We came across a bullish thesis on Universal Technical Institute, Inc. on FluentInQuality’s Substack. In this article, we will summarize the bulls’ thesis on UTI. Universal Technical Institute, Inc.'s share was trading at $23.90 as of December 1st. UTI’s trailing and forward P/E were 21.15 and 31.45 respectively according to Yahoo Finance. Stock-Asso/Shutterstock.com Universal Technical Institute, Inc. (UTI) is a leading provider of career-focused education serving the skilled trades that power the tran ...

Financial Outlook - The company projects FY2026 revenue between $905 million and $915 million[8] - FY2026 net income is guided to be between $40 million and $45 million[8] - The company anticipates FY2026 adjusted EBITDA to be between $114 million and $119 million[8, 10] - By fiscal year 2029, the company expects to surpass $1.2 billion in annual revenue and approach $220 million in adjusted EBITDA[8] Business Performance & Strategy - Universal Technical Institute (UTI) reported approximately 25,000 average active students[7] - UTI's graduates have a 4/5 employment rate within one year of graduation[7] - UTI offers 35+ program offerings in healthcare, transportation, energy, and skilled trades[7] - The company operates 32 campuses nationwide, with 6 additional campuses announced[7] - UTI's North Star Strategy Phase II aims to build a more diversified, efficient, and durable growth engine[8] Divisions Overview - The UTI Division generated $542 million in revenue in FY2025 with approximately 15,000 average students[15, 57] - The Concorde Division generated $294 million in revenue in FY2025 with approximately 10,000 average students[15, 66]

Group 1 - Universal Technical Institute (UTI) has announced that four of its campuses have received recognition from the Accrediting Commission of Career Schools and Colleges (ACCSC) as part of the 2025 accreditation cycle [1]

Financial Performance and Guidance - FY2025 revenue guidance is \$830 million to \$835 million[7] - FY2025 net income guidance is \$56 million to \$60 million[7] - FY2025 adjusted EBITDA guidance is \$124 million to \$128 million[7] - The "North Star Strategy Phase II" aims to achieve over \$1 billion in yearly revenue and approach \$200 million in adjusted EBITDA by fiscal year 2029[7] Expansion and Growth Strategy - The company plans to launch a minimum of six programs annually at existing campuses beginning in fiscal year 2025[47] - The company plans to open at least two new campuses each year between fiscal years 2026 and 2029[47] - The company is executing a multifaceted approach to expansion, including program expansions, new campuses, and optimized models[25, 26] Division Performance (FY2024) - UTI Division revenue was \$486 million with approximately 14,000 average students[12] - UTI Division adjusted EBITDA was \$104 million, representing a 21.4% margin[53] - Concorde Division revenue was \$246 million with approximately 8,000 average students[12] - Concorde Division adjusted EBITDA was \$28 million, representing an 11.5% margin[62]