Strategic Education Q2 revenue up 4.9% to $337.3 million; diluted EPS $1.71
Strategic Education reported second quarter 2026 revenue of $337.3 million, up 4.9% from $321.5 million a year earlier, and net income of $37.2 million, up from $32.3 million. Diluted EPS rose to $1.71 from $1.37, helped by a lower share count after buybacks, but Australia/New Zealand operating income fell to $1.0 million after a $13.9 million reserve tied to an Australian Fair Work Ombudsman compliance matter.
Key points
- Revenue $337.3 million vs. $321.5 million; net income $37.2 million vs. $32.3 million
- Diluted EPS $1.71 vs. $1.37; diluted shares 21.7 million vs. 23.5 million after $32.8 million of buybacks in the quarter
- Australia/New Zealand operating income $1.0 million vs. $12.8 million, including a $13.9 million reserve tied to the Australian Fair Work Ombudsman matter
- Quarterly dividend of $0.60 per share, payable September 14, 2026, to holders of record as of September 4, 2026
The filing
Written by AI on Nov 8, 2026, 6:59 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on July 29, 2026.
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.