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Sep 30, 2025
UTI Q4 2025 Earnings Report
Universal Technical Institute reported flat earnings in Q4 with revenue growth driven by increased student enrollments.
Key Takeaways
Q4 2025 results showed a steady net income of $18.8M on revenues of $222.4M, reflecting strong enrollment trends despite a slight dip in EPS and operating income.
Revenue rose to $222.4M, up from $196.4M the previous year.
Net income remained flat at $18.8M compared to Q4 2024.
Total new student starts grew to 12,109 in the quarter.
Average full-time student population increased by 8.1%.
Revenue by Segment
Forward Guidance
UTI expects moderate revenue growth in FY26, with significant planned investments expected to impact short-term margins.
Positive Outlook
- FY26 revenue projected between $905M and $915M.
- Baseline adjusted EBITDA (excluding growth investments) expected to exceed $150M.
- Strong momentum from program and campus expansion strategy.
- Growth plan includes up to five new campuses in FY26.
- Student enrollment trends remain robust.
Challenges Ahead
- Adjusted EBITDA guidance ($114M–$119M) includes $40M in growth investments.
- Net income expected to decline to $40M–$45M.
- EPS projected to drop to $0.71–$0.80.
- Free cash flow forecasted to decline to $20M–$25M.
- Increased capex (~$100M) may pressure near-term liquidity.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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