LOPE · Grand Canyon Education, Inc.
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Metrics snapshot
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AI Brief
Q2 FY26 earnings call · Jul 30, 2026TL;DR. Grand Canyon Education reported Q2 2026 adjusted EPS of $1.81, a $0.14 beat over consensus, and updated full-year 2026 adjusted EPS guidance to $0.14 above consensus, while a newly executed amended master services agreement with GCU will reduce service revenue by ~$20 million annually with an immaterial operating income impact.
- + Q2 2026 adjusted EPS of $1.81 beat consensus estimates by $0.14.
- + Full-year 2026 adjusted EPS guidance now sits $0.14 above consensus estimates.
- + University partner enrollments grew 7.6% to 126,231, driven by GCU online enrollments up 7.8% and hybrid site enrollments up 18.5% excluding closed/teach-out sites.
- + Q2 2026 operating income grew 12.3% to $58.2 million and operating margin expanded to 22.0% from 20.9%.
- + Adjusted EBITDA increased 8.9% to $73.4 million in Q2 2026.
- + Amended 15-year MSA with GCU eliminates GCU's ability to terminate for convenience and provides long-term contract stability through June 30, 2041.
- − Amended MSA will reduce GCE's service revenue by approximately $20 million annually.
- − Q3 2026 service revenue will be reduced by $4 million and Q4 by $6 million due to the amended MSA.
- − GCU ground semester start/end date shift will move $8.3 million of revenue from Q3 2026 to Q4 2026 versus the prior year.
- − Contract modifications with a university partner reduced GCE's revenue share percentage in exchange for no longer reimbursing faculty costs, lowering revenue per student.
- − Q2 2026 effective tax rate rose to 24.7% from 24.5% due to higher state income taxes.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders NeutralIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
Education & Training Services — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
LOPE
this stock
Grand Canyon Education, Inc.
|
$3.84B | -8.9% | +19.8% | 17.8 | 8.4% |
|
EDU
New Oriental Education & Technology Group Inc.
|
$8.75B | +0.8% | +15.5% | — | 2.0% |
|
TAL
TAL Education Group
|
$6.66B | +10.6% | +33.7% | — | 3.7% |
|
LAUR
Laureate Education, Inc.
|
$5.15B | +13.3% | +19.5% | 17.0 | 3.1% |
|
CVSA
Covista Inc.
|
$4.18B | +18.1% | +9.3% | 17.4 | 5.7% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| LOPE | +0.6% | +1.0% | -9.8% | +2.3% | -8.9% |
| SPY | -0.7% | +0.1% | +12.2% | -0.6% | +11.8% |
| vs SPY | +1.3% | +0.9% | -21.9% | +2.9% | -20.7% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.