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Adtalem Global Education Inc (ATGE)
NYSE:ATGE
Earnings Data
Report Date
Apr 30, 2026After Close (Confirmed)
Period Ending
2026 (Q3)Consensus EPS Forecast
1.87Last Year’s EPS
1.92Same Quarter Last Year
Strong Buy
Based on 4 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed strong financial and operational momentum across the company driven by record enrollments, double-digit revenue growth, substantial margin expansion at Walden, improved cash generation, and a raised adjusted EPS guide. Key near-term headwinds center on Chamberlain's temporary enrollment softness and profitability pressure, a one-week academic calendar timing shift that distorts quarter-to-quarter comparisons, higher expected tax rate, and reliance on pending lending arrangements. Management presented these headwinds as addressable and emphasized actions underway to restore Chamberlain growth while continuing disciplined capital deployment and margin expansion.Company Guidance
Sustained Enrollment Momentum
Total enrollment grew over 6% to ~97,000 students, marking the tenth consecutive quarter of enrollment growth; Walden achieved record total enrollment of ~52,400 students (Walden enrollment +13% year-over-year).
Strong Top-Line and Profit Growth
Consolidated revenue increased 12.4% to $503.4 million; consolidated adjusted EBITDA was $154.9 million, up 23.9%; adjusted operating income rose 24.3% to $126.1 million; adjusted net income increased 26.7% to $87.9 million; adjusted EPS of $2.43, up 34.3% year-over-year.
Exceptional Walden Performance
Walden revenue grew 27% to $217.6 million (or +16.5% excluding a one-week academic calendar shift), adjusted EBITDA rose 66.5% to $86.7 million, and adjusted EBITDA margin expanded to 39.8% (margin expansion ~940 bps year-over-year; ~400 bps excluding the timing shift).
MedVet Segment Improvement
Medical & Veterinary revenue increased 6.9% to $102 million; adjusted EBITDA rose 17.6% to $31.4 million and adjusted EBITDA margin improved 280 basis points to 30.8%; Ross Vet and AUC reported continued strong outcomes and pass-rate improvements.
Robust Cash Flow and Capital Allocation
Trailing twelve months operating cash flow was $428 million, up $146 million year-over-year; the company deployed $165 million to share repurchases in the quarter (repurchased 1.7M shares at an average price of $95), completed prior authorization and announced a new $750 million buyback authorization with ~$728 million available.
Upgraded EPS Guidance and Maintained Revenue Outlook
Raised adjusted EPS guidance to $7.80–$8.00 (growth ~17%–20%, midpoint +$0.15) while maintaining revenue guidance of $1.9–$1.94 billion (approximately 6%–8.5% growth); company expects ~100 bps full-year adjusted EBITDA margin expansion.
Operational and Academic Outcomes
Company highlighted continued investments in digital learning, program launches (Walden new programs enrolled >1,002 students in <1 year), improved USMLE step one pass rates via curriculum enhancements, and enrollment pathway innovations to expand access.
ATGE Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
ATGE Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Jan 28, 2026 | $115.92 | $107.78 | -7.02% |
Oct 30, 2025 | $141.77 | $98.02 | -30.86% |
Jun 30, 2025 | $127.23 | $124.40 | -2.22% |
May 08, 2025 | $115.88 | $136.25 | +17.58% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Adtalem Global Education Inc (ATGE) report earnings?
Adtalem Global Education Inc (ATGE) is schdueled to report earning on Apr 30, 2026, After Close (Confirmed).
What is Adtalem Global Education Inc (ATGE) earnings time?
Adtalem Global Education Inc (ATGE) earnings time is at Apr 30, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is ATGE EPS forecast?
ATGE EPS forecast for the fiscal quarter 2026 (Q3) is 1.87.