Earnings summaries and quarterly performance for Strategic Education.
Executive leadership at Strategic Education.
Board of directors at Strategic Education.
BS
Ben Sasse
Detailed
Director
CB
Charlotte Beason
Detailed
Director
GC
Gregory Cappelli
Detailed
Director
MM
Michael McRobbie
Detailed
Director
MT
Michael Thawley
Detailed
Director
RB
Rita Brogley
Detailed
Director
RG
Robert Grusky
Detailed
Director
TW
Thomas Waite
Detailed
Director
VD
Viet Dinh
Detailed
Presiding Lead Independent Director
WS
William Slocum
Detailed
Director
Research analysts who have asked questions during Strategic Education earnings calls.
Recent press releases and 8-K filings for STRA.
Strategic Education Reports Strong Q3 2025 Financial Results
STRA
Earnings
Revenue Acceleration/Inflection
Share Buyback
- Strategic Education (SEI) reported strong Q3 2025 results, with revenue increasing by 5% on an adjusted constant currency basis, operating income growing 39%, and adjusted earnings rising 41% to $1.64 per share.
- The Education Technology Services (ETS) segment demonstrated significant growth, with revenue up 46% to $38 million and operating income up 48% to $16 million, now contributing one-third of consolidated operating income.
- U.S. Higher Education saw revenue growth of 3% and its operating income nearly doubled to $23 million, driven by higher revenue per student and an 8% increase in employer-affiliated enrollment.
- The company repurchased approximately 429,000 shares for $34 million during the quarter, with $134 million remaining on its share repurchase authorization.
- Strategic Education is implementing a company-wide productivity initiative targeting over $100 million in operating expense savings by the end of 2027, with $30 million already achieved on a run rate basis from a recent restructuring.
Nov 6, 2025, 3:00 PM
Strategic Education, Inc. Reports Q3 2025 Financial Results
STRA
Earnings
Dividends
Revenue Acceleration/Inflection
- Strategic Education, Inc. reported Q3 2025 revenue of $319.9 million, an increase of 4.6% year-over-year.
- Adjusted diluted earnings per share for the quarter was $1.63, reflecting a 40.5% year-over-year increase.
- Total enrollment for Q3 2025 stood at 104,448 students, a 1.2% decrease year-over-year.
- The company maintained a strong balance sheet with $182.6 million in cash, cash equivalents, and marketable securities as of September 30, 2025, and generated $127.0 million in free cash flow for the nine months ended September 30, 2025.
- A quarterly cash dividend of $0.60 per share was declared and paid during Q3 2025.
Nov 6, 2025, 3:00 PM
Strategic Education, Inc. Reports Third Quarter 2025 Results
STRA
Earnings
Share Buyback
Revenue Acceleration/Inflection
- Strategic Education, Inc. reported consolidated revenue of $319.9 million for Q3 2025, an increase of 4.6% compared to the same period in 2024.
- Diluted earnings per share for Q3 2025 was $1.15, unchanged from Q3 2024, while adjusted diluted earnings per share on a constant currency basis increased to $1.64 from $1.16.
- The Education Technology Services segment demonstrated strong growth, with revenue increasing 45.6% year-over-year to $38.3 million, primarily due to a 42% rise in Sophia Learning revenue and subscribers.
- The U.S. Higher Education's healthcare portfolio saw its total enrollment increase by 7% year-over-year.
- During Q3 2025, the company repurchased 428,837 shares of common stock for $34.3 million, contributing to a total of 1,145,983 shares repurchased for $94.3 million through the first nine months of 2025.
Nov 6, 2025, 11:48 AM
Strategic Education, Inc. Reports Third Quarter 2025 Results
STRA
Earnings
Dividends
Share Buyback
- Strategic Education, Inc. reported Q3 2025 revenue of $319.9 million, a 4.6% increase year-over-year, with diluted earnings per share remaining flat at $1.15.
- The Education Technology Services (ETS) segment was a key growth driver, with revenue increasing 45.6% to $38.3 million and Sophia Learning revenue and subscribers both up 42% year-over-year.
- The U.S. Higher Education segment reported revenue of $213.1 million (up 2.6%) despite a 1.0% decrease in total student enrollment to 85,640, though its healthcare portfolio enrollment grew 7%.
- Adjusted EBITDA for Q3 2025 increased to $69.6 million from $56.2 million in the prior year period.
- The company repurchased 428,837 shares of common stock for $34.3 million in Q3 2025 and declared a quarterly cash dividend of $0.60 per share.
Nov 6, 2025, 11:30 AM
Quarterly earnings call transcripts for Strategic Education.
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