STRANasdaqServices-Educational ServicesUS GAAP · USD

Strategic Education, Inc.

Strategic Education, Inc. is a U.S.-based education services company that operates post-secondary institutions and workforce-focused learning platforms. Its business includes Capella University, Strayer University, Torrens University in Australia, and education technology services that connect employers and learners through training, certificates, and degree programs.

Liikevaihto1 268milj. USD
+4,0 %v/v
Liikevoitto (EBIT)174milj. USD
+12,0 %v/v
EBIT-marginaali13,7%
+1,0 %-yks.v/v
Nettotulos127milj. USD
+12,4 %v/v
Vapaa kassavirta154milj. USD
+19,6 %v/v

Tilikausi 2025 · muutos edellisvuodesta

Kehitys 2020–2025

05001 0001 500milj. USD2020: 1 028 milj. USD2020: EBIT 109 milj. USD20202021: 1 132 milj. USD2021: EBIT 74 milj. USD20212022: 1 065 milj. USD2022: EBIT 71 milj. USD20222023: 1 133 milj. USD2023: EBIT 95 milj. USD20232024: 1 220 milj. USD2024: EBIT 156 milj. USD20242025: 1 268 milj. USD2025: EBIT 174 milj. USD20251 268174
LiikevaihtoLiikevoitto (EBIT)

Liiketoiminta

Osuus liikevaihdosta
U.S. Higher Education67 %

Degree and certificate programs delivered through Capella University and Strayer University in the United States.

Australia/New Zealand18 %

Post-secondary education offerings delivered through Torrens University and related institutions in Australia and New Zealand.

Education Technology Services15 %

Employer education benefits administration and low-cost online learning products such as Workforce Edge and Sophia Learning.

Asiakkaat

The company serves adult learners, working professionals, and students seeking post-secondary credentials through online and campus-based formats. It also sells through employers that fund education benefits for employees, making corporate partnerships an important channel for access and enrollment. In Australia and New Zealand, it serves students enrolled in Torrens University and related institutions.

Adult degree-seeking students

Students at Capella and Strayer who buy flexible degree programs to advance careers while working.

Employer-sponsored learners

Employees accessing tuition and training through employer education benefits programs such as Workforce Edge.

Australia/New Zealand students

Students enrolled in Torrens University and related institutions for accredited higher education programs.

Self-directed online learners

Learners using Sophia Learning for low-cost general education-level courses and credit pathways.

Strategia

The company’s strategy centers on connecting education to employment through flexible degree programs, employer partnerships, and low-cost digital learning tools. It emphasizes student success, affordability, and broader professional relevance to support enrollment and retention across its university and technology platforms. The business also uses technology and multi-channel delivery to extend reach beyond traditional campus models.

Deepen employer partnershipsLyhyt aikaväli

Employer-sponsored education broadens access to learners and creates a scalable enrollment channel.

Grow digital learning platformsKeskipitkä aikaväli

Low-cost online offerings can widen the funnel and support cross-sell into degree pathways.

Strengthen career relevance and affordabilityKeskipitkä aikaväli

Programs tied to job-ready skills are more attractive to working adults and employers.

Maantiede

2025

Strategic Education operates primarily in the United States, where Capella University and Strayer University are based and where most of its higher education activity occurs. It also has a meaningful presence in Australia and New Zealand through Torrens University and related operations, which adds foreign-currency exposure and a second regulatory environment. Its education technology services support employer and learner relationships across these markets.

USA80 %
Other countries (US filing)20 %

Osuus liikevaihdosta, jonka yhtiö raportoi maantieteellisesti.

Riskit

The business is highly exposed to higher-education regulation, including Title IV participation, state authorization, and accreditor oversight in the U.S. Enrollment is also sensitive to labor-market conditions, student demand, and the company’s ability to maintain attractive program economics across online and campus channels. International operations add foreign-exchange and local regulatory exposure, especially in Australia and New Zealand.

Järjestetty vakavuuden mukaan
MatalaKohtalainenKorkeaMatalaKohtalainenKorkeaVaikutus →Todennäköisyys →Higher education regulatory compliance1State authorization loss2Enrollment volatility3Foreign exchange and foreign regulation4
Vaikutus on riskin vakavuus ja todennäköisyys sen toteutumisen todennäköisyys lähivuosina, molemmat arvioitu yhtiön raporttien perusteella. Numerot vastaavat listaa.
  1. Higher education regulatory complianceVaikutus: KorkeaTodennäköisyys: Kohtalainen

    U.S. universities must satisfy federal, state, and accreditor requirements to keep operating and access student aid.

    Kohdistuu: Capella University and Strayer University

  2. State authorization lossVaikutus: KorkeaTodennäköisyys: Kohtalainen

    Loss of authorization in a state can prevent operation there and affect Title IV eligibility.

    Kohdistuu: U.S. Higher Education segment

  3. Enrollment volatilityVaikutus: KorkeaTodennäköisyys: Kohtalainen

    Demand depends on employment conditions, student confidence, and program attractiveness.

    KohdistuuAll segmentsEspecially U.S. Higher Education
  4. Foreign exchange and foreign regulationVaikutus: KeskitasoTodennäköisyys: Matala

    Australia/New Zealand operations are exposed to currency movements and local education rules.

    Kohdistuu: Australia/New Zealand segment

Kirjanpito

Harkinnanvaraiset erät
Revenue recognition over academic terms

Tuition is recognized as instruction is delivered, so term timing affects quarterly revenue.

Vaikutus: Academic calendars and start dates can shift reported revenue between quarters.

Contract liabilities

Advance billings for academic services are deferred until services are provided.

Vaikutus: Balances reflect timing of student payments versus instruction delivered.

Goodwill and intangible impairment

Acquired trade names and goodwill must be tested for impairment at least annually.

Vaikutus: Write-downs could materially affect earnings and equity if assumptions weaken.

Credit loss and tax estimates

Management estimates collectability and tax obligations using judgment.

Vaikutus: Changes can move operating results and effective tax rate.

Julkisesti listattuja yhtiöitä, joilla on samankaltainen liiketoiminta.

Päivitetty: 24.9.2026

Strategic Education, Inc. (STRA) liikevaihto, tulos ja tunnusluvut 2025 – Clarifo