Every 8-K that KinderCare Learning Companies, Inc. (KLC) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow KLC and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full KLC filings page.
KinderCare Learning Companies, Inc. reported that subsidiary KinderCare Education LLC amended its long-term real estate structure for childcare centers leased from KCP RE LLC. An Amended and Restated Fifth Amendment to the existing Master Lease now governs 545 center sites, effective August 11, 2026.
The amendment splits the portfolio into six schedules and transfers 13 Schedule 1 sites to a new master lease with affiliate KCP RE II LLC, keeping the same annual rent for those locations and a lease term through December 31, 2029. For the remaining sites, rent is adjusted as locations expire or are removed, and the annual rent escalation cap is reset so the “Escalation Percentage” becomes the lesser of 12.5% (previously 10%) or the applicable “Index Increase.”
KinderCare Learning Companies reported second quarter 2026 revenue of $697.5 million, down 0.4% from a year earlier. Income from operations fell sharply to $2.4 million from $68.7 million, and the company recorded a net loss of $8.8 million, or $(0.07) per diluted share, versus net income of $38.6 million, or $0.33 per diluted share, in 2025. Adjusted EBITDA declined 23.6% to $63.0 million, while adjusted net income was $9.9 million, or $0.08 per diluted share.
Results were pressured by higher cost of services and significantly higher impairment losses, including $273.5 million of goodwill impairment in the first half tied to stock-price-driven market capitalization declines, as well as reduced performance and closures at certain centers. For the six months ended July 4, 2026, revenue was $1.37 billion and the company posted a net loss of $298.6 million. Despite the loss, KinderCare generated $104.5 million of operating cash flow and ended the quarter with $173.7 million in cash plus $187.7 million of available revolver capacity. Management updated 2026 guidance to revenue of $2.66–$2.70 billion, adjusted EBITDA of $200–$220 million, and adjusted diluted EPS of $0.05–$0.15.
KinderCare Learning Companies, Inc. expanded its board to seven directors and appointed David Barse as an independent Class II director effective August 3, 2026. Class II directors serve until the 2029 annual meeting of stockholders.
Barse, designated by the PG Stockholders under an October 8, 2024 Stockholders Agreement, will receive standard director compensation, including an initial restricted stock unit award valued at $126,575 under the 2022 Incentive Award Plan, prorated from a $150,000 annual RSU grant. His RSUs vest on the earlier of the day immediately preceding the 2027 annual meeting or the first anniversary of June 5, 2026. The board expects to assign him to one or more standing committees and he will enter into the company’s standard indemnification agreement.
KinderCare Learning Companies, Inc. reported the results of its 2026 Annual Meeting of Stockholders. Stockholders representing 112,436,272 shares, or 94.94% of the 118,428,299 shares entitled to vote, were present in person or by proxy.
Stockholders elected Michael Nuzzo and John T. (Tom) Wyatt as Class II directors to serve until the 2029 annual meeting, and Jean Desravines as a Class I director to serve until the 2028 annual meeting. All director nominees received strong majority support.
Stockholders also ratified PricewaterhouseCoopers LLP as the independent registered public accounting firm for fiscal 2026, and approved, on an advisory basis, the compensation paid to the company’s named executive officers.
KinderCare Learning Companies reported first quarter 2026 revenue of $672.5 million, up slightly from $668.2 million a year earlier, with growth in its Champions before- and after-school programs offsetting softer early childhood center revenue. The company posted a loss from operations of $272.1 million versus prior-year operating income of $48.8 million, driven mainly by $291.5 million of impairment losses tied to lower market capitalization, underperforming centers, and centers slated for closure. Net loss was $289.8 million, or $2.45 per diluted share, compared with net income of $21.2 million, or $0.18 per share, in the first quarter of 2025. On a non-GAAP basis, adjusted EBITDA fell to $52.1 million and adjusted diluted EPS to $0.04, reflecting higher rent, personnel, and operating costs alongside increased marketing investment. As of April 4, 2026, KinderCare operated 1,606 early childhood education centers and 1,159 before- and after-school sites, held $132.9 million in cash and cash equivalents, and had $926.6 million of first-lien term loan debt outstanding. Management raised its full-year 2026 outlook, now expecting revenue of $2.7–$2.75 billion, adjusted EBITDA of $215–$235 million, and adjusted diluted EPS of $0.15–$0.25, citing early progress on marketing and execution initiatives despite enrollment remaining below prior-year levels.
KinderCare Learning Companies reported higher revenue but a net loss for the fourth quarter and full year 2025, driven largely by non-cash impairment charges. Fourth quarter 2025 revenue was $688.1 million, up 6.4%, but loss from operations widened to $163.9 million after $197.0 million of impairment losses tied to a decline in market capitalization.
For fiscal 2025, revenue reached $2.73 billion, while the company posted a net loss of $112.9 million compared with prior-year profitability from operations. On a non-GAAP basis, adjusted EBITDA was $67.7 million for the quarter and $300.1 million for the year, with adjusted net income of $82.5 million and adjusted diluted EPS of $0.70.
As of January 3, 2026, KinderCare operated 1,601 early childhood education centers and 1,153 before- and after-school sites, held $133.2 million in cash and cash equivalents, and had $927.5 million of first lien term loan debt, net. For fiscal 2026, management guides revenue to about $2.70–$2.75 billion, adjusted EBITDA of $210–$230 million, and adjusted diluted EPS of $0.10–$0.20, reflecting a step down from 2025’s adjusted EBITDA and earnings.
KinderCare Learning Companies, Inc. reported that its Compensation Committee has approved a new Short Term Incentive Plan effective January 4, 2026, the start of fiscal 2026. The plan will govern annual performance-based cash bonus awards granted on or after that date.
The plan allows incentive awards for officers and other selected employees, with cash payments tied to financial, operational and/or strategic performance metrics set by the Compensation Committee. The committee can define performance periods, set minimum, target and maximum goals, assign weightings, determine payout levels based on results, and adjust bonuses for unusual or non-recurring events.
KinderCare Learning Companies, Inc. announced a leadership change, appointing John T. (Tom) Wyatt as Chief Executive Officer effective December 2, 2025. Wyatt, age 70, continues as Chair of the Board and previously served as the company’s CEO from 2012 to May 2024.
Wyatt’s offer letter sets an initial annual base salary of $975,000, with eligibility beginning in 2026 for an annual cash bonus targeted at not less than 110% of base salary and equity awards valued at not less than $4,250,000. Equity awards generally vest over four years, with special vesting and payout terms in the event of certain terminations or a change in control.
Former CEO Paul Thompson will remain a non-executive employee through December 31, 2025, receive separation benefits consistent with his existing agreements and policies, may earn payout on his 2023–2025 long-term incentive award based on actual performance, and will receive 12 months of senior executive outplacement services.
KinderCare Learning Companies, Inc. furnished a press release announcing results of operations for the third quarter ended September 27, 2025. The company furnished the release under Item 2.02 of a current report on Form 8-K.
The information under Item 2.02, including Exhibit 99.1, is furnished and not deemed filed under the Exchange Act, and is not incorporated by reference unless expressly stated. The press release is dated November 12, 2025 and listed as Exhibit 99.1; Exhibit 104 covers the cover page interactive data file.
KinderCare Learning Companies (KLC) appointed Lindsay Sorhondo as Executive Vice President and Chief Operating Officer, effective November 11, 2025. Sorhondo has led innovation, strategy, and operations since 2023 and previously served as Senior Vice President of Strategy.
Her compensation reflects the new role: effective November 9, 2025, base salary increases to $450,000 and her short‑term incentive target rises to 55%. The company also expects a 2026 long‑term equity award value of $650,000, subject to Compensation Committee approval.
KinderCare Learning Companies, Inc. is updating investors on the outcome of a stockholder advisory vote about executive pay. At the June 5, 2025 annual meeting, stockholders gave the most support to holding non-binding Say-on-Pay votes every year.
Aligning with this preference and its Board’s recommendation, KinderCare decided it will hold future Say-on-Pay votes on an annual basis. This annual schedule will remain in place until the next required advisory vote on frequency, which is expected no later than the 2031 annual stockholder meeting, or until the Board changes the frequency.
KinderCare Learning Companies reported that it furnished a press release announcing its results of operations for the second quarter ended June 28, 2025. The Current Report states the press release is furnished as Exhibit 99.1 and is not being "filed" for purposes of the Exchange Act, and that a Cover Page Interactive Data File is included as Exhibit 104. The 8-K itself does not include the numerical financial results or analysis within the filing text; it instead references the separately furnished press release for the substantive operating and financial details.