Education
About Us
Working with TipRanks
Follow Us
Strategic Education Inc (STRA)
NASDAQ:STRA
Earnings Data
Report Date
Jul 23, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
1.43Last Year’s EPS
1.33Same Quarter Last Year
Strong Buy
Based on 3 Analysts Ratings
---
Earnings Call Summary
Earnings Call Date:Apr 24, 2025
|% Change Since: 10.04%
|Next Earnings Date:Jul 23, 2025
Earnings Call Sentiment|Positive
The earnings call reflected positive financial growth and strategic advancements in corporate partnerships and education technology services. However, challenges persist in international markets, particularly in Australia and New Zealand, and the US higher education enrollment growth has slowed. Despite these challenges, the strong performance in ETS and strategic partnerships provide a positive outlook.Company Guidance
During the first quarter of 2025, Strategic Education reported a 5% revenue increase and a 16% rise in adjusted operating income, with an operating margin of 13.6%. Adjusted earnings per share grew by 16% to $1.29. U.S. higher education enrollment saw a slight increase, with employer-affiliated enrollment rising 7%, contributing to a 1% growth in U.S. higher education revenue and a 7% increase in operating income. The corporate partnership enrollment percentage increased to 31%, up 200 basis points from the previous year. In Australia and New Zealand, total enrollment decreased by 1% due to regulatory changes affecting international students, although domestic enrollment showed growth. ANZ revenue increased by 6% on a constant currency basis, despite reporting a $2.2 million operating loss. The education technology services segment experienced strong performance, with a 45% revenue increase and a 37% rise in operating income, although the operating margin declined by 240 basis points to 40.3%. Sofia Learning saw a 37% increase in average total subscribers, while Workforce Edge expanded its partnerships, reaching 78 corporate partners. Strategic Education repurchased approximately 390,000 shares for $32 million, leaving $197 million in share repurchase authorization for the year.Revenue and Earnings Growth
SEI's revenue grew by 5% in the first quarter, and adjusted operating income increased 16%. Operating margin increased to 13.6%, while adjusted earnings per share grew 16% to $1.29, compared to $1.11 for the same period in Q1 2024.
Education Technology Services Performance
The education technology services segment saw strong performance with revenue growing by 45% and operating income increasing 37%. Sofia Learning subscriptions and new Workforce Edge employer partnerships drove this growth.
US Higher Education Enrollment
Total enrollment in U.S. higher education slightly increased, with strong employer-affiliated enrollment rising 7% from the previous year. Corporate partnership enrollment now constitutes 31% of total US higher education enrollment, an increase of 200 basis points from the prior year.
Notable Corporate Partnerships
Workforce Edge added two additional corporate partners, bringing the total to 78, employing about 3.9 million employees. The partnership with Best Buy expanded, allowing employees to earn degrees at no cost.
Capital Allocation Strategy
The company repurchased approximately 390,000 shares for $32 million, with $197 million remaining in share repurchase authorization.
---
STRA 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
---
STRA Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| Apr 24, 2025 | $80.15 | $80.02 | -0.16% |
| Feb 27, 2025 | $97.23 | $79.22 | -18.52% |
| Nov 07, 2024 | $95.14 | $97.21 | +2.18% |
| Jul 31, 2024 | $118.48 | $103.35 | -12.77% |
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 Jul 23, 2025, TBA Not Confirmed.
What is Strategic Education Inc (STRA) earnings time?
Strategic Education Inc (STRA) earnings time is at Jul 23, 2025, TBA Not 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 (Q2) is 1.43.
---