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 ...

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 ...

Core Insights - Strategic Education (STRA) reported revenue of $321.47 million for the quarter ended June 2025, marking a year-over-year increase of 3% and an EPS of $1.52 compared to $1.33 a year ago [1] - The revenue fell short of the Zacks Consensus Estimate of $323.39 million by -0.59%, while the EPS exceeded the consensus estimate of $1.42 by +7.04% [1] Revenue Breakdown - Revenue from Australia/New Zealand was $69.14 million, below the two-analyst average estimate of $72.44 million, reflecting a year-over-year decline of -2.8% [4] - Revenue from Education Technology Services reached $36.69 million, surpassing the two-analyst average estimate of $35.2 million, with a significant year-over-year increase of 49.61% [4] - The U.S. Higher Education Segment generated $215.64 million, slightly above the average estimate of $215.46 million, representing a year-over-year change of -0.45% [4] Stock Performance - Over the past month, shares of Strategic Education have returned -3.60%, contrasting with the Zacks S&P 500 composite's increase of +2.71% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]

Core Insights - Strategic Education (STRA) reported revenue of $321.47 million for the quarter ended June 2025, marking a year-over-year increase of 3% and an EPS of $1.52 compared to $1.33 a year ago, indicating a positive trend in earnings [1] - The reported revenue was slightly below the Zacks Consensus Estimate of $323.39 million, resulting in a revenue surprise of -0.59%, while the EPS exceeded the consensus estimate of $1.42, leading to an EPS surprise of +7.04% [1] Revenue Breakdown - Revenue from Australia/New Zealand was $71.13 million, slightly below the two-analyst average estimate of $72.44 million, with no year-over-year change [4] - Revenue from Education Technology Services was reported at $24.52 million, significantly lower than the two-analyst average estimate of $35.2 million, also showing no year-over-year change [4] - The U.S. Higher Education Segment generated $216.61 million, surpassing the average estimate of $215.46 million based on two analysts, with no year-over-year change [4] Stock Performance - Over the past month, shares of Strategic Education have returned -7.7%, contrasting with the Zacks S&P 500 composite's +3.4% change, indicating underperformance relative to the broader market [3] - The stock currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the market in the near term [3]