Overview

* Strategic Education ( STRA ) Q2 revenue rose 2.9% but missed analyst expectations, per LSEG data

* Adjusted EPS for Q2 beats consensus, reflecting strong operational performance

* Co repurchased 325,844 shares for $28 mln in Q2 2025

Outlook

* Company expects domestic enrollment growth to drive future ANZ segment performance

* Strategic Education ( STRA ) sees continued growth in employer-affiliated enrollment

* Strategic Education ( STRA ) does not provide specific future financial guidance

Result Drivers

* EDUCATION TECHNOLOGY SERVICES - Revenue increased 49.6% due to growth in Sophia Learning subscriptions and new Workforce Edge partnerships

* U.S. HIGHER EDUCATION - Employer-affiliated enrollment hit a new high, offsetting declines in unaffiliated enrollment

* AUSTRALIA/NEW ZEALAND - Revenue decline driven by lower international enrollment due to regulatory changes

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q2 Miss $321.50 $322.90

Revenue mln mln (3

Analysts

)

Q2 Beat $1.54 $1.43 (3

Adjusted Analysts

EPS )

Q2 EPS $1.37

Q2 Beat $36.20 $34.30

Adjusted mln mln (3

Net Analysts

Income )

Q2 Net $32.30

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 24.3% above its July 29 closing price of $79.45

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.)