Afya (AFYA)
NASDAQ:AFYA
Earnings Data
Report Date
May 27, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.58Last Year’s EPS
0.64Same Quarter Last Year
Moderate Sell
Based on 3 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presents a strongly positive operational and financial performance for 2025: solid revenue growth (+12% YoY), record-ish margins and profitability metrics, robust cash generation, conservative leverage (0.8x net debt/EBITDA), and an explicit capital return program (dividends and buybacks). Management is pivoting to multi-year investments to integrate products, deepen physician engagement and scale B2B/B2P monetization, which moderates near-term margins and introduces execution and timing risk (e.g., rebuilding Residency Journey, softer MAUs, regulatory uncertainty around ENAMED/ProFMed). Overall, the highlights (growth, cash generation, low leverage, shareholder returns, clear strategy) substantially outweigh the lowlights (segment softness, engagement dip, guidance margin compression and regulatory questions).Company Guidance
Revenue Growth
Total revenue for the 12-month period grew 12% year-over-year to BRL 3.697 billion (2025 vs 2024), in line with the announced 2025 midpoint guidance and ~5x 2019 IPO revenue.
Strong Adjusted EBITDA and Margin
Adjusted EBITDA for the 12-month period was BRL 1.680 billion with an adjusted EBITDA margin of 45.4%, representing a 130 basis-point expansion year-over-year (company guidance beat vs midpoint).
Net Income and EPS Expansion
Net income for the 12-month period reached BRL 768.4 million, up 18% year-over-year; basic EPS rose to BRL 8.32, a 19% increase versus prior year.
Robust Cash Generation and Cash Conversion
Operating cash flow for the year was BRL 1.548 billion (up >6% year-over-year) with an operating cash flow conversion ratio of 93.7% and free cash flow of BRL 1.056 billion for 2025 (CAGR since 2021: 32%).
Conservative Leverage and Liability Management
Net debt fell to BRL 1.369 billion (a reduction of BRL 445 million vs end-2024) and net debt (ex-IFRS16)/adjusted EBITDA was 0.8x; average debt maturity extended to 3.6 years after issuance of BRL 1.5 billion debentures and other liability actions.
Shareholder Returns and Capital Allocation
Announced cash dividend of BRL 307.4 million (BRL 3.45 per share), equivalent to 40% of 2025 net income and payable April 6, 2026; ongoing share repurchase program with ~60% of authorization remaining and stated target to distribute up to 50% of consolidated net income for 2025 through dividends/buybacks.
Undergraduate Operational Strength
Leadership in medical education maintained with 3,755 approved medical seats; >25,000 undergraduate medical students (+5% YoY); undergraduate revenue BRL 2.789 billion (+13% YoY); net average ticket (ex-acquisitions) +3% to BRL 9,060; undergraduate gross margin record of 63.9%.
Growth in Continuing Education and B2B
Continuing education revenue of BRL 284 million (+11% YoY); gross margin expansion of 363 basis points; >10,000 graduate journey students; B2B revenue within continuing education up 48% year-over-year.
Medical Practice Solutions Traction
Medical practice solutions revenue reached BRL 171 million (+6% YoY) with 196,000 paying users and ecosystem scale of 301,000 active physicians and medical students; physicians wrote over 16.9 million prescriptions using Afya solutions, indicating increasing platform engagement.
2026 Guidance and Capital Investment Plan
2026 consolidated revenue guidance BRL 3.95–4.10 billion and adjusted EBITDA guidance BRL 1.70–1.80 billion; planned CapEx for 2026 BRL 340–380 million (CapEx/revenue 8.6%–9.3%) with multi-year investments in technology and product integration to strengthen the physician lifecycle ecosystem.
AFYA 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
AFYA Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 13, 2026 | $12.93 | $13.18 | +1.93% |
Nov 12, 2025 | $13.84 | $14.03 | +1.38% |
Aug 13, 2025 | $14.29 | $14.77 | +3.35% |
May 09, 2025 | $18.58 | $18.78 | +1.08% |
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 Afya (AFYA) report earnings?
Afya (AFYA) is schdueled to report earning on May 27, 2026, Before Open (Confirmed).
What is Afya (AFYA) earnings time?
Afya (AFYA) earnings time is at May 27, 2026, Before Open (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 AFYA EPS forecast?
AFYA EPS forecast for the fiscal quarter 2026 (Q1) is 0.58.