PRDO
Perdoceo Education Corporation29.49
+0.42+1.44%
Dec 16, 4:00:01 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
No earnings call transcript available
Key Stats
Market Cap
1.92BP/E (TTM)
12.66Basic EPS (TTM)
2.33Dividend Yield
0.02%Recent Filings
10-K
FY2025 results
Perdoceo Education grew total enrollments 7.3% to 44,400 by December 31, 2025, with CTU up 6.6%, AIUS up 11.2% on an extra Q4 session, and USAHS up 2.6% in nursing and speech pathology; revenue jumped 24.2% to $846.1 million, blending organic gains and the late-2024 USAHS buy. Operating income rose 12.5% to $196.0 million (23.2% margin), or adjusted $237.6 million excluding amortization, as retention hit multi-year highs and bad debt fell to 3.5% of revenue. Cash balances swelled to $643.5 million, funding $120.8 million in buybacks and $36.9 million dividends. Yet regulatory flux on Title IV loans could crimp quarterly momentum.
8-K
Crushed 2025, eyes 2026 growth
Perdoceo crushed 2025 with revenue up 24.2% to $846.1M and operating income rising 12.5% to $196.0M, fueled by 7.3% enrollment growth to 44,400 and USAHS acquisition boost. Cash pile hit $643.5M after $120.8M buybacks. Momentum rolls into 2026: adjusted EPS outlook $2.97-$3.12. Regulatory risks loom large.
8-K
Reaffirms guidance, new buyback
Perdoceo Education reaffirmed its full-year adjusted operating income outlook of $234 million to $236 million, as previously guided. The board approved a new $100 million stock repurchase program on January 2, 2026, expiring June 30, 2027, replacing the prior $75 million program after repurchasing 2.5 million shares for $74.8 million. Repurchases hinge on market conditions. No share commitment.
10-Q
Q3 FY2025 results
Perdoceo Education crushed Q3 FY2025 ended September 30, 2025, with revenue jumping 24.8% y/y to $211.9M on USAHS acquisition strength—$38M from the December 2024 close for $137M cash—and CTU up 4.3% y/y to $117.1M amid 6.7% enrollment growth. Operating income rose 13.8% y/y to $51.0M (24.1% margin), diluted EPS climbed to $0.60 (+5.3% y/y, reconciles to 66.0M shares). Cash swelled to $668.6M including short-term investments, while YTD operating cash flow hit $185.1M and FCF not disclosed in the 10-Q. USAHS integrates smoothly, adding health sciences firepower. Buybacks devoured $66.7M YTD. Regulatory shifts loom large.
8-K
Q3 revenue surges 24.8%
IPO
Website
Employees
Sector
Industry
APEI
American Public Education, Inc.
37.55-0.08
ASPU
Aspen Group Inc.
0.21+0.06
ATGE
Adtalem Global Education Inc.
100.32+2.56
FEDU
Four Seasons Education (Cayman)
11.42+0.21
LAUR
Laureate Education, Inc.
33.56+0.86
LGCY
Legacy Education Inc.
9.77-0.39
LINC
Lincoln Educational Services Co
23.21+0.37
LOPE
Grand Canyon Education, Inc.
165.23+3.87
STRA
Strategic Education, Inc.
80.96+0.55
UTI
Universal Technical Institute I
25.91-0.15