KinderCare Learning Companies

KLC

Market cap $524M

LAKE OSWEGO, Ore.--(BUSINESS WIRE)--KinderCare Learning Companies (NYSE: KLC) (“KinderCare”), a leading provider of high-quality early childhood education, today announced that Tom Wyatt is returning as Chief Executive Officer, effective December 2, 2025. Wyatt spent over a decade as CEO of KinderCare and will remain as Chairman of the Board. He is succeeding former CEO Paul Thompson, who stepped down as a board member, and will remain employed by KinderCare through December 31, 2025 to facilit.

KinderCare Learning Companies shares have plunged 61.3%, but the current valuation appears extremely attractive given the company's fundamentals. Despite declining enrollment and profitability, KLC continues to expand its center count and invest in growth initiatives, including digital tools and employer partnerships. Management has lowered near-term guidance due to subsidy cuts and economic headwinds, yet adjusted profits and cash flows show resilience versus last year.

Maintain a Hold rating on KinderCare as near-term headwinds persist, particularly weak enrollment and occupancy trends overshadowing positive developments. KLC's Champions segment and B2B employer channel show strong growth, but the core Early Childhood Education business remains flat, impacting overall profitability. State-level subsidy execution risks and a cautious consumer backdrop are expected to weigh on KLC's recovery, likely pushing improvement into 2027.

KinderCare Learning Companies, Inc. ( KLC ) J.P. Morgan 2025 Ultimate Services Investor Conference November 18, 2025 3:20 PM EST Company Participants Anthony Amandi - Chief Financial Officer Conference Call Participants Judson Lindley - JPMorgan Chase & Co, Research Division Presentation Judson Lindley JPMorgan Chase & Co, Research Division Awesome.

LAKE OSWEGO, Ore.--(BUSINESS WIRE)--KinderCare Learning Companies (NYSE: KLC) (“KinderCare”), a leading provider of early childhood and school-age education and care, is easing the holiday hustle this season by offering one free day of care at participating KinderCare Learning Centers nationwide. From now through December 31, 2025, new families can experience these programs at no cost for one full day. The offer gives parents “the gift of time” during one of the busiest seasons of the year. Whe.

KinderCare missed on sales and earnings last night. The company also cut guidance for full-year earnings.

U.S. stock futures were mixed this morning, with the Dow futures gaining around 0.1% on Thursday.

KinderCare Learning Companies, Inc. ( KLC ) Q3 2025 Earnings Call November 12, 2025 5:00 PM EST Company Participants Olivia Kirrer - Vice President of Growth Finance and M & A Paul Thompson - CEO & Director Anthony Amandi - Chief Financial Officer Conference Call Participants Yehuda Silverman - Morgan Stanley, Research Division Andrew Steinerman - JPMorgan Chase & Co, Research Division John Ronan Kennedy - Barclays Bank PLC, Research Division Jeffrey Meuler - Robert W. Baird & Co. Incorporated, Research Division Jeffrey Silber - BMO Capital Markets Equity Research Keen Fai Tong - Goldman Sachs Group, Inc., Research Division Joshua Chan - UBS Investment Bank, Research Division Faiza Alwy - Deutsche Bank AG, Research Division Presentation Operator Good afternoon, ladies and gentlemen, and welcome to the KinderCare Third Quarter 2025 Earnings Conference Call.

KinderCare Learning Companies, Inc. (KLC) came out with quarterly earnings of $0.13 per share, beating the Zacks Consensus Estimate of $0.12 per share. This compares to earnings of $0.05 per share a year ago.

LAKE OSWEGO, Ore.--(BUSINESS WIRE)--KinderCare Learning Companies, Inc. (NYSE: KLC) (“KinderCare,” the “Company,” and “we”), a leading provider of high-quality early childhood education, today announced financial results for the third quarter ended September 27, 2025. Third Quarter 2025 Highlights Revenue of $676.8 million Income from operations of $26.3 million Net income of $4.6 million and net income per common share, diluted of $0.04 Non-GAAP financial measures Adjusted EBITDA (1) of $66.4.