Overview

* Universal Technical Institute ( UTI ) Q4 revenue rose 13.3% yr/yr, beating analyst expectations

* Full year 2025 revenue up 14% to $835.6 mln

* Net income for fiscal 2025 increased 50% to $63 mln

Outlook

* Company expects fiscal 2026 revenue between $905 mln and $915 mln

* Company projects fiscal 2026 adjusted EBITDA between $114 mln and $119 mln

* Company plans to open 2 to 5 new campuses annually

Result Drivers

* STUDENT ENROLLMENT - Increase in average full-time active students and new student starts drove revenue growth

* EXPANSION INVESTMENTS - Investments in new campuses and program expansions contributed to operational growth

* STRATEGIC GROWTH - Execution of North Star strategy phase II supported revenue and operational targets

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q4 Beat $222.44 $219.21

Revenue mln mln (7

Analysts

)

Q4 EPS $0.34

Q4 Net $18.8

Income mln

Q4 $36.80

Adjusted mln

EBITDA

Q4 $24.99

Operatin mln

g Income

Q4 $25.56

Pretax mln

Profit

Analyst Coverage

* The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 7 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"

* The average consensus recommendation for the professional & business education peer group is "buy"

* Wall Street's median 12-month price target for Universal Technical Institute Inc ( UTI ) is $38.00, about 23.8% above its November 18 closing price of $28.95

* The stock recently traded at 31 times the next 12-month earnings vs. a P/E of 30 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.)