Strategic Education Q4 EPS Surges 37% to $1.74 on $323M Revenue
Strategic Education reported Q4 revenue of $323.21 million, up 3.8% year-over-year, beating estimates by 0.04%, while EPS reached $1.74, a 37% increase and 18.1% surprise. Education Technology Services revenue surged 28.3% to $39.09 million, U.S. Higher Education rose 2% to $218.53 million, and Australia/New Zealand fell 1.6% to $65.59 million.
1. Q4 Financial Results
Strategic Education posted Q4 revenue of $323.21 million, marking a 3.8% increase year-over-year, and delivered EPS of $1.74 versus $1.27 a year ago, translating into revenue and EPS surprises of 0.04% and 18.1%, respectively.
2. Segment Breakdown
Education Technology Services led the gains with revenue up 28.3% to $39.09 million, U.S. Higher Education climbed 2% to $218.53 million, while Australia/New Zealand revenue declined 1.6% to $65.59 million.
3. Market Response and Rating
Shares have fallen 9.9% over the past month versus the S&P 500’s 0.6% gain; the stock carries a consensus Hold rating, suggesting expectations for in-line performance with the broader market.