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Dec 31, 2025
Strategic Education Q4 2025 Earnings Report
Strategic Education reported fourth quarter 2025 revenue growth with significant operating margin expansion and higher earnings year over year.
Key Takeaways
Strategic Education generated Q4 2025 revenue of 323210000, up 3.8% year over year, with operating income rising to 51635000 and net income increasing to 37909000, reflecting margin expansion across segments.
Revenue increased 3.8% year over year to 323210000.
Operating income rose to 51635000 with margin expanding to 16.0%.
Net income increased to 37909000 from 25336000.
Education Technology Services revenue grew 28.3% year over year.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
The company highlighted continued focus on employer affiliated enrollment growth, technology and AI-enabled productivity initiatives, and expansion of Education Technology Services offerings, while acknowledging regulatory and enrollment pressures in certain markets.
Positive Outlook
- Continued growth in Education Technology Services segment.
- Sophia Learning subscriber growth of 47% year over year.
- Employer affiliated enrollment reached 33.5% of USHE enrollment.
- Operating margin expansion driven by productivity initiatives.
- Strong adjusted EBITDA growth year over year.
Challenges Ahead
- USHE enrollment declined 4.0% year over year.
- Australia/New Zealand enrollment declined 1.6% year over year.
- Revenue in Australia/New Zealand decreased 1.6% year over year.
- Ongoing regulatory changes impacting international enrollment in Australia.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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