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Dec 31, 2025
Grand Canyon Education Q4 2025 Earnings Report
Grand Canyon Education reported a 5.3% increase in service revenue and an 8.1% increase in operating income for the fourth quarter of 2025.
Key Takeaways
Grand Canyon Education, Inc. announced strong fourth-quarter 2025 results, with service revenue increasing by 5.3% to $308.1 million and net income rising by 5.9% to $86.7 million. Diluted EPS also saw a significant increase to $3.14. The growth was primarily driven by a 7.1% increase in university partner enrollments.
Service revenue increased by 5.3% to $308.1 million in Q4 2025, up from $292.6 million in Q4 2024.
Net income for Q4 2025 was $86.7 million, a 5.9% increase from $81.9 million in Q4 2024.
Diluted net income per share rose to $3.14 in Q4 2025, compared to $2.84 in Q4 2024.
University partner enrollments grew by 7.1% to 136,239 at December 31, 2025.
Revenue by Segment
Forward Guidance
Grand Canyon Education, Inc. provided a positive outlook for the full year 2026, projecting significant increases in service revenue and diluted EPS.
Positive Outlook
- Full Year 2026 service revenue is projected to be between $1,167.5 million and $1,189.0 million, indicating continued growth.
- Full Year 2026 diluted EPS is expected to be between $9.55 and $10.16, showing strong profitability.
- Q4 2026 diluted EPS is projected to be between $3.57 and $3.85, a substantial increase from Q4 2025.
- Q4 2026 operating margin is expected to be robust, between 36.4% and 38.2%.
- Adjusted non-GAAP diluted income per share for Full Year 2026 is projected between $9.79 and $10.40.
Challenges Ahead
- Q2 2026 operating margin is projected to be lower than other quarters, between 20.1% and 21.3%.
- Q2 2026 diluted EPS is projected to be the lowest among the quarters, between $1.56 and $1.68.
- The effective tax rate for Q2 and Q3 2026 is projected at 24.9%, higher than Q1 and Q4.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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