Loading...
•
Dec 31, 2025
Adtalem Q2 2026 Earnings Report
Adtalem Global Education reported strong second quarter fiscal year 2026 results, with significant growth in revenue, adjusted EPS, and total student enrollment, leading to an upward revision of its fiscal year 2026 adjusted earnings per share guidance.
Key Takeaways
Adtalem Global Education delivered a robust second quarter for fiscal year 2026, marked by a 12.4% year-over-year increase in revenue to $503.4 million and a 34.3% rise in adjusted diluted earnings per share to $2.43. The company achieved its tenth consecutive quarter of total enrollment growth, reaching 97,010 students, up 6.3% year-over-year, driven by strong performance in Walden University and Chamberlain University. This strong performance led to an increase in the fiscal year 2026 adjusted EPS guidance.
Total student enrollment increased by 6.3% year-over-year to 97,010, marking the tenth consecutive quarter of growth.
Revenue for the quarter reached $503.4 million, representing a 12.4% increase compared to the prior year.
Diluted earnings per share were $2.11, while adjusted diluted earnings per share grew by 34.3% year-over-year to $2.43.
Adjusted EBITDA rose by 23.9% year-over-year to $154.9 million, with an adjusted EBITDA margin of 30.8%.
Revenue by Segment
Forward Guidance
Adtalem maintained its fiscal year 2026 revenue guidance and raised its adjusted earnings per share guidance, reflecting confidence in continued growth.
Positive Outlook
- Fiscal Year 2026 revenue guidance maintained at $1,900 million to $1,940 million, representing approximately 6% to 8.5% growth year-over-year.
- Adjusted earnings per share guidance raised from $7.60-$7.90 to $7.80-$8.00.
- New adjusted EPS guidance represents approximately 17% to 20% growth year-over-year.
- Company continues to execute on its Growth with Purpose strategy.
- Investor Day scheduled for February 24, 2026, to provide further insights into future plans.
Challenges Ahead
- No specific negative forward guidance points were provided in the report.
- The report does not detail potential challenges in achieving the raised EPS guidance.
- No specific risks or headwinds for the upcoming quarters were highlighted in the guidance.
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
Loading earnings performance data...
Loading earnings reaction data...