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LAUR · Laureate Education, Inc.

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$37.62 +0.24 (+0.64%) At close · Aug 14
Market Cap
$5.18B
Shares
137.75M
All earnings calls

Earnings call · FY2026 Q2

Q2 2026 Laureate Education, Inc. Earnings Conference Call

Q2 2026 Laureate Education, Inc. Earnings Conference Call

Concluded Jul 30, 2026 Audio replay Verified speakers
Jul 30, 2026 4:41 3 turns
Period
FY2026 Q2
Runtime
4:41
Sources
4 artifacts

Executive readout · one minute

What matters this quarter

Laureate Education reported Q2 2026 revenue of $615.9 million (up 17% reported, 8% constant currency) and Adjusted EBITDA of $250.6 million, raised full-year 2026 guidance, and increased its share repurchase authorization by $150 million.

Geographic expansion of US model 5 Brazil market dynamics 4 Disciplined operating approach vs. competitor practices 4 Product portfolio: campus and online 4

Management tone

Positive

Net tone +18 · low hedging

Grounding quotes
  • “we are very disciplined”
  • “we have a great product for young students that involves the campus experience”
  • “very high quality online product with a lot of flexibility and a lot of built-in digital and AI tools”
  • “regulatory steps are now being taken to try to clean that up”

Forward guidance

2 guided metrics

Management's latest ranges and targets are included below.

Research coverage

4 live sources

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Revenue $615.86M +17.5% YoY
Diluted EPS $0.98 +50.8% YoY
Net income $137.10M +44.2% YoY

Research materials

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Key takeaways

What improved, and what deserves a closer read.

Constructive signals

  • Q2 revenue up 17% reported (8% constant currency) to $615.9 million
  • Q2 net income rose to $137.1 million from $97.4 million and Q2 Adjusted EBITDA grew to $250.6 million from $214.5 million
  • New enrollments up 10% and total enrollments up 6% in the first half of 2026
  • Company raised full-year 2026 guidance
  • Board increased share repurchase authorization by $150 million

Risks & pressure points

  • H1 2026 revenue and Adjusted EBITDA each unfavorably impacted by ~$9 million of intra-year academic calendar timing due to later semester start dates
  • Brazil flagged as an outlier market with overcapacity challenges following industry issues, requiring regulatory steps to address

Forward guidance

From the 8-K filed Jul 30, 2026.

Metric Guided
Revenues
full-year 2026
$1.92B – $1.93B
Adjusted EBITDA
full-year 2026
$593M – $599M

Quarter detail

How the reported period landed and where the business moved.

Revenue · segments

Peru Segment$346.86M +13.1% YoY
Mexico Segment$269.00M +23.8% YoY

Capital returned

Buybacks · derived
$77.69M
Shares repurchased
2.24M
Full-screen source Call document