KinderCare Learning Companies, Inc. (KLC) Exceeds Q3 Earnings Projections
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 12 2025
0mins
Source: NASDAQ.COM
Earnings Performance: KinderCare Learning Companies, Inc. reported quarterly earnings of $0.13 per share, exceeding the Zacks Consensus Estimate of $0.12, and showing an increase from $0.05 per share a year ago. However, revenues of $676.83 million fell short of expectations, missing the consensus estimate by 0.63%.
Stock Outlook: The company's stock has underperformed significantly, losing about 71.3% since the beginning of the year, compared to the S&P 500's gain of 16.4%. The current Zacks Rank for the stock is #4 (Sell), indicating expectations of continued underperformance.
Future Earnings Estimates: The consensus EPS estimate for the upcoming quarter is $0.20, with projected revenues of $707.16 million. The outlook for the industry, which is currently in the bottom 32% of Zacks industries, may also impact the stock's performance.
Comparison with Peers: Universal Technical Institute, another company in the same industry, is set to report its quarterly earnings soon, with expectations of a decline in earnings per share but an increase in revenues, highlighting varying performance within the sector.
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Analyst Views on UTI
Wall Street analysts forecast UTI stock price to rise
5 Analyst Rating
5 Buy
0 Hold
0 Sell
Strong Buy
Current: 28.390
Low
36.00
Averages
37.00
High
38.00
Current: 28.390
Low
36.00
Averages
37.00
High
38.00
About UTI
Universal Technical Institute, Inc. is a workforce solutions provider of transportation, skilled trades and healthcare education programs. Its segments include Universal Technical Institute (UTI) and Concorde Career Colleges (Concorde). UTI segment operates 16 campuses located in nine states and offers a range of degree and non-degree transportation and skilled trades technical training programs under brands, such as Universal Technical Institute, Motorcycle Mechanics Institute and Marine Mechanics Institute, NASCAR Technical Institute, and MIAT College of Technology. UTI also offers manufacturer specific advanced training programs, including student-paid electives, at its campuses and manufacturer or dealer-sponsored training at certain campuses and dedicated training centers. Concorde segment operates 17 campuses located in eight states and online, offering degree, non-degree, and continuing education programs in the allied health, dental, nursing, patient care and diagnostic fields.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Universal Technical Institute Q1 Earnings Call Highlights
- Significant Revenue Growth: Universal Technical Institute reported Q1 revenue of $220.8 million, reflecting a 9.6% year-over-year increase, with net income of $12.8 million, indicating sustained demand and market appeal in the vocational education sector.
- Increase in Student Enrollment: The average full-time active student count rose by 7.2% to 26,858, demonstrating the company's success in attracting and retaining students, which is expected to further drive revenue growth in the future.
- Investment and Profit Outlook: Management reiterated FY26 revenue guidance of $905 million to $915 million, although profits are expected to contract in Q2 due to growth investments; however, the long-term strategy aims for over $1.2 billion in revenue by 2029.
- Campus Expansion Strategy: The company plans to open multiple new campuses and launch over 20 new programs in the coming years, aiming to enhance market competitiveness through diversified educational offerings and geographic coverage.
See More
CTE Month Highlights Importance of Skilled Workers
- Contribution of Skilled Workers: CEO Jerome Grant of Universal Technical Institute emphasizes that skilled and healthcare workers are pillars of the U.S. economy, with the company set to train over 32,000 students this year to meet the growing workforce demand.
- Labor Market Shortage: Grant highlights the urgent shortage of skilled workers faced by many employers, with more job openings than qualified candidates, underscoring the significance of Career and Technical Education, especially as AI disrupts traditional white-collar jobs.
- Enhanced Educational Opportunities: Universal Technical Institute offers diverse educational programs in transportation, skilled trades, electrical, and energy sectors, helping students secure stable careers and pursue the American Dream.
- Strategic Growth Plans: The institute operates 15 campuses nationwide with plans for expansion, aiming to cultivate professionals aligned with modern job market needs through high-quality education and support services.
See More
CTE Month Highlights Importance of Skilled Workers
- Contribution of Skilled Workers: CEO Jerome Grant of Universal Technical Institute emphasizes that skilled workers and healthcare professionals are pillars of the U.S. economy, with plans to educate over 32,000 students this year to meet the growing workforce demand.
- Job Market Shortage: Grant highlights the urgent shortage of qualified skilled workers despite numerous job openings, creating pressure across various industries that needs to be addressed.
- Education and Employment Alignment: Universal Technical Institute provides high-quality education through its UTI and Concorde Career Colleges divisions, offering training in transportation, skilled trades, electrical, and healthcare fields to supply the economy with the necessary qualified workforce.
- Strategic Importance of Vocational Education: In light of the reevaluation of traditional college education, Grant underscores that career and technical education offers students stable employment opportunities that align with today’s job market needs, aiding in the pursuit of the American Dream.
See More
UTI Reports Strong Q1 Earnings, Reiterates 2026 Guidance
- Earnings Beat: UTI's Q1 GAAP EPS of $0.23 exceeded expectations by $0.09, with revenue of $220.8 million reflecting a 9.6% year-over-year increase, surpassing estimates by $4.15 million, indicating robust market performance.
- 2026 Guidance Reaffirmed: Following strong Q1 results, UTI reiterated its fiscal 2026 revenue guidance of $905 million to $915 million, with baseline adjusted EBITDA projected at approximately $156 million, showcasing confidence in future growth.
- New Student Enrollment Forecast: UTI anticipates new student starts between 31,500 and 33,000, which will further drive revenue growth and enhance market share, positioning the company favorably in the education sector.
- Sustainable Growth Strategy: The company's strong financial position allows for flexibility in funding growth investments, with approximately $40 million allocated to support sustainable enrollment growth and operational leverage, ultimately enhancing long-term shareholder value.
See More
UTI Announces New Campuses in Atlanta and San Antonio Set to Open in 2026
- New Campus Openings: UTI plans to open new campuses in Atlanta and San Antonio in Summer 2026, marking its first expansion into Georgia, aimed at meeting the needs of students and employers while driving regional economic growth.
- Facility Size and Programs: The Atlanta campus will span 117,000 square feet and offer multiple training programs in automotive, diesel, aviation, electrical, robotics, and welding, equipped with advanced classrooms and specialized labs to enhance students' practical skills.
- San Antonio Focus: The San Antonio campus will be UTI's first dedicated to skilled trades programs, anticipated to open in Spring 2026, offering courses in aviation, welding, and HVACR, further enriching the company's educational footprint in Texas.
- Accreditation Applications: Both new campuses have applied for accreditation from the Accrediting Commission of Career Schools and Colleges (ACCSC), recognized by the U.S. Department of Education, ensuring high-quality education that enhances students' employability.
See More
UTI Announces New Campuses Opening in 2026
- New Campus Openings: UTI has announced the opening of new campuses in Atlanta and San Antonio, scheduled for Summer and Spring 2026, respectively, aimed at meeting the needs of students and employers while fostering regional economic growth.
- Atlanta Campus Features: The Atlanta campus will be the first in Georgia, covering 117,000 square feet and offering various training programs in automotive, diesel, aviation, electrical, robotics, and welding, equipped with advanced classrooms and specialized labs.
- San Antonio Campus Focus: The San Antonio campus will exclusively focus on skilled trades programs, spanning 51,000 square feet, and is expected to offer courses in aviation, welding, HVACR, and electrical training, addressing the local skills gap.
- Accreditation Progress: Both campuses have applied for accreditation from the Accrediting Commission of Career Schools and Colleges (ACCSC), recognized by the U.S. Department of Education, enhancing educational quality and industry recognition.
See More
Universal Technical Institute Q1 Earnings Call Highlights
- Significant Revenue Growth: Universal Technical Institute reported Q1 revenue of $220.8 million, reflecting a 9.6% year-over-year increase, with net income of $12.8 million, indicating sustained demand and market appeal in the vocational education sector.
- Increase in Student Enrollment: The average full-time active student count rose by 7.2% to 26,858, demonstrating the company's success in attracting and retaining students, which is expected to further drive revenue growth in the future.
- Investment and Profit Outlook: Management reiterated FY26 revenue guidance of $905 million to $915 million, although profits are expected to contract in Q2 due to growth investments; however, the long-term strategy aims for over $1.2 billion in revenue by 2029.
- Campus Expansion Strategy: The company plans to open multiple new campuses and launch over 20 new programs in the coming years, aiming to enhance market competitiveness through diversified educational offerings and geographic coverage.
See More
CTE Month Highlights Importance of Skilled Workers
- Contribution of Skilled Workers: CEO Jerome Grant of Universal Technical Institute emphasizes that skilled and healthcare workers are pillars of the U.S. economy, with the company set to train over 32,000 students this year to meet the growing workforce demand.
- Labor Market Shortage: Grant highlights the urgent shortage of skilled workers faced by many employers, with more job openings than qualified candidates, underscoring the significance of Career and Technical Education, especially as AI disrupts traditional white-collar jobs.
- Enhanced Educational Opportunities: Universal Technical Institute offers diverse educational programs in transportation, skilled trades, electrical, and energy sectors, helping students secure stable careers and pursue the American Dream.
- Strategic Growth Plans: The institute operates 15 campuses nationwide with plans for expansion, aiming to cultivate professionals aligned with modern job market needs through high-quality education and support services.
See More
CTE Month Highlights Importance of Skilled Workers
- Contribution of Skilled Workers: CEO Jerome Grant of Universal Technical Institute emphasizes that skilled workers and healthcare professionals are pillars of the U.S. economy, with plans to educate over 32,000 students this year to meet the growing workforce demand.
- Job Market Shortage: Grant highlights the urgent shortage of qualified skilled workers despite numerous job openings, creating pressure across various industries that needs to be addressed.
- Education and Employment Alignment: Universal Technical Institute provides high-quality education through its UTI and Concorde Career Colleges divisions, offering training in transportation, skilled trades, electrical, and healthcare fields to supply the economy with the necessary qualified workforce.
- Strategic Importance of Vocational Education: In light of the reevaluation of traditional college education, Grant underscores that career and technical education offers students stable employment opportunities that align with today’s job market needs, aiding in the pursuit of the American Dream.
See More
UTI Reports Strong Q1 Earnings, Reiterates 2026 Guidance
- Earnings Beat: UTI's Q1 GAAP EPS of $0.23 exceeded expectations by $0.09, with revenue of $220.8 million reflecting a 9.6% year-over-year increase, surpassing estimates by $4.15 million, indicating robust market performance.
- 2026 Guidance Reaffirmed: Following strong Q1 results, UTI reiterated its fiscal 2026 revenue guidance of $905 million to $915 million, with baseline adjusted EBITDA projected at approximately $156 million, showcasing confidence in future growth.
- New Student Enrollment Forecast: UTI anticipates new student starts between 31,500 and 33,000, which will further drive revenue growth and enhance market share, positioning the company favorably in the education sector.
- Sustainable Growth Strategy: The company's strong financial position allows for flexibility in funding growth investments, with approximately $40 million allocated to support sustainable enrollment growth and operational leverage, ultimately enhancing long-term shareholder value.
See More
UTI Announces New Campuses in Atlanta and San Antonio Set to Open in 2026
- New Campus Openings: UTI plans to open new campuses in Atlanta and San Antonio in Summer 2026, marking its first expansion into Georgia, aimed at meeting the needs of students and employers while driving regional economic growth.
- Facility Size and Programs: The Atlanta campus will span 117,000 square feet and offer multiple training programs in automotive, diesel, aviation, electrical, robotics, and welding, equipped with advanced classrooms and specialized labs to enhance students' practical skills.
- San Antonio Focus: The San Antonio campus will be UTI's first dedicated to skilled trades programs, anticipated to open in Spring 2026, offering courses in aviation, welding, and HVACR, further enriching the company's educational footprint in Texas.
- Accreditation Applications: Both new campuses have applied for accreditation from the Accrediting Commission of Career Schools and Colleges (ACCSC), recognized by the U.S. Department of Education, ensuring high-quality education that enhances students' employability.
See More
UTI Announces New Campuses Opening in 2026
- New Campus Openings: UTI has announced the opening of new campuses in Atlanta and San Antonio, scheduled for Summer and Spring 2026, respectively, aimed at meeting the needs of students and employers while fostering regional economic growth.
- Atlanta Campus Features: The Atlanta campus will be the first in Georgia, covering 117,000 square feet and offering various training programs in automotive, diesel, aviation, electrical, robotics, and welding, equipped with advanced classrooms and specialized labs.
- San Antonio Campus Focus: The San Antonio campus will exclusively focus on skilled trades programs, spanning 51,000 square feet, and is expected to offer courses in aviation, welding, HVACR, and electrical training, addressing the local skills gap.
- Accreditation Progress: Both campuses have applied for accreditation from the Accrediting Commission of Career Schools and Colleges (ACCSC), recognized by the U.S. Department of Education, enhancing educational quality and industry recognition.
See More
