Laureate Education Q4 Earnings Analysis
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
0mins
Should l Buy LAUR?
Source: seekingalpha
- Earnings Performance: Laureate Education reported a Q4 non-GAAP EPS of $0.76, missing expectations by $0.03, yet revenue reached $541.4 million, reflecting a robust 27.9% year-over-year growth and exceeding forecasts by $14.3 million, indicating strong revenue momentum.
- Enrollment Growth: New enrollments for fiscal year 2025 increased by 8% compared to 2024, with total enrollments rising by 5%, demonstrating the company's ongoing success in attracting new students and enhancing future revenue potential.
- Regional Performance: In Peru, new and total enrollments grew by 13% and 7%, respectively, while in Mexico, they increased by 5% and 4%, showcasing strong demand in the Latin American market and further solidifying the company's position in the region.
- Market Performance: Laureate Education is the top performer among educational services stocks year-to-date, reflecting its competitive advantage in the industry, with Seeking Alpha's Quant Rating highlighting its visible long-term demand and growth potential, boosting investor confidence.
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Analyst Views on LAUR
Wall Street analysts forecast LAUR stock price to rise
4 Analyst Rating
3 Buy
1 Hold
0 Sell
Strong Buy
Current: 35.100
Low
32.00
Averages
36.50
High
40.00
Current: 35.100
Low
32.00
Averages
36.50
High
40.00
About LAUR
Laureate Education, Inc. operates a portfolio of degree-granting higher education institutions (Laureate International Universities network) in Mexico and Peru. The Laureate International Universities network offers a range of undergraduate and graduate degrees through campus-based, online and hybrid programs. The Company offers its educational services through two reportable segments: Mexico and Peru. It owns Universidad del Valle de Mexico (UVM) and Universidad Tecnologica de Mexico (UNITEC) in Mexico. It also owns the Universidad Peruana de Ciencias Aplicadas (UPC), Universidad Privada del Norte (UPN) and CIBERTEC institution in Peru. Its institutions in Mexico and Peru offer traditional higher education students a private education alternative, with multiple brands and price points in each market and program. The Company offers various programs, including medicine and health sciences, engineering and information technology, and business and management.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Laureate Education Q4 Earnings Announcement Scheduled
- Earnings Release Date: Laureate Education is set to announce its Q4 earnings on February 19 before market open, with a consensus EPS estimate of $0.79, reflecting a 27.4% year-over-year increase, indicating sustained profitability.
- Revenue Growth Expectations: The revenue for Q4 is projected to reach $527.1 million, representing a 24.5% year-over-year growth, highlighting strong market demand and growth potential in the educational services sector.
- Consistent Outperformance: Over the past year, Laureate has beaten EPS and revenue estimates 100% of the time, showcasing the company's financial stability and effective management execution.
- Top Industry Performer: Laureate Education is the top performer year-to-date among educational services stocks, demonstrating its competitive advantage in the industry and investor confidence in its long-term growth potential.
See More
Laureate Education Q4 Earnings Analysis
- Earnings Performance: Laureate Education reported a Q4 non-GAAP EPS of $0.76, missing expectations by $0.03, yet revenue reached $541.4 million, reflecting a robust 27.9% year-over-year growth and exceeding forecasts by $14.3 million, indicating strong revenue momentum.
- Enrollment Growth: New enrollments for fiscal year 2025 increased by 8% compared to 2024, with total enrollments rising by 5%, demonstrating the company's ongoing success in attracting new students and enhancing future revenue potential.
- Regional Performance: In Peru, new and total enrollments grew by 13% and 7%, respectively, while in Mexico, they increased by 5% and 4%, showcasing strong demand in the Latin American market and further solidifying the company's position in the region.
- Market Performance: Laureate Education is the top performer among educational services stocks year-to-date, reflecting its competitive advantage in the industry, with Seeking Alpha's Quant Rating highlighting its visible long-term demand and growth potential, boosting investor confidence.
See More
Laureate Education Reports Strong 2025 Financial Results
- Significant Revenue Growth: In Q4 2025, Laureate reported revenue of $541.4 million, a 28% increase year-over-year, with a 16% rise on an organic constant currency basis, primarily driven by approximately $25 million of intra-year academic calendar timing, indicating strong demand and market share expansion in the education sector.
- Substantial Net Income Increase: The net income for Q4 reached $171.5 million, up 77.9% from $93.6 million in Q4 2024, largely due to higher operating income and a discrete tax benefit of $56.9 million, reflecting a significant improvement in the company's profitability.
- Robust Adjusted EBITDA: Adjusted EBITDA for Q4 2025 was $204.3 million, a 45% increase from $141.1 million in Q4 2024, demonstrating the company's success in cost control and operational efficiency, further solidifying its market position.
- Expanded Shareholder Return Program: Laureate announced a $150 million increase to its stock repurchase program, raising the total to $400 million, with plans to finance repurchases through free cash flow and liquidity, showcasing confidence in future growth and commitment to shareholders.
See More
First Sabrepoint Capital Reduces Stake in Laureate Education
- Stake Reduction Details: First Sabrepoint Capital sold 300,000 shares of Laureate Education in Q4 2025 for an estimated $9.26 million, indicating a potential shift in confidence towards the company.
- Asset Management Shift: Following the sale, Laureate Education now represents 6.4% of First Sabrepoint's assets under management, reflecting a decrease in its relative importance within the investment portfolio.
- Company Performance Metrics: Laureate Education's stock price surged 70.8% over the past year, with a 9% revenue growth to $400.2 million in Q3, highlighting steady demand in its core markets.
- Future Outlook: Despite the reduction, Laureate maintains strong cash flow and a flexible balance sheet, with future growth hinging on enrollment increases and market stability, suggesting that management's cautious trimming could be a prudent investment strategy.
See More
First Sabrepoint Capital Reduces Stake in Laureate Education
- Stake Reduction: First Sabrepoint Capital Management sold 300,000 shares of Laureate Education in Q4 2025 for an estimated $9.26 million, reflecting the company's strategic response to market fluctuations.
- Position Value Decline: The quarter-end position value for Laureate Education stood at $16.84 million, down $8.40 million from the previous period, indicating the dual impact of trading activity and share price movements.
- Asset Allocation Adjustment: Laureate Education now accounts for 6.5% of the fund's AUM, and while the stake was reduced, it remains a significant holding, suggesting a rebalancing strategy rather than a complete divestment.
- Future Outlook: Despite the reduction, Laureate Education achieved a 9% revenue growth in Q3 2023, with full-year revenue guidance reaching up to $1.686 billion, highlighting sustained demand and growth potential in the Latin American markets.
See More
Laureate Education Leads Year-to-Date Performance in Educational Services Stocks
Consumer Discretionary Sector Performance: The S&P 500 consumer discretionary sector has underperformed the broader market in 2025, with a year-to-date gain of +7.2%, making it the eighth best performing sector among 11 major sectors.
Top Educational Services Stocks: Laureate Education leads the educational services stocks with a remarkable YTD performance of +83.00%, followed by Graham Holdings and TAL Education, while Duolingo has the lowest performance at -43.59%.
Quant Ratings Overview: The top educational stocks have varying quant ratings, with Laureate Education rated as a "Buy" at 3.89, while Duolingo is rated as a "Hold" at 2.95, indicating a mix of investment potential across the sector.
Consumer Discretionary ETFs: Several consumer discretionary ETFs, including XLY, VCR, and FXD, are highlighted, suggesting a range of investment options within the sector for potential growth and risk management.
See More
Laureate Education Q4 Earnings Announcement Scheduled
- Earnings Release Date: Laureate Education is set to announce its Q4 earnings on February 19 before market open, with a consensus EPS estimate of $0.79, reflecting a 27.4% year-over-year increase, indicating sustained profitability.
- Revenue Growth Expectations: The revenue for Q4 is projected to reach $527.1 million, representing a 24.5% year-over-year growth, highlighting strong market demand and growth potential in the educational services sector.
- Consistent Outperformance: Over the past year, Laureate has beaten EPS and revenue estimates 100% of the time, showcasing the company's financial stability and effective management execution.
- Top Industry Performer: Laureate Education is the top performer year-to-date among educational services stocks, demonstrating its competitive advantage in the industry and investor confidence in its long-term growth potential.
See More
Laureate Education Q4 Earnings Analysis
- Earnings Performance: Laureate Education reported a Q4 non-GAAP EPS of $0.76, missing expectations by $0.03, yet revenue reached $541.4 million, reflecting a robust 27.9% year-over-year growth and exceeding forecasts by $14.3 million, indicating strong revenue momentum.
- Enrollment Growth: New enrollments for fiscal year 2025 increased by 8% compared to 2024, with total enrollments rising by 5%, demonstrating the company's ongoing success in attracting new students and enhancing future revenue potential.
- Regional Performance: In Peru, new and total enrollments grew by 13% and 7%, respectively, while in Mexico, they increased by 5% and 4%, showcasing strong demand in the Latin American market and further solidifying the company's position in the region.
- Market Performance: Laureate Education is the top performer among educational services stocks year-to-date, reflecting its competitive advantage in the industry, with Seeking Alpha's Quant Rating highlighting its visible long-term demand and growth potential, boosting investor confidence.
See More
Laureate Education Reports Strong 2025 Financial Results
- Significant Revenue Growth: In Q4 2025, Laureate reported revenue of $541.4 million, a 28% increase year-over-year, with a 16% rise on an organic constant currency basis, primarily driven by approximately $25 million of intra-year academic calendar timing, indicating strong demand and market share expansion in the education sector.
- Substantial Net Income Increase: The net income for Q4 reached $171.5 million, up 77.9% from $93.6 million in Q4 2024, largely due to higher operating income and a discrete tax benefit of $56.9 million, reflecting a significant improvement in the company's profitability.
- Robust Adjusted EBITDA: Adjusted EBITDA for Q4 2025 was $204.3 million, a 45% increase from $141.1 million in Q4 2024, demonstrating the company's success in cost control and operational efficiency, further solidifying its market position.
- Expanded Shareholder Return Program: Laureate announced a $150 million increase to its stock repurchase program, raising the total to $400 million, with plans to finance repurchases through free cash flow and liquidity, showcasing confidence in future growth and commitment to shareholders.
See More
First Sabrepoint Capital Reduces Stake in Laureate Education
- Stake Reduction Details: First Sabrepoint Capital sold 300,000 shares of Laureate Education in Q4 2025 for an estimated $9.26 million, indicating a potential shift in confidence towards the company.
- Asset Management Shift: Following the sale, Laureate Education now represents 6.4% of First Sabrepoint's assets under management, reflecting a decrease in its relative importance within the investment portfolio.
- Company Performance Metrics: Laureate Education's stock price surged 70.8% over the past year, with a 9% revenue growth to $400.2 million in Q3, highlighting steady demand in its core markets.
- Future Outlook: Despite the reduction, Laureate maintains strong cash flow and a flexible balance sheet, with future growth hinging on enrollment increases and market stability, suggesting that management's cautious trimming could be a prudent investment strategy.
See More
First Sabrepoint Capital Reduces Stake in Laureate Education
- Stake Reduction: First Sabrepoint Capital Management sold 300,000 shares of Laureate Education in Q4 2025 for an estimated $9.26 million, reflecting the company's strategic response to market fluctuations.
- Position Value Decline: The quarter-end position value for Laureate Education stood at $16.84 million, down $8.40 million from the previous period, indicating the dual impact of trading activity and share price movements.
- Asset Allocation Adjustment: Laureate Education now accounts for 6.5% of the fund's AUM, and while the stake was reduced, it remains a significant holding, suggesting a rebalancing strategy rather than a complete divestment.
- Future Outlook: Despite the reduction, Laureate Education achieved a 9% revenue growth in Q3 2023, with full-year revenue guidance reaching up to $1.686 billion, highlighting sustained demand and growth potential in the Latin American markets.
See More
Laureate Education Leads Year-to-Date Performance in Educational Services Stocks
Consumer Discretionary Sector Performance: The S&P 500 consumer discretionary sector has underperformed the broader market in 2025, with a year-to-date gain of +7.2%, making it the eighth best performing sector among 11 major sectors.
Top Educational Services Stocks: Laureate Education leads the educational services stocks with a remarkable YTD performance of +83.00%, followed by Graham Holdings and TAL Education, while Duolingo has the lowest performance at -43.59%.
Quant Ratings Overview: The top educational stocks have varying quant ratings, with Laureate Education rated as a "Buy" at 3.89, while Duolingo is rated as a "Hold" at 2.95, indicating a mix of investment potential across the sector.
Consumer Discretionary ETFs: Several consumer discretionary ETFs, including XLY, VCR, and FXD, are highlighted, suggesting a range of investment options within the sector for potential growth and risk management.
See More
