Strategic Education Q4 revenue slightly beats estimates

Strategic Education

26/02/2026 21:46

Overview

Education services firm's Q4 revenue slightly beat analyst expectations

Adjusted EPS for Q4 beat analyst expectations

Company repurchased 562,385 shares for $44.6 mln

Outlook

Company did not provide specific guidance for future quarters or full-year 2026 in press release

Result Drivers

EDUCATION TECHNOLOGY SERVICES - ETS revenue rose 28.3% in Q4 2025, driven by growth in Sophia Learning subscriptions and new Workforce Edge partnerships

TECHNOLOGY AND AI - Technology and AI-enabled productivity initiatives contributed to a 35% increase in operating income

EMPLOYER AFFILIATED ENROLLMENT - Employer affiliated enrollment in USHE hit a new high, offsetting declines in unaffiliated enrollment

Company press release: ID:nBw4hsZYQa

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Slight Beat*
$323.20 mln
$322.23 mln (3 Analysts)
Q4 Adjusted EPS
Beat
$1.75
$1.41 (3 Analysts)
Q4 EPS
$1.66
Q4 Adjusted Net Income
$39.90 mln
Q4 Net Income
$37.90 mln


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

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 38.2% above its February 25 closing price of $75.98

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