Education
About Us
Working with TipRanks
Follow Us
Phoenix Education Partners, Inc. (PXED)
NYSE:PXED
Earnings Data
Report Date
Nov 19, 2026After Close (Confirmed)
Period Ending
2026 (Q4)Consensus EPS Forecast
―Last Year’s EPS
1.04Same Quarter Last Year
Moderate Buy
Based on 7 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed a generally positive operational and financial trajectory: revenue and enrollment grew, adjusted EBITDA and margins expanded, adjusted net income rose, liquidity is strong, and management initiated a regular dividend while reiterating full-year guidance. Key strategic initiatives—AI integration, employer partnerships, and tightened fraud controls—are progressing. Offsetting these positives were significant one-time/noncash charges (notably $29.5M of share-based compensation), a $4.5M cyber incident expense, higher GAAP net income volatility, and ongoing market fraud activity that requires continued vigilance. Regulatory developments were preliminarily favorable but remain subject to final rules. On balance, the favorable trends, recurring operational improvements, and conservative guidance positioning outweigh the transitory and manageable negatives.Company Guidance
Revenue Growth
Net revenue increased 2.9% year-over-year to $262.0 million in Q1 FY2026, consistent with management expectations and supporting the reiterated full-year guidance of $1.025B–$1.035B.
Enrollment Expansion
Average total degree enrollment rose 4.1% year-over-year to 85,600 students, with employer-affiliated enrollment growing to ~34% of total (up from ~31% in Q1 2025, a 3 percentage-point increase).
Adjusted EBITDA and Margin Improvement
Adjusted EBITDA increased 7.2% year-over-year to $75.2 million; adjusted EBITDA margin expanded to 28.7% from 27.5% in the prior-year period (an increase of 1.2 percentage points).
Adjusted Net Income and EPS Growth
Adjusted net income attributable to the company increased 5.3% to $53.6 million (from $50.9M prior year). Adjusted diluted EPS rose by $0.03 to $1.38 for the quarter.
Strong Liquidity and Capital Allocation
Cash, restricted cash and marketable securities totaled $218.1 million as of Nov 30, 2025, up from $194.8 million as of Aug 31, 2025 (+$23.3M). Operating cash generation was $31.1 million, with no outstanding debt or borrowings on the revolving credit facility.
Shareholder Return Initiation
Board declared inaugural regular quarterly cash dividend of approximately $0.21 per share (implying ~$0.84 annually), signaling confidence in cash generation and discipline in capital allocation.
Regulatory Outcome Favorable in Preliminary Data
Negotiated rulemaking produced an accountability framework consistent with expectations. Preliminary program performance metrics released by the Department of Education show that all University of Phoenix programs for which metrics were provided are passing; earnings data covered a majority (>50%) of their programs.
Progress on AI and Operational Initiatives
University is embedding AI into curriculum to build student fluency and deploying AI pilots for operational efficiency (LLM-based chat assistance, AI appointment setting/outreach) aimed at improving enrollment conversion, retention and 24/7 student servicing.
B2B Growth and Broad-Based Demand
Employer-affiliated (B2B) enrollment increased and contributed meaningfully to enrollment growth. Management reports broad-based program demand with >90% program alignment to market needs and active account management driving deeper employer penetration.
PXED 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
PXED Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Jan 13, 2026 | $31.71 | ― | ― |
Nov 20, 2025 | $30.37 | $31.23 | +2.83% |
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 Phoenix Education Partners, Inc. (PXED) report earnings?
Phoenix Education Partners, Inc. (PXED) is schdueled to report earning on Nov 19, 2026, After Close (Confirmed).
What is Phoenix Education Partners, Inc. (PXED) earnings time?
Phoenix Education Partners, Inc. (PXED) earnings time is at Nov 19, 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 PXED EPS forecast?
Currently, no data Available