Laureate Education Q4 revenue beats estimates on higher enrollments, academic calendar timing

Laureate Education

19/02/2026 12:39

Overview

Education provider's Q4 revenue rose 28%, beating analyst expectations

Adjusted EBITDA for Q4 beat estimates, aided by academic calendar timing

Company increased stock repurchase program by $150 mln

Outlook

Laureate expects 2026 revenue between $1,890 mln and $1,905 mln, up 11%-12%

Company projects 2026 adjusted EBITDA between $583 mln and $593 mln, up 12%-14%

Laureate forecasts 2026 adjusted EPS between $1.95 and $2.03, up 13%-18%

Result Drivers

ACADEMIC CALENDAR TIMING - Revenue and Adjusted EBITDA were positively impacted by approximately $25 mln and $21 mln, respectively, due to intra-year academic calendar timing

ENROLLMENT GROWTH - New enrollments increased 8% for 2025, with notable growth in Peru and Mexico, contributing to revenue increase

DISCRETE TAX BENEFIT - Net income increase in Q4 2025 was partly due to a $56.9 mln discrete tax benefit

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Beat
$541.40 mln
$528.30 mln (3 Analysts)
Q4 EPS
$1.17
Q4 Net Income
$171.50 mln
Q4 Adjusted EBITDA
Beat
$204.30 mln
$199.97 mln (3 Analysts)
Q4 Operating Income
$179.50 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 11.1% above its February 18 closing price of $35.10

The stock recently traded at 16 times the next 12-month earnings vs. a P/E of 15 three months ago

Press Release: ID:nGNX8MhRF0

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(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.)