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
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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.)