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]

Strategic Education (NasdaqGS:STRA) Q4 2025 Earnings call February 26, 2026 05:00 PM ET Speaker5Welcome to the Strategic Education fourth quarter 2025 results conference call. I will now turn the call over to Terese Wilke, Senior Director of Investor Relations for Strategic Education. Ms. Wilke, please go ahead.Speaker6Thank you. Hello, everyone, welcome to Strategic Education's conference call, in which we will discuss fourth quarter 2025 results. With us today are Karl McDonnell, President and Chief Execu ...

构建"五育融合"课程教学体系 课程建设是学校特色发展的核心支撑。在课程教学改革方面，四川将构建"五育融合"课程体系，开齐开 足国家课程，实施"沃土计划""脱颖计划"，构建"基础—提升—创新"三级选修课程框架，推行"导师制 +走班制"。要求每所学校至少建设8类体育、科技、艺术社团，常态化开展学科实践和社团活动，落实 每天2小时以上综合体育活动、每学期不少于9课时心理健康教育课的要求，推进"五育"融合发展。同时 强化教研支撑，建立省市县教研员联系县中机制，每学期开展送教助研活动不少于2次。 2月25日，记者从四川省教育厅获悉，日前，教育厅等六部门立足四川县域教育发展实际制定并印发 《四川省推进县域普通高中振兴若干措施》（以下简称《措施》），为县域普通高中高质量发展划定清 晰路线图。《措施》聚焦资源供给、课程教学、师资建设等8个方面，提出22条具体举措。 建立适应人口变化动态调配机制 在资源供给方面，《措施》明确建立适应人口变化的动态调配机制，将学龄人口地图充分应用于"十五 五"学校布局规划、资金分配等工作，健全"学龄人口变动—学位需求预警—资源供给调配"监测预警机 制。深化学区制治理和集团化办学改革，推行十二年一 ...

Duolingo (NASDAQ: DUOL) stock has had a rough start to the year. The company's share price declined roughly 24% across January's trading. As of this writing, the stock has declined an additional 18% in February. Duolingo is now down 38% year to date. Now, the stock has a major catalyst over the immediate horizon. Duolingo will publish its fourth-quarter results after the market closes on Feb. 26. With the company's next earnings report imminent, let's take a look at the catalysts that have pushed the educa ...

Analysts on Wall Street project that Strategic Education (STRA) will announce quarterly earnings of $1.47 per share in its forthcoming report, representing an increase of 15.8% year over year. Revenues are projected to reach $323.07 million, increasing 3.7% from the same quarter last year.The current level reflects no revision in the consensus EPS estimate for the quarter over the past 30 days. This demonstrates how the analysts covering the stock have collectively reappraised their initial projections over ...

KKR & Co. (NYSE:KKR) is poised to acquire a controlling stake in XCL Education Holdings under a transaction that assigns the Singapore-headquartered firm an enterprise value of approximately $1.3 billion, Bloomberg reported.The stake is being sold by TPG Inc. (NASDAQ:TPG) , with KKR prevailing over other bidders in a competitive process, according to the Bloomberg report, which cited people familiar with the deal it didn’t identify. Financial terms beyond the overall valuation — including the exact size of ...

Group 1 - KKR has agreed to acquire the majority stake in educational institution XCL for $1.3 billion [1] - The acquisition will be made from TPG, indicating a significant investment in the education sector by KKR [1]

Core Viewpoint - Perdoceo Education Corporation held its Fourth Quarter and Full Year 2025 Earnings Conference Call, indicating a focus on financial performance and future outlook [1][2]. Group 1: Earnings Call Details - The call was hosted by Nick Nelson from Alpha IR Group, with participation from Todd Nelson, President and CEO, and Ashish Ghia, CFO [2]. - The conference call was made available via live webcast on the company's Investor Relations website, with a replay accessible for 90 days [2]. Group 2: Forward-Looking Statements - The earnings release and remarks included forward-looking statements as defined by the Securities Exchange Act, highlighting the inherent risks and uncertainties that could affect future results [3]. - These forward-looking statements are based on current assumptions and information available to Perdoceo Education Corporation [3].

Financial Data and Key Metrics Changes - For the fourth quarter of 2025, net income was $35.3 million or $0.54 per diluted share, while adjusted earnings per diluted share increased 20% to $0.59 compared to $0.49 in the prior year [8][15] - Full-year net income was $159.9 million or $2.42 per diluted share, compared to $147.6 million or $2.19 per diluted share in the prior year, with adjusted earnings per diluted share increasing 15.5% to $2.61 from $2.26 [13][29] - Full-year revenue increased 24.2% or $164.8 million to $846.1 million, with operating income growing 12.5% to $196 million and adjusted operating income increasing 25.8% to $237.6 million [14][29] Business Line Data and Key Metrics Changes - Total student enrollments grew 7.3% year-over-year, driven by 11.2% growth at AIUS, 6.6% growth at CTU, and 2.6% growth at St. Augustine [8][17] - CTU's revenue for the full year was $461.6 million, up 4.1% from the prior year, while operating income increased 3.4% to $180.6 million [19] - AIU System reported full-year revenue of $226 million, with operating income increasing 9.8% to $36 million [20] Market Data and Key Metrics Changes - The University of St. Augustine for Health Sciences ended the fall 2025 term with approximately 3,900 total students enrolled, reflecting growth in programs such as nursing and speech-language pathology [19][21] - The corporate student programs continue to provide accredited degree opportunities to employees, enhancing employee development and retention [10] Company Strategy and Development Direction - The company prioritizes student experience and academic outcomes, aiming for sustainable and responsible growth [5][10] - Strategic investments in technology and talent are being made to expand programs and enhance academic outcomes across institutions [10][32] - The company plans to continue investing in marketing and admissions to support future enrollment growth [20][31] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in entering 2026 with positive momentum, expecting continued growth in revenue and operating income [11][29] - The company anticipates that high levels of student retention and engagement will continue into 2026, with prospective student interest expected to increase [30][31] - Management noted that changes in the regulatory environment are not expected to significantly impact prospective student interest or necessitate operational changes [30] Other Important Information - The company returned $157.6 million of capital to shareholders in 2025, including $120.8 million in share repurchases and $36.9 million in dividends [10][11] - A new share repurchase authorization of up to $100 million was approved by the board [11][27] - The effective tax rate for the full year was 26.3%, with expectations for 2026 to be between 23.5% and 24.5% [24][25] Q&A Session Summary Question: What are the expectations for student enrollment growth in 2026? - Management expects total enrollments at CTU to grow in 2026, supported by high levels of prospective student interest and continued investments in marketing and admissions [31] Question: How does the company plan to handle the impact of regulatory changes? - Management believes that there will not be a material impact on prospective students from regulatory changes, including the elimination of certain loan programs [30] Question: What is the outlook for adjusted operating income in 2026? - The company expects adjusted operating income to range between $250 million and $263 million for 2026, reflecting organic revenue and enrollment growth [29]

Financial Data and Key Metrics Changes - For Q4 2025, net income was $35.3 million or $0.54 per diluted share, with adjusted earnings per diluted share increasing 20% to $0.59 compared to $0.49 in the prior year [8][15] - Full-year net income was $159.9 million or $2.42 per diluted share, up from $147.6 million or $2.19 per diluted share in the prior year, with adjusted earnings per diluted share increasing 15.5% to $2.61 from $2.26 [13][28] - Full-year revenue increased 24.2% to $846.1 million, while operating income grew 12.5% to $196 million [14][22] Business Line Data and Key Metrics Changes - Total student enrollments grew 7.3% year-over-year, with AIU System seeing an 11.2% increase, CTU at 6.6%, and St. Augustine at 2.6% [8][17] - CTU's revenue for the full year was $461.6 million, up 4.1%, while operating income increased 3.4% to $180.6 million [19] - AIU System reported full-year revenue of $226 million, with operating income increasing 9.8% to $36 million [20] Market Data and Key Metrics Changes - The University of St. Augustine for Health Sciences ended the fall 2025 term with approximately 3,900 students, with growth driven by programs like nursing and speech-language pathology [19] - The corporate student programs continue to expand, providing accredited degree opportunities to employees of partner organizations, enhancing employee development and retention [10][18] Company Strategy and Development Direction - The company focuses on prioritizing student experience and academic outcomes, aiming for sustainable and responsible growth [5][22] - Strategic investments in technology and marketing are being made to support enrollment growth and enhance student retention [9][10] - A balanced capital allocation approach is emphasized, with significant returns to shareholders through share repurchases and dividends [11][26] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in entering 2026 with positive momentum, expecting continued growth in revenue and operating income [11][28] - The company anticipates that high levels of student retention and engagement will persist, with prospective student interest expected to increase [29][30] - Regulatory changes are not expected to significantly impact prospective student interest or necessitate operational changes [29] Other Important Information - The company repurchased 4.1 million shares for a total of $120.8 million in 2025 and declared a quarterly dividend of $0.15 per share [10][27] - The effective tax rate for the full year was 26.3%, with expectations for 2026 to be between 23.5% and 24.5% [23][24] Q&A Session Summary Question: What are the expectations for student enrollment growth in 2026? - Management expects total enrollments at CTU to grow in 2026, supported by high levels of prospective student interest, despite a record number of graduates potentially moderating growth in the first half of the year [31] Question: How will the company address potential regulatory changes? - Management believes that any changes to the regulatory environment will not have a meaningful impact on prospective student interest levels or necessitate operational changes [29]