Perdoceo Education (PRDO)
NASDAQ:PRDO
Earnings Data
Report Date
Apr 30, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.79Last Year’s EPS
0.65Same Quarter Last Year
Moderate Buy
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed strong overall financial and operational momentum with significant revenue, cash flow and adjusted operating income growth, growing enrollments across the portfolio, accretive acquisition progress, and a shareholder-friendly capital allocation policy. Near-term headwinds cited were reinvestments and nonrecurring compensation expenses that pressured some segment operating results, reporting seasonality at AIU system and a temporary moderation of enrollment growth due to high graduate counts in 2026. On balance, the positives (robust top-line and adjusted profitability growth, improved cash generation, clear 2026 guidance upside and capital returns) materially outweigh the limited lowlights.Company Guidance
Strong Revenue Growth
Full year revenue increased 24.2% year-over-year to $846.1 million; fourth quarter revenue rose 20.0% to $211.6 million (from $176.4 million).
Improved Profitability and EPS
Full year net income was $159.9 million ($2.42 per diluted share) vs. $147.6 million ($2.19) prior year; adjusted earnings per diluted share increased 15.5% to $2.61 for the full year. Fourth quarter adjusted EPS rose 20.4% to $0.59 from $0.49.
Operating Income and Adjusted Operating Income Expansion
Full year operating income grew 12.5% to $196.0 million while adjusted operating income increased 25.8% to $237.6 million; fourth quarter adjusted operating income was $51.6 million vs. $42.7 million prior year.
Enrollment Growth Across Portfolio
Total student enrollments rose 7.3% year-over-year as of December 31, 2025, driven by AIU system up 11.2%, CTU up 6.6% (record 30,000 students), and St. Augustine up 2.6%.
Accretive Acquisition and St. Augustine Momentum
University of St. Augustine acquisition (Dec 2024) has been accretive to adjusted operating income; St. Augustine ended fall term ~3,900 students, expanded program modalities, and is expected to deliver double-digit adjusted operating income growth in 2026.
Strong Cash Generation and Liquidity
Net cash provided by operations was $225.2 million (vs. $161.6 million prior year); company ended the year with $643.5 million in cash, cash equivalents, restricted cash and short-term investments, up ~$51.9 million year-over-year.
Capital Returned to Shareholders
Returned $157.6 million to shareholders in 2025 via $120.8 million in share repurchases (4.1 million shares at an average $29.17) and $36.9 million in dividends; Board approved new $100 million repurchase authorization.
Positive 2026 Outlook and Guidance
Management expects 2026 adjusted operating income of $250–$263 million (vs. $237.6 million in 2025) and adjusted EPS of $2.97–$3.12 (~16% increase at midpoint). Q1 2026 adjusted operating income guidance is $68–$70 million (vs. $63.5 million prior year) and adjusted EPS $0.83–$0.85 (vs. $0.70).
Operational Focus on Student Outcomes and Technology
Company cites multiyear-high retention levels, investments in marketing/admissions and technology (including exploration of AI) to support enrollment, engagement and academic outcomes.
PRDO 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
PRDO Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 19, 2026 | $31.39 | $32.69 | +4.15% |
Sep 30, 2025 | $37.29 | $36.80 | -1.30% |
Jul 31, 2025 | $28.37 | $29.27 | +3.20% |
May 01, 2025 | $24.71 | $30.27 | +22.48% |
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 Perdoceo Education (PRDO) report earnings?
Perdoceo Education (PRDO) is schdueled to report earning on Apr 30, 2026, After Close (Confirmed).
What is Perdoceo Education (PRDO) earnings time?
Perdoceo Education (PRDO) 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 PRDO EPS forecast?
PRDO EPS forecast for the fiscal quarter 2026 (Q1) is 0.79.