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Strategic Education (STRA) investor relations material
Strategic Education Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary30 Jul, 2025
Executive summary
Revenue rose 2.9% year-over-year to $321.5M in Q2 2025, driven by a 49.6% surge in Education Technology Services (ETS), offsetting declines in U.S. Higher Education (USHE) and Australia/New Zealand (ANZ) segments.
Net income increased to $32.3M from $29.9M year-over-year; adjusted EPS rose to $1.54 on a constant currency basis.
Company repurchased 325,844 shares for $28M in Q2 and 717,146 shares for $60M year-to-date, with $168.5M remaining authorized.
Declared a quarterly cash dividend of $0.60 per share, annualized at $2.40 per share.
Strong cash position with $179.9M in cash and marketable securities and no debt outstanding.
Financial highlights
Adjusted operating income increased 10.5% year-over-year to $48.5M; adjusted operating margin improved to 15.1%.
Adjusted EBITDA was $68.3M, up from $63.3M year-over-year.
Free cash flow for the first six months was $77.7M.
Bad debt expense as a percentage of revenue was 4.0%, down from 4.3% year-over-year.
Diluted weighted average shares outstanding decreased to 23,516,000 from 24,179,000.
Outlook and guidance
Management expects continued ETS growth, driven by Workforce Edge and Sophia Learning, but notes ongoing regulatory and enrollment headwinds in USHE and ANZ.
Regulatory changes, including the One Big Beautiful Bill Act, may impact future federal funding and program eligibility.
Company remains on track with revenue and profit growth targets and believes current liquidity is sufficient for the next 12 months and beyond.
Anticipates return to enrollment growth in ANZ after lapping international declines in early 2026.
Plans to increase domestic marketing investment in Australia in the second half of the year.
What sustains ETS's 50% growth rate?
ANZ domestic growth: What's the 2026 outlook?
Strayer unaffiliated enrollment recovery plan?
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Next Strategic Education earnings date
Q3 20256 Nov, 2025
Next Strategic Education earnings date
Q3 20256 Nov, 2025
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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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