Overview

* Adtalem Q4 revenue of $457.1 million beats estimates

* Adjusted EPS for Q4 beats analyst expectations, per LSEG data

* Co announces new $150 mln share repurchase authorization through May 2028

Outlook

* Adtalem projects fiscal 2026 revenue of $1,900 mln to $1,940 mln

* Company expects fiscal 2026 adjusted EPS of $7.60 to $7.90

* Adtalem anticipates 6% to 8.5% revenue growth in fiscal 2026

* Company forecasts 14% to 18.5% EPS growth for fiscal 2026

Result Drivers

* ENROLLMENT GROWTH - Total student enrollment increased 10.2% YoY, driven by growth at Chamberlain and Walden

* STRATEGIC PARTNERSHIPS - Chamberlain's partnership with SSM Health aims to address healthcare workforce needs

* OPERATIONAL EFFICIENCY - Improved operational efficiency contributed to fiscal 2025 revenue growth

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q4 Beat $457.10 $440.90

Revenue mln mln (4

Analysts

)

Q4 Beat $1.66 $1.53 (4

Adjusted Analysts

EPS )

Q4 EPS $1.44

Q4 Beat $62.40 $58.10

Adjusted mln mln (4

Net Analysts

Income )

Q4 Net $54.20

Income mln

Q4 Beat $110.20 $106.40

Adjusted mln mln (3

EBITDA Analysts

)

Q4 Beat $87.50 $86.50

Adjusted mln mln (4

Operatin Analysts

g Income )

Q4 24.1%

Adjusted

EBITDA

Margin

Q4 $76.90

Operatin mln

g Income

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 $141.50, about 15.3% above its August 6 closing price of $119.82

* The stock recently traded at 16 times the next 12-month earnings vs. a P/E of 15 three months ago

Press Release:

(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.)