Laureate Education Inc (LAUR)
NASDAQ:LAUR
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Earnings Data
Report Date
Jul 30, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.98Last Year’s EPS
0.79Same Quarter Last Year
Strong Buy
Based on 4 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed a positive operational momentum driven by strong enrollment growth (notably a 13% intake increase in Peru and overall new enrollment +9%) and reinforced full-year financial guidance with upgraded EPS driven by $105M of share repurchases. Management highlighted healthy revenue and adjusted EBITDA growth targets (11%–12% reported revenue growth; 12%–14% reported adjusted EBITDA growth) and a strong balance sheet (net debt ~$60M) supporting continued capital returns. Near-term weakness is largely seasonal and timing-related: Q1 was a low-revenue quarter with a small adjusted EBITDA loss (-$2M), GAAP net loss ($22M), Mexico experienced a 16% decline in Q1 adjusted EBITDA, and Peru’s out-of-session quarter produced a negative $35M adjusted EBITDA despite improvement versus prior year. Management expects margin expansion across both markets weighted to the second half, while acknowledging short-term drag from new campus investments and higher attrition in rapidly scaling online programs. Overall, positive strategic and financial trends outweigh the seasonal and timing challenges discussed.Company Guidance
Strong Enrollment Momentum
New enrollment growth of 13% in Peru and 4% in Mexico through completion of intake cycles by mid-April; overall new and total enrollment volumes increased 9% and 6% respectively versus the comparable intake period.
Reaffirmed Full-Year Guidance with EPS Upside
Company reaffirmed 2026 guidance for enrollments, revenue and adjusted EBITDA and raised adjusted EPS guidance by $0.05 to $2.00–$2.08 per share (16%–21% growth vs. 2025) reflecting $105M of share repurchases completed in Q1 and continued buyback plans.
Revenue and Adjusted EBITDA Growth Guidance
Full-year 2026 revenue guidance of $1.890B–$1.905B implies 11%–12% reported growth (6%–7% constant currency) and adjusted EBITDA guidance of $583M–$593M implies 12%–14% reported growth (7%–9% constant currency). Midpoint implies ~50 bps adjusted EBITDA margin expansion on a reported basis.
Q1 Results Ahead of Prior Guidance on Several Metrics
Q1 revenue was $273M and adjusted EBITDA was negative $2M, both ahead of guidance due to favorable FX and timing; on a constant currency and academic calendar-adjusted basis, Q1 revenue increased ~5% year-over-year and adjusted EBITDA was essentially flat (slight $2M decrease).
Peru Online Expansion Driving Growth
Peru new enrollments up 13% and total enrollments up 8% for the intake, driven by rapid scaling of fully online working-adult programs; Peru revenue (seasonally adjusted) increased 13% year-over-year and adjusted EBITDA improved by ~$5M versus prior year on an academic-calendar-adjusted basis.
Strong Balance Sheet and Capital Return
Net debt of ~$60M (gross debt $217M, cash $157M) at quarter end; repurchased $105M of stock in Q1 with $76M remaining authorization; company expects adjusted EBITDA to unlevered free cash flow conversion of ~50% supporting continued returns to shareholders.
Margin Expansion Expected Across Both Markets
Management expects margin accretion in both Mexico and Peru, driven by scale and operating leverage, with margin expansion weighted toward the second half of 2026 despite investments in new campuses.
LAUR 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
LAUR Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 30, 2026 | $31.59 | $30.09 | -4.73% |
Feb 19, 2026 | $35.10 | $33.99 | -3.16% |
Oct 30, 2025 | $28.88 | $31.79 | +10.08% |
Jul 31, 2025 | $22.83 | $22.60 | -1.01% |
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 Laureate Education Inc (LAUR) report earnings?
Laureate Education Inc (LAUR) is schdueled to report earning on Jul 30, 2026, Before Open (Confirmed).
What is Laureate Education Inc (LAUR) earnings time?
Laureate Education Inc (LAUR) earnings time is at Jul 30, 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 LAUR EPS forecast?
LAUR EPS forecast for the fiscal quarter 2026 (Q2) is 0.98.