Perdoceo Education Earnings Call Transcripts
Fiscal Year 2026
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First quarter 2026 results exceeded expectations with strong revenue, net income, and adjusted EPS growth, driven by high student retention and strategic investments in technology and marketing. Full-year guidance anticipates continued growth across all academic institutions.
Fiscal Year 2025
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Revenue, operating income, and student enrollments grew ahead of expectations in 2025, driven by strong retention, targeted investments, and the St. Augustine acquisition. 2026 guidance calls for further growth in revenue, adjusted operating income, and EPS, with continued capital returns to shareholders.
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Q3 2025 saw strong revenue and enrollment growth, driven by the St. Augustine acquisition and CTU performance. Adjusted EPS and operating income exceeded prior year, with positive outlook for Q4 and 2026. $94.1 million returned to shareholders year-to-date.
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Q2 2025 saw 26% revenue growth and 17% enrollment growth, driven by the St. Augustine acquisition and strong organic performance at CTU and AIUS. Full-year guidance was raised, with continued investments in technology and shareholder returns through increased dividends and a new $75M buyback.
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Q1 2025 results surpassed expectations with strong revenue and income growth, driven by high student retention, the St. Augustine acquisition, and increased marketing investments. Full-year guidance was raised, and significant capital was returned to shareholders.
Fiscal Year 2024
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Strong 2024 results featured higher adjusted EPS and operating income, driven by improved student retention and the acquisition of St. Augustine. 2025 guidance anticipates further growth in revenue, enrollments, and profitability, with continued focus on capital returns and technology investments.
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Q3 2024 results exceeded expectations with strong student retention and enrollment growth at both CTU and AIUS. Adjusted operating income and EPS guidance for 2024 were raised, and the University of St. Augustine acquisition is set to expand offerings and drive future growth.
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Q2 2024 results exceeded expectations with strong student retention and engagement, despite lower revenue and net income year-over-year. The company announced an acquisition in health sciences and raised its dividend, while maintaining a positive outlook for adjusted operating income and EPS.