Inferra AI / Company / LAUR

Laureate Education, Inc.

LAUR · Industrials

Last earnings Oct 29, 2026

Key results

Revenuequarter

21%

Third Quarter 2026 Highlights (compared to third quarter 2025) On a reported basis, revenue increased 21% to $485.1 million.

SEC original ↗Laureate Education, Inc. — Earnings release (8-K exhibit)EX-99Oct 29, 2026

On a constant currency basis 1 , revenue increased 14% and was favorably affected by approximately $29 million of intra-year academic calendar timing attributable to semester start dates in 2026 as compared to 2025.

SEC original ↗Laureate Education, Inc. — Earnings release (8-K exhibit)EX-99Oct 29, 2026

Operating incomequarter

$119.1 million

Operating income for the third quarter of 2026 was $119.1 million, compared to operating income of $71.5 million for the third quarter of 2025.

SEC original ↗Laureate Education, Inc. — Earnings release (8-K exhibit)EX-99Oct 29, 2026

Net incomequarter

$101.2 million

Net income for the third quarter of 2026 was $101.2 million, compared to net income of $34.4 million for the third quarter of 2025.

SEC original ↗Laureate Education, Inc. — Earnings release (8-K exhibit)EX-99Oct 29, 2026

The increase in net income compared to 2025 was mainly driven by higher operating income as well as a discrete tax benefit of $25.4 million that was recorded during the third quarter of 2026.

SEC original ↗Laureate Education, Inc. — Earnings release (8-K exhibit)EX-99Oct 29, 2026

On a reported basis, revenue increased 18% to $1,373.6 million.

SEC original ↗Laureate Education, Inc. — Earnings release (8-K exhibit)EX-99Oct 29, 2026

RevenueQ4 2026

8%

On a constant currency basis 1 , revenue increased 8% and was favorably affected by approximately $20 million of intra-year academic calendar timing attributable to semester start dates in the nine months ended September 30, 2026 as compared to the nine months ended September 30, 2025.

SEC original ↗Laureate Education, Inc. — Earnings release (8-K exhibit)EX-99Oct 29, 2026

Revenueytd

$20 million

On a constant currency basis 1 , revenue increased 8% and was favorably affected by approximately $20 million of intra-year academic calendar timing attributable to semester start dates in the nine months ended September 30, 2026 as compared to the nine months ended September 30, 2025.

SEC original ↗Laureate Education, Inc. — Earnings release (8-K exhibit)EX-99Oct 29, 2026

Third Quarter 2026 Results For the third quarter of 2026, revenue on a reported basis was $485.1 million, an increase of $84.9 million, or 21%, compared to the third quarter of 2025.

SEC original ↗Laureate Education, Inc. — Earnings release (8-K exhibit)EX-99Oct 29, 2026

AI analysis

Q4 2026 · reported Oct 29, 2026

Based on: Earnings release + Q4 2026 deck + parent 8-K + 10-Q — transcript not held

Net income · Q4 2026
$101.2M
EX-99 · Oct 29, 2026
Operating income · Q4 2026
$119.1M
EX-99 · Oct 29, 2026

Headline figures

MetricQ4 2026Prior qtrYear ago
Revenue21%17%5%
Operating income$119.1 million$223.4 million$193.3 million
Net income$101.2 million$137.1 million$97.4 million

EX-99 · Oct 29, 2026

Guidance · company-stated

Direction: Raised

Company outlook

“1 LAUREATE EDUCATION REPORTS FINANCIAL RESULTS FOR THE THIRD QUARTER AND NINE MONTHS ENDED SEPTEMBER 30, 2026 Company Reaffirms Full-Year 2026 Guidance Announces $150 Million Increase in Share Repurchase Authorization MIAMI - October 29, 2026 (GLOBE NEWSWIRE) - Laureate Education, Inc.”

Classified from the release's primary full-year outlook statement.

Next earningsNo verified date on fileNo date is estimated or imported

Capital allocation

htm EX-99.1 Document Exhibit 99.1 LAUREATE EDUCATION REPORTS FINANCIAL RESULTS FOR THE THIRD QUARTER AND NINE MONTHS ENDED SEPTEMBER 30, 2026 Company Reaffirms Full-Year 2026 Guidance Announces $150 Million Increase in Share Repurchase Authorization MIAMI - October 29, 2026 (GLOBE NEWSWIRE) - Laureate Education, Inc.

Serck-Hanssen added, Today we are announcing an additional $150 million increase to our share repurchase program, reflecting continued favorable operating momentum in the business, our strong balance sheet and commitment to returning capital to shareholders.

General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

Laureate Education, Inc. Q4 2026 — Third Quarter 2026 Highlights (compared to third quarter 2025) On a reported basis, revenue increased 21% to $485.1 million.

Based on: Earnings release + Q4 2026 deck + parent 8-K + 10-Q — transcript not held

Guidance & outlook

Direction: Raised

Company outlook: “1 LAUREATE EDUCATION REPORTS FINANCIAL RESULTS FOR THE THIRD QUARTER AND NINE MONTHS ENDED SEPTEMBER 30, 2026 Company Reaffirms Full-Year 2026 Guidance Announces $150 Million Increase in Share Repurchase Authorization MIAMI - October 29, 2026 (GLOBE NEWSWIRE) - Laureate Education, Inc.”

Company outlook — Raised (“Increase”)
“1 LAUREATE EDUCATION REPORTS FINANCIAL RESULTS FOR THE THIRD QUARTER AND NINE MONTHS ENDED SEPTEMBER 30, 2026 Company Reaffirms Full-Year 2026 Guidance Announces $150 Million Increase in Share Repurchase Authorization MIAMI - October 29, 2026 (GLOBE NEWSWIRE) - Laureate Education, Inc.”

Company outlook — Reiterated (“reaffirming”)
“Outlook for Fiscal 2026 Laureate is reaffirming its 2026 outlook.”

Classified from the release's primary full-year outlook statement.

Capital allocation

htm EX-99.1 Document Exhibit 99.1 LAUREATE EDUCATION REPORTS FINANCIAL RESULTS FOR THE THIRD QUARTER AND NINE MONTHS ENDED SEPTEMBER 30, 2026 Company Reaffirms Full-Year 2026 Guidance Announces $150 Million Increase in Share Repurchase Authorization MIAMI - October 29, 2026 (GLOBE NEWSWIRE) - Laureate Education, Inc.

SEC original ↗Laureate Education, Inc. — Earnings release (8-K exhibit)EX-99Oct 29, 2026

Serck-Hanssen added, Today we are announcing an additional $150 million increase to our share repurchase program, reflecting continued favorable operating momentum in the business, our strong balance sheet and commitment to returning capital to shareholders.

SEC original ↗Laureate Education, Inc. — Earnings release (8-K exhibit)EX-99Oct 29, 2026

Laureate repurchased approximately $256 million of its common stock during the nine months ended September 30, 2026.

SEC original ↗Laureate Education, Inc. — Earnings release (8-K exhibit)EX-99Oct 29, 2026

As of September 30, 2026, Laureate had approximately $75.2 million of stock repurchase authorization remaining under its existing stock repurchase program.

SEC original ↗Laureate Education, Inc. — Earnings release (8-K exhibit)EX-99Oct 29, 2026

On October 29, 2026, the Company announced that its board of directors had approved a $150 million increase to its existing stock repurchase program to acquire shares of the Company's common stock.

SEC original ↗Laureate Education, Inc. — Earnings release (8-K exhibit)EX-99Oct 29, 2026

After giving effect to this new authorization and taking into account the cumulative repurchases through September 30, 2026, the Company may repurchase up to approximately $225.2 million of its common stock under its stock repurchase program, which has no fixed expiration date.

SEC original ↗Laureate Education, Inc. — Earnings release (8-K exhibit)EX-99Oct 29, 2026

Strategy & priorities

You can identify forward-looking statements because they contain words such as believes, expects, may, will, should, seeks, approximately, intends, plans, estimates or anticipates or similar expressions that concern our strategy, plans or intentions.

SEC original ↗Laureate Education, Inc. — Earnings release (8-K exhibit)EX-99Oct 29, 2026

All statements we make relating to guidance (including, but not limited to, total enrollments, revenues, Adjusted EBITDA and Adjusted EPS), and all statements we make relating to our current growth strategy and other future plans, strategies or transactions that may be identified, explored or implemented and any litigation or dispute resulting from any completed transaction are forward-looking statements.

SEC original ↗Laureate Education, Inc. — Earnings release (8-K exhibit)EX-99Oct 29, 2026

All of these forward-looking statements are subject to risks and uncertainties that may change at any time, including with respect to our current growth strategy and the impact of any completed divestiture or separation transaction on our remaining businesses.

SEC original ↗Laureate Education, Inc. — Earnings release (8-K exhibit)EX-99Oct 29, 2026

All statements we make relating to guidance (including, but not limited to, total enrollments, revenues, Adjusted EBITDA, Adjusted net income, and Adjusted EPS), and all statements we make relating to our current growth strategy and other future plans, strategies or transactions that may be identified, explored or implemented and any litigation or dispute resulting from any completed transaction are forward-looking statements.

SEC original ↗Laureate Education, Inc. — Presentation / slide deck (8-K exhibit)EX-99Oct 29, 2026

EBITDA 2025 FY Results As Reported 498K $1,702 $519 Growth 20K - 25K $108 - $118 $42 - $48 Growth % 4% - 5% 6% - 7% 8% - 9% 2026 FY Guidance (Constant Currency) 518K - 523K $1,810 - $1,820 $561 - $567 Growth % (Constant Currency) 4% - 5% 6% - 7% 8% - 9% FX Impact (spot FX) (1) $110 $32 2026 FY Guidance (@ spot FX) (1) 518K - 523K $1,920 - $1,930 $593 - $599 As Reported Growth % 4% - 5% 13% - 13% 14% - 15% Continued Constant Currency Top Line Growth and Margin Expansion (1) Based on actual FX rates for January through October, and assumed spot FX rates (local currency per US dollar) of MXN 18.60 & PEN 3.45 for November through December 2026.

SEC original ↗Laureate Education, Inc. — Presentation / slide deck (8-K exhibit)EX-99Oct 29, 2026

Risks & headwinds

All statements we make relating to guidance (including, but not limited to, total enrollments, revenues, Adjusted EBITDA and Adjusted EPS), and all statements we make relating to our current growth strategy and other future plans, strategies or transactions that may be identified, explored or implemented and any litigation or dispute resulting from any completed transaction are forward-looking statements.

SEC original ↗Laureate Education, Inc. — Earnings release (8-K exhibit)EX-99Oct 29, 2026

All statements we make relating to guidance (including, but not limited to, total enrollments, revenues, Adjusted EBITDA, Adjusted net income, and Adjusted EPS), and all statements we make relating to our current growth strategy and other future plans, strategies or transactions that may be identified, explored or implemented and any litigation or dispute resulting from any completed transaction are forward-looking statements.

SEC original ↗Laureate Education, Inc. — Presentation / slide deck (8-K exhibit)EX-99Oct 29, 2026

Due to this uncertainty, Laureate cannot reconcile projected Adjusted EBITDA and projected Adjusted EPS to projected net income and projected earnings per share, respectively, without unreasonable effort.

SEC original ↗Laureate Education, Inc. — Earnings release (8-K exhibit)EX-99Oct 29, 2026

3 Forward-Looking Statements This press release includes statements that express Laureate s opinions, expectations, beliefs, plans, objectives, assumptions or projections regarding future events or future results and therefore are, or may be deemed to be, forward-looking statements within the meaning of the federal securities laws, which involve risks and uncertainties.

SEC original ↗Laureate Education, Inc. — Earnings release (8-K exhibit)EX-99Oct 29, 2026

All of these forward-looking statements are subject to risks and uncertainties that may change at any time, including with respect to our current growth strategy and the impact of any completed divestiture or separation transaction on our remaining businesses.

SEC original ↗Laureate Education, Inc. — Earnings release (8-K exhibit)EX-99Oct 29, 2026

Forward Looking Statements This presentation includes statements that express Laureate s opinions, expectations, beliefs, plans, objectives, assumptions or projections regarding future events or future results and therefore are, or may be deemed to be, forward-looking statements within the meaning of the federal securities laws, which involve risks and uncertainties.

SEC original ↗Laureate Education, Inc. — Presentation / slide deck (8-K exhibit)EX-99Oct 29, 2026

What changed vs prior quarter

Guidance direction — prior quarter: Raised; this quarter: Raised

SEC original ↗Laureate Education, Inc. — Earnings release (8-K exhibit)EX-99Oct 29, 2026

Revenue — prior quarter passage and this quarter's passage are both cited.

SEC original ↗Laureate Education, Inc. — Earnings release (8-K exhibit)EX-99Oct 29, 2026

Operating income — prior quarter passage and this quarter's passage are both cited.

SEC original ↗Laureate Education, Inc. — Earnings release (8-K exhibit)EX-99Oct 29, 2026

Documents

Earnings deck slides

0 decks with slide view

Laureate Education, Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Laureate Education, Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Laureate Education, Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Laureate Education, Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Laureate Education, Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Laureate Education, Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Laureate Education, Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Competitors

Competitors & peers

Same GICS sector — classification peers, not declared competitors

Filings

32 documents

Earnings releases

17 documents

Presentations

7 documents

Transcripts

0 documents

No transcripts for Laureate Education, Inc. are held in this edition of the library.

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