Strategic Education, Inc. (STRA) Q1 2026 Earnings Call

Concluded Apr 23, 2026

Apr 23, 2026 0 turns

Period: FY2026 Q1
Runtime: —
Sources: 2 artifacts

8-K 10-Q

Executive readout · one minute

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U.S. higher education enrollment trends 50 Education Technology Services (ETS) growth 16 AI-driven productivity and cost savings 14 Employer-affiliated enrollment strategy 10 Notional model and 2026 outlook 10 Healthcare portfolio 9

Management tone

Confident

Net tone +65 · low hedging

Grounding quotes

“We are very pleased with our fourth quarter and 2025 full-year results that we released earlier today.”
“These results were driven by strong growth in both consumer and employer-affiliated subscribers.”
“2025 was another record year for education technology services segment which grew revenue by more than 40 percent to nearly 150 million dollars”
“I'm confident over the long term that enrollment will normalize and there's nothing that I see that would take me off what I said a moment ago that we expect our performance this year to be in line with our notional plan.”

Research coverage

2 live sources

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Revenue $305.93M +0.8% YoY

Diluted EPS $1.48 +19.4% YoY

Net income $32.81M +10.3% YoY

Research materials

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8-K earnings release Filed Apr 23, 2026 10-Q report Filed Apr 23, 2026 Company webcastOpen the original investor-relations page

Quarter detail

How the reported period landed and where the business moved.

Revenue · segments

US Higher Education Segment$212.59M -3.8% YoY

Australia New Zealand Segment$51.82M +7.4% YoY

Education Technology Services$41.52M +21% YoY

Capital returned

Buybacks: $39.99M
Shares repurchased: 493,105

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