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Stride vs TAL Education: revenue, profit, margins and growth compared

Stride brought in $2.5B of revenue in fiscal 2026, TAL Education $3B in fiscal 2026. Revenue changed by +4.7% at Stride and +33.7% at TAL Education on the year before, so TAL Education grew faster. Stride kept 13.4% of its revenue as net profit, TAL Education 17.6%. Free cash flow was $433.2M at Stride and $508.3M at TAL Education.

Side by side, latest fiscal year

LRNTAL
Fiscal year endedFY2026 (June 30, 2026)FY2026 (February 28, 2026)
Revenue$2.5B$3B
Revenue growth+4.7%+33.7%
Net income$338.2M$530.8M
Net margin13.4%17.6%
Free cash flow$433.2M$508.3M
Free cash flow margin17.2%16.9%
Earnings per share (diluted)$7.14$2.75
Cash$754.5M$1.5B
Debt$418Mn/a
Price to earnings11.0n/a
Market value$3.3B$6.7B
Dividend yieldn/an/a
Rank by revenue in sector#26 of 162 · Real estate#21 of 162 · Real estate

Over the years

Revenue
LRN FY2019: $1BLRN FY2020: $1BLRN FY2021: $1.5BLRN FY2022: $1.7BLRN FY2023: $1.8BLRN FY2024: $2BLRN FY2025: $2.4BLRN FY2026: $2.5BTAL FY2019: $2.6BTAL FY2020: $3.3BTAL FY2021: $4.5BTAL FY2022: $4.4BTAL FY2023: $1BTAL FY2024: $1.5BTAL FY2025: $2.3BTAL FY2026: $3BFY19FY20FY21FY22FY23FY24FY25FY26
LRN $2.5BTAL $3B
Net income
LRN FY2019: $37.2MLRN FY2020: $24.5MLRN FY2021: $71.5MLRN FY2022: $107.1MLRN FY2023: $126.9MLRN FY2024: $204.2MLRN FY2025: $287.9MLRN FY2026: $338.2MTAL FY2019: $367.2MTAL FY2020: -$110.2MTAL FY2021: -$116MTAL FY2022: -$1.1BTAL FY2023: -$135.6MTAL FY2024: -$3.6MTAL FY2025: $84.6MTAL FY2026: $530.8MFY19FY20FY21FY22FY23FY24FY25FY26
LRN $338.2MTAL $530.8M
Net margin
LRN FY2019: 3.7%LRN FY2020: 2.4%LRN FY2021: 4.6%LRN FY2022: 6.4%LRN FY2023: 6.9%LRN FY2024: 10.0%LRN FY2025: 12.0%LRN FY2026: 13.4%TAL FY2019: 14.3%TAL FY2020: -3.4%TAL FY2021: -2.6%TAL FY2022: -25.9%TAL FY2023: -13.3%TAL FY2024: -0.2%TAL FY2025: 3.8%TAL FY2026: 17.6%FY19FY20FY21FY22FY23FY24FY25FY26
LRN 13.4%TAL 17.6%
Revenue growth
LRN FY2020: +2.5%LRN FY2021: +47.7%LRN FY2022: +9.8%LRN FY2023: +8.9%LRN FY2024: +11.0%LRN FY2025: +17.9%LRN FY2026: +4.7%TAL FY2020: +27.7%TAL FY2021: +37.3%TAL FY2022: -2.3%TAL FY2023: -76.8%TAL FY2024: +46.2%TAL FY2025: +51.0%TAL FY2026: +33.7%FY20FY21FY22FY23FY24FY25FY26
LRN +4.7%TAL +33.7%
Free cash flow
LRN FY2019: $136.1MLRN FY2020: $78.7MLRN FY2021: $130.6MLRN FY2022: $197.1MLRN FY2023: $198.8MLRN FY2024: $276.5MLRN FY2025: $431MLRN FY2026: $433.2MTAL FY2019: $56MTAL FY2020: $677.8MTAL FY2021: $709.7MTAL FY2022: -$1.2BTAL FY2023: -$103MTAL FY2024: $193.4MTAL FY2025: $286.2MTAL FY2026: $508.3MFY19FY20FY21FY22FY23FY24FY25FY26
LRN $433.2MTAL $508.3M

Fiscal years as each company reports them; the two may end in different months.

Questions about Stride and TAL Education

Which is bigger by revenue, Stride or TAL Education?

TAL Education is bigger by revenue: $3B in fiscal 2026, against $2.5B for Stride in fiscal 2026.

Which keeps more of its revenue as profit, Stride or TAL Education?

Stride had a net margin of 13.4% in fiscal 2026; TAL Education had 17.6% in fiscal 2026.

Which grew revenue faster, Stride or TAL Education?

In their latest fiscal years revenue changed by +4.7% at Stride and +33.7% at TAL Education.

Where do these numbers come from?

From the annual reports each company files with the SEC (10-K, or 20-F and 40-F for foreign companies), read from their XBRL data. Margins and growth are simple arithmetic on those figures. Nothing here is a recommendation.

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