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Strategic Education
Strategic Education (STRA) investor relations material
Strategic Education Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary26 Feb, 2026
Executive summary
Fourth quarter 2025 revenue increased 4% year-over-year, with operating income up 35% and EPS rising 38%.
Full year 2025 revenue grew 4% to $1.3 billion, with total enrollment of 104,820 students as of Q4.
Technology and AI-driven productivity improvements led to $30 million in expense reductions and contributed to a 35% operating income growth.
Sophia Learning subscribers rose 47% year-over-year, with revenue up 41%.
Company repurchased 1.7 million shares for $138.9 million in 2025.
Financial highlights
2025 consolidated revenue grew 4.0% year-over-year to $1,268.2 million.
Adjusted operating income increased 24.7% to $196.1 million; adjusted net income rose 22.9% to $144.6 million.
Adjusted EPS was $1.75 in Q4 and $6.21 for the year.
Free cash flow for 2025 was $153.9 million; ended 2025 with $153 million in cash and no debt.
Paid $2.40 per share in cash dividends during 2025.
Outlook and guidance
2026 performance expected to align with the notional model: 4%-6% revenue CAGR and 200 basis points annual AOI margin expansion.
Employer-affiliated enrollment in U.S. Higher Education rose to 33.5% for 2025.
Sophia Learning average total subscribers increased approximately 42% year-over-year.
ETS expected to continue strong growth; Australia likely to return to total enrollment growth by year-end.
U.S. Higher Education enrollment expected to normalize to mid-single digit growth over time.
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Next Strategic Education earnings date
Q1 202623 Apr, 2026
Strategic Education
Next Strategic Education earnings date
Q1 202623 Apr, 2026
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Frequently asked questions
Strategic Education Inc provides postsecondary education and workforce training services through its portfolio of institutions and platforms. The company operates Strayer University and Capella University, offering degree programs, certifications, and online learning solutions. It serves working adults and corporate partners. The company is headquartered in Herndon, Virginia, and its shares are listed on the NASDAQ.
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