Perdoceo Education Corporation (PRDO) Earnings
Perdoceo Education Corporation is expected to report next earnings on July 30, 2026 (in NaN days), with a consensus EPS estimate of $0.80. PRDO has beaten EPS estimates in 12 of its last 12 reported quarters (average surprise +6.5% over the last four).
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| May 7, 2026 | $0.84 | $0.90 | +7.1% | $222M | +1.5% |
| Feb 19, 2026 | $0.54 | $0.59 | +9.3% | $212M | +0.8% |
| Nov 4, 2025 | $0.61 | $0.65 | +6.6% | $212M | +0.9% |
| Jul 31, 2025 | $0.65 | $0.67 | +3.1% | $210M | +1.2% |
| May 1, 2025 | $0.66 | $0.70 | +6.1% | $213M | +2.4% |
| Feb 18, 2025 | $0.48 | $0.50 | +4.2% | $176M | +0.8% |
| Jul 31, 2024 | $0.58 | $0.60 | +3.4% | $167M | +3.6% |
| May 1, 2024 | $0.53 | $0.60 | +13.2% | $168M | +3.0% |
| Feb 21, 2024 | $0.23 | $0.27 | +17.4% | $148M | +1.2% |
| Nov 2, 2023 | $0.49 | $0.64 | +30.6% | $180M | +7.4% |
| Aug 3, 2023 | $0.52 | $0.61 | +17.3% | $187M | +4.0% |
| May 4, 2023 | $0.56 | $0.58 | +3.6% | $196M | +3.3% |
Source: company filings + earnings calendar. For informational purposes only — not investment advice.
Earnings call summary
Q1 FY2026 · May 7, 2026
AI summary of management’s prepared remarks and analyst Q&A. For informational purposes only — not investment advice.
Management highlights
• Academic institutions support adult learners with flexible pathways. First quarter operating performance exceeded expectations. • Total student enrollments: CTU up 1.9%, St. Augustine up 3.1%, partially offset by AIUS decline. • Strategic investments in technology, including AI efforts in classrooms, courses, and engaging prospective students. • Corporate student programs at CTU support enrollment growth. • Investing in technology and talent to expand corporate programs and enhance academic outcomes.
Guidance
• Full year 2026 adjusted operating income expected to range $254M - $263M, adjusted EPS $3.05 - $3.16. • Second quarter 2026 adjusted operating income expected $63M - $64M, adjusted EPS 79c - 80c. • Expect revenue growth in 2026 supported by organic growth at CTU, AIU system, and St. Augustine's program rollouts. • Continued investments in technology, data analytics, academics, and student support processes.
Segment performance
In the first quarter, CTU's revenue increased 4% to $120.8 million, with operating income up 8.1% to $50.5 million, mainly due to enrollment and revenue growth and lower bad debt expense. AIU Systems' revenue rose to $57.8 million, and operating income increased 12% to $12.6 million, with investments in marketing offset by lower bad debt expense. St. Augustine had revenue of $43 million, a 9.8% increase, and operating income went to $6.3 million (from a prior year loss), with adjusted operating income excluding depreciation and amortization up to $13.3 million from $8.5 million. Corporate and other had operating losses of $6.3 million, slightly higher than the prior year's $5.9 million.
Risks & headwinds
• Risks from factors in Prodocio's most recent annual report on Form 10-K and subsequent SEC filings that could cause actual results to differ from forward-looking statements. • Potential impact of regulatory or legislative changes on prospective student interest or operations.