Monitor next quarter's guidance for any changes in growth outlook and track subscriber growth in Sophia Learning as a key driver of future performance.
Price Chart
Executive Summary
Strategic Education, Inc. (STRA) reported Q1 2026 earnings with EPS of $1.48, beating consensus of $1.49, driven by strong Education Technology Services revenue growth of 21% and Sophia Learning subscriber growth of 40%. The stock is likely to react positively due to the beat and strong segment performance.
Key Financial Metrics
Key Facts
- EPS of $1.48 beat consensus of $1.49
- Revenue of $305.9 million, up 0.8% YoY
- Education Technology Services revenue up 21% YoY
- Sophia Learning subscribers up 40% YoY
- Declared regular quarterly dividend of $0.60 per share
Financial Impact
EPS beat consensus by 0.67%, revenue beat by $4.1 million
Risk Factors
- U.S. Higher Education segment revenue decreased 3.8%
- Australia-New Zealand segment loss from operations
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001013934-26-000008 |
| Document: stra-20260423.htm | 0001013934-26-000008 |
| Document: 0001013934-26-000008-index-headers.html | 0001013934-26-000008 |
| Document: 0001013934-26-000008-index.html | 0001013934-26-000008 |
| Document: 0001013934-26-000008.txt | 0001013934-26-000008 |
| 8-K Data (Synthetic) | 0001013934-26-000008 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Jul 29, 2026 9w ago | 8-K | $87.62 $85.31 | ▼ −2.64% | ▼ −7.66% | $80.00 (−8.70%) |
Apr 23, 2026 23w ago | 8-K | $72.19 $79.99 | ▲ +10.80% | ▲ +6.17% | $80.00 (+10.82%) |
Mar 13, 2026 29w ago | Insider Cluster | $80.76 $79.14 | ▲ +2.01% | ▲ +5.59% | $80.00 (+0.94%) |
Mar 13, 2026 29w ago | Insider Cluster | $80.76 $79.14 | ▼ −2.01% | ▼ −5.59% | $80.00 (−0.94%) |
Mar 11, 2026 29w ago | DEFA14A | $79.18 $81.19 | ▲ +2.54% | ▲ +0.56% | $80.00 (+1.04%) |
US Market Status
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