Despite declining GAAP metrics due to IPO-related share-based compensation, the significant adjusted EPS beat and maintained guidance signal strong underlying performance. The $50 million buyback suggests management sees value at current levels, making this a potential buying opportunity.
Price Chart
Executive Summary
Phoenix Education Partners reported Q2 2026 revenue of $222.5 million, down 0.4% YoY, and GAAP EPS of $0.28, down 34.9% YoY. However, adjusted EPS of $0.58 beat consensus by 70.6%, driven by strong operating performance. The company maintained full-year guidance and announced a $50 million share buyback.
Key Financial Metrics
Key Facts
- Q2 2026 revenue: $222.5 million (down 0.4% YoY)
- GAAP EPS: $0.28 (down 34.9% YoY)
- Adjusted EPS: $0.58 (beat consensus of $0.34 by 70.6%)
- Adjusted EBITDA: $34.8 million (up 7.7% YoY)
- Maintained FY2026 revenue guidance of $1.025-$1.035 billion
- Announced $50 million share repurchase program
Financial Impact
Adjusted EPS beat consensus by 70.6% ($0.58 vs $0.34 estimate)
Risk Factors
- GAAP earnings continue to decline due to high share-based compensation from IPO
- Revenue growth remains stagnant YoY
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001193125-26-145522 |
| Document: pxed-20260407.htm | 0001193125-26-145522 |
| Document: 0001193125-26-145522-index-headers.html | 0001193125-26-145522 |
| Document: 0001193125-26-145522-index.html | 0001193125-26-145522 |
| Document: 0001193125-26-145522.txt | 0001193125-26-145522 |
| 8-K Data (Synthetic) | 0001193125-26-145522 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 13, 2026 13d ago | 3 | $23.79 $23.66 | ▼ −0.55% | ▼ −1.00% | $24.55 (+3.19%) |
Oct 9, 2026 17d ago | 144 | $24.35 $23.68 | ▲ +2.75% | ▲ +1.26% | $24.55 (−0.82%) |
Oct 9, 2026 17d ago | 8-K | $24.35 $23.68 | ▼ −2.75% | ▼ −1.26% | $24.55 (+0.82%) |
Jun 18, 2026 18w ago | Institutional Cluster | $30.54 $30.58 | ▲ +0.13% | ▲ +1.80% | $24.55 (−19.61%) |
Apr 7, 2026 28w ago | 8-K | $30.56 $28.25 | ▼ −7.55% | ▼ −11.07% | $24.55 (−19.66%) |
US Market Status
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