KinderCare Learning Companies
Runs early-childhood centers, school-age programs, and employer childcare services across the United States.
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Profile
Provides tuition-funded early-childhood education and care through KinderCare Learning Centers and The Crème School, plus before- and after-school programs under Champions. The business is concentrated in the United States and depends on enrollment, staffing, employer partnerships, school relationships, and government-subsidized tuition flows.
Runs a U.S. early-childhood and school-age care platform built around KinderCare Learning Centers, The Crème School, and Champions. Center programs serve infants through kindergarten, while Champions extends the model into before- and after-school and summer programs for older children.
Revenue comes mainly from tuition for care and education delivered in community centers, employer-based centers, and school-site programs. The footprint is concentrated in the United States, with operations spread across many states and the District of Columbia.
Execution depends on keeping classrooms staffed, licensed, and enrolled while coordinating with families, employers, schools, and public subsidy agencies. The company reports one consolidated segment, so brand-level activity rather than SEC segment structure best describes the operating mix.
Company facts
Key statistics
Year to date −37.6% · Average volume (30d) 924.4K
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Aug 14, 2026 | UBS | Reiterate | Neutral | $5 | $4.50 | |
| Aug 14, 2026 | Deutsche Bank | Reiterate | Hold | $5 | $6 | |
| May 18, 2026 | BMO Capital | Reiterate | Outperform | $4 | $6 | |
| May 18, 2026 | Barclays | Reiterate | Underweight | $38 | $3 | |
| May 15, 2026 | Deutsche Bank | Target | $5 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 13, 2026Q2 FY26 | $0.10 | $0.08 | −19.5% | $697.9M | $697.5M | −0.1% | −46.17% |
| May 14, 2026Q1 FY26 | −$0.01 | $0.04 | +500.0% | $669.1M | $672.5M | +0.5% | −8.01% |
| Mar 12, 2026Q4 FY25 | $0.08 | $0.12 | +50.0% | $685.3M | $688.1M | +0.4% | −42.65% |
| Nov 12, 2025Q3 FY25 | $0.12 | $0.13 | +8.3% | $685.4M | $676.8M | −1.2% | −19.20% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $668.2M | $700.1M | $676.8M | $688.1M | $672.5M | $697.5M | |
| Gross profit | $122.1M | $149.6M | $102.7M | $106.9M | $90.5M | $130.1M | |
| Operating income | $50.4M | $70.9M | $29.6M | $33.1M | $19.4M | $2.4M | |
| Net income | $21.2M | $38.6M | $4.6M | −$177.2M | −$289.8M | −$8.8M | |
| Diluted EPS | $0.18 | $0.33 | $0.04 | −$1.50 | −$2.45 | −$0.07 | |
| Gross margin | 18.3% | 21.4% | 15.2% | 15.5% | 13.5% | 18.7% | |
| Operating margin | 7.5% | 10.1% | 4.4% | 4.8% | 2.9% | 0.3% |
Fiscal years (4-quarter sums)FY20 $1.37B · FY21 $1.81B · FY23 $2.51B · FY24 $2.66B · FY25 $2.73B
Balance sheet, Jul 4, 2026Cash & short-term investments $173.7M · Total debt $2.51B · Total assets $3.40B · Shareholders' equity $466.2M
Dividends
No dividends on record.
Ownership
Shares outstanding 118.43M · Float 34.19M · 28.9% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| Partners Group Holding AG | 81.42M | 68.75% | 13F | Aug 4, 2026 |
| American Century Companies Inc | 5.71M | 4.82% | 13F | Aug 12, 2026 |
| Silver Point Capital L.P. | 5.11M | 4.31% | 13F | Aug 17, 2026 |
| BlackRock, Inc. | 2.21M | 1.87% | 13F | Aug 7, 2026 |
| AQR Capital Management LLC | 1.94M | 1.64% | 13F | Aug 14, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Mar 19, 2026 | Michael Nuzzo | director | +25,000 | $2.22 |
| Mar 17, 2026 | John T. Wyatt | director, officer: Chief Executive Officer | +219,118 | $1.96 |
| Mar 18, 2026 | John T. Wyatt | director, officer: Chief Executive Officer | +275,000 | $2.07 |
Peers
- Bright Horizons Family Solutions
Direct U.S. public peer in employer-sponsored and center-based care
- Goldman Sachs ActiveBeta Emerging Markets Equity ETF
Listed Australian childcare-center operator; sector peer with no U.S. overlap
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| KinderCare Learning Companies | $2.60 | +0.19% | $307.9M | — | 21.1 | 0.1 | −0.4% |
| Bright Horizons Family Solutions | $74.81 | −0.17% | $3.94B | 23.7 | 13.9 | 1.3 | +6.5% |
| Goldman Sachs ActiveBeta Emerging Markets Equity ETF | $51.33 | +0.04% | $1.74B | — | — | — | — |
| Median | 23.7 | 13.9 | 1.3 | +6.5% |