul 6, 2026
AboutKinderCare Learning Companies, Inc. provides early childhood education and care services in the United States. The company offers infant, toddler, preschool, kindergarten, and before- and after-school programs in various categories comprising community-based and employer-sponsored early childhood education and care, and before- and after-school educational services. As of October 2, 2021, it served children ranging from 6 weeks to 12 years of age through 1,490 early childhood education centers with a licensed capacity of 195,000 and contracts for approximately 650 before-and after-school sites in 40 states and the District of Columbia. The company was founded in 1969 and is based in Portland, Oregon.Show more
- Revenue$2.73B+2.6%
- EBITDA$308M+56.4%
- Net Income-$113M-21.6%
- EPS (Diluted)-0.95+1.0%
- Gross Margin17.61%-25.6%
- EBITDA Margin11.27%+52.4%
- Operating Margin6.73%+126.0%
- Net Margin-4.13%-18.5%
- ROE-13.94%-2.9%
KLC Price & Volume
KinderCare Learning Companies, Inc. (KLC) stock price & volume — 10-year historical chart
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Structural Margin Erosion Challenges KinderCare Financial Stability
Investment Thesis • Updated 2026Q1
VerdictNegative
Growth:Mixed
Profitability:Negative
Financial:Strained
Cash Flow:Mixed
Primary Risk:Labor-driven margin compression
Key Thesis Takeaways
- KinderCare Learning Companies faces significant headwinds as revenue growth decelerates to a marginal 0.6% in 2026Q1, compounded by persistent margin compression and a precarious liquidity position.
- The company's reliance on high-cost labor and a heavy debt load, evidenced by a 3.42 debt-to-equity ratio, creates substantial operational risk.
- Investors should monitor the firm's ability to stabilize its erratic cash flow and address the $691.9M in goodwill that remains vulnerable to potential impairment charges.
Verdict Logic
the company's net margin of -43.1% in 2026Q1 and persistent reliance on external financing suggest that the current business model lacks the necessary operating leverage to ensure long-term solvency.
KLC Growth Metrics
KinderCare Learning Companies, Inc. (KLC) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years-
5 Years14.87%
3 Years8.07%
TTM3.95%
Profit CAGR
10 Years-
5 Years-
3 Years-
TTM-82.66%
EPS CAGR
10 Years-
5 Years-
3 Years-
TTM-75.53%
Return on Capital
10 Years5.1%
5 Years7.19%
3 Years5.54%
Last Year5.67%
KLC Recent Earnings
KinderCare Learning Companies, Inc. (KLC) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 6/12 qtrs (86%)●Beat Revenue 4/12 qtrs (57%)
Q2 2026Latest
May 14, 2026Metric
Actual
Est
EPS
$0.04+500.0%
$0.01
Rev
$673M+0.5%
$669M
Q2 2026
Mar 12, 2026Metric
Actual
Est
EPS
$0.12+50.0%
$0.08
Rev
$688M+0.4%
$685M
Q4 2025
Nov 12, 2025Metric
Actual
Est
EPS
$0.13+8.3%
$0.12
Rev
$677M-1.2%
$685M
Q3 2025
Aug 12, 2025Metric
Actual
Est
EPS
$0.22-8.3%
$0.24
Rev
$700M+0.9%
$694M
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | May 14, 2026 | $0.04vs $0.01+500.0% | $673Mvs $669M+0.5% |
| Q2 2026 | Mar 12, 2026 | $0.12vs $0.08+50.0% | $688Mvs $685M+0.4% |
| Q4 2025 | Nov 12, 2025 | $0.13vs $0.12+8.3% | $677Mvs $685M-1.2% |
| Q3 2025 | Aug 12, 2025 | $0.22vs $0.24-8.3% | $700Mvs $694M+0.9% |
Based on last 12 quarters of dataView full earnings history →
Peers Comparison
Key metrics vs top competitors for KinderCare Learning Companies, Inc. (KLC)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $4.93 | $583.85M | -5.19 | 2.64% | -4.13% | -13.94% | — | |
| $90.28 | $3.84B | 15.17 | 17.9% | 12.15% | 19.89% | — | |
| $16.30 | $496.42M | 18.11 | 3.6% | 5.87% | 10.14% | — | |
| $75.71 | $4.14B | 22.53 | 9.22% | 7.61% | 17.08% | — | |
| $39.59 | $5.65B | 20.95 | 8.64% | 16.08% | 25.36% | — | |
| $0.98 | $110.25M | -1.03 | -38.97% | -26.89% | -62.94% | — |
Compare KLC vs Peers
KinderCare Learning Companies, Inc. (KLC) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
KLC SEC Filings & Documents
KinderCare Learning Companies, Inc. (KLC) SEC filings — annual & quarterly reports (10-K, 10-Q)
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KLC Frequently Asked Questions
KinderCare Learning Companies, Inc. (KLC) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is KinderCare Learning Companies, Inc.'s revenue?
KinderCare Learning Companies, Inc. (KLC) reported $2.74B in revenue for fiscal year 2025. This represents a 46% increase from $1.88B in 2019.
How fast is KinderCare Learning Companies, Inc. growing?
KinderCare Learning Companies, Inc. (KLC) grew revenue by 2.6% over the past year. Growth has been modest.
Is KLC profitable?
KinderCare Learning Companies, Inc. (KLC) reported a net loss of $423.9M for fiscal year 2025.
Dividend & Returns
What is KLC's return on equity?
KinderCare Learning Companies, Inc. (KLC) has a return on equity (ROE) of -13.9%. Negative ROE indicates the company is unprofitable.
What is KinderCare Learning Companies, Inc.'s free cash flow?
KinderCare Learning Companies, Inc. (KLC) generated $36.3M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.