Laureate's beat-and-raise quarter with increased buyback supports a bullish near-term outlook. Monitor Q3 results for execution on raised guidance and the expected offset of academic calendar timing headwinds. The $150M buyback increase provides a supportive floor for the stock.
Price Chart
Executive Summary
Laureate Education reported strong Q2 2026 results with revenue of $615.9M (+17% YoY) and adjusted EPS of $1.00, beating consensus of $0.96. The company raised full-year 2026 guidance across revenue, Adjusted EBITDA, and Adjusted EPS, and announced a $150M increase in its share repurchase authorization, reflecting confidence in operational momentum.
Key Financial Metrics
Key Facts
- Q2 2026 revenue $615.9M, up 17% YoY reported (8% constant currency)
- Net income $137.1M vs $97.4M YoY
- Adjusted EPS $1.00 beat consensus $0.96 by 4.2%
- Full-year 2026 guidance raised: revenue $1,920M-$1,930M, Adj. EBITDA $593M-$599M, Adj. EPS $2.04-$2.10
- $150M increase in share repurchase authorization announced
- New enrollments up 10% YTD; total enrollments up 6%
- Net debt $61.5M; strong balance sheet with $161.7M cash
Financial Impact
Revenue guidance raised by $28M at midpoint, Adj. EBITDA guidance raised by $8M, Adj. EPS guidance raised by $0.03/share
Risk Factors
- Foreign currency fluctuations (MXN, PEN) could impact reported results
- Geopolitical and regulatory risks in Mexico and Peru
- Academic calendar timing may cause quarterly volatility
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 7 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001628280-26-050792 |
| Document: laureateq22026earningspr.htm | 0001628280-26-050792 |
| Document: laur-20260730.htm | 0001628280-26-050792 |
| Document: 0001628280-26-050792-index-headers.html | 0001628280-26-050792 |
| Document: 0001628280-26-050792-index.html | 0001628280-26-050792 |
| Document: 0001628280-26-050792.txt | 0001628280-26-050792 |
| 8-K Data (Synthetic) | 0001628280-26-050792 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 21, 2026 6d ago | Institutional Cluster | $38.79 | awaiting T+60 | — | $37.64 (−2.96%) |
Sep 29, 2026 28d ago | Press Release | $38.16 | awaiting T+60 | — | $37.64 (−1.36%) |
Jul 30, 2026 12w ago | 8-K | $38.41 $39.03 | ▲ +1.61% | ▼ −0.85% | $37.64 (−2.00%) |
Apr 30, 2026 25w ago | 8-K | $30.10 $37.48 | ▲ +24.54% | ▲ +21.43% | $37.64 (+25.07%) |
Apr 9, 2026 28w ago | DEFA14A | $33.39 $39.59 | ▲ +18.57% | ▲ +7.79% | $37.64 (+12.73%) |
Mar 24, 2026 31w ago | Press Release | $35.38 $37.30 | ▲ +5.43% | ▼ −8.03% | $37.64 (+6.39%) |
Mar 11, 2026 32w ago | Insider Cluster | $33.31 $33.46 | ▲ +0.45% | ▼ −11.07% | $37.64 (+13.00%) |
US Market Status
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