Overview
Healthcare educator's Q2 revenue rose 12.4% yr/yr, beating analyst expectations
Adjusted EPS grew 34.3% yr/yr
Company announced new $750 mln share repurchase program
Outlook
Adtalem maintains fiscal year 2026 revenue guidance at $1,900 mln to $1,940 mln
Company raises fiscal year 2026 adjusted EPS guidance to $7.80-$8.00
Adtalem to host Investor Day on February 24, 2026
Result Drivers
ENROLLMENT GROWTH - Total student enrollment increased 6.3% YoY, marking the tenth consecutive quarter of growth, driven by Walden University's 13% enrollment rise
WALDEN UNIVERSITY PERFORMANCE - Walden University achieved a 13% YoY increase in enrollment, contributing to a 27% revenue growth
CHAMBERLAIN UNIVERSITY INITIATIVES - Chamberlain University continued pre-licensure BSN enrollment growth
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q2 Revenue | Beat | $503.40 mln | $488.73 mln (4 Analysts) |
Q2 Net Income | $76.40 mln | ||
Q2 Adjusted EBITDA | Beat | $154.90 mln | $139.09 mln (3 Analysts) |
Analyst Coverage
The current average analyst rating on the shares is "strong buy" and the breakdown of recommendations is 4 "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 Adtalem Global Education Inc is $166.50, about 44.5% above its January 27 closing price of $115.22
The stock recently traded at 14 times the next 12-month earnings vs. a P/E of 19 three months ago
Press Release: ID:nBw22rV2Sa
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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.)