Adtalem Global Education beats Q1 revenue estimates

Reuters
2025/10/31
Adtalem Global Education beats Q1 revenue estimates

Overview

  • Adtalem fiscal Q1 revenue grows 10.8% yr/yr, beating analyst expectations

  • Adjusted EPS for fiscal Q1 grows 35.7% yr/yr, reflecting strong operational performance

  • Company repurchased $8 mln of shares, increased credit facility by $100 mln

Outlook

  • Adtalem maintains fiscal year 2026 revenue guidance at $1,900 mln to $1,940 mln

  • Company expects fiscal year 2026 adjusted EPS between $7.60 and $7.90

  • Adtalem plans Investor Day on Feb. 24, 2026

Result Drivers

  • ENROLLMENT GROWTH - Total student enrollment increased 8.0% YoY, driven by growth at Chamberlain, Walden, and Medical & Veterinary segments

  • WALDEN UNIVERSITY - Achieved highest total enrollment in history, up 13.6% YoY, contributing significantly to revenue growth

  • AI INTEGRATION - Partnership with Google Cloud to develop AI credentials program for healthcare students, enhancing educational offerings

Key Details

Metric

Beat/Miss

Actual

Consensus Estimate

Q1 Revenue

Beat

$462.30 mln

$452.30 mln (4 Analysts)

Q1 Net Income

$61.80 mln

Q1 Adjusted EBITDA

Beat

$112 mln

$108.99 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 $171.00, about 17.5% above its October 29 closing price of $141.04

Press Release: ID:nBw65Whbga

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact RefinitivNewsSupport@thomsonreuters.com.

(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.)

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