Adtalem Global Education (ATGE) Company Report

Adtalem Global Education announced plans to accelerate its existing $150 million board-authorized share repurchase program, with $136 million remaining.
The company reaffirmed its Fiscal Year 2026 guidance, anticipating revenue between $1,900 million and $1,940 million and adjusted earnings per share between $7.60 and $7.90.
This decision reflects confidence in the company's financial strength, evidenced by 8% year-over-year enrollment growth and 10.8% year-over-year revenue growth for the first quarter.

Nov 5, 2025, 11:00 AM

Press Release

Adtalem Global Education Reports Strong Q1 FY26 Results and Provides FY26 Guidance

ATGE

Earnings

Guidance Update

Share Buyback

Adtalem Global Education reported Q1 FY26 revenue of $462.3 million, an increase of 10.8% year-over-year, and adjusted EPS of $1.75, up 35.7% year-over-year. Adjusted EBITDA margin for the quarter was 24.2%, a 100 basis point improvement from the prior year.
Total enrollment grew by 8.0% year-over-year to 97,359 students in Q1 FY26, marking the ninth consecutive quarter of total enrollment growth.
The company maintained a strong financial position with $265 million in cash and equivalents as of September 30, 2025, and generated $319 million in trailing twelve months free cash flow. Adtalem also repaid $50 million of its Term Loan B balance and repurchased $8 million of shares in Q1 FY26.
For FY 2026, Adtalem provided guidance projecting revenue between $1,900 million and $1,940 million, representing approximately 6.0% to 8.5% year-over-year growth, and adjusted EPS between $7.60 and $7.90, an approximate 14.0% to 18.5% year-over-year growth.

Oct 30, 2025, 9:00 PM

Presentation

Adtalem Global Education Reports Strong Q1 2026 Results, Addresses Chamberlain Enrollment Challenges

ATGE

Earnings

Guidance Update

Revenue Acceleration/Inflection

Adtalem Global Education reported a strong Q1 fiscal year 2026, with revenue increasing 10.8% to $462.3 million and adjusted earnings per share (EPS) growing 35.7% to $1.75. Adjusted EBITDA expanded by 100 basis points to $112 million.
Total enrollment grew 8% year over year to 97,000 students, marking the ninth consecutive quarter of growth. Walden University achieved record total enrollment with 13.6% growth, and the medical and veterinary segment grew 2.4%.
Chamberlain's total enrollment grew 2.2% in Q1 2026, but this fell short of standards due to execution failures in marketing and enrollment operations. Management has implemented operational improvements, streamlined enrollment processes, and made leadership changes, expecting continued softness in post-licensure enrollment through Q2 and Q3.
The company is maintaining its full-year fiscal 2026 guidance for revenue of $1.9 billion to $1.94 billion and adjusted EPS of $7.60 to $7.90. Adtalem repurchased $8 million of shares in Q1 2026 and has $142 million remaining on its share repurchase program.

Oct 30, 2025, 9:00 PM

Transcript

Adtalem Global Education Reports Strong Q1 2026 Results, Maintains Full-Year Guidance

ATGE

Earnings

Guidance Update

Management Change

Adtalem Global Education (ATGE) reported a strong start to fiscal year 2026, with Q1 2026 revenue increasing nearly 11% to $462.3 million and adjusted earnings per share growing 35.7% to $1.75. Total enrollment grew 8% year over year to 97,000 students, marking the ninth consecutive quarter of growth.
While Walden University and the Medical and Veterinary segment showed strong enrollment and financial performance, Chamberlain's total enrollment grew 2.2% to nearly 40,000 students, but its adjusted EBITDA decreased 5.1% to $35.1 million due to marketing and enrollment operational issues.
Management anticipates continued softness in Chamberlain's post-licensure enrollment through Q2 and Q3, but expects a return to stronger new enrollment in the back half of the year, having implemented leadership changes and operational improvements.
The company is maintaining its full-year fiscal 2026 guidance, projecting revenue between $1.9 billion and $1.94 billion and adjusted EPS between $7.60 and $7.90.
ATGE generated $319 million in trailing 12-month free cash flow and repurchased $8 million of shares in Q1 2026, with $142 million remaining on its share repurchase program.

Oct 30, 2025, 9:00 PM

Transcript

Adtalem Global Education Reports Strong Q1 2026 Results, Maintains Full-Year Guidance

ATGE

Earnings

Guidance Update

Share Buyback

Adtalem Global Education delivered a strong start to fiscal year 2026, with revenue growing nearly 11% to $462 million, adjusted EBITDA increasing 15.8% to $112 million, and adjusted earnings per share rising 36% to $1.75.
The company maintained its full-year fiscal 2026 guidance, expecting revenue between $1.9 billion and $1.94 billion and adjusted EPS between $7.60 and $7.90.
Total enrollment increased 8% year-over-year to 97,000 students , driven by Walden University's 14% enrollment growth to over 52,000 students.
Chamberlain's total enrollment grew 2.2% but fell short of internal standards due to marketing and enrollment execution issues, with anticipated softness in post-licensure enrollment through Q2 and Q3. Management has made leadership changes and operational improvements to address these issues.
Adtalem repurchased $8 million of shares in Q1 2026 and has $142 million remaining on its board-authorized share repurchase program through May 2028.

Oct 30, 2025, 9:00 PM

Transcript

Adtalem Global Education Reports Strong Q1 FY2026 Results, Maintains Guidance

ATGE

Earnings

Guidance Update

Share Buyback

Adtalem Global Education reported strong first-quarter fiscal year 2026 results, with revenue up 10.8% year-over-year to $462.3 million and adjusted diluted earnings per share increasing 35.7% year-over-year to $1.75 for the period ended September 30, 2025.
The company achieved its ninth consecutive quarter of enrollment growth, with total student enrollment reaching 97,359, an 8.0% increase year-over-year. Walden University saw the highest growth at 13.6% year-over-year.
Adtalem maintained its fiscal year 2026 guidance, projecting revenue between $1,900 million and $1,940 million and adjusted earnings per share between $7.60 and $7.90.
The company continued its capital allocation strategy, repurchasing $8 million of shares in the first quarter and reporting a net leverage of 0.6x as of September 30, 2025.

Oct 30, 2025, 8:15 PM

Press Release

Adtalem Global Education Inc. Reports Q1 Fiscal Year 2026 Results and Maintains Guidance

ATGE

Earnings

Guidance Update

Share Buyback

Adtalem Global Education Inc. reported Q1 Fiscal Year 2026 revenue of $462.3 million, an increase of 10.8% year-over-year, and adjusted diluted earnings per share of $1.75, up 35.7% year-over-year. Total student enrollment grew 8.0% year-over-year to 97,359.
The company repurchased $8 million of shares in the first quarter, with $142 million remaining under its share repurchase program, and reported a net leverage of 0.6x as of September 30, 2025.
Adtalem Global Education Inc. maintained its Fiscal Year 2026 guidance, projecting revenue between $1,900 million and $1,940 million and adjusted earnings per share between $7.60 and $7.90.

Oct 30, 2025, 8:14 PM

8-K

Adtalem Global Education Discusses Growth Strategy, Employer Partnerships, and Capital Allocation

ATGE

M&A

Share Buyback

New Projects/Investments

Adtalem Global Education (ATGE) is a leading healthcare education provider, guiding for mid-single-digit top-line growth and 100 basis points of annual margin expansion, a trajectory it has consistently met or exceeded.
The company is actively addressing the healthcare talent shortage through scalable employer partnerships, exemplified by the Aspiring Nurse program with SSM Health, which secures talent pipelines and offers tuition support.
To mitigate regulatory changes impacting student loans, ATGE has established a partnership with Sallie Mae to provide attractive private financing options, leveraging its students' strong earning potential.
With $330 million in free cash flow last year, ATGE maintains a flexible capital allocation strategy, prioritizing core business investments, aggressive share repurchases, and disciplined bolt-on M&A in healthcare education and ed tech.
The "Growth with Purpose" strategy has driven operational excellence, resulting in record academic and financial outcomes, including 23,000 graduates last year.

Sep 30, 2025, 6:50 PM

Transcript

Earnings Transcripts

Quarterly earnings call transcripts for Adtalem Global Education.

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