📈 Price History

Ratio Health

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By Category

📊 Sector Averages

About

Perdoceo Education Corporation provides postsecondary education through online, campus-based, and blended learning programs in the United States.

Key Ratios Snapshot

📈 Growth Pattern

⚡ Latest Quarter —

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📊 Quick Scorecard

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⭐ Superinvestors Holding PRDO

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Manager	Shares	Value	% of Fund	Period
Jim Simons Renaissance Technologies LLC	3.50M	$130.3M	0.20%	Mar 2026

SEC Form 13F data. 45-day lag from quarter end.

🔍 Concall Decoded

🎙 Management Tone Tracker Confident Specific → Stable 4 quarters analysed

Q2 2025

Confident Specific

Management used definitive language such as 'exceeded our expectations', 'consistently high levels', and provided specific growth percentages (17% total enrollment growth, 7.4% CTU, 7.1% AIUS) and financial metrics (net income $41M, adjusted EPS $0.67). The tone was upbeat with no hedging or cautionary notes.

Q3 2025

Confident Specific

Management repeatedly used phrases like 'operating performance exceeded our expectations,' 'stronger-than-expected,' and 'we are updating our full-year adjusted operating income outlook,' explicitly raising guidance with specific numeric ranges. The language is direct and quantitative.

Q4 2025

Confident Specific

Management used precise numbers (e.g., 'adjusted earnings per diluted share increased 20% to $0.59', 'total student enrollments grew 7.3%') and repeatedly stated performance 'ahead of management expectations' and 'exceeded our initial expectations'.

Q1 2026 latest

Confident Specific

Management used phrases like 'operating performance exceeded our expectations' and detailed specific enrollment growth numbers (CTU +1.9%, St. Augustine 9.8% revenue growth) and EPS increases (+30.8%), indicating confidence and specificity.

Guidance Reliability Pending · <3Q data

Investor Lens

The investment thesis appears stronger after this call. Management delivered a clear beat on Q1 expectations and raised full-year guidance, with enrollment growth at CTU for the 10th consecutive quarter and strong momentum at St. Augustine. The balanced capital allocation (dividend + buybacks) and investment in AI and corporate programs support a sustainable growth narrative. However, watch for the record number of expected graduates at CTU in 2026, which could pressure future enrollment comparisons, and whether AI investments translate into measurable student acquisition efficiency. Next quarter, focus on CTU enrollment trends as they lap strong prior-year quarters and any update on the timing of new AI-focused courses.

AI-generated concall tone analysis · Updated 2026-06-09 · Not investment advice

🎙 Management Tone Confident Specific → Stable 4 quarters Full tone analysis in Intelligence →

📊 MIXED Perdoceo Education Q1 net income $54M, revenue $221.7M, enrollments up 1.1%.

Revenue & Profitability

First quarter 2026 net income was $54 million or $0.85 per diluted share, up 30.8% versus the prior year. Adjusted earnings per diluted share increased 28.6% to $0.90. Revenue grew 4.1% to $221.7 million from $213.0 million. Operating income rose 22% to $63.1 million, and adjusted operating income (excluding D&A) grew 14.1% to $72.5 million. Cash provided by operations was $69.4 million.

Outlook

Management expects sustained high levels of student retention and engagement, and consistent prospective student interest supported by incremental marketing investments. They do not foresee material impact from regulatory or legislative changes, including the elimination of the Grad PLUS Loan program, and expect no meaningful impact on student enrollments or financing through private sources.

Growth Drivers

Key growth drivers include continued organic revenue growth across all academic institutions, with CTU driven by strong prospective student interest, corporate student program expansion, and marketing investments. St. Augustine's growth is supported by new program versions in physical and occupational therapy, and new modalities for occupational therapy. AIU System is expected to grow revenue and operating income for full year 2026 despite quarterly enrollment comparability impacts.

Balance Sheet & CapEx

Capital expenditures for full year 2026 are expected to be approximately 1.5% of revenue. The company continues investing in technology, data analytics, real estate, academics, and student support processes. It also plans to expand corporate student program teams at CTU and AIU System. Ongoing AI efforts focus on classroom learning and operating processes, with pilots and tests in student support and software engineering.

Margins

Full year 2026 adjusted operating income is expected to be between $254 million and $263 million, compared to $237.6 million in 2025, with growth driven by organic revenue and lower expenses in certain categories offsetting investments. For Q2 2026, adjusted operating income is guided to $63-$64 million. Adjusted EPS for full year is expected between $3.05 and $3.16, a 19% increase at the midpoint. St. Augustine is expected to deliver double-digit adjusted operating income growth for the full year.

Key Risks

Management noted that any changes to the regulatory or legislative environment are not expected to have a material impact on prospective student requests or necessitate operational changes. They also stated there will be no material impact on student enrollments due to the elimination of the Grad PLUS Loan program, graduate loan limits, or ability to finance through private sources. No other specific risks were raised.

Generated by AI · Q1 2026 results · Not investment advice

✓ 📞 Earnings Call Transcripts (5 quarters) submit a missing quarter

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📞 Earnings Call Transcripts (5)

Q2 2026 Q2 2026 2026-08-06

Q2 2026 saw strong operating and financial results, with net income up 17% and revenue up 1.8% year-over-year. Enrollment growth was modest but positive, and the University of St. Augustine contributed significantly. Full-year guidance was raised, and dividends increased.

Q1 2026 Q1 2026 2026-05-07

Q1 2026 results exceeded expectations with net income up 30.8% and revenue rising 4.1% year-over-year. Strong student retention, AI-driven initiatives, and growth in healthcare and corporate programs support a positive outlook, with double-digit adjusted operating income growth expected at St. Augustine.

Q4 2025 Q4 2025 2026-02-19

Revenue, operating income, and student enrollments grew ahead of expectations in 2025, driven by strong retention, targeted investments, and the St. Augustine acquisition. 2026 guidance calls for further growth in revenue, adjusted operating income, and EPS, with continued capital returns to shareholders.

Q3 2025 Q3 2025 2025-11-04

Q3 2025 saw strong revenue and enrollment growth, driven by the St. Augustine acquisition and CTU performance. Adjusted EPS and operating income exceeded prior year, with positive outlook for Q4 and 2026. $94.1 million returned to shareholders year-to-date.

Q2 2025 Q2 2025 2025-07-31

Q2 2025 saw 26% revenue growth and 17% enrollment growth, driven by the St. Augustine acquisition and strong organic performance at CTU and AIUS. Full-year guidance was raised, with continued investments in technology and shareholder returns through increased dividends and a new $75M buyback.

📊 Analysis Methodology

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Investment Risk:
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