Overview

* Strategic Education ( STRA ) Q3 revenue rises 4.6% yr/yr, beating analyst expectations

* Adjusted EPS for Q3 beats analyst expectations, reflecting operational improvements

* Company repurchased 428,837 shares for $34.3 mln in Q3 2025

Outlook

* Company did not provide specific guidance for future quarters or the full year

Result Drivers

* EDUCATION TECHNOLOGY SERVICES - Revenue up 46% YOY, driven by growth in Sophia Learning subscriptions and new Workforce Edge partnerships

* USHE EMPLOYER AFFILIATION - Employer affiliated enrollment reached 32.7%, offsetting declines in unaffiliated enrollment

* ANZ ENROLLMENT CHALLENGES - Regulatory changes in Australia led to lower international enrollment, partially offset by domestic growth

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q3 Beat $319.90 $315.40

Revenue mln mln (3

Analysts

)

Q3 Beat $1.64 $1.31 (2

Adjusted Analysts

EPS )

Q3 EPS $1.15

Q3 $38 mln

Adjusted

Net

Income

Q3 Net $26.60

Income mln

Analyst Coverage

* The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 3 "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 Strategic Education Inc ( STRA ) is $105.00, about 28.8% above its November 5 closing price of $74.79

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

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.)