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KLC

KinderCare Learning Companies, Inc.

KLC

NYSE·Consumer Cyclical·Personal Products & Services·Mkt cap $568.5M

$4.85

+1.04%

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Our plain-language verdict, the thesis, risk factors, and what is changing about the business.

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52-Week Range

$1.75 - $10.76

P/E

-1.35

Fwd P/E

7.67

Beta

4.47

Div Yield

0.00%

Avg Vol

1.0M

Shares Out

118.4M

Mkt Cap

$568.5M

Price action

Price chart

Down 51.4% over the trailing year

1W
1M
3M
6M
YTD
1Y
5Y
MAX

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

4 reasons

  • Largest national network with 1,490+ operating centers providing significant scale and operational efficiency
  • Diversified revenue model combining consumer and employer-sponsored services for revenue stability
  • Established brand reputation and 50+ year operating history with deep market expertise
  • High barriers to entry due to licensing requirements, real estate footprint, and trained workforce

Bear Case

1 risk

  • Very high volatility (beta 4.5). Expect 3x market swings. Position size accordingly.

Growth

Turning profitable

Rising demand for quality childcare as workforce participation increases among dual-income families

Value

Undervalued - trading well below Education Services peers

Momentum

Hot

+97.5% over 3m

Quality

Thin

Solid business

Dividend

None

No dividend

Earnings track record

Latest print - beat on both lines

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Aug 11, 2026

Q2 26 RECAP

MAY 14, 2026

Reported EPS of $0.04 vs -$0.01 consensus (+500.0% surprise). Revenue of $672.5M vs $669.1M expected (+0.5%). Beat on both top and bottom lines.

EPS beat +500.0%
Rev beat +0.5%
Double beat

EPS surprise · last 4Q

1 of 1 beats

Q2 26

+500.0%

Next: Aug 11, 2026

Revenue trend · last 8Q

+5%

+2%

+1%

+1%

+6%

+1%

Q2 24

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 26

Q1 26

$689.9M

$671.5M

$647.0M

$668.2M

$700.1M

$676.8M

$688.1M

$672.5M

Margins · last 8Q

Gross

Operating

Profit

-43.1%

Wall Street consensus

6 analysts · 17% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

1

17%

Hold

3

50%

Sell

2

33%

Median Price Target

$5.00

+3.1% vs $4.85

Low $3.00
Median $5.00
High $6.00

Latest: Barclays · $3.00 · May 18, 2026

5 analysts covering

vs Industry

How KLC stacks vs Personal Products & Services

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.