US · Consumer Defensive · Education & Training Services
EPS came in at 1.76 against a street estimate of 1.79 — a miss of 1.7%.
Analysts rate Strategic Education Inc a buy (3 buy, 0 hold, 0 sell out of 3) with an average price target of $98.33.
CONFIDENT Q2 beat revenue and EPS estimates. ETS surged 15% with Sophia growing 32%. U.S. Higher Ed margin expanded 500 bps on cost control. Australia labor reserve headwind offset by domestic growth momentum. Q2 2026 International student weakness due to Australian visa processing delays. Domestic growth healthy but insufficient to offset international declines. High Court appeal ruling expected Sept/Oct 2026. Analysts pressed on LLM bias, AI academic integrity, and Australia labor exposure. Management denied LLM headwind, emphasized quality controls already in progress, and clarified charge treatment reflects uncertainty while confidence in margin guidance intact. 2026-07-29…
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| Fund | Stake |
|---|---|
| BlackRock Inc | 16.67% |
| Dimensional Fund Advisors, Inc. | 6.56% |
| Vanguard Portfolio Management, LLC | 6.39% |
| Bank of Montreal | 6.34% |
| BMO Capital Markets Corp. | 6.34% |
| Vanguard Capital Management, LLC | 4.41% |
| State Street Corp | 3.95% |
| T. Rowe Price Investment Management,Inc. | 3.64% |
| Document | Date |
|---|---|
| Quarterly report · Q2 2026 STRATEGIC EDUCATION, INC. - 10-Q SUMMARY Period Ended June 30, 2026 --- HEADLINE NUMBERS • Net Income (6 months): $69,968 thousand ($69.97 million) | 2026-07-29 |
| Results announced · Q3 2026 STRATEGIC EDUCATION, INC. – Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Revenue: $337.3 million in Q2 2026, up 4.9% YoY (constant currency: +2.7% to | 2026-07-29 |
| Quarterly report · Q1 2026 STRATEGIC EDUCATION, INC. - Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Revenues Q1 2026: $305.9 million (vs. $303.6 million Q1 2025) — up 0.8% • Net In | 2026-04-23 |
| Results announced · Q2 2026 STRATEGIC EDUCATION, INC. – Q1 2026 RESULTS SUMMARY HEADLINE NUMBERS • Total revenue: $305.9 million, up 0.8% YoY ($303.6 million in Q1 2025); down | 2026-04-23 |
| Proxy statement · Q2 2026 STRATEGIC EDUCATION, INC. – PROXY STATEMENT SUMMARY WHAT SHAREHOLDERS ARE VOTING ON • Proposal 1: Elect 12 directors – Each director elected by majo | 2026-03-11 |
| Annual report FY2025 STRATEGIC EDUCATION, INC. – FORM 10-K SUMMARY HEADLINE NUMBERS • 2025 Revenue: $1.3 billion • Market Capitalization (as of June 30, 2025): Approxima | 2026-02-27 |
| Results announced · Q1 2026 STRATEGIC EDUCATION, INC. – Q4 2025 RESULTS SUMMARY --- HEADLINE NUMBERS • Full Year 2025 Revenue: $1,268.2 million, up 4.0% YoY (constant currency | 2026-02-26 |
| Quarterly report · Q3 2025 STRATEGIC EDUCATION, INC. – FORM 10-Q SUMMARY Quarter Ended September 30, 2025 --- HEADLINE NUMBERS • Total Revenue (9 months 2025): $945,010 thous | 2025-11-06 |
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Google PlayApp StoreData updated 2026-09-18.