Perdoceo Education's Q4 revenue rises 20% yr/yr

Perdoceo Education

19/02/2026 21:11

Overview

Postsecondary education provider's Q4 revenue rose 20% yr/yr

Adjusted EPS for Q4 beat analysts' expectations

Company announced new $100 mln stock repurchase program

Outlook

Perdoceo expects Q1 2026 operating income between $58.6 mln and $60.6 mln

Company projects full-year 2026 earnings per share between $2.78 and $2.93

Perdoceo anticipates adjusted EPS for 2026 between $2.97 and $3.12

Result Drivers

STUDENT ENROLLMENT GROWTH - Total student enrollments increased by 7.3% as of December 31, 2025, supporting revenue growth

USAHS ACQUISITION IMPACT - Revenue from USAHS increased significantly, contributing to overall revenue growth

STUDENT RETENTION - High levels of student retention across all academic institutions supported strong results

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Slight Beat*
$211.64 mln
$210 mln (1 Analyst)
Q4 Adjusted EPS
Beat
$0.59
$0.54 (1 Analyst)
Q4 EPS
$0.54
Q4 Net Income
$35.35 mln
Q4 Adjusted Operating Income
Beat
$51.57 mln
$50.02 mln (1 Analyst)
Q4 Capex
$2.23 mln


*Applies to a deviation of less than 1%; not applicable for per-share numbers.

Analyst Coverage

The one available analyst rating on the shares is "strong buy"

The average consensus recommendation for the miscellaneous educational service providers peer group is "buy."

Wall Street's median 12-month price target for Perdoceo Education Corp is $42.00, about 31.5% above its February 18 closing price of $31.94

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

Press Release: ID:nBw47khQa

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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.)