Strategic Education Posts Impressive Quarterly Results, Beating Forecasts

Strategic Education has delivered robust financial performance for the second quarter of 2025, reporting figures that surpassed market expectations. Revenue climbed to $321.5 million, marking a 2.9% year-over-year increase. When adjusted for foreign currency impacts, the growth rate was even stronger at 3.6%. The company’s adjusted earnings per share (EPS) reached $1.52, significantly outpacing the analyst consensus estimate of $1.43. Operating income also saw substantial improvement, rising to $45.8 million. This resulted in an operating margin of 14.2%, a notable expansion from the 13.4% margin reported in the same quarter last year.

A significant driver of this performance was the company’s Education Technology Services (ETS) division, which is undergoing a major transformation. ETS revenue surged by an impressive 49.6% to $36.7 million. This explosive growth was fueled by two primary factors: a nearly 40% jump in subscribers for... Read more...