Strategic Education's Q2 adjusted EPS beats estimates

Strategic Education

30/07/2025 11:39

Overview

Strategic Education Q2 revenue rose 2.9% but missed analyst expectations, per LSEG data

Adjusted EPS for Q2 beats consensus, reflecting strong operational performance

Co repurchased 325,844 shares for $28 mln in Q2 2025

Outlook

Company expects domestic enrollment growth to drive future ANZ segment performance

Strategic Education sees continued growth in employer-affiliated enrollment

Strategic Education does not provide specific future financial guidance

Result Drivers

EDUCATION TECHNOLOGY SERVICES - Revenue increased 49.6% due to growth in Sophia Learning subscriptions and new Workforce Edge partnerships

U.S. HIGHER EDUCATION - Employer-affiliated enrollment hit a new high, offsetting declines in unaffiliated enrollment

AUSTRALIA/NEW ZEALAND - Revenue decline driven by lower international enrollment due to regulatory changes

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Revenue
Miss
$321.50 mln
$322.90 mln (3 Analysts)
Q2 Adjusted EPS
Beat
$1.54
$1.43 (3 Analysts)
Q2 EPS
$1.37
Q2 Adjusted Net Income
Beat
$36.20 mln
$34.30 mln (3 Analysts)
Q2 Net Income
$32.30 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 3 "strong buy" or "buy", no "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 Strategic Education Inc is $105.00, about 24.3% above its July 29 closing price of $79.45

Press Release: ID:nBw1mrkJNa

(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.)