STRA
Strategic Education, Inc.80.96
+0.55+0.68%
Dec 16, 4:00:00 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Key Stats
Market Cap
1.93BP/E (TTM)
16.83Basic EPS (TTM)
4.81Dividend Yield
0.03%Recent Filings
10-K
8-K
10-Q
Q3 FY2025 results
Strategic Education posted Q3 revenue up 4.6% y/y to $319.9M, with operating income edging 2.0% higher to $37.0M despite $14.3M restructuring hit; diluted EPS held flat at $1.15. ETS surged 45.6% y/y to $38.3M on Workforce Edge and Sophia growth, while USHE added 2.6% to $213.1M via higher revenue per student—yet ANZ dipped 4.7% to $68.6M from FX and enrollment softness. Cash from operations hit $159.0M YTD (up from $153.4M), funding $94.3M buybacks and $43.4M dividends; revolver fully available, no debt. Share count fell. Restructuring masks strength.
8-K
Q3 revenue up 4.6%
Strategic Education posted Q3 revenue up 4.6% to $319.9M, fueled by Education Technology Services surging 46% to $38.3M on 42% Sophia Learning subscriber growth. USHE operating income doubled to $22.9M despite flat enrollment, while ANZ dipped on enrollment and FX. ETS dominates. Restructuring hit $14.3M; $0.60 dividend declared.
10-Q
Q2 FY2025 results
Strategic Education's Q2 revenue climbed 2.9% year-over-year to $321.5 million, fueled by a 49.6% surge in the Education Technology Services segment to $36.7 million from new employer partnerships and Sophia Learning growth, while U.S. Higher Education dipped 0.5% to $215.6 million amid 0.8% enrollment decline and Australia/New Zealand fell 2.8% to $69.1 million due to currency headwinds. Operating income rose 9.1% to $45.8 million, with margins expanding to 14.2% as costs moderated despite restructuring charges. Diluted EPS improved 10.5% to $1.37, reconciling to 23.5 million weighted shares with no anti-dilution flagged. Cash from operations held at $98.9 million for the half-year, supporting $60.5 million in share repurchases and $29.2 million dividends, with $250 million revolver fully available and no debt outstanding. Yet regulatory shifts like the OBBB's loan limits pose enrollment risks.
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