Q3 2025 Laureate Education Inc Earnings Call Transcript
Key Points
- Laureate Education Inc (LAUR) reported third-quarter revenue of $400 million and adjusted EBITDA of $95 million, both exceeding prior guidance.
- The company experienced double-digit growth in Peru's secondary intake, driven by fully online working adult programs.
- Two new campuses were successfully opened in Monterrey, Mexico, and Lima's Ate District in Peru, on time and on budget.
- The Board authorized a $150 million increase to the stock repurchase program, highlighting a strong capital allocation strategy.
- The company increased its full-year 2025 revenue and adjusted EBITDA guidance, reflecting favorable secondary intake in Peru and improved currency rates.
- The macroeconomic environment in Mexico is sluggish, impacting overall economic activity.
- Timing-related impacts due to academic calendar shifts affected revenue and adjusted EBITDA recognition.
- Adjusted EBITDA in Peru declined by 2% due to timing of expenses, expected to normalize in the fourth quarter.
- The company's growth in Mexico was partially offset by campus closures, affecting enrollment figures.
- US trade policy uncertainties have created a sluggish macroeconomic environment, impacting future economic activity.
Good day, and thank you for standing by. Welcome to the Laureate Education third-quarter 2025 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 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 third quarter and year-to-date 2025 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 will be referring to during today's call. The call is being webcast and a complete recording will be available after the call.
I would like to remind you that some of the information we are
| Access to All Earning Calls and Stock Analysis | |
| 30-Year Financial on one screen | |
| All-in-one Stock Screener with unlimited filters | |
| Customizable Stock Dashboard | |
| Real Time Insider Trading Transactions | |
| 8,000+ Institutional investors’ 13F holdings | |
| Powerful Excel Add-in and Google sheets Add-on | |
| All data downloadable | |
| Quick customer support | |
| And much more... |
Trustpilot
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
