LAUREATE EDUCATION (LAUR) Company Report

Laureate Education reported strong Q3 2025 financial performance with revenue of $400 million and adjusted EBITDA of $95 million, both exceeding previous guidance. Adjusted earnings per share for the quarter was $0.25 per share.
New enrollment volumes increased 7% and total enrollment volumes increased 6% in Q3 2025 year-over-year. This growth was significantly driven by a 21% increase in new enrollments in Peru, particularly in fully online working adult programs, and 4% growth in Mexico's primary intake (excluding campus closures).
The company has increased its full-year 2025 outlook, now projecting revenues between $1.681 billion and $1.686 billion and adjusted EBITDA between $508 million and $512 million. For Q4 2025, revenue is expected to be $521 million to $526 million and adjusted EBITDA $194 million to $198 million.
Laureate's Board authorized a $150 million increase to its stock repurchase program, with $177 million remaining available under the current authorization. The company maintained a strong balance sheet, ending September 2025 with a net cash position of $139 million.

Oct 30, 2025, 12:30 PM

Transcript

Laureate Education Announces Strong Q3 2025 Results and Increased Full-Year Guidance

LAUR

Earnings

Guidance Update

Share Buyback

Laureate Education reported strong Q3 2025 financial performance, with revenue of $400 million and adjusted EBITDA of $95 million, both exceeding previous guidance.
The company increased its full-year 2025 guidance, now expecting revenues between $1.681 billion and $1.686 billion and adjusted EBITDA between $508 million and $512 million. Total enrollments are projected to be approximately 494,000 students.
The board authorized a $150 million increase to the stock repurchase program, bringing the total available under the current authorization to $177 million.
Operational highlights include double-digit growth in Peru's secondary intake, driven by fully online working adult programs, and a 4% increase in Mexico's primary intake (excluding campus closures). Two new campuses were also opened in Monterrey, Mexico, and Lima's Ate district in Peru.

Oct 30, 2025, 12:30 PM

Transcript

Laureate Education Reports Strong Q3 2025 Results and Raises Full-Year Guidance

LAUR

Earnings

Guidance Update

Share Buyback

Laureate Education reported Q3 2025 revenue of $400 million and adjusted EBITDA of $95 million, both exceeding prior guidance.
The company increased its full-year 2025 guidance, now expecting revenues between $1.681 billion and $1.686 billion and adjusted EBITDA between $508 million and $512 million.
The Board authorized a $150 million increase to the stock repurchase program, with $177 million remaining available for repurchases.
New enrollments in Peru increased by 21% in Q3 2025, driven by fully online programs, while Mexico's new enrollments grew 4% excluding campus closures.

Oct 30, 2025, 12:30 PM

Transcript

Laureate Education, Inc. Announces Q3 2025 Results, Raises Full-Year Guidance, and Increases Stock Buyback Authorization

LAUR

Earnings

Guidance Update

Share Buyback

Laureate Education, Inc. (LAUR) reported Q3 2025 revenue of $400 million and Adjusted EBITDA of $95 million, both ahead of guidance. The company also recorded Net Income of $34 million for the quarter.
The company raised its full-year 2025 guidance, with Revenue now projected between $1,681 million and $1,686 million and Adjusted EBITDA between $508 million and $512 million. This reflects a mid-point increase of $61 million for Revenue and $17 million for Adjusted EBITDA.
LAUR announced a $150 million increase in its stock buyback authorization, bringing the total capacity to $177 million.
New Enrollments for Q3 2025 grew by 7% to 130K, and Total Enrollment increased by 6% to 511K.

Oct 30, 2025, 12:30 PM

Presentation

Laureate Education Reports Q3 and Nine-Month 2025 Results, Increases Share Buyback, and Updates Full-Year Outlook

LAUR

Earnings

Guidance Update

Share Buyback

Laureate Education reported Q3 2025 revenue of $400.2 million, a 9% increase year-over-year, and Adjusted EBITDA of $94.8 million. For the nine months ended September 30, 2025, revenue was $1,160.5 million (up 2%) and Adjusted EBITDA was $314.7 million (up from $308.9 million).
Net income for Q3 2025 was $34.4 million ($0.23 EPS) and $112.3 million ($0.74 EPS) for the nine months, with decreases primarily attributed to foreign currency exchange rate changes and a discrete tax benefit recorded in 2024.
The company's board approved a $150 million increase to its stock repurchase program, raising the total authorization to $250 million, with approximately $177 million remaining for repurchases.
Laureate updated its full-year 2025 outlook, projecting revenues between $1,681 million and $1,686 million (7%-8% growth) and Adjusted EBITDA between $508 million and $512 million (13%-14% growth). Total enrollments are expected to reach approximately 494,000 students, reflecting 5% growth.

Oct 30, 2025, 11:30 AM

Press Release

Laureate Education Reports Q3 2025 Financial Results and Increases Full-Year Guidance

LAUR

Earnings

Guidance Update

Share Buyback

Laureate Education reported a 9% increase in revenue to $400.2 million and Adjusted EBITDA of $94.8 million for the third quarter ended September 30, 2025, compared to the same period in 2024.
For the nine months ended September 30, 2025, new enrollments increased 7% and total enrollments increased 6% compared to the prior year.
The company increased its full-year 2025 guidance, now expecting revenues in the range of $1,681 million to $1,686 million and Adjusted EBITDA in the range of $508 million to $512 million.
Laureate's board approved a $150 million increase to its stock repurchase program, raising the total authorization to $250 million, with approximately $177 million remaining for repurchases.

Oct 30, 2025, 11:12 AM

8-K

Laureate Education Reports Strong 2024 Results and Provides 2025 Guidance

LAUR

Earnings

Guidance Update

Share Buyback

Laureate Education reported full-year 2024 revenue of $1.567 billion and Adjusted EBITDA of $450 million, achieving a new historic high Adjusted EBITDA margin of 28.7%. On an organic constant currency basis, revenue grew 7%, and Adjusted EBITDA grew 9%.
The company ended 2024 with a net debt position of $11 million and returned $102 million to shareholders through share repurchases, with $98 million of unused authorization remaining.
For full-year 2025, Laureate expects total enrollments to grow 4%-5% to 489,000-495,000 students. Reported revenues are projected to be flat to down 1% ($1.545-$1.570 billion) due to significant foreign currency translation headwinds, primarily from the Mexican peso. However, on an organic constant currency basis, revenue is expected to grow 6%-7%.
Adjusted EBITDA for 2025 is guided to be $467 million-$477 million, representing 4%-6% growth on an as-reported basis and 11%-13% growth on an organic constant currency basis, with an anticipated 150 basis point increase in Adjusted EBITDA margins.