The earnings call reflected a generally positive outlook with strong growth in the Education Technology Services segment, effective capital allocation, and rising employer-affiliated enrollment. However, challenges remain in the U.S. Higher Education and ANZ segments due to enrollment declines and regulatory restrictions.

Company Guidance -

Q3 2025

During Strategic Education's Second Quarter 2025 Results Conference Call, the company reported a 4% revenue growth on a constant currency basis and a 2% increase in operating expenses, resulting in a 12% rise in operating income to $49 million. The operating margin improved by 110 basis points to 15.2%, and adjusted earnings per share increased by 16% to $1.54. The Education Technology Services (ETS) segment showed significant growth, with revenue and operating income both rising by 50% to $37 million and $15 million, respectively. ETS's contribution to Strategic Education's operating income increased from 23% to 31%. Sophia Learning saw a 40% growth in both average and total subscribers and revenue. Workforce Edge continued its strong performance with 80 corporate partnerships employing over 3.8 million people. U.S. Higher Education encountered a 1% enrollment decline, but employer-affiliated enrollment grew by 8%, now representing 32% of total enrollment. The Australia and New Zealand segment experienced a 3% decline in total enrollment due to regulatory restrictions on international students, but domestic enrollment showed mid- to high single-digit growth. The company repurchased approximately 325,000 shares for $28 million during the quarter, leaving $169 million for further repurchases by year-end.

Education Technology Services (ETS) Performance

ETS revenue and operating income increased by 50% from the prior year, contributing significantly to SEI's earnings composition.

Revenue and Earnings Growth

SEI's revenue grew by 4% on a constant currency basis, with operating income increasing by 12% and adjusted earnings per share rising by 16% from the prior year.

Strong Performance in Sophia Learning

Sophia Learning grew both average and total subscribers and revenue by 40%, driven by strong growth in consumer and employer-affiliated subscribers.

Workforce Edge Success

Workforce Edge now has 80 corporate partnerships with over 3.8 million employees, indicating strong performance.

U.S. Higher Education Employer-Affiliated Enrollment

Employer-affiliated enrollment increased by 8% and now represents 32% of all U.S. higher education enrollment.

Effective Capital Allocation

Repurchased approximately 325,000 shares for $28 million in the quarter, with $169 million remaining on the share repurchase authorization.

Strategic Education (STRA) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

STRA Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 30, 2025	2025 (Q3)	1.30 / -	1.16	―	―	―
Jul 30, 2025	2025 (Q2)	1.43 / 1.52	1.33	14.29% (+0.19)
Apr 24, 2025	2025 (Q1)	0.96 / 1.30	1.11	17.12% (+0.19)
Feb 27, 2025	2024 (Q4)	1.24 / 1.27	1.68	-24.40% (-0.41)
Nov 07, 2024	2024 (Q3)	0.80 / 1.16	0.97	19.59% (+0.19)
Jul 31, 2024	2024 (Q2)	1.19 / 1.33	0.82	62.20% (+0.51)
Apr 25, 2024	2024 (Q1)	0.58 / 1.11	0.24	362.50% (+0.87)
Feb 29, 2024	2023 (Q4)	1.34 / 1.68	0.78	115.38% (+0.90)
Nov 02, 2023	2023 (Q3)	0.81 / 0.97	0.33	193.94% (+0.64)
Jul 27, 2023	2023 (Q2)	0.69 / 0.82	0.87	-5.75% (-0.05)

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

STRA Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 30, 2025	$79.45	$74.25	-6.54%
Apr 24, 2025	$79.60	$79.47	-0.16%
Feb 27, 2025	$96.57	$78.68	-18.53%
Nov 07, 2024	$94.49	$96.54	+2.17%

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 Strategic Education Inc (STRA) report earnings?

Strategic Education Inc (STRA) is schdueled to report earning on Oct 30, 2025, Before Open (Confirmed).

What is Strategic Education Inc (STRA) earnings time?

Strategic Education Inc (STRA) earnings time is at Oct 30, 2025, 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 STRA EPS forecast?

STRA EPS forecast for the fiscal quarter 2025 (Q3) is 1.3.

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