Research analysts who have asked questions during Phoenix Education Partners earnings calls.
GT
George Thog
Goldman Sachs
2 questions for PXED
Gregory Parrish
Morgan Stanley
2 questions for PXED
Also covers: ADV, BV, CLVT +1 more
GV
Griffon Voss
BYRNE SECURITIES
2 questions for PXED
JB
Jasper Byrn
Truist Securities
2 questions for PXED
Jeffrey Silber
BMO Capital Markets
2 questions for PXED
Also covers: AMN, ASGN, ATGE +18 more
RA
Rob Anderson
Loop Capital Markets
2 questions for PXED
Recent press releases and 8-K filings for PXED.
Phoenix Education Partners Reports Strong Q1 2026 Results and Initiates Quarterly Dividend
PXED
Earnings
Guidance Update
Dividends
- Phoenix Education Partners reported Q1 2026 net revenue of $262 million, a 2.9% increase year over year, with adjusted EBITDA rising 7.2% to $75.2 million and adjusted diluted EPS of $1.38.
- The company reiterated its Fiscal 2026 net revenue guidance of $1.025 billion-$1.035 billion and Adjusted EBITDA guidance of $244 million-$249 million.
- An inaugural regular quarterly cash dividend of approximately $0.21 per share was announced, with an expected annual payout of approximately $0.84 per share.
- Average total degree enrollment grew 4.1% to 85,600 students, with employer-affiliated enrollment reaching approximately 34% of the total.
- The company incurred $4.5 million in expenses due to a cybersecurity incident and noted that preliminary Department of Education metrics indicate all University of Phoenix programs are passing accountability measures.
Jan 13, 2026, 10:00 PM
Phoenix Education Partners Reports Strong Q1 2026 Results and Declares Inaugural Dividend
PXED
Earnings
Dividends
Guidance Update
- Phoenix Education Partners reported Q1 2026 revenue of $262 million, a 2.9% increase year-over-year, driven by a 4.1% rise in average total degree enrollment to 85,600 students. Adjusted EBITDA grew 7.2% to $75.2 million, and adjusted diluted EPS reached $1.38.
- The company reiterated its Fiscal 2026 net revenue guidance of $1.025 billion-$1.035 billion and Adjusted EBITDA guidance of $244 million-$249 million.
- An inaugural regular quarterly cash dividend of approximately $0.21 per share of common stock was declared, payable on February 18, 2026.
- $4.5 million in expenses related to a cybersecurity incident were recorded in Q1 2026, which were excluded from Adjusted EBITDA.
- Preliminary program performance metrics from the Department of Education indicate that all University of Phoenix programs are passing, with no material adverse impact expected from new regulations.
Jan 13, 2026, 10:00 PM
Phoenix Education Partners Reports Strong Q1 2026 Results and Declares Inaugural Dividend
PXED
Earnings
Dividends
Guidance Update
- Phoenix Education Partners reported strong Q1 2026 financial results, with net revenue increasing 2.9% to $262 million and adjusted EBITDA rising 7.2% to $75.2 million. Average total degree enrollment grew 4.1% to 85,600 students.
- The company declared its inaugural regular quarterly cash dividend of approximately $0.21 per share of common stock, payable on February 18, 2026.
- PXED reiterated its fiscal 2026 net revenue guidance of $1.025 billion-$1.035 billion and adjusted EBITDA guidance of $244 million-$249 million, citing a solid start to the year.
- Expenses of $4.5 million were recorded in Q1 2026 due to a cybersecurity incident, with additional related expenses anticipated in future periods, covered by insurance.
- Strategic focus areas include continued growth in employer-affiliated enrollment, which now accounts for 34% of total enrollment, and the integration of AI into curriculum and operations to drive efficiency and student outcomes.
Jan 13, 2026, 10:00 PM
Phoenix Education Partners Reports Q1 2026 Results, Announces Dividend, and Provides FY26 Guidance
PXED
Earnings
Guidance Update
Dividends
- Phoenix Education Partners reported net revenue of $262.0 million and diluted earnings per share of $0.40 for the first quarter of fiscal year 2026, which ended November 30, 2025.
- The company's Average Total Degreed Enrollment increased to 85,600 in Q1 2026, up from 82,200 in Q1 2025.
- The Initial Public Offering (IPO) was completed on October 10, 2025, which primarily contributed to a decrease in net income due to related expenses, including share-based compensation.
- For fiscal year 2026, the company expects net revenue to be in the range of $1,025.0 million to $1,035.0 million and Adjusted EBITDA between $244.0 million and $249.0 million.
- A quarterly common stock cash dividend of $0.21 per share was approved, payable on February 18, 2026.
Jan 13, 2026, 9:05 PM
Phoenix Education Partners Reports Strong Q4 and Full-Year 2025 Results and Provides Fiscal 2026 Outlook
PXED
Earnings
Guidance Update
Dividends
- Phoenix Education Partners (PXED) reported net revenue of $257 million for Q4 2025, a 7.2% year-over-year increase, and $1.01 billion for the full fiscal year 2025, up 6% from fiscal 2024. Adjusted EBITDA rose 36% to $56.6 million in Q4 2025 and 6.5% to $243.9 million for the full fiscal year 2025.
- Average total degree enrollment increased 5.7% to 79,300 students in Q4 2025 and 3.7% to 81,900 for the full fiscal year 2025, driven by strong retention and employer relationships, which now account for 32% of enrollment.
- For fiscal year 2026, the company provided guidance expecting revenue between $1.025 billion and $1.035 billion and Adjusted EBITDA between $244 million and $249 million. Additionally, PXED plans to pay quarterly dividends totaling $0.84 per share annually, commencing in Q2 fiscal 2026.
- The company highlighted successful management of unusual enrollment activity through advanced controls and renewed its Title IV Program Participation Agreement through June 30th, 2031.
Nov 20, 2025, 10:00 PM
Phoenix Education Partners Reports Q4 and Full Year 2025 Results and Issues FY 2026 Guidance
PXED
Earnings
Guidance Update
Dividends
- Phoenix Education Partners reported strong Q4 2025 net revenue growth of 7.2% to $257 million and Adjusted EBITDA increase of 36% to $56.6 million, contributing to fiscal year 2025 net revenue of $1.01 billion (up 6%) and Adjusted EBITDA of $243.9 million (up 6.5%).
- Average total degree enrollment grew to 81,900 in fiscal 2025, up from 78,900 in fiscal 2024, with enrollment through employer relationships reaching 32% of total enrollment. The company is also leveraging AI and automation to enhance operations and student experience.
- For fiscal year 2026, the company expects revenue between $1.025 billion and $1.035 billion and Adjusted EBITDA between $244 million and $249 million, and plans to initiate quarterly dividends of $0.84 per share annually starting Q2 FY 2026, following its October 10, 2025 IPO.
Nov 20, 2025, 10:00 PM
Phoenix Education Partners Announces Q4 and Full Year 2025 Results and FY 2026 Outlook
PXED
Earnings
Guidance Update
Dividends
- Phoenix Education Partners (PXED) reported strong financial results for Q4 and full fiscal year 2025, with Q4 net revenue growing 7.2% year-over-year to $257 million and full-year net revenue increasing 6% to $1.01 billion.
- Average total degree enrollment for Q4 2025 increased 5.7% to 79,300 students, and for the full year, it grew 3.7% to 81,900 students, supported by strong student retention and growth in employer relationships.
- The company completed its initial public offering (IPO) on October 10, 2025, and expects to commence quarterly dividends in the annual amount of $0.84 per share, starting in the second quarter of fiscal 2026.
- For fiscal year 2026, PXED is providing guidance with expected revenue in the range of $1.025 billion to $1.035 billion and adjusted EBITDA between $244 million and $249 million.
- PXED maintains a strong balance sheet with no debt and, subsequent to the fiscal year end, entered into an undrawn $100 million senior secured revolving credit facility.
Nov 20, 2025, 10:00 PM
Phoenix Education Partners, Inc. Reports Q4 and Fiscal Year 2025 Results and Provides FY 2026 Outlook
PXED
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Phoenix Education Partners, Inc. reported net revenue of $257.4 million and Adjusted EBITDA of $56.6 million for the fourth quarter ended August 31, 2025.
- For the full fiscal year 2025, the company's net revenue reached $1,007.2 million and Adjusted EBITDA was $243.9 million.
- The company completed its initial public offering (IPO) on October 10, 2025, with shares offered at $32.00 per share.
- Phoenix Education Partners provided a fiscal year 2026 outlook, expecting revenue between $1,025.0 million and $1,035.0 million and Adjusted EBITDA between $244.0 million and $249.0 million.
- As of August 31, 2025, the company held $194.8 million in cash and cash equivalents and marketable securities, and reported no outstanding debt.
Nov 20, 2025, 9:10 PM
Phoenix Education Partners, Inc. Secures New $100 Million Revolving Credit Facility
PXED
Debt Issuance
- On November 13, 2025, Phoenix Education Partners, Inc. (PXED) entered into a Revolving Credit Agreement with lenders and Morgan Stanley Senior Funding, Inc. as administrative agent.
- The agreement provides for a senior secured revolving credit facility in an aggregate principal amount of $100 million, available for general corporate purposes, including letters of credit.
- The Revolving Facility has a maturity date of November 13, 2030.
- Borrowings under the facility bear interest at a rate equal to, at the Company's option, either term SOFR plus an applicable margin of 2.50% per annum or a base rate plus an applicable margin of 1.50% per annum.
- The Company is also required to pay a commitment fee equal to 0.375% per annum of the unutilized commitments.
Nov 13, 2025, 9:21 PM
Phoenix Education Partners, Inc. Announces IPO and Governance Agreements
PXED
Board Change
Debt Issuance
Convertible Preferred Issuance
- Phoenix Education Partners, Inc. completed its initial public offering (IPO) around October 8-9, 2025.
- In connection with the IPO, the company entered into a Registration Rights Agreement on October 8, 2025, granting certain registration rights to holders of its Registrable Securities.
- The company's authorized capital stock includes 1,495,000,000 shares of Common Stock and 5,000,000 shares of Preferred Stock, each with a par value of $0.01 per share.
- A Stockholders’ Agreement dated October 8, 2025, establishes governance rights for the Apollo and Vistria Stockholders, including director nomination rights based on beneficial ownership (e.g., 5% for both, and Apollo can nominate a majority if owning over 50% of voting power). This agreement also details certain corporate actions requiring Apollo Investor approval, such as incurring indebtedness or issuing equity exceeding $50 million in a single transaction or $100 million annually.
Oct 15, 2025, 8:30 PM
Quarterly earnings call transcripts for Phoenix Education Partners.
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