Grand Canyon Education (LOPE)
NASDAQ:LOPE
Want to see LOPE full AI Analyst Report?
Earnings Data
Report Date
Aug 11, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
1.69Last Year’s EPS
1.53Same Quarter Last Year
Moderate Buy
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasized multiple strong operating metrics: double-digit growth in hybrid channels (18.3% / 20.3% ex-teach-out), solid online enrollment growth (8.8%), and service revenue growth of 6.7% to $308.8M. Management highlighted strong academic outcomes (mid-80s graduation rates for ABSN entrants, ~90% NCLEX pass) and major investments including an expanding Honors College, workforce programs, and broad AI adoption. Headwinds are present but relatively limited: a slight decline in spring ground enrollment, near-term marketing spend acceleration, selective slowing of hybrid site openings and some teach-outs/delays, and a changing lead-gen environment due to AI. Overall, the positive operational momentum, revenue growth, program expansions, and strong licensure outcomes outweigh the manageable near-term challenges.Company Guidance
Online Enrollment Growth
Online enrollment grew 8.8% year-over-year, with new starts up in the high single digits and online enrollments contributing significantly to overall service revenue growth.
Hybrid Enrollment Surge
Hybrid campus enrollment increased 18.3% year-over-year in Q1 2026 (20.3% excluding closed sites and teach-out locations). Hybrid new starts (ex-teach-out) rose 20% year-over-year, exceeding expectations.
Service Revenue Increase
Service revenues were $308.8 million for Q1 2026, up $19.5 million or 6.7% versus $289.3 million in Q1 2025; growth driven by online enrollment (+8.8%), off-campus hybrid enrollments (+18.3%), and one additional day of ground revenue (~$1M).
Strong Employer Partnerships and Lead Channel
Working directly with over 5,500 employers, yielding approximately 30% of new starts. Employer-driven students are described as purpose-driven with higher retention and graduation rates, reducing reliance on traditional lead generation funnels.
Academic Outcomes and Licensure Performance
Graduation rates for students entering ABSN programs in the mid-80s and first-time NCLEX pass rate of approximately 90%; exit and licensure exam scores across health care, education and other areas stated at all-time highs while scaling student volume.
Expansion of Academic and Workforce Programs
GCU and partners built 47 hybrid/ABSN sites (as of 12/31/2025), launched multiple new programs (e.g., graduate nursing with seven specializations with Northeastern, hybrid OT bridge-to-master's, BS in occupational therapy assistant, speech-language pathology, planned BS Medical Lab Sciences), and expanded workforce development programs (electrician pre-apprenticeship, CNC machinist, manufacturing specialist).
Honors College Investment and Campus Metrics
Sheila and Mike Ingram Honors College announced, expected >3,000 students in fall with average weighted incoming GPA >4.1, plans to more than double honors population and a 55,000 sq. ft. facility under construction; GCU has ~110,000 online students and ~25,000 on-campus students.
Productivity and AI Strategy
Company emphasizes broad AI adoption across operations and curriculum (dozens of AI products across 10 colleges and 375+ academic offerings) to improve targeting, faculty efficiency, student tutoring (24/7 AI tutoring for prereq/science courses), and marketing.
Tax and Scale Contributions
Reported having paid $627 million in federal and state taxes and helped produce over ~235,000 graduates (cumulative over seven years since becoming a service provider), highlighting scale and community/economic impact.
LOPE 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
LOPE Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 30, 2026 | $169.07 | $163.41 | -3.35% |
Feb 18, 2026 | $167.79 | $154.60 | -7.86% |
Nov 05, 2025 | $178.28 | $167.05 | -6.30% |
Aug 06, 2025 | $172.05 | $194.68 | +13.15% |
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 Grand Canyon Education (LOPE) report earnings?
Grand Canyon Education (LOPE) is schdueled to report earning on Aug 11, 2026, After Close (Confirmed).
What is Grand Canyon Education (LOPE) earnings time?
Grand Canyon Education (LOPE) earnings time is at Aug 11, 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 LOPE EPS forecast?
LOPE EPS forecast for the fiscal quarter 2026 (Q2) is 1.69.