Phoenix Education Partners Earnings Call Transcripts
Fiscal Year 2026
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Revenue and enrollment remained stable year-over-year, with strong retention and growth in employer-supported enrollment. Adjusted EBITDA guidance was raised, reflecting disciplined cost management and operational efficiency, while AI initiatives and B2B partnerships continue to drive differentiation and future growth.
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Enrollment grew 1.8% year-over-year in Q2, with adjusted EBITDA up 7.8% and retention rates improving by 500 basis points. Revenue is expected at the lower end of guidance due to marketing shifts, but margin expansion and strong cash flow support continued investment and shareholder returns.
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First quarter fiscal 2026 saw 2.9% revenue growth and 4.1% enrollment growth, with adjusted EBITDA up 7.2%. Regulatory and cybersecurity risks are well managed, and a quarterly dividend was declared. Full-year guidance is reiterated.
Fiscal Year 2025
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Delivered strong fiscal 2025 results with 6% revenue growth and improved profitability, driven by enrollment gains and operational efficiencies. Guidance for 2026 anticipates continued top-line growth, stable margins, and dividend initiation, supported by robust demand and enhanced controls.