Laureate Education, Inc. Earnings Recaps
Q1 2026
May 1, 2026
Shares closed down 1.1% following Laureate Education’s Q1 2026 results, with the market reacting neutrally to management’s reaffirmed full-year guidance and in-line enrollment performance. Commentary highlighted macro-driven moderation in Mexico and a favorable outlook in Peru, but no material surprises emerged versus expectations.
Key takeaways
- New enrollment growth for the cycle was 13% in Peru and 4% in Mexico, both described as consistent with internal forecasts.
- Full-year 2026 guidance for enrollments, revenue, and adjusted EBITDA was reaffirmed; adjusted EPS guidance increased, reflecting $105 million in Q1 share buybacks.
- Peru’s business benefited from strong macroeconomic conditions and rising demand for online offerings, while Mexico continued to see moderation amid a softer economic backdrop.
- Approximately $9 million of revenue and related profitability are expected to shift from Q1 to the second half of 2026 due to calendar timing.
- No significant changes to the company’s strategic priorities or capital allocation, with further share repurchases anticipated through year-end.
Q3 2025
Oct 31, 2025
Laureate Education reported solid third-quarter results for 2025, with revenue of $400 million and adjusted EBITDA of $95 million, both surpassing previous guidance. Growth was driven by improved intake in Peru and the opening of new campuses.
Key takeaways
- Revenue increased 7% year-over-year, with adjusted EBITDA rising 3%.
- Strong performance in Peru's secondary intake, led by online programs, and a 4% increase in primary intake in Mexico.
- New campus launches in Monterrey and Lima, marking the first since 2019, with plans for further expansion identified.
- Increased full-year 2025 guidance due to robust enrollment and operational metrics.
- Authorized a $150 million increase to the stock repurchase program, highlighting a commitment to shareholder value.