Strategic Education (STRA) Beats Q4 Earnings and Revenue Estimates

Core Insights - Strategic Education (STRA) reported quarterly earnings of $1.74 per share, exceeding the Zacks Consensus Estimate of $1.47 per share, and showing an increase from $1.27 per share a year ago, resulting in an earnings surprise of +18.10% [1] - The company achieved revenues of $323.21 million for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 0.04% and increasing from $311.46 million year-over-year [2] - Strategic Education has consistently outperformed consensus EPS estimates over the last four quarters, achieving this four times [2] Earnings Outlook - The future performance of Strategic Education's stock will largely depend on management's commentary during the earnings call and the sustainability of the stock's price movement based on recent earnings and future expectations [3][4] - The current consensus EPS estimate for the upcoming quarter is $1.40, with expected revenues of $314.78 million, and for the current fiscal year, the EPS estimate is $6.48 on revenues of $1.32 billion [7] Industry Context - The Schools industry, to which Strategic Education belongs, is currently ranked in the top 9% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% of industries [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors or through tools like the Zacks Rank [5][6]