Laureate Education (NasdaqGS:LAUR) Q4 2025 Earnings call February 19, 2026 08:30 AM ET Speaker6Good day, and thank you for standing by. Welcome to the fiscal year 2025 Laureate Education, Inc. earnings conference call. At this time, all participants are in a listen-only mode. After the speaker's presentation, there will be a question-and-answer session. To ask a question during the session, you will need to press star one, one on your telephone. You will then hear an automated message advising that your han ...

"National University's long-standing commitment to flexibility and access reflects an understanding of who today's learners are and what they need to succeed." - Garry Ridge Post this Over the past year, Ridge has worked with National University in several capacities, including formal leadership and advisory roles. As one of the keynote speakers at the 2025 commencement, he connected with thousands of graduates and guests, offering a message about growth, purpose, and learning that resonated with NU's work ...

Fourth Quarter & Year-End 2025 Earnings Presentation February 19, 2026 ©2026 Laureate Education, Inc. Forward Looking Statements This presentation includes statements that express Laureate's opinions, expectations, beliefs, plans, objectives, assumptions or projections regarding future events or future results and therefore are, or may be deemed to be, ''forward-looking statements'' within the meaning of the federal securities laws, which involve risks and uncertainties. Laureate's actual results may vary s ...

Core Viewpoint - EpicQuest Education Group International Limited has announced an Agency Agreement with Veritas Global Uni (Pvt) Ltd to recruit students for Davis University's online graduate programs, aiming to enhance accessibility to higher education for diverse regions [1][2]. Group 1: Agreement Details - The Agreement allows Veritas to act as a non-exclusive recruitment agent for Davis University's online Masters of Science in Management and Graduate Foundational programs [1][2]. - Target regions for recruitment include China, Hong Kong, Singapore, the Middle East, and Southeast Asia, excluding Sri Lanka due to an existing agreement with another party [2]. Group 2: Strategic Importance - The collaboration is part of EpicQuest Education's internationalization strategy, which aims to expand student enrollment and academic offerings [3]. - The initiative is designed to support students in pursuing meaningful careers by providing flexible online education options that enhance employability [2][3]. Group 3: About Davis University - Davis University, founded in 1858, is a private career-training institution in Toledo, Ohio, offering specialized professional training and flexible coursework [4]. - The university has agreements with several four-year US universities for transfer pathways and articulation agreements with international schools [4]. Group 4: About EpicQuest Education - EpicQuest Education provides comprehensive education solutions for students seeking degrees in the US, Canada, and the UK, and owns EduGlobal College in British Columbia [5]. - The company has established a wholly owned subsidiary, Gilmore Inv LLC, to offer international educational programs related to kinesiology and recreation education [6].

Core Viewpoint - Laureate Education, Inc. reported strong financial performance for 2025, with significant revenue growth and margin expansion, while also increasing its share repurchase authorization by $150 million to a total of $400 million [1][4][13]. Financial Performance Highlights Fourth Quarter 2025 - Reported revenue was $541.4 million, an increase of $118.0 million or 28% compared to Q4 2024; organic constant currency revenue increased by 16% [5][6]. - Operating income rose to $179.5 million from $124.2 million in Q4 2024, an increase of $55.3 million [5][6]. - Net income for Q4 2025 was $171.5 million, up from $93.6 million in Q4 2024, reflecting an increase of $77.9 million [5][6]. - Basic and diluted earnings per share were $1.18 and $1.17, respectively [5][6]. Year Ended December 31, 2025 - Total revenue for the year was $1,701.9 million, a 9% increase from $1,566.6 million in 2024; organic constant currency revenue increased by 8% [9][10]. - Operating income for 2025 was $431.1 million, compared to $374.0 million in 2024 [9][10]. - Net income decreased to $283.8 million from $296.4 million in 2024, primarily due to foreign currency exchange rate impacts [9][10]. - Adjusted EBITDA for 2025 was $518.9 million, up from $450.1 million in 2024 [10]. Enrollment Metrics - New enrollments for FY 2025 increased by 8% compared to FY 2024, with total enrollments up by 5% [8][9]. - In Peru, new enrollments increased by 13% and total enrollments by 7%; in Mexico, new enrollments rose by 5% and total enrollments by 4% [8]. Balance Sheet and Cash Flow - As of December 31, 2025, Laureate had $146.7 million in cash and cash equivalents, with gross debt of $129.1 million, resulting in net cash of $17.6 million [11]. - The company repurchased approximately $217 million of its common stock during 2025, with $31 million remaining under the previous repurchase authorization [12][13]. Outlook for 2026 - For FY 2026, Laureate expects total enrollments to be between 516,000 and 521,000, reflecting a growth of 4%-5% compared to 2025 [14]. - Revenue is projected to be in the range of $1,890 million to $1,905 million, indicating growth of 11%-12% on a reported basis and 6%-7% on an organic constant currency basis [14].

Financial Data and Key Metrics Changes - Service revenue for Q4 2025 was $308.1 million, an increase of $15.5 million or 5.3% compared to $292.6 million in Q4 2024 [23][24] - Operating income for Q4 2025 was $108.1 million with an operating margin of 35.1%, compared to $100 million and 34.2% in Q4 2024 [25] - Net income for Q4 2025 was $86.7 million, with GAAP diluted income per share at $3.14 and non-GAAP diluted income per share at $3.21, exceeding consensus estimates by 2 cents [26][27] Business Line Data and Key Metrics Changes - Online enrollment growth was 8.7% in Q4 2025, while hybrid enrollment increased by 18.7% year-over-year, excluding closed sites [3][12] - Traditional campus enrollments were slightly down year-over-year, with new traditional campus enrollments up in the high single digits [9][10] - Hybrid campus enrollment increased by 16.6% year-over-year, with no new starts in Q4 but a higher than expected number of new students starting in the fall [12][13] Market Data and Key Metrics Changes - GCU has over 107,000 online students and 25,000 on-campus students, making it the largest private university in America [3] - The company has built 47 hybrid campuses to address healthcare field shortages and is expanding into workforce development programs in construction and manufacturing [4][18] - The number of high school graduates is declining, impacting traditional college enrollments, while online and shorter certificate programs are gaining popularity [10][11] Company Strategy and Development Direction - The company aims to leverage AI to enhance educational delivery and operational efficiency, focusing on producing graduates for future job markets [5][6] - GCE plans to continue expanding its program offerings and hybrid locations while being selective about new site openings to ensure scalability [17][39] - The company is investing in marketing and recruitment strategies to grow its ground campus and honors college, aiming to increase student enrollment significantly [51][52] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in meeting long-term objectives despite challenging year-over-year comparisons, citing strong trends in enrollment and program demand [31][34] - The company anticipates mid- to high-single-digit growth in online enrollments for 2026, with ground campus enrollments expected to grow significantly due to improved marketing strategies [35][36] - Management highlighted the importance of adapting to regulatory changes and the evolving educational landscape, emphasizing a focus on responsible borrowing and student outcomes [78][82] Other Important Information - The effective tax rate for Q4 2025 was 22.4%, slightly higher than the previous year due to state income taxes [28] - The company repurchased 605,730 shares at a cost of approximately $100 million in Q4 2025, with $284.6 million remaining under the share repurchase authorization [29][44] - GCE has contributed $619 million in federal and state taxes while producing over 230,000 graduates since its inception as a service provider [22][23] Q&A Session Summary Question: Impact of government shutdown on military tuition assistance - The estimated impact was around $2.5 million to $3 million, slightly lower than initially expected [46][47] Question: Additional color on operating income and margin - Significant investments were made in the ground campus, particularly in recruitment efforts [48][49] Question: Future spending on marketing and recruitment - The company plans to continue spending on marketing, transitioning funds from counselor salaries to marketing efforts [54][56] Question: Update on corporate programs and employer relationships - Approximately a third of GCU starts come from corporate relationships, with plans to increase this percentage over time [66][70] Question: Regulatory environment and loan caps impact - Expected minimal impact from loan cap changes as GCU's tuition rates are below the caps, with no material changes at the bachelor's level [77][78]

Grand Canyon Education (NasdaqGS:LOPE) Q4 2025 Earnings call February 18, 2026 04:30 PM ET Company ParticipantsAlex Paris - PresidentBrian Mueller - President and CEODan Bachus - CFOJeff Silber - Managing DirectorSarah Collins - General CounselOperatorGood day, and thank you for standing by. Welcome to the fourth quarter 2025 Grand Canyon Education earnings conference call. At this time, all participants are on listen only mode. After the speaker's presentation, we'll open up for questions. To ask a questio ...

This story was originally published on CFO.com. To receive daily news and insights, subscribe to our free daily CFO.com newsletter. UPDATE: Shortly after this story was published on Feb. 17, UCLA fired CFO Stephen Agostini, a UCLA spokesperson confirmed to CFO.com. In an emailed statement, UCLA Vice Chancellor for Strategic Communications Mary Osako said recent public references to a $425 million deficit are inaccurate, noting the figure includes proposed or unapproved spending and does not reflect the uni ...

本招聘计划自公告发布之日起至2026年全年实施，招满为止。招聘工作按照报名、资格审查、考核、体 检、考察、公示、聘用等程序组织实施。 三、报名方式 凡有意应聘者，可访问江西人力资源和社会保障厅网站，注册后，选择相应岗位报名。 报名须提供的材料（均要求上传PDF扫描件）： 江西财经大学 2026年公开招聘高层次人才 一、招聘计划 招聘计划共91名，其中顶尖人才、领军人才、学科带头人等招聘计划6名，博士等招聘计划85名。 二、招聘程序 ①个人简历（含应聘者照片、基本信息、教育背景、工作经历、科研成果及研究方向、各类奖励或荣誉 等）； ②江西财经大学应聘人员近亲属报告承诺书（经本人亲笔签名的扫描件）； ③有效期内的第二代居民身份证（正反面）扫描件； ④大学各阶段学历学位证书扫描件和学信网的教育部学历证书电子注册备案表和中国高等教育学位在线 验证报告（国内高校应届博士毕业生提供学信网的教育部学籍在线验证报告，在国（境）外获得博士学 位应聘者还需要提供教育部留学服务中心出具的《国外学历学位认证书》或《港澳台学历学位认证书》 等材料）； ⑤科研业绩材料证明文件：近5年代表性成果（包括重要学术论文及收录情况、代表性科研项目 ...

复旦大学、同济大学和上海财经大学三校"牵手"，同开校园互认学分，沪上高一学生只上一门课就能解锁复旦、同济、上财三张校园卡，提前体验大学生 活。 全新周末先修学堂第六期开放注册时间为：2026年3月1日（周日）10：00-3月14日（周六）09：45。可微信搜索"复旦ehall"小程序，点击"周末先修学堂"打 开报名链接（该按钮在开放注册时间内方会显示），如实完善个人信息，时间截止后将不能修改。值得注意的是，注册成功后，方可进行选课。全部课程均 不收取费用，面向上海市全体高一学生开放选课，不设置"选课前考核"，全凭手速。选课开放时间为：3月14日（周六）10：00-18：00，每位同学仅可修读 一门周末先修学堂课程。 课程安排在2025-2026学年春季学期周末及暑假（以具体课程安排为准），课程设置了考核，通过考核的同学可获得结业证书。这份参与感还将延续至未 来：修读周末先修学堂第六期任一课程并通过考核的学生，在未来考入这三所学校的任意一所后，可认定一门通识课程学分。 复旦周末先修学堂受高中生欢迎 三校开展中学合作项目 复旦、同济、上财三校，2026年走到了一起，开启了一次创新实践。这三所都在杨浦区办学的高校决 ...