Laureate Education beats Q2 estimates on strong enrollment growth

Laureate Education

30/07/2026 12:49

Overview
US higher education operator's Q2 revenue rose 17% yr/yr, beating analyst expectations
Q2 adjusted EBITDA beat analyst estimates
Company raised full-year outlook and added $150 mln to share repurchase program

Outlook
Laureate raises 2026 revenue outlook to $1.92 bln-$1.93 bln, up 13% as reported
Company expects 2026 adjusted EBITDA of $593 mln-$599 mln, up 14%-15% as reported
Laureate sees 2026 adjusted EPS of $2.04-$2.10, up 19%-22% as reported

Result Drivers
ENROLLMENT GROWTH - Co said new enrollments rose 10% and total enrollments increased 6% in H1, with growth in both Mexico and Peru
ACADEMIC CALENDAR TIMING - Revenue and adjusted EBITDA were negatively affected by later semester start dates, delaying some revenue recognition
DIGITAL EXPANSION AND NEW CAMPUS - Co cited launch of a new campus and continued expansion of digital capabilities as contributing to operating momentum

Company press release: ID:nGNX1nQ7t5

Key Details
Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Revenue
Beat
$615.90 mln
$604.26 mln (4 Analysts)
Q2 EPS
 
$0.98
 
Q2 Net Income
 
$137.10 mln
 
Q2 Adjusted EBITDA
Beat
$250.60 mln
$245.23 mln (4 Analysts)
Q2 Operating Income
 
$223.40 mln
 

Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 6 "strong buy" or "buy", no "hold" and 1 "sell" or "strong sell"
The average consensus recommendation for the miscellaneous educational service providers peer group is "buy"
Wall Street's median 12-month price target for Laureate Education Inc is $41.00, about 6.7% above its July 29 closing price of $38.41
The stock recently traded at 17 times the next 12-month earnings vs. a P/E of 16 three months ago

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For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)