Overview

* Adtalem fiscal Q1 revenue grows 10.8% yr/yr, beating analyst expectations

* Adjusted EPS for fiscal Q1 grows 35.7% yr/yr, reflecting strong operational performance

* Company repurchased $8 mln of shares, increased credit facility by $100 mln

Outlook

* Adtalem maintains fiscal year 2026 revenue guidance at $1,900 mln to $1,940 mln

* Company expects fiscal year 2026 adjusted EPS between $7.60 and $7.90

* Adtalem plans Investor Day on Feb. 24, 2026

Result Drivers

* ENROLLMENT GROWTH - Total student enrollment increased 8.0% YoY, driven by growth at Chamberlain, Walden, and Medical & Veterinary segments

* WALDEN UNIVERSITY - Achieved highest total enrollment in history, up 13.6% YoY, contributing significantly to revenue growth

* AI INTEGRATION - Partnership with Google Cloud to develop AI credentials program for healthcare students, enhancing educational offerings

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q1 Beat $462.30 $452.30

Revenue mln mln (4

Analysts

)

Q1 Net $61.80

Income mln

Q1 Beat $112 mln $108.99

Adjusted mln (3

EBITDA Analysts

)

Analyst Coverage

* The current average analyst rating on the shares is "strong buy" and the breakdown of recommendations is 4 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"

* The average consensus recommendation for the miscellaneous educational service providers peer group is "buy."

* Wall Street's median 12-month price target for Adtalem Global Education Inc ( ATGE ) is $171.00, about 17.5% above its October 29 closing price of $141.04

Press Release:

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)