Company Overview - Lincoln Educational Services Corporation is a leading provider of diversified career-oriented post-secondary education, offering programs in skilled trades, automotive technology, health sciences, and information technology since 1946 [3]. - The company operates 22 campuses across 12 states under three brands: Lincoln College of Technology, Lincoln Technical Institute, and Nashville Auto Diesel College [4]. Recent Developments - The company will participate in the Roth Annual Growth Conference from March 22-24, 2026, where executives will engage with growth-oriented institutional investors to discuss recent successes and future growth initiatives [1]. - The President and CEO, Scott Shaw, highlighted that the company's recent operating and financial success is driven by high demand for skilled workers, which exceeds supply [2]. Strategic Focus - Lincoln aims to maximize opportunities in the current favorable environment to ensure graduates find rewarding, long-term careers in fields such as HVAC, electrical, automotive technician, welding, and healthcare [2]. - The company is focused on educating investors about its growth prospects for the current year and beyond, aligning with the interests of attendees at the conference [2].

American Public Education Inc. Do Not Distribute. March 12, 2026 4Q and Full Year 2025 Earnings Presentation 1Q and 2026 Guidance Introduced 1 1 Forward-Looking Statements 2 Statements made in this presentation regarding American Public Education, Inc. or its subsidiary institutions ("APEI" or the "Company") that are not historical facts are forward-looking statements based on current expectations, assumptions, estimates and projections about APEI and the industry. Forward-looking statements include, withou ...

Core Insights - Lincoln Educational Services Corporation will host an Investor Day conference on March 19, 2026, at its new Nashville campus, focusing on strategic priorities and growth initiatives through 2030 [1] Group 1: Event Details - The Investor Day will feature presentations starting at 10:00 am CT (11:00 am ET) and will include a question-and-answer session with executive leaders [1] - Participants must register in advance to access the video webcast, with a replay available after the event [2] Group 2: Company Overview - Lincoln Educational Services Corporation is a leading provider of career-oriented post-secondary education, offering programs in skilled trades, automotive technology, health sciences, and information technology [3] - The company operates 22 campuses across 12 states under three brands: Lincoln College of Technology, Lincoln Technical Institute, and Nashville Auto Diesel College [4]

Core Insights - Zacks Premium offers various tools for investors to enhance their stock market strategies, including daily updates, research reports, and stock screens [1] Zacks Style Scores - Zacks Style Scores are indicators that rate stocks based on value, growth, and momentum methodologies, helping investors identify stocks likely to outperform the market in the next 30 days [2] - Each stock receives a rating from A to F, with A indicating the highest potential for outperformance [3] Value Score - The Value Style Score focuses on identifying undervalued stocks using ratios such as P/E, PEG, Price/Sales, and Price/Cash Flow [3] Growth Score - The Growth Style Score evaluates stocks based on projected and historical earnings, sales, and cash flow to identify those with sustainable growth potential [4] Momentum Score - The Momentum Style Score identifies optimal times to invest based on price trends and earnings estimate changes [5] VGM Score - The VGM Score combines the Value, Growth, and Momentum Scores to highlight stocks with the best overall characteristics [6] Zacks Rank Integration - The Zacks Rank, which is based on earnings estimate revisions, has shown that 1 (Strong Buy) stocks have an average annual return of +23.86% since 1988, significantly outperforming the S&P 500 [7] - There are typically over 800 stocks rated 1 or 2, making it essential to use Style Scores to narrow down choices [8] Stock Selection Strategy - Investors should prioritize stocks with a Zacks Rank of 1 or 2 and Style Scores of A or B for optimal success [9] - Stocks rated 4 (Sell) or 5 (Strong Sell) are less favorable, even if they have high Style Scores [10] Company Spotlight: Strategic Education - Strategic Education, Inc. (STRA) is rated 1 (Strong Buy) with a VGM Score of B, indicating strong investment potential [11] - STRA has a Value Style Score of B, supported by a forward P/E ratio of 11.97, making it attractive for value investors [12] - Recent upward revisions in earnings estimates and a Zacks Consensus Estimate increase to $6.87 per share further enhance STRA's investment appeal, alongside an average earnings surprise of +19.9% [12]

Core Insights - The article discusses the importance of various valuation metrics, particularly the price-to-book (P/B) ratio, in identifying low-priced stocks with high-growth potential [1][5][9] Valuation Metrics - Price-to-earnings (P/E) and price-to-sales (P/S) ratios are commonly used for stock selection, while the P/B ratio is also effective for identifying undervalued stocks [1][5] - The P/B ratio is calculated as market capitalization divided by book value of equity, helping to assess whether a stock is under- or overvalued [2][5] Book Value - Book value represents the total value left for shareholders if a company were to liquidate its assets after settling liabilities, calculated by subtracting total liabilities from total assets [3][4] P/B Ratio Analysis - A P/B ratio of less than one indicates that a stock is trading below its book value, suggesting it may be undervalued [5] - Conversely, a P/B ratio greater than one may indicate overvaluation, but could also suggest the stock is a takeover target [7] Limitations of P/B Ratio - The P/B ratio is particularly useful for companies in finance, investments, and manufacturing but may be misleading for firms with high R&D expenditures or negative earnings [8] Stock Picks - Ford, USANA Health Sciences, Strategic Education, Patria Investments, and Concentrix are highlighted as low P/B stock picks with strong growth potential [9][15][16][17][18][19] - Ford has a projected 3-5 year EPS growth rate of 27.4% and a Zacks Rank of 2 [15] - USANA Health Sciences has a projected EPS growth rate of 12.0% and a Zacks Rank of 1 [16] - Strategic Education has a projected EPS growth rate of 15% and a Zacks Rank of 1 [17] - Patria Investments has a projected EPS growth rate of 15.76% and a Zacks Rank of 2 [18] - Concentrix has a projected EPS growth rate of 8.76% and a Zacks Rank of 2 [19]

Core Insights - Lincoln Educational Services Corporation reported strong financial results for the fourth quarter and full year 2025, driven by high employer demand for skilled trades and effective campus development strategies [6][7][8]. Financial Highlights - Fourth quarter revenue reached $142.9 million, an increase of $23.5 million or 19.7% year-over-year, with a 21.4% increase when excluding the Transitional segment [8]. - Net income for the fourth quarter was $12.7 million, or $0.40 per share, compared to $6.8 million, or $0.22 per share in the previous year, representing an 86.6% increase [8]. - Adjusted EBITDA for the fourth quarter increased by $9.9 million, or 51.2%, to $29.1 million [8]. - For the full year 2025, total revenue increased by $78.2 million, or 17.8%, to $518.2 million, with net income of $20.0 million, a 102.2% increase from the prior year [8][10]. Operational Highlights - Student starts grew by 15.7% in the fourth quarter, marking the thirteenth consecutive quarter of growth, with a 4% increase in programs operating for more than one year on a same campus same program basis [7][8]. - The total student population rose by 14.9% excluding the Transitional segment [8]. - The company launched a new electrical program at its South Plainfield, NJ campus and expanded corporate relationships with New Jersey Transit and Johnson Controls [8]. Future Outlook - Lincoln has set guidance for 2026, forecasting revenue to approach $600 million, with continued strong growth in key financial metrics [9][14]. - The company anticipates a 13% increase in revenue and a 30% increase in adjusted EBITDA for 2026, with net income expected to grow by 8% [15]. - An Investor Day is scheduled for March 19, 2026, at the new Nashville campus to discuss strategies and financial targets for the next five years [18].

Core Insights - Global IMC LLC has fully exited its position in Adtalem Global Education, selling all 50,933 shares in the third quarter, reflecting a net position change of $6.48 million [2][3][7] - Adtalem's stock price as of the latest market close was $100.60, showing a 14% increase over the past year, slightly underperforming the S&P 500's 16.5% gain [4][5] - Adtalem Global Education reported a revenue of $462.3 million for the latest quarter, marking a year-over-year increase of 10.8%, with adjusted EPS rising 35.7% to $1.75 [12] Company Overview - Adtalem Global Education operates through institutions like Chamberlain University and Walden University, providing postsecondary education and workforce solutions, primarily generating revenue from tuition and fees [9][10] - The company serves students in healthcare, education, business, and public service, focusing on working adults and those pursuing advanced credentials [10] - Adtalem's market capitalization is $3.7 billion, with a trailing twelve months (TTM) revenue of $1.83 billion and a net income of $247.49 million [5] Recent Performance - Total enrollment for Adtalem rose by 8%, continuing a multi-quarter growth streak across its institutions [12] - Adjusted EBITDA increased nearly 16% to $112 million, indicating strong operational performance despite market concerns [12] - The exit by Global IMC suggests a shift in sentiment towards Adtalem, as the stock had previously surged nearly 70% earlier in the year before facing scrutiny [11]

3Q 2025 Earnings Presentation November 2025 FORWARD- LOOKING STATEMENTS Statements made in this presentation regarding American Public Education, Inc. or its subsidiary institutions ("APEI" or the "Company") that are not historical facts are forward-looking statements based on current expectations, assumptions, estimates and projections about APEI and the industry. In some cases, forward looking statements can be identified by words such as "anticipate," "believe," "seek," "could," "estimate," "expect," "in ...

Company Overview - The University of Phoenix is targeting a valuation of up to $1.2 billion in its U.S. initial public offering (IPO) after more than eight years [1] - The university provides post-secondary education services primarily to working adults in the U.S. and offers 72 degree-granting and 33 non-degree certificate programs [2][3] IPO Details - Existing stockholders of Phoenix Education Partners aim to raise up to $140.3 million by offering 4.25 million shares priced between $31 and $33 each [1] - Apollo Global is selling 3.55 million shares, while Vistria Group is offloading 0.7 million shares as part of the IPO [2] Historical Context - The predecessor of Phoenix Education, Apollo Education Group, was taken private in 2017 in a $1.1 billion deal by a consortium including Vistria and Apollo [4] - The university has exited non-core programs and divested some operations under the stewardship of Apollo and Vistria [4] Recent Developments - In 2023, a non-profit affiliated with the University of Idaho agreed to acquire the operations of the University of Phoenix for $550 million, but the deal was ultimately abandoned [5] - Apollo will maintain control of a majority of Phoenix Education's voting power after the IPO [5] Underwriters and Listing - Morgan Stanley, Goldman Sachs, BMO Capital Markets, and Jefferies are the lead underwriters for the offering [5] - Phoenix Education will be listed on the New York Stock Exchange under the symbol "PXED" [5]

Core Insights - Legacy Education Inc. reported strong financial and operational results for the fourth quarter and fiscal year ended June 30, 2025, highlighting record enrollment and expanded program offerings [4][7]. Financial Highlights - Total revenue for the fourth quarter increased by $5.2 million, or 40.8%, reaching $17.9 million compared to $12.8 million in the same quarter of the previous year [15]. - For the fiscal year 2025, revenue grew by 39.5% to $64.2 million, up from $46.0 million in fiscal 2024, primarily driven by increased student enrollment and higher pricing for certain programs [7][8]. - New student starts rose by 15.7% in the fourth quarter and 26.9% for the fiscal year [7]. - EBITDA for the fourth quarter increased by 133% to $2.1 million, compared to $0.9 million in the prior year [15]. - The company reported a net income of $1.2 million for the fourth quarter and $7.5 million for the fiscal year, with diluted earnings per share of $0.59 [7][8]. Operational Developments - The student population at the end of the fiscal year was 3,101, representing a 41.8% increase compared to 2024 [7]. - Legacy Education received approval for three new degree programs and two certificate programs, and earned NLN CNEA Initial Accreditation for its RN-BSN Track [7]. - The company appointed two new board members and established an advisory board to support growth and expansion [7]. Expense Overview - General and administrative expenses rose by 48.2% to $19.3 million in fiscal 2025, primarily due to increased marketing expenses, professional fees, and bad debt expense [7][8]. - Educational services expenses increased by 29.5% to $34.2 million, reflecting the need for additional instructional and staffing resources to support enrollment growth [7].