KinderCare Learning Companies, Inc. logo KLC - KinderCare Learning Companies, Inc.

Price: -- -- | CONSENSUS: Hold DETAILS
STRONG
BUY
0
BUY 1
HOLD 4
SELL 2
STRONG
SELL
0
| PRICE TARGET: $4.60 DETAILS
HIGH: $6.00
LOW: $3.00
MEDIAN: $5.00
CONSENSUS: $4.60
UPSIDE: 28.49%
Metric 2026 Q1 2025 Q4 2025 Q3 2025 Q2 2025 Q1 2024 Q4 2024 Q3 2024 Q2 2024 Q1 2023 Q4 2023 Q3 2023 Q2 2023 Q1 2022 Q4 2022 Q1 2021 Q4 2021 Q3 2021 Q2 2021 Q1 2020 Q4 2020 Q3 2020 Q2 2020 Q1
Revenue
Revenue 672.5 688.1 676.8 700.1 668.2 647.0 671.5 689.9 654.7 618.0 624.5 633.9 633.9 575.2 497.5 475.5 475.1 456.9 400.3 381.4 327.0 329.0 329.0
Cost of Revenue 582 581.2 574.2 550.6 546.2 513.7 521.1 500.0 497.7 467.0 468.4 506.2 506.2 430.1 316.8 302.1 295.2 324.6 358.5 358.0 275.3 283.9 283.9
Gross Profit 90.5 106.9 102.7 149.6 122.1 133.3 150.4 189.9 157.0 151.0 156.0 127.7 127.7 145.1 180.7 173.4 179.9 132.4 41.8 23.4 51.7 45.2 45.2
Operating Expenses
R&D Expenses 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
SG&A Expenses 71.1 73.8 73.0 78.6 71.7 188.9 65.1 78.6 90.5 67.4 68.5 0 0 69.9 0 66.3 0 46.4 0 54.0 0 0 39.2
Other Expenses 0 0 0 0 0 33.6 30.9 30.7 32.9 34.9 28.8 43.7 43.7 0 65.1 23.0 114.5 21.1 43.8 (19.7) 60.7 70.5 31.3
Operating Expenses 71.1 73.8 73.0 78.6 71.7 222.5 96.0 109.3 123.4 102.3 97.3 43.7 43.7 69.9 65.1 89.3 114.5 67.5 43.8 34.2 60.7 70.5 70.5
Operating Income
Operating Income 19.4 33.1 29.6 70.9 50.4 (89.3) 54.4 80.6 33.6 48.7 58.7 84.0 84.0 75.2 115.6 84.2 65.4 64.8 (2.0) (10.8) (9.1) (25.3) (25.3)
Interest Expense 18.6 19.7 24.1 20.1 20.1 50.7 39.5 43.9 36.4 38.5 38.5 36.7 36.7 32.6 22.0 24.3 24.2 24.0 24.0 26.1 24.2 24.5 24.5
Interest Income 0.8 1.0 1.7 1.4 0.7 2.2 1.3 1.8 2.1 2.0 1.6 0 0 3.0 0 0 0 0 0 0 0 0 0
Profitability
EBITDA 50.5 65.0 60.6 102.0 80.3 (56.9) 87.2 112.0 67.6 78.8 86.7 51.6 51.6 98.5 127.9 105.3 129.1 85.1 1.1 (32.3) 13.7 6.0 6.0
EBIT 19.4 33.1 29.6 70.9 50.4 (87.1) 57.6 82.8 39.0 50.3 59.6 24.9 24.9 72.8 108.4 84.3 107.9 65.1 (18.9) (51.9) (6.9) (16.9) (16.9)
Income Before Tax (290.4) (181.6) 6.2 53.1 29.0 (137.8) 18.1 38.9 2.6 11.8 21.1 48.5 48.5 41.6 93.6 59.9 41.3 41.0 (25.8) (37.1) (12.3) (25.2) (49.6)
Income Tax Expense (0.5) (4.4) 1.7 14.5 7.8 (4.3) 4.2 10.4 4.3 (3.0) 5.1 12.6 12.6 6.1 22.0 13.0 11.0 10.4 (6.4) (4.8) 10.1 12.2 (12.2)
Net Income (289.8) (177.2) 4.5 38.6 21.2 (133.6) 14.0 28.5 (1.8) 14.8 16.0 35.8 35.8 35.5 71.6 46.9 30.3 30.6 (19.4) (32.4) (22.4) (37.4) (37.4)
Per Share Data
EPS (Basic) -2.45 -1.50 0.04 0.33 0.18 -1.17 0.12 0.25 -0.02 0.13 0.14 0.38 0.25 0.31 0.63 0.41 0.26 0.27 -0.17 -0.28 -0.20 -0.52 -0.14
EPS (Diluted) -2.45 -1.50 0.04 0.33 0.18 -1.17 0.12 0.25 -0.02 0.13 0.14 0.38 0.25 0.31 0.63 0.41 0.26 0.27 -0.17 -0.28 -0.20 -0.52 -0.14
Shares Outstanding 118.5 118.4 118.4 118.3 118.2 114.1 118.0 114.4 114.4 114.4 114.4 114.4 114.4 114.4 114.4 114.4 114.4 114.4 114.4 114.4 114.4 114.4 114.4
Metric 2026 Q1 2025 Q4 2025 Q3 2025 Q2 2025 Q1 2024 Q4 2024 Q3 2024 Q2 2024 Q1 2023 Q4 2023 Q1 2022 Q4 2022 Q3 2022 Q1 2021 Q4 2021 Q3 2021 Q2 2021 Q1 2020 Q4 2020 Q1
Current Assets
Cash & Cash Equivalents 132.9 133.2 174.7 119.0 131.3 62.3 137.2 95.7 95.7 156.1 0 105.2 327.8 311.2 177.2 152.5 83.1 0 53.2 0
Short-Term Investments 0 0 0 0 0 0 0 0 7.4 0 0 0 0 0 0 0 0 0 0 0
Net Receivables 106.8 167.9 103.3 112.7 95.9 117.4 100.9 100.3 100.3 95.2 0 94.3 111.9 60.9 95.5 63.7 69.1 0 61.1 0
Inventory 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
Other Current Assets 104.3 10.5 56.0 44.6 57.5 10.2 42.6 23.1 25.8 5.0 0 3.9 3.5 64.4 1.5 0 0 0 1.9 0
Total Current Assets 344.0 358.0 334.1 276.4 284.7 214.8 302.8 250.9 250.9 283.4 0 233.5 478.3 436.4 304.2 254.9 183.9 0 136.7 0
Non-Current Assets
Property, Plant & Equipment 1,905.1 1,922.0 1,905.5 1,874.6 1,798.5 1,796.1 1,785.6 1,789.3 1,789.3 1,753.6 0 1,822.6 1,689.1 1,689.4 1,701.8 1,677.2 1,660.2 0 1,673.9 0
Goodwill 691.9 964.8 1,137.2 1,133.4 1,126.4 1,119.7 1,119.3 1,119.3 1,119.3 1,110.6 0 1,102.7 995.5 992.3 992.3 989.7 991.0 0 980.7 0
Intangible Assets 418.8 420.9 423.0 425.1 427.5 429.8 432.1 434.4 434.4 439.0 0 448.3 427.9 431.8 433.9 436.1 438.3 0 442.7 0
Long-Term Investments 0 0 3.2 0.1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
Other Non-Current Assets 81.8 82.2 80.6 80.9 81.0 85.1 82.7 74.2 74.2 66.6 0 57.8 28.6 36.8 37.3 36.4 34.8 0 32.5 0
Total Non-Current Assets 3,097.7 3,389.9 3,549.4 3,514.1 3,433.4 3,430.7 3,419.7 3,417.2 3,417.2 3,369.8 0 3,431.4 3,141.1 3,150.3 3,165.3 3,139.5 3,124.3 0 3,129.8 0
Total Assets 3,441.6 3,747.9 3,883.5 3,790.5 3,718.1 3,645.5 3,722.5 3,668.1 3,668.1 3,653.3 0 3,664.9 3,619.3 3,586.7 3,469.6 3,394.4 3,308.2 0 3,266.5 0
Current Liabilities
Account Payables 0 48.9 58.5 173.5 183.6 45.3 66.3 156.2 156.2 50.6 0 56.7 55.9 164.4 47.9 161.6 130.5 0 39.7 0
Short-Term Debt 159.4 9.6 9.6 10.0 9.7 7.6 15.8 15.8 15.8 13.6 0 12.7 11.8 18.1 22.8 11.8 11.8 0 15.1 0
Deferred Revenue 50.4 58.0 29.5 38.4 30.6 33.8 28.2 34.8 0 43.9 0 52.6 41.6 71.3 46.7 41.8 42.4 0 39.6 0
Other Current Liabilities 258.2 191.6 207.1 46.8 96.6 137.9 184.7 92.7 127.5 150.6 0 109.5 161.7 27.6 108.1 38.5 40.8 0 90.1 0
Total Current Liabilities 468.0 484.9 469.5 420.2 470.4 412.8 504.5 442.8 442.8 426.5 0 410.2 424.7 418.9 380.2 383.9 360.1 0 330.4 0
Non-Current Liabilities
Long-Term Debt 1,451.9 917.9 921.3 916.8 917.7 919.1 1,496.4 1,494.2 1,494.2 1,237.7 0 1,349.1 1,369.5 1,373.7 1,375.4 1,377.1 1,377.5 0 1,378.4 0
Deferred Tax Liabilities 35.7 35.5 34.4 26.7 27.0 30.9 57.7 63.5 0 60.7 0 77.3 66.3 65.0 46.6 0 0 0 14.3 0
Other Non-Current Liabilities 1,015.0 104.1 105.9 107.8 97.3 98.8 113.2 95.4 158.8 114.6 0 65.0 58.4 58.7 52.1 77.5 72.3 0 49.1 0
Total Non-Current Liabilities 2,502.5 2,507.8 2,482.8 2,446.0 2,362.8 2,368.2 2,982.4 2,987.9 2,987.9 2,719.8 0 2,847.0 2,822.3 2,839.2 2,833.7 2,827.1 2,796.9 0 2,799.8 0
Total Liabilities 2,970.6 2,992.6 2,952.3 2,866.2 2,833.2 2,781.0 3,486.9 3,430.7 3,430.7 3,146.4 0 3,257.3 3,247.0 3,258.1 3,214.0 3,211.0 3,157.0 0 3,130.3 0
Stockholders' Equity
Common Stock 1.2 1.2 1.2 1.2 1.2 1.2 0.9 0.1 0.1 0.9 0 0.1 0.1 0.1 454.2 430.8 430.6 0 430.1 0
Retained Earnings (372.5) (82.6) 94.6 90.0 51.4 30.3 163.8 149.9 149.9 123.1 0 20.5 (15.0) (127.1) (198.6) (245.6) (275.8) 0 (287.0) 0
Accumulated Other Comprehensive Income (1.4) (4.6) (4.2) (3.8) (1.7) 2.7 (6.6) 7.8 7.8 (0.3) 0 (2.0) 0 0 0 (1.8) (3.5) 0 (6.7) 0
Total Stockholders' Equity 471.1 755.3 931.2 924.3 884.9 864.5 235.6 237.4 237.4 506.9 0 407.7 372.3 328.6 255.6 183.4 151.3 0 136.3 0
Total Liabilities & Equity 3,441.6 3,747.9 3,883.5 3,790.5 3,718.1 3,645.5 3,722.5 3,668.1 3,668.1 3,653.3 0 3,664.9 3,619.3 3,586.7 3,469.6 3,394.4 3,308.2 0 3,266.5 0
Debt Metrics
Total Debt 1,611.2 2,525.4 2,516.9 2,470.0 2,398.0 2,392.4 2,972.1 2,988.2 2,988.2 2,692.9 0 2,858.1 2,837.2 2,862.7 2,886.5 2,851.2 2,835.0 0 2,849.8 0
Net Debt 1,478.4 2,392.2 2,342.1 2,351.0 2,266.7 2,330.0 2,834.8 2,892.5 2,892.5 2,536.8 0 2,752.9 2,509.4 2,551.6 2,709.2 2,698.7 2,751.8 0 2,796.5 0
Metric 2026 Q1 2025 Q4 2025 Q3 2025 Q2 2025 Q1 2024 Q4 2024 Q3 2024 Q2 2024 Q1 2023 Q4 2023 Q3 2023 Q2 2023 Q1 2022 Q4 2022 Q1 2021 Q4 2021 Q3 2021 Q2 2021 Q1 2020 Q4 2020 Q3 2020 Q2 2020 Q1
Operating Activities
Net Income (289.8) (177.2) 4.5 38.6 21.2 (133.6) 14.0 28.5 (1.8) 14.8 16.0 43.2 28.5 35.5 71.6 46.9 30.3 30.6 (19.4) (32.4) (22.4) (59.0) (15.8)
Depreciation & Amortization 31.1 31.9 31.0 31.1 30.0 30.2 29.6 29.2 28.5 28.5 27.1 26.9 26.6 25.7 19.5 21.1 21.1 20.1 20.0 21.4 21.8 23.5 22.4
Stock-Based Compensation 2.5 1.7 2.8 3.5 3.8 121.8 3.2 2.2 16.9 (1.3) 3.4 0 0 2.5 1.8 0.2 0.2 0.2 0.3 0.2 0.1 0 0
Change in Working Capital 0 (52.6) 46.2 (39.7) 42.2 (59.9) 38.7 (59) 19.2 (41.6) 19.7 0 0 (55.7) 42.9 (55.0) 24.5 (4.4) 10.9 (32.3) 25.4 0 0
Other Non-Cash Items 288.2 199.1 8.3 1.3 3.6 29.7 1.9 4.6 1.7 10.2 5.2 (70.1) (55.1) 9.3 5.3 3.1 5.6 3.5 3.0 22.0 (53.2) 35.5 (6.6)
Operating Cash Flow 31.1 4.3 100.8 35.0 98.4 (40.8) 86.7 5.9 64.1 (4.2) 70.6 0 0 24.0 159.4 21.7 92.7 60.6 8.3 (26.3) (28.3) 0 0
Investing Activities
Capital Expenditure (30.0) (32.3) (38.2) (34.4) (23.4) (37.7) (41.7) (28.8) (24.1) (39.3) (32.2) 0 0 (65.1) (17.4) (25.4) (19.2) (11.6) (10.6) (11.9) (9.6) 0 0
Acquisitions (0.5) (5.6) (3.0) (8.5) (6.1) (0.4) (0.1) (4.2) (6.2) (6.6) 0 0 0 (154.3) 0 (2.5) (1.4) (1.7) (8.5) (0.0) (1.7) 0 0
Purchases of Investments 0 (2.6) (1.2) (1.5) (2.2) (1.9) (1.2) (1.5) (4.1) (1.4) (1.0) 0 0 0 0 0 0 0 0 0 0 0 0
Sales/Maturities of Investments 0 0.4 0.2 0.5 3.1 0.2 0.1 0.1 1.5 0.1 0.1 0 0 0 0 0 0 0 0 0 0 0 0
Other Investing Activities 1.9 0.1 0 0.0 0.2 1.3 0.0 0.0 1.5 26.0 0.6 0 0 (2.8) 0.1 0.1 0.7 0.0 0.0 0.4 (0.0) 0 0
Investing Cash Flow (28.7) (40.0) (42.2) (43.8) (28.4) (38.5) (42.9) (34.4) (31.4) (21.1) (32.6) 0 0 (222.2) (17.3) (27.8) (20.0) (13.3) (19.1) (11.5) (11.3) 0 0
Financing Activities
Net Debt Issuance 0 (5.2) (2.7) (2.9) (0.4) (612.4) (0.5) (4.5) 259.9 (3.9) (0.5) 0 0 (24.1) (8.1) 7.7 (3.3) (3.3) (3.4) (6.1) 25.5 0 0
Stock Repurchased 0 0 (0.1) 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
Dividends Paid 0 0 0 0 0 0 0 0 (320) 0 0 0 0 0 0 0 0 0 0 0 0 0 0
Other Financing Activities (2.8) (0.6) (0.0) (0.7) (0.7) 616.9 (1.7) (0.0) (0.2) (3.3) (1.0) 0 0 (0.0) 0 0 0 0 0 (0.3) 25 0 0
Financing Cash Flow (2.8) (5.8) (2.9) (3.5) (1.1) 4.5 (2.2) (4.5) (60.3) (7.2) (1.5) 0 0 (24.1) (8.1) 30.9 (3.3) (3.3) (3.4) (6.4) 50.5 0 0
Cash Position
Net Change in Cash (0.4) (41.5) 55.7 (12.3) 69.0 (74.9) 41.5 (33.0) (27.6) (32.5) 36.5 0 (105.2) (222.3) 133.9 24.8 69.3 44.0 (14.1) (44.1) 10.9 0 0
Cash at Beginning 133.3 174.8 119.1 131.4 62.4 137.3 95.8 128.8 156.4 188.9 152.4 0 105.2 327.8 181.2 156.5 87.1 43.1 57.2 101.4 90.4 0 0
Cash at End 132.9 133.3 174.8 119.1 131.4 62.4 137.3 95.8 128.8 156.4 188.9 0 0 105.5 315.2 181.2 156.5 87.1 43.1 57.2 101.4 0 0
Free Cash Flow 1.1 (28.1) 62.6 0.7 75.1 (78.6) 45.0 (22.9) 40.0 (43.5) 38.4 0 0 (41.1) 142.0 (3.8) 73.4 49.0 (2.3) (38.2) (37.8) 0 0
Key Metrics 2026 Q1 2025 Q4 2025 Q3 2025 Q2 2025 Q1 2024 Q4 2024 Q3 2024 Q2 2024 Q1 2023 Q4 2023 Q3 2023 Q2 2023 Q1 2022 Q4 2022 Q1 2021 Q4 2021 Q3 2021 Q2 2021 Q1 2020 Q4 2020 Q3 2020 Q2 2020 Q1
Income Statement
Revenue 672.5 688.1 676.8 700.1 668.2 647.0 671.5 689.9 654.7 618.0 624.5 633.9 633.9 575.2 497.5 475.5 475.1 456.9 400.3 381.4 327.0 329.0 329.0
Gross Profit 90.5 106.9 102.7 149.6 122.1 133.3 150.4 189.9 157.0 151.0 156.0 127.7 127.7 145.1 180.7 173.4 179.9 132.4 41.8 23.4 51.7 45.2 45.2
Operating Income 19.4 33.1 29.6 70.9 50.4 (89.3) 54.4 80.6 33.6 48.7 58.7 84.0 84.0 75.2 115.6 84.2 65.4 64.8 (2.0) (10.8) (9.1) (25.3) (25.3)
Net Income (289.8) (177.2) 4.5 38.6 21.2 (133.6) 14.0 28.5 (1.8) 14.8 16.0 35.8 35.8 35.5 71.6 46.9 30.3 30.6 (19.4) (32.4) (22.4) (37.4) (37.4)
EPS (Diluted) -2.45 -1.50 0.04 0.33 0.18 -1.17 0.12 0.25 -0.02 0.13 0.14 0.38 0.25 0.31 0.63 0.41 0.26 0.27 -0.17 -0.28 -0.20 -0.52 -0.14
Balance Sheet
Cash & Equivalents 132.9 133.2 174.7 119.0 131.3 62.3 137.2 95.7 95.7 156.1 0 105.2 327.8 311.2 177.2 152.5 83.1 0 53.2 0
Total Assets 3,441.6 3,747.9 3,883.5 3,790.5 3,718.1 3,645.5 3,722.5 3,668.1 3,668.1 3,653.3 0 3,664.9 3,619.3 3,586.7 3,469.6 3,394.4 3,308.2 0 3,266.5 0
Total Debt 1,611.2 2,525.4 2,516.9 2,470.0 2,398.0 2,392.4 2,972.1 2,988.2 2,988.2 2,692.9 0 2,858.1 2,837.2 2,862.7 2,886.5 2,851.2 2,835.0 0 2,849.8 0
Stockholders' Equity 471.1 755.3 931.2 924.3 884.9 864.5 235.6 237.4 237.4 506.9 0 407.7 372.3 328.6 255.6 183.4 151.3 0 136.3 0
Cash Flow
Operating Cash Flow 31.1 4.3 100.8 35.0 98.4 (40.8) 86.7 5.9 64.1 (4.2) 70.6 0 0 24.0 159.4 21.7 92.7 60.6 8.3 (26.3) (28.3) 0 0
Capital Expenditure (30.0) (32.3) (38.2) (34.4) (23.4) (37.7) (41.7) (28.8) (24.1) (39.3) (32.2) 0 0 (65.1) (17.4) (25.4) (19.2) (11.6) (10.6) (11.9) (9.6) 0 0
Free Cash Flow 1.1 (28.1) 62.6 0.7 75.1 (78.6) 45.0 (22.9) 40.0 (43.5) 38.4 0 0 (41.1) 142.0 (3.8) 73.4 49.0 (2.3) (38.2) (37.8) 0 0