KinderCare Learning Companies, Inc. (KLC) Q4 2025 Earnings Call Transcript

SA Transcripts158.96K FollowersFollow5ShareSaveCommentsQ4: 2026-03-12 Earnings SummaryInsightsTranscript InsightsPlay CallPlay CallEPS of $0.12 beats by $0.03 | Revenue of $688.14M (6.37% Y/Y) beats by $2.76M KinderCare Learning Companies, Inc. (KLC) Q4 2025 Earnings Call March 12, 2026 5:00 PM EDT Company Participants Olivia Kirrer - Vice President of Growth Finance and M & AJohn Wyatt - Chairman & CEOAnthony Amandi - Chief Financial Officer Conference Call Participants Keen Fai Tong - Goldman Sachs Group, Inc., Research DivisionAndrew Steinerman - JPMorgan Chase & Co, Research DivisionJeffrey Meuler - Robert W. Baird & Co. Incorporated, Research DivisionJohn Ronan Kennedy - Barclays Bank PLC, Research DivisionToni Kaplan - Morgan Stanley, Research DivisionJoshua Chan - UBS Investment Bank, Research Division Presentation Operator Good afternoon, ladies and gentlemen, and welcome to the KinderCare Fourth Quarter 2025 Earnings Call. [Operator Instructions] This call is being recorded on Thursday, March 12, 2026. I would now like to turn the conference over to Ms. Olivia Kirrer, Vice President of Investor Relations. Please go ahead. Olivia KirrerVice President of Growth Finance and M & A Thank you, and good evening, everyone. Welcome to KinderCare's Fourth Quarter and Full Fiscal Year 2025 Earnings Call. Joining me from the company are Chief Executive Officer, Tom Wyatt; and Chief Financial Officer, Tony Amandi. Following Tom and Tony's comments today, we will have a question-and-answer session. During this call, we will be discussing non GAAP financial measures. The most directly comparable GAAP financial measures and a reconciliation of the differences between the GAAP and non GAAP financial measures are available in our earnings release, which is posted on our Investor Relations website at investors.kindercare.com under the Financials tab. And finally, a reminder that certain statements made today may be forward-looking statements. These statements are made based upon management's current expectations and beliefs concerning future events impacting the company and involve a number of uncertainties and risks, which are explained in detail in the Risk Factors section of our