Q1 2026 Laureate Education Inc Earnings Call Transcript
Key Points
- Laureate Education Inc (LAUR) reported a 13% year-over-year increase in new enrollments in Peru and a 4% increase in Mexico, aligning with expectations.
- The company reaffirmed its full-year guidance for enrollments, revenue, and adjusted EBITDA, and increased its adjusted earnings per share guidance due to share buybacks.
- Laureate Education Inc (LAUR) has a strong balance sheet with $217 million in gross debt and $157 million in cash, supporting continued capital returns to shareholders.
- The company is experiencing strong growth in its fully online programs in Peru, particularly among working adults, which is expected to drive enrollment growth.
- Laureate Education Inc (LAUR) is committed to transparency and accountability, with a focus on delivering affordable, high-quality education that leads to successful careers for students.
- First-quarter revenue was $273 million with an adjusted EBITDA of negative $2 million, reflecting seasonally low periods.
- The company reported a first-quarter net loss of $22 million, resulting in a loss per share of $0.15.
- Adjusted EBITDA in Mexico was down 16% year over year in the first quarter due to investments in new campuses and other timing items.
- The fully online programs, while growing, come with a higher attrition rate, which may impact total enrollment growth.
- The company's margin expansion is expected to be weighted towards the second half of the year due to timing of investments and new campus openings.
Good day, and thank you for standing by. Welcome to the Q1 2026 Laureate Education, Inc., earnings conference call. (Operator Instructions) Please be advised that today's conference is being recorded.
I would now like to hand the conference over to your first speaker today, Adam Morse, Senior Vice President of Finance. Please go ahead.
Good morning, and thank you for joining us on today's call to discuss Laureate Education's first-quarter 2026 results. Joining me on the call today are Eilif Serck-Hanssen, President and Chief Executive Officer; and Rick Buskirk, Chief Financial Officer.
Our earnings press release is available on the Investor Relations section of our website at laureate.net. We've also posted a supplementary presentation to the website, which we'll be referring to during today's call. The call is being webcast, and a complete recording will be available after the call.
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