)
Edge20 Feb 2026
Dollar General: The Rural Retailer Playbook
How Dollar General built a small-box empire across rural America, scaling value and convenience into one of retail's most durable business models.
Grand Canyon Education
Grand Canyon Education (LOPE) investor relations material
Grand Canyon Education Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary18 Feb, 2026
Executive summary
Online enrollment grew 8.7% year-over-year, with hybrid enrollment up 18.7% excluding closed/teach-out sites.
Service revenue for Q4 2025 was $308.1 million, up 5.3% from Q4 2024, driven by a 7.1% increase in university partner enrollments to 136,239.
Net income for Q4 2025 was $86.7 million; non-GAAP diluted EPS was $3.21, beating consensus by $0.02.
Investments in marketing and recruitment for the ground campus led to higher applications and improved student quality.
AI integration across curriculum and operations is driving efficiency, student support, and academic outcomes.
Financial highlights
Operating income for Q4 2025 was $108.1 million, with an operating margin of 35.1%, up from 34.2% in Q4 2024.
Q4 2025 adjusted EBITDA increased 5.8% to $123.3 million; full-year adjusted EBITDA rose 8.4% to $368.6 million.
Diluted EPS for Q4 2025 was $3.14 (as adjusted $3.21); full-year diluted EPS was $7.71 (as adjusted $9.08).
Cash and investments at year-end 2025 totaled $300.1 million, down from $324.6 million at year-end 2024, mainly due to share repurchases and capital expenditures.
Repurchased 605,730 shares in Q4 2025 for ~$100 million; $284.6 million remains under repurchase authorization.
Outlook and guidance
2026 guidance: revenue and operating income midpoints in line with consensus; EPS midpoint above consensus due to lower share count.
2026 full-year service revenue expected between $1,167.5 million and $1,189.0 million.
2026 operating margin projected at 27.5%–28.8%; diluted EPS guidance of $9.55–$10.16 (as adjusted $9.79–$10.40).
Online enrollment growth expected in mid- to high-single digits; hybrid pillar growth in high single digits to mid-teens.
Margins expected to be lower in H1 2026, expanding in H2; full-year margin up year-over-year.
ABSN sites' higher RPS: What's the strategy?
Explain 2026 quarterly operating margin swings.
Liquidity decline: What's the capital allocation plan?
AI's role in worker re-skilling efforts?
Ground campus 50k student growth strategy?
Corporate partnership expansion strategy?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Grand Canyon Education earnings date
Q1 20265 May, 2026
Grand Canyon Education
Next Grand Canyon Education earnings date
Q1 20265 May, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
Frequently asked questions
Grand Canyon Education, Inc. provides education services to colleges and universities in the United States, including tutoring minors in college and universities, delivering instruction and training for teaching majors, teacher certification courses, guidance counseling for first-year teachers, preparation for Florida certified tests (College Board Advanced Placement) such as AP English, AP Calculus AB & BC, College Entrance Exam Tests (SAT), College Entrance Exam Practice Exams (LSAT), SAT Subject Test and ACT Tests. Grand Canyon Education, Inc. is based in Phoenix, Arizona.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage