Laureate Education Earnings Call Transcripts
Fiscal Year 2026
-
The meeting approved all board proposals, including director elections and a new incentive plan. Strong 2025 financial results enabled significant capital returns and campus expansion, with continued growth expected despite geopolitical uncertainty.
-
Q1 2026 saw strong enrollment growth in Peru and steady performance in Mexico, with revenue and Adjusted EBITDA ahead of guidance. Full-year outlook is reaffirmed, with raised EPS guidance due to share buybacks and margin expansion expected in both markets.
Fiscal Year 2025
-
Delivered strong 2025 results with 9% revenue growth, record margins, and robust online expansion. 2026 guidance calls for double-digit revenue and EBITDA growth, continued margin expansion, and increased capital returns, supported by new campus investments and favorable market trends.
-
Third quarter revenue and adjusted EBITDA exceeded guidance, driven by strong enrollment growth in Peru and Mexico, especially in online programs. Full year 2025 outlook was raised, and a $150 million increase to the stock repurchase program was authorized.
-
Q2 and first half 2025 saw strong enrollment and revenue growth, with raised full-year guidance due to favorable FX and robust operational trends. Mexico and Peru segments delivered double-digit EBITDA growth, and new campus openings are on track to support future expansion.
-
The company leads higher education in Mexico and Peru, growing revenues at 10% annually with strong margins and a diversified product offering. Expansion focuses on new campuses and online segments, while capital returns remain a priority. Regulatory environments are stable and risk is well managed.
-
Strong Q1 enrollment growth in Mexico and Peru drove revenue and adjusted EBITDA above guidance, with digital programs expanding rapidly. Full-year 2025 guidance was raised for enrollments, revenue, and EBITDA, despite macroeconomic and FX volatility.
Fiscal Year 2024
-
Delivered record margins and strong growth in 2024, with robust enrollment and revenue increases in both Mexico and Peru. 2025 guidance anticipates flat to slightly lower reported revenue due to FX headwinds, but continued growth in Adjusted EBITDA and cash flow, with 50% of free cash flow to be returned to shareholders.
-
Q3 2024 saw strong revenue and Adjusted EBITDA growth, driven by robust enrollments in Peru and solid performance in Mexico. Full-year guidance was raised on a constant currency basis, with continued capital returns to shareholders and a strong balance sheet.
-
Q2 2024 saw strong revenue and Adjusted EBITDA growth, with Mexico leading performance and Peru showing early signs of recovery. Full-year guidance is maintained on a constant currency basis, with margin expansion expected in H2 2024. Share repurchases and a strong balance sheet support ongoing capital returns.