Perdoceo Education (PRDO) could be a solid choice for investors given its recent upgrade to a Zacks Rank #1 (Strong Buy). This upgrade primarily reflects an upward trend in earnings estimates, which is one of the most powerful forces impacting stock prices.The Zacks rating relies solely on a company's changing earnings picture. It tracks EPS estimates for the current and following years from the sell-side analysts covering the stock through a consensus measure -- the Zacks Consensus Estimate.The power of a ...

Management also noted ongoing investments in technology, including exploring the use of artificial intelligence as a tool to enhance academic outcomes. At the University of St. Augustine for Health Sciences, Ghia said the institution has continued to expand program offerings by introducing new modalities at current campus locations to provide prospective students with additional flexibility.Revenue in the quarter rose 20% to $211.6 million from $176.4 million in the prior-year period. Chief Financial Office ...

Core Viewpoint - Perdoceo Education Corporation held its Fourth Quarter and Full Year 2025 Earnings Conference Call, indicating a focus on financial performance and future outlook [1][2]. Group 1: Earnings Call Details - The call was hosted by Nick Nelson from Alpha IR Group, with participation from Todd Nelson, President and CEO, and Ashish Ghia, CFO [2]. - The conference call was made available via live webcast on the company's Investor Relations website, with a replay accessible for 90 days [2]. Group 2: Forward-Looking Statements - The earnings release and remarks included forward-looking statements as defined by the Securities Exchange Act, highlighting the inherent risks and uncertainties that could affect future results [3]. - These forward-looking statements are based on current assumptions and information available to Perdoceo Education Corporation [3].

Financial Data and Key Metrics Changes - For the fourth quarter of 2025, net income was $35.3 million or $0.54 per diluted share, while adjusted earnings per diluted share increased 20% to $0.59 compared to $0.49 in the prior year [8][15] - Full-year net income was $159.9 million or $2.42 per diluted share, compared to $147.6 million or $2.19 per diluted share in the prior year, with adjusted earnings per diluted share increasing 15.5% to $2.61 from $2.26 [13][29] - Full-year revenue increased 24.2% or $164.8 million to $846.1 million, with operating income growing 12.5% to $196 million and adjusted operating income increasing 25.8% to $237.6 million [14][29] Business Line Data and Key Metrics Changes - Total student enrollments grew 7.3% year-over-year, driven by 11.2% growth at AIUS, 6.6% growth at CTU, and 2.6% growth at St. Augustine [8][17] - CTU's revenue for the full year was $461.6 million, up 4.1% from the prior year, while operating income increased 3.4% to $180.6 million [19] - AIU System reported full-year revenue of $226 million, with operating income increasing 9.8% to $36 million [20] Market Data and Key Metrics Changes - The University of St. Augustine for Health Sciences ended the fall 2025 term with approximately 3,900 total students enrolled, reflecting growth in programs such as nursing and speech-language pathology [19][21] - The corporate student programs continue to provide accredited degree opportunities to employees, enhancing employee development and retention [10] Company Strategy and Development Direction - The company prioritizes student experience and academic outcomes, aiming for sustainable and responsible growth [5][10] - Strategic investments in technology and talent are being made to expand programs and enhance academic outcomes across institutions [10][32] - The company plans to continue investing in marketing and admissions to support future enrollment growth [20][31] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in entering 2026 with positive momentum, expecting continued growth in revenue and operating income [11][29] - The company anticipates that high levels of student retention and engagement will continue into 2026, with prospective student interest expected to increase [30][31] - Management noted that changes in the regulatory environment are not expected to significantly impact prospective student interest or necessitate operational changes [30] Other Important Information - The company returned $157.6 million of capital to shareholders in 2025, including $120.8 million in share repurchases and $36.9 million in dividends [10][11] - A new share repurchase authorization of up to $100 million was approved by the board [11][27] - The effective tax rate for the full year was 26.3%, with expectations for 2026 to be between 23.5% and 24.5% [24][25] Q&A Session Summary Question: What are the expectations for student enrollment growth in 2026? - Management expects total enrollments at CTU to grow in 2026, supported by high levels of prospective student interest and continued investments in marketing and admissions [31] Question: How does the company plan to handle the impact of regulatory changes? - Management believes that there will not be a material impact on prospective students from regulatory changes, including the elimination of certain loan programs [30] Question: What is the outlook for adjusted operating income in 2026? - The company expects adjusted operating income to range between $250 million and $263 million for 2026, reflecting organic revenue and enrollment growth [29]

Perdoceo Education (NasdaqGS:PRDO) Q4 2025 Earnings call February 19, 2026 05:00 PM ET Company ParticipantsAshish Ghia - CFOTodd Nelson - President and CEOOperatorHello, and thank you for standing by. At this time, I would like to welcome everyone to the Perdoceo Education Corporation Q4 and Full Year 2025 Earnings Conference Call. All lines have been placed on mute to prevent any background noise. I would now like to turn the call over to Nick Nelson, Alpha IR Group. Nick, please go ahead.Nick NelsonThank ...

Perdoceo Education (NasdaqGS:PRDO) Q4 2025 Earnings call February 19, 2026 05:00 PM ET Speaker2Hello, and thank you for standing by. At this time, I would like to welcome everyone to the Perdoceo Education Corporation fourth quarter and full year 2025 earnings conference call. All lines have been placed on mute to prevent any background noise. I would now like to turn the call over to Nick Nelson, Alpha IR Group. Nick, please go ahead.Speaker1Thank you, operator. Good afternoon, everyone, and thank you for ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2025 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 0-23245 PERDOCEO EDUCATION CORPORATION (Exact name of Registrant as specified in its charter) | Delaware | 36-3932190 | | --- | --- | | ( ...

*See GAAP (U.S. generally accepted accounting principles) to non-GAAP reconciliations attached to this press release. PRDO ANNOUNCES 4Q25 AND FULL YEAR RESULTS …PG 1 PERDOCEO EDUCATION CORPORATION REPORTS FOURTH QUARTER AND FULL YEAR 2025 RESULTS Schaumburg, IL. (February 19, 2026) – Perdoceo Education Corporation (NASDAQ: PRDO), a provider of postsecondary education programs through its academic institutions, today reported operating and financial results for the quarter and year ended December 31, 2025. " ...

Company Performance - Dunelm Group (DNLMY) has shown a year-to-date performance increase of approximately 13.8%, significantly outperforming the average return of 2.6% in the Consumer Discretionary sector [4] - The Zacks Consensus Estimate for Dunelm Group's full-year earnings has increased by 2.4% over the past quarter, indicating improved analyst sentiment and a stronger earnings outlook [3] Industry Context - Dunelm Group is part of the Textile - Home Furnishing industry, which currently ranks 15 in the Zacks Industry Rank, with the industry experiencing a decline of about 5.8% year-to-date [5] - In comparison, Perdoceo Education, another Consumer Discretionary stock, has returned 9.1% year-to-date, but it belongs to the Schools industry, which is ranked 94 and has seen a decline of 2% this year [4][6] Zacks Rank - Dunelm Group holds a Zacks Rank of 2 (Buy), suggesting a favorable outlook based on earnings estimates and revisions [3] - The Zacks Rank system has a history of identifying stocks that are likely to outperform the market in the short term [3]

Core Insights - The Zacks Schools industry is experiencing a recovery driven by increased demand for applied and career-oriented education, particularly in healthcare, skilled trades, cybersecurity, and IT [1][5] - Technology is becoming a significant competitive advantage, with institutions investing in adaptive learning systems and online platforms to enhance student engagement and operational efficiency [2][8] - The industry is consolidating, with larger providers acquiring smaller institutions to expand offerings and improve operational leverage [6] Industry Overview - The Zacks Schools industry includes for-profit education companies offering various programs in finance, healthcare, technology, and skilled trades, focusing on career-oriented education [4] - The sector is addressing the shortage of healthcare professionals through intensive training models linked to industry needs [1][5] Trends Influencing Growth - There is a rising demand for workforce-oriented programs, particularly among adult learners and career switchers, as the labor market increasingly values job-ready skills [5] - Government initiatives supporting vocational education and non-degree pathways are contributing to the growth outlook [3][5] Financial Performance and Valuation - The Zacks Schools industry has a Zacks Industry Rank of 65, placing it in the top 27% of over 250 Zacks industries, indicating positive near-term prospects [11][12] - The industry's forward 12-month price-to-earnings ratio is currently at 12.58X, significantly lower than the S&P 500's 23.57X, suggesting potential undervaluation [18] Key Companies and Their Prospects - **McGraw Hill**: Experiencing growth from digital and subscription models, with a projected fiscal 2026 earnings of $1.63 per share on $2.05 billion in revenues, reflecting a 300% surprise in the last quarter [21][24] - **Grand Canyon Education**: Focused on scalable online expansion and healthcare programs, with expected earnings growth of 12.9% and 11.2% for 2025 and 2026, respectively [27][28] - **Perdoceo Education**: Benefiting from rising student interest and expanding program offerings, with expected earnings growth of 11.4% and 9% for 2025 and 2026 [31][32] - **Adtalem**: Gaining from enrollment momentum and strategic partnerships, with projected earnings growth of 17.7% and 13.7% for fiscal 2026 and 2027 [35][37] - **Nerdy**: Enhancing its platform with AI integration, with improvements in earnings estimates for 2025 and 2026, indicating a potential investment opportunity [39][40]