Earnings summaries and quarterly performance for Grand Canyon Education.
Executive leadership at Grand Canyon Education.
Board of directors at Grand Canyon Education.
Research analysts who have asked questions during Grand Canyon Education earnings calls.
Jeffrey Silber
BMO Capital Markets
6 questions for LOPE
Also covers: AMN, ASGN, ATGE +19 more
Steven Pawlak
Baird
3 questions for LOPE
Also covers: ATGE, KLC, UDMY
Alexander Paris
Barrington Research Associates, Inc.
2 questions for LOPE
Also covers: APEI, ATGE, CSV +10 more
Alex Paris
Barrington Research Associates
2 questions for LOPE
Also covers: HRB, LINC, LRN +5 more
Recent press releases and 8-K filings for LOPE.
Grand Canyon Education Reports Strong Q4 2025 Results and Provides 2026 Guidance
LOPE
Earnings
Guidance Update
Share Buyback
- Grand Canyon Education reported Q4 2025 service revenue of $308.1 million, an increase of 5.3% year-over-year, with operating income of $108.1 million and an operating margin of 35.1%.
- Diluted income per share for Q4 2025 was $3.14 GAAP and $3.21 non-GAAP, with the non-GAAP figure exceeding consensus estimates by 2 cents.
- The company achieved significant enrollment growth in Q4 2025, with online enrollment up 8.7% and hybrid growth of 18.7% (excluding closed sites).
- In Q4 2025, the company repurchased 605,730 shares for approximately $100 million, with $284.6 million remaining under its share repurchase authorization.
- For 2026, Grand Canyon Education anticipates mid- to high-single digit new online enrollment growth and projects full-year margins to expand, despite an estimated $4.2 million reduction in revenue due to contract modifications and teach-outs.
Feb 18, 2026, 9:30 PM
Grand Canyon Education Reports Strong Q4 2025 Results and Provides 2026 Guidance
LOPE
Earnings
Guidance Update
Share Buyback
- Grand Canyon Education reported Q4 2025 service revenue of $308.1 million, a 5.3% increase year-over-year, and non-GAAP diluted income per share of $3.21, which was $0.02 above consensus estimates. The operating margin for the quarter was 35.1%, up from 34.2% in Q4 2024.
- The company achieved strong enrollment growth in Q4 2025, with online enrollment increasing 8.7% and hybrid enrollment growing 16.6% year-over-year.
- For 2026, Grand Canyon Education projects margin expansion, and its non-GAAP diluted EPS guidance midpoint is above consensus estimates, partly due to a lower projected share count. New online enrollments are expected to be up in the mid- to high-single digits.
- The company repurchased 605,730 shares for approximately $100 million in Q4 2025 and an additional 352,051 shares since December 31, 2025, with $284.6 million remaining under its share repurchase authorization.
Feb 18, 2026, 9:30 PM
Grand Canyon Education Reports Strong Q4 2025 Results and Provides 2026 Guidance
LOPE
Earnings
Guidance Update
Share Buyback
- Grand Canyon Education reported Q4 2025 service revenue of $308.1 million, a 5.3% increase year-over-year, and non-GAAP diluted EPS of $3.21, up from $2.95 in Q4 2024. Operating income for the quarter was $108.1 million, resulting in an operating margin of 35.1%.
- The company achieved strong enrollment growth in Q4 2025, with online enrollment up 8.7% and hybrid enrollment increasing 16.6% year-over-year. GCE continues to expand programs, work with over 5,500 employers, and integrate AI products to enhance educational delivery and operational efficiency.
- GCE repurchased 605,730 shares for approximately $100 million in Q4 2025 and plans to continue significant share repurchases. For 2026, the company anticipates margin expansion for the full year, despite some revenue impacts from contract modifications and teach-outs, with EPS guidance above consensus due to a lower projected share count.
Feb 18, 2026, 9:30 PM
Grand Canyon Education, Inc. Reports Q4 and Full Year 2025 Results and Provides 2026 Outlook
LOPE
Earnings
Guidance Update
Legal Proceedings
- Grand Canyon Education, Inc. reported Q4 2025 service revenue of $308.1 million, an increase of 5.3% year-over-year, with diluted net income per share of $3.14.
- For the full year 2025, service revenue was $1,106.1 million, up 7.1% from 2024, while diluted net income per share was $7.71, slightly down from $7.73 in 2024, primarily impacted by a $35.0 million litigation settlement.
- University partner enrollments increased by 7.1% to 136,239 at December 31, 2025, compared to December 31, 2024.
- The company provided a 2026 outlook, projecting Q1 2026 service revenue between $307.0 million and $308.0 million and diluted EPS between $2.70 and $2.73.
Feb 18, 2026, 9:05 PM
Grand Canyon Education, Inc. Reports Fourth Quarter and Full Year 2025 Results
LOPE
Earnings
Guidance Update
Legal Proceedings
- Grand Canyon Education, Inc. reported Q4 2025 service revenue of $308.1 million and diluted net income per share of $3.14, representing increases of 5.3% and 10.6% respectively, compared to Q4 2024.
- For the full year 2025, service revenue reached $1,106.1 million and diluted net income per share was $7.71.
- The company's revenue growth was primarily driven by a 7.1% increase in university partner enrollments, reaching 136,239 at December 31, 2025.
- Full year 2025 operating income was $265.9 million, a decrease of 3.4% compared to 2024, materially impacted by a $35.0 million litigation settlement.
- Grand Canyon Education provided full year 2026 guidance, expecting service revenue between $1,167.5 million and $1,189.0 million and diluted EPS between $9.55 and $10.16.
Feb 18, 2026, 9:05 PM
Grand Canyon Education Reports Strong Q3 2025 Results with Revenue and EPS Growth
LOPE
Earnings
Guidance Update
Share Buyback
- Grand Canyon Education (GCE) reported Q3 2025 service revenue of $261.1 million, an increase of 9.6% compared to Q3 2024, primarily driven by a 9.6% increase in GCU online enrollments and a 17.4% increase in hybrid campus enrollments.
- Adjusted non-GAAP diluted income per share was $1.78 for the third quarter of 2025, up from $1.48 in the same period of 2024, with an adjusted operating margin of 22.3%.
- The company repurchased 219,369 shares of its common stock in Q3 2025 at a cost of approximately $39.5 million, with $136.4 million remaining under its share repurchase authorization.
- GCE updated its full-year 2025 guidance, reaffirming its Q4 guidance but anticipating a $3 million impact on Q4 revenue due to the government shutdown affecting military tuition assistance students.
- Operational highlights include the opening of three new GCU ABSN sites in 2025, bringing the total to 11 GCU ABSN locations, and continued strong growth in prerequisite courses for nursing programs.
Nov 5, 2025, 9:30 PM
Grand Canyon Education, Inc. Reports Q3 2025 Results and Full Year Outlook
LOPE
Earnings
Guidance Update
Legal Proceedings
- Grand Canyon Education, Inc. reported Q3 2025 GAAP net income of $16.3 million and diluted EPS of $0.58, a significant decrease from Q3 2024, primarily due to a $35.0 million reserve for litigation settlement.
- Excluding these one-time costs, adjusted net income for Q3 2025 was $49.7 million and adjusted diluted EPS was $1.78, showing an increase compared to the prior year.
- For the nine months ended September 30, 2025, GAAP net income was $129.4 million and diluted EPS was $4.60, while adjusted net income reached $166.1 million and adjusted diluted EPS was $5.90.
- Adjusted EBITDA increased by 14.4% to $75.9 million for Q3 2025 and by 9.8% to $245.3 million for the nine months ended September 30, 2025.
- The company provided a Full Year 2025 outlook with service revenue projected between $1,103.0 million and $1,108.0 million, and diluted EPS between $7.66 and $7.77.
Nov 5, 2025, 9:05 PM
LOPE Reports Q4 2024 Financial Results and Provides 2025 Guidance
LOPE
Earnings
Guidance Update
Share Buyback
- Grand Canyon Education (GCE) reported Q4 2024 service revenue of $292.6 million, marking a 5.1% increase from Q4 2023, with GAAP diluted income per share at $2.84.
- The company's net income for Q4 2024 increased 1.4% to $81.9 million, and non-GAAP diluted income per share reached $2.95.
- GCE anticipates mid to high single-digit growth in new and total online enrollments and low to mid-teens growth in the hybrid pillar for 2025.
- The board approved a $200 million increase to its share repurchase program, with $260.7 million remaining as of January 29, 2025.
- Operationally, GCU enrollments increased by 5% and university partner enrollments at off-campus sites grew by 9.8% in Q4 2024. The Ninth Circuit Court also ruled in favor of Grand Canyon University (GCU) regarding its non-profit status.
Feb 19, 2025, 9:30 PM
Quarterly earnings call transcripts for Grand Canyon Education.
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