Compared to Estimates, Strategic Education (STRA) Q4 Earnings: A Look at Key Metrics

Core Insights - Strategic Education (STRA) reported revenue of $323.21 million for the quarter ended December 2025, marking a year-over-year increase of 3.8% and a slight surprise of +0.04% over the Zacks Consensus Estimate of $323.07 million [1] - The earnings per share (EPS) for the same period was $1.74, compared to $1.27 a year ago, resulting in an EPS surprise of +18.1% against the consensus estimate of $1.47 [1] Revenue Breakdown - Revenue from Australia/New Zealand was $65.59 million, slightly below the estimated $65.78 million, reflecting a year-over-year decrease of -1.6% [4] - Revenue from Education Technology Services reached $39.09 million, exceeding the estimated $36.81 million, and showing a significant year-over-year increase of +28.3% [4] - U.S. Higher Education revenue was reported at $218.53 million, which is lower than the average estimate of $220.52 million, but still represents a year-over-year growth of +2% [4] Stock Performance - Over the past month, shares of Strategic Education have returned -9.9%, contrasting with the Zacks S&P 500 composite's increase of +0.6% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating it may perform in line with the broader market in the near term [3]