The earnings call presented a generally positive outlook for Strategic Education, with significant growth in the Education Technology Services segment and strong financial performance. However, challenges remain due to decreased enrollment in Australia and New Zealand and regulatory restrictions on international students.

Company Guidance

During the third quarter of 2025, Strategic Education reported a 5% increase in revenue on an adjusted constant currency basis compared to the previous year, driven by a 46% jump in revenue and a 48% rise in operating income within the Education Technology Services (ETS) division, reaching $38 million and $16 million, respectively. The company achieved a 400 basis point margin expansion and a significant 39% growth in operating income, partially due to restructuring costs associated with productivity initiatives. Adjusted earnings surged by 41% to $1.64, up from $1.16 the prior year. U.S. Higher Education experienced a 3% revenue increase, with employer-affiliated enrollment rising by 8%, representing 33% of total enrollments. The health care portfolio also saw a 7% increase in total enrollment. Meanwhile, the Australia and New Zealand segment faced a 2% drop in total enrollment, reflecting regulatory restrictions, with revenue similarly decreasing by 2% to $70 million. The company repurchased approximately 429,000 shares for $34 million during the quarter, leaving $134 million remaining in its share repurchase authorization.

Strong Growth in Education Technology Services

Revenue and operating income in the Education Technology Services division increased by 46% and 48% from the prior year, respectively.

Operating Income and Margin Expansion

Operating income grew by 39% with a 400 basis point margin expansion. Adjusted earnings increased by 41% from the prior year.

Sophia Learning Growth

Sophia Learning saw a 42% growth in both average and total subscribers and revenue, driven by consumer and employer-affiliated subscribers.

U.S. Higher Education Enrollment and Income

Employer-affiliated enrollment increased by approximately 8%, with operating income almost doubling to $23 million and a 520 basis point margin increase.

Capital Allocation and Share Repurchase

Repurchased approximately 429,000 shares for $34 million during the quarter, with $134 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
Feb 26, 2026	2025 (Q4)	1.41 / -	1.27	―	―	―
Nov 06, 2025	2025 (Q3)	1.30 / 1.63	1.16	40.52% (+0.47)
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)

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
Nov 06, 2025	$74.79	$75.31	+0.70%
Jul 30, 2025	$78.88	$73.71	-6.55%
Apr 24, 2025	$79.02	$78.90	-0.15%
Feb 27, 2025	$95.87	$78.11	-18.53%

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 Feb 26, 2026, Before Open (Confirmed).

What is Strategic Education Inc (STRA) earnings time?

Strategic Education Inc (STRA) earnings time is at Feb 26, 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 STRA EPS forecast?

STRA EPS forecast for the fiscal quarter 2025 (Q4) is 1.41.

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