Laureate Education Q1 revenue beats on higher enrollments; loss affected by higher costs

Laureate Education

30/04/2026 12:47

Overview

US higher education operator's Q1 revenue rose 15%, beating analyst expectations

Adjusted EPS and adjusted EBITDA for Q1 beat analyst expectations, though both remained negative

Company repurchased $105 mln in shares and accordingly, raised full-year adjusted EPS guidance

Outlook

Laureate expects 2026 total enrollments between 516,000 and 521,000 students

Company sees 2026 revenue of $1,890 mln to $1,905 mln

Laureate raises 2026 Adjusted EPS guidance to $2.00-$2.08 per share

Result Drivers

ENROLLMENT GROWTH - Higher new and total enrollments, especially in Peru, contributed to revenue growth

ACADEMIC CALENDAR TIMING - Later semester start dates reduced Q1 revenue and profitability; impact expected to reverse in Q3

GROWTH INITIATIVES COSTS - Higher depreciation and amortization from campus expansions and new investments increased operating loss

Company press release: ID:nGNX6QWNg1

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q1 Revenue
Beat
$272.60 mln
$264.98 mln (3 Analysts)
Q1 Adjusted EPS
Beat
-$0.17
-$0.25 (3 Analysts)
Q1 EPS
-$0.15
Q1 Net Income
-$21.60 mln
Q1 Adjusted EBITDA
Beat
-$2.30 mln
-$18.07 mln (3 Analysts)
Q1 Operating Income
-$27.50 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 5 "strong buy" or "buy", 1 "hold" and no "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 $39.00, about 23.5% above its April 29 closing price of $31.59

The stock recently traded at 14 times the next 12-month earnings vs. a P/E of 16 three months ago

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.)