Financial Data and Key Metrics Changes - In Q4 2025, Lincoln Educational Services achieved revenue growth of $25.2 million, or 21.4%, reaching $142.9 million [20] - Adjusted EBITDA increased by 51.2% to $29.1 million, with an EBITDA margin expanding more than 400 basis points to 20.4% [24] - Net income rose over 70% to $12.7 million, or $0.40 per diluted share [24] - For the full year 2025, revenue grew 19.7% to $518.2 million, driven by a 17.9% growth in average student population [25] Business Line Data and Key Metrics Changes - Transportation and skilled trades, representing about 80% of the student population, generated start growth of 23.4%, with strong organic growth of approximately 7.5% [22] - Healthcare and other professions, accounting for about 20% of the population, saw a decline in starts by 2% due to strategic exits from less profitable programs [22][42] Market Data and Key Metrics Changes - The company reported a 15.7% growth in student starts during Q4 2025, marking 13 consecutive quarters of growth [9] - The average student population grew by 17%, with a year-end population of approximately 17,000 students, representing over 2,200 more students than the prior year [21] Company Strategy and Development Direction - Lincoln Tech is focusing on expanding its network of schools and replicating in-demand programs at existing campuses to meet the growing demand for skilled trades [18] - The company plans to initiate two new campus projects each year, with new campuses in Hicksville, New York, and Rowlett, Texas, expected to open in 2026 [12][13] - The company is investing in high school initiatives to increase student recruitment, aiming to grow the percentage of students coming from high schools [38][68] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the continued growth trends, projecting revenue could approach $600 million for 2026 [17] - The company is optimistic about the demand for skilled trades training, driven by employer needs and the public's questioning of traditional four-year college education [7] - Management noted that the outlook for 2026 is robust, with expectations for continued growth in student starts and profitability [18][33] Other Important Information - The company completed the most ambitious expansion in its recent history in 2025, including relocating campuses and launching new programs [10][11] - Capital expenditures for 2025 totaled $88 million, with approximately 70% related to growth initiatives [25] Q&A Session Summary Question: Demand for high school initiatives - Management noted that they are investing more in recruiting high school students due to increased receptiveness from schools and parents [38] Question: Performance of healthcare and other professions - Management indicated that healthcare sector growth is expected to resume with the re-enrollment of nursing students at Paramus [41] Question: 2026 guidance assumptions - Management expects continued organic growth and contributions from new campuses, with a focus on maintaining profitability through operational efficiencies [49][52] Question: Expansion opportunities - Management confirmed that they are exploring additional space in existing campuses to accommodate growth and new programs [55] Question: Graduation and placement rates - The graduation rate declined to 67.5%, while the placement rate increased to 82.8% [67]

Financial Data and Key Metrics Changes - In Q4 2025, Lincoln Educational Services reported a revenue increase of $25.2 million, or 21.4%, reaching $142.9 million [19] - Adjusted EBITDA rose by 51.2% to $29.1 million, with an EBITDA margin expanding over 400 basis points to 20.4% [23] - Net income increased over 70% to $12.7 million, or $0.40 per diluted share [23] Business Line Data and Key Metrics Changes - Student starts grew by 15.7% in Q4 2025, marking 13 consecutive quarters of growth [8] - Transportation and skilled trades, which represent about 80% of the student population, saw a 23.4% increase in starts, while healthcare and other professions declined by 2% [21] - The company exited its culinary program in December 2024, which contributed to the decline in healthcare starts [21] Market Data and Key Metrics Changes - The average student population grew by 17% year-over-year, with a year-end population of approximately 17,000 students [20] - The company anticipates significant job creation in Texas, with 240,000 new jobs in skilled trades expected over the next six years [10] Company Strategy and Development Direction - Lincoln is focusing on expanding its network of schools and replicating in-demand programs at existing campuses to address the skills gap in the U.S. [18] - The company plans to initiate two new campus projects each year, with new campuses in Hicksville, New York, and Rowlett, Texas, expected to open in 2026 [11] - The Lincoln 10.0 hybrid teaching platform is enhancing instructional efficiency and student flexibility, contributing to growth [14] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the growth trends for 2026, projecting revenue could approach $600 million [17] - The company is experiencing strong demand for skilled trades training, driven by employer needs and a shift in public perception regarding traditional college education [5] - Management highlighted the importance of corporate partnerships for profitability and student hiring opportunities [16] Other Important Information - The company completed its most ambitious expansion in recent history during 2025, including relocating campuses and launching new programs [9] - Capital expenditures for 2025 totaled $88 million, with 70% allocated to growth initiatives [24] Q&A Session Summary Question: Can you elaborate on the increased investment in high school initiatives? - Management noted that about 20% of students come from high schools, and there is a growing receptiveness from schools to allow trade program discussions [37] Question: What is the current status of healthcare and other professions? - Management indicated that healthcare starts are expected to grow in 2026, particularly with the resumption of nursing enrollments at Paramus [40] Question: How is the 2026 guidance structured? - Management explained that organic growth and new campuses are both contributing factors, with expectations for continued strong performance [48] Question: What are the metrics for graduation and placement rates for 2025? - Graduation rate declined to 67.5%, while placement rate increased to 82.8% [67]

Core Insights - Lincoln Educational Services Corporation is opening a new campus in Houston, Texas, on February 18, 2026, focusing on career training in four growing industries: automotive, welding, electrical, and HVAC [1][2] - The Houston campus is expected to contribute to filling over 240,000 job openings projected in these fields across Texas by 2032 [1][7] - The campus aims to address skills gaps in the workforce and enhance career opportunities for graduates, reinforcing Lincoln Tech's long-standing presence in Texas since 1966 [2][6] Company Overview - Lincoln Educational Services Corporation has been a leader in specialized technical training for 80 years, providing career-oriented programs in transportation, healthcare, skilled trades, and information technology [8][9] - The company operates 22 campuses across 12 states under three brands: Lincoln College of Technology, Lincoln Technical Institute, and Nashville Auto-Diesel College [9] Training Facilities - The Houston campus features fully equipped labs and shops designed to replicate real-world conditions, preparing students for immediate entry into the workforce with the necessary technical expertise [5][6] - Programs offered include Automotive Service, Electrical & Electronics, HVAC, and Welding, all tailored to meet industry demands [5][11]

Core Insights - Lincoln Tech is relocating its Philadelphia campus to a new, larger facility in Levittown, which will enhance its training capabilities and program offerings [1][3]. Group 1: Campus Relocation and Expansion - The new Levittown campus will officially open on February 13, 2026, and has been designed to accommodate more students and additional programs [1][2]. - The facility spans 90,000 square feet and can host more than twice the number of students compared to the previous campus [5]. - An investment of nearly $13 million was made for the buildout, including classrooms, auto bays, welding booths, and training structures for HVAC and electrical systems [5]. Group 2: New Program Offerings - In addition to the existing Automotive Service Technology program, the Levittown campus will now offer training in Electrical and Electronic Systems Technology (EEST), Heating, Ventilation and Air Conditioning (HVAC) Technology, and Welding Technology [2][3]. - The demand for skilled workers in these fields is projected to grow, with Pennsylvania expected to add over 87,000 positions in these areas by 2032 [2]. Group 3: Leadership and Community Engagement - Scott Shaw, President and CEO of Lincoln Tech, emphasized the need for candidates with specialized technical skills in the Philadelphia area and expressed excitement about the expanded training capacity [3]. - The new campus is conveniently located just 15 minutes north of the previous Philadelphia location, maintaining accessibility for students [3].

Investment Rating - The report does not explicitly provide an investment rating for the industry Core Insights - Digital transformation is reshaping economies and labor markets, creating opportunities and challenges for Zambia, which has a young population that needs to be equipped with digital competencies [9][10] - The assessment of digital skills among TVET teachers and students reveals significant gaps in digital proficiency, indicating a need for systematic integration of digital competencies into education [12][15] Summary by Sections I. Introduction - Zambia has a youthful population with 80% under 35 years old, and 400,000 youth enter the labor market annually [17][18] - Despite educational reforms, learning outcomes remain poor, necessitating strategic investments in education quality [19] II. The Digital Skills Assessment - A task-based digital skills assessment was conducted among TVET teachers and students using the Pix platform, measuring proficiency across five domains [11][28] - The assessment covered a representative sample of 103 teachers and 877 students from 19 institutions [35][40] III. Findings on Teachers' Digital Skills - Teachers achieved an average proficiency score of 2.4, indicating beginner-level skills [12][46] - 46% of teachers reached Level 2, while 22% achieved Level 3, indicating a significant gap in their ability to guide students effectively [12][48] IV. Findings on Students' Digital Skills - Students scored an average of 1.9, corresponding to very beginner-level skills, with 11% scoring below Level 1 [15][66] - Only 8% of students attained intermediate proficiency, highlighting the need for enhanced digital skills training [67][72] V. Comparison of Results - Teachers consistently outperformed students across all competence areas, with the largest gaps in areas such as attachment recognition and methods for connecting to the internet [82][84] VI. Implications and Next Steps - Recommendations include prioritizing foundational digital skills training for both teachers and students, developing structured blended training programs, and integrating digital literacy into the curriculum [14][16][19]

Core Viewpoint - Shares of Universal Technical Institute, Inc. (UTI) are experiencing a decline of approximately 7 percent despite no corporate-related announcements impacting the movement [1] Stock Performance - The company's shares are currently trading at $25.91 on the New York Stock Exchange, down 7.00 percent from the previous close [1] - The stock opened at $25.08 and reached a high of $29.00 during the trading session [1] - Over the past year, UTI's stock has traded within a range of $21.29 to $36.32 [1] - The stock closed at $27.86 on the previous day [1]

Core Insights - Universal Technical Institute, Inc. emphasizes the importance of skilled collar and healthcare workers in the American economy, highlighting an urgent shortage of qualified workers despite high job availability [1][2] - The company aims to educate approximately 32,000 students in Fiscal Year 2026 through its divisions, UTI and Concorde Career Colleges, which focus on various in-demand fields [1][4] - The ongoing shift in workforce dynamics, influenced by reconsideration of traditional college paths and the impact of artificial intelligence, positions skilled collar and healthcare roles as stable employment options [4] Company Overview - Universal Technical Institute, Inc. is a leading workforce solutions provider founded in 1965, operating two main divisions: UTI and Concorde Career Colleges [5] - UTI operates 15 campuses across nine states, offering training in transportation, skilled trades, electrical, and energy sectors, while Concorde has 18 campuses in eight states and online, focusing on allied health, dental, nursing, and patient care programs [5]

Core Insights - The U.S. Department of Labor projects over 7.3 million hands-on positions will need to be filled in key industries by 2034, indicating a significant demand for skilled workforce candidates [1] - Lincoln Educational Services Corporation is expanding its presence to address the growing shortage of skilled workers, with a focus on specialized technical training [1][5] Industry Overview - The transportation industry is expected to add more than 1.2 million jobs for service technicians by 2034, including 700,000 automotive and 265,000 diesel/truck positions, driven by advancements in vehicle technology [2] - The Skilled Trades sector is projected to offer over 800,000 jobs in the Electrical industry, 401,000 in HVAC, 456,000 in Welding, and 135,000 in Computerized Machining and Manufacturing, providing diverse employment opportunities [3] - The healthcare sector is anticipated to add a combined 4.2 million jobs in support roles such as medical assisting, practical nursing, dental assisting, and patient care, catering to individuals with clinical skills and compassion [4] Company Initiatives - Lincoln Tech collaborates with employers in transportation, healthcare, and skilled trades to ensure job-seekers have growth opportunities in 2026 [5] - The company operates 22 campuses across 12 states, providing career training in transportation, healthcare, skilled trades, and information technology [7][8] - Lincoln has been supporting workforce development since 1946, focusing on building a well-trained workforce to help individuals pursue their career aspirations [5][7]

Concorde-Phoenix to offer healthcare programs, including nursing, dental assistant/dental hygiene, medical and physical therapy assistant and allied health.PHOENIX, Jan. 27, 2026 /PRNewswire/ -- Universal Technical Institute, Inc., a national leader in workforce training programs, continues to advance its successful North Star strategy to address America's skilled labor shortage. Today, the company announced Phoenix as the site of a new facility for its healthcare division, Concorde Career Colleges. Cont ...

Core Insights - UFC and Skilled Trades College (STC) have renewed their partnership to promote hands-on training and career readiness for aspiring tradespeople [1][3] - STC plans to expand its pre-apprenticeship training programs into the United States [2] Partnership Details - The partnership emphasizes shared values such as discipline, ambition, and excellence, aiming to prepare the workforce for high-performance careers [3] - STC will receive branding opportunities at UFC events, including inside the Octagon and across UFC's digital platforms [4][5] Scholarship Initiatives - The Building Champions Scholarship will continue, providing grants for students to attend STC's programs, with UFC legend Georges St-Pierre as a brand ambassador [5][6] - The scholarship initiative has already funded 12 full scholarships for STC pre-apprenticeship programs [5] Company Background - UFC is a leading mixed martial arts organization with over 700 million fans and 330 million social media followers, producing more than 40 live events annually [7] - Skilled Trades College, established in 2008, is recognized for its excellence in construction training and offers hands-on pre-apprenticeship programs across six campuses in Canada [8][9]