Strategic Education Inc Q3 revenue beats estimates

Strategic Education

06/11/2025 11:38

Overview

Strategic Education Q3 revenue rises 4.6% yr/yr, beating analyst expectations

Adjusted EPS for Q3 beats analyst expectations, reflecting operational improvements

Company repurchased 428,837 shares for $34.3 mln in Q3 2025

Outlook

Company did not provide specific guidance for future quarters or the full year

Result Drivers

EDUCATION TECHNOLOGY SERVICES - Revenue up 46% YOY, driven by growth in Sophia Learning subscriptions and new Workforce Edge partnerships

USHE EMPLOYER AFFILIATION - Employer affiliated enrollment reached 32.7%, offsetting declines in unaffiliated enrollment

ANZ ENROLLMENT CHALLENGES - Regulatory changes in Australia led to lower international enrollment, partially offset by domestic growth

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q3 Revenue
Beat
$319.90 mln
$315.40 mln (3 Analysts)
Q3 Adjusted EPS
Beat
$1.64
$1.31 (2 Analysts)
Q3 EPS
$1.15
Q3 Adjusted Net Income
$38 mln
Q3 Net Income
$26.60 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 28.8% above its November 5 closing price of $74.79

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

Press Release: ID:nBw8NvKmpa

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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.)