STRA
Strategic Education, Inc.80.96
+0.55+0.68%
Dec 16, 4:00:00 PM EST
Earnings Call Transcripts
This Quarter (Q4 '25)
No earnings call transcript available yet
Last Quarter (Q3 '25)
No earnings call transcript available
Key Stats
Market Cap
1.93BP/E (TTM)
16.83Basic EPS (TTM)
4.81Dividend Yield
0.03%Recent Filings
8-K
10-Q
8-K
Q2 revenue grows 2.9%
Strategic Education reported Q2 2025 revenue up 2.9% to $321.5 million, fueled by a 49.6% surge in Education Technology Services to $36.7 million from Sophia Learning's 40% subscriber growth and new Workforce Edge deals. U.S. Higher Education enrollment dipped 0.8% to 86,339, yet healthcare programs jumped 8% to 47% of total, while Australia/New Zealand slipped 3.1% amid regulatory hurdles. Operating income rose to $45.8 million; the company repurchased $28 million in shares. Enrollment pace remains a key risk.
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.
8-K
Director resigns immediately
Strategic Education, Inc. announced the immediate resignation of Board Director Jerry Johnson on May 21, 2025, to pursue other professional commitments. No disagreements exist with the company's operations, policies, or practices. The board loses a seasoned voice. This shift prompts a search for a replacement amid steady governance.
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