Grand Canyon Education, Inc. (GCE) furnishes a broad spectrum of educational support services to higher education institutions throughout the United States. Its ...
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Est. EPS $1.76 · Revenue $269.75M · 2 analysts
Est. EPS $3.80 · Revenue $326.33M · 2 analysts
Est. EPS $10.23 · Revenue $1.17B · 2 analysts
Est. EPS $3.14 · Revenue $325.34M · 1 analysts
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $1.1B | +7.1% | -14.5% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $216.2M | -4.4% | -39.1% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +53.2% | +0.9% | -11.3% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | +27.4% | +2.9% | -28.8% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | +19.5% | -10.8% | -28.8% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $238.6M | -5.6% | +22.3% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | +21.6% | -11.8% | +43.0% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 26.8% | +93.5% | +4.0% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 3.65x | -3.7% | +2.6% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $992.3M | -2.6% | -5.0% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | 7.71 vs 9.09 | -15.1% | 1.75 vs 1.67 | +4.6% |
| Revenue Surprise | $1.1B vs $1.1B | +0.0% | $264.0M vs $261.9M | +0.8% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Jun 10, 2026 | Warren Kevin F. | director | Common Stock | A | 498 | — |
| Jun 10, 2026 | Humphrey Chevy | director | Common Stock | A | 498 | — |
| Jun 10, 2026 | Keegan Lisa Graham | director | Common Stock | A | 498 | — |
| Jun 10, 2026 | HENRY JACK A | director | Common Stock | A | 498 | — |
| Jun 10, 2026 | Ward Sara | director | Common Stock | A | 498 | — |
Operator: Good day, and welcome to the Grand Canyon Education second-quarter 2026 earnings conference call. At this time, all participants are in listen-only mode. After the speaker presentation, there will be a question-and-answer session. To ask a question during the session, you will need to press *11 on your telephone. You will then hear an automated message advising your hand is raised. To withdraw your question, press *11 again. Please be advised that today's conference is being recorded. I would now like to hand the conference over to your speaker, Mr. Daniel E. Bachus, Chief Financial Officer. Please go ahead. Daniel E. Bachus: Joining me on today's call is our chairman and CEO, Brian E. Mueller. Please note that many of our comments today will contain forward-looking statements that involve risks and uncertainties. Various factors could cause our actual results to be materially different from any future results expressed or implied by such statements. These factors are discussed in our SEC filings and including our annual report on Form 10-K, quarterly reports on Form 10-Q, and current reports on Form 8-K. We undertake no obligation to provide updates with regard to the forward-looking statements made during this call and we recommend that all investors review these reports thoroughly before taking a financial position in GCE. And with that, I will turn the call over to Brian. Brian E. Mueller: Good afternoon, and thank you for joining Grand Canyon Education's second quarter 2026 conference call. There has been major concern from investors regarding Grand Canyon Education stock performance over the last 12 months. This is true in spite of the fact that GCE's financial performance continues to be remarkably consistent as it has been for 18 years. I am going to start this call with the reason I believe this is happening. The following quote from a recent Wall Street Journal article summarizes what I believe. Major industry shakeups occur when structural shifts such as technological breakthroughs, regulatory changes, or economic pressures allow agile, fast-moving companies to displace legacy incumbents and seize market leadership. In the current economic landscape, market leadership is transitioning at a record pace due to chaos fatigue and rapid AI adoption. Legacy corporations are frequently losing ground to leaner, technology-native competitors, close quote. I believe it is taking the investment community time to understand the new environment that emerges when major structural changes take place in what has been an industry that is very slow to change. This is true across industries like artificial intelligence, software, cybersecurity, energy, power, legal services, aerospace, defense, etcetera. But it is especially true in higher education. Small private universities have been closing for decades. But closures are going to happen at an increasing rate going forward. Last week, this momentum went to another level when WASC announced 4 …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
W. Stan Meyer | Chief Operating Officer | USD 835,643 | — | 1961 | Active |
Daniel E. Bachus | Chief Financial Officer | USD 830,504 | Male | 1970 | Active |
Brian E. Mueller | Chairman & Chief Executive Officer | USD 809,199 | Male | 1954 | Active |
Dilek Marsh | Chief Information Officer | USD 502,494 | Female | 1974 | Active |
Lori Browning | Senior Vice President, Controller & Chief Accounting Officer | — | Female | — | Active |
Sarah Collins | General Counsel | — | Female | — | Active |
Canada Pension Plan Investment Board acquired a new stake in Grand Canyon Education, Inc. (NASDAQ: LOPE) in the second quarter, according to the company in its most recent filing with the SEC. The firm acquired 15,800 shares of the company's stock, valued at approximately $2,261,000. Canada Pension Plan Investment Board owned about 0.06%
Caisse de depot et placement du Quebec acquired a new stake in shares of Grand Canyon Education, Inc. (NASDAQ: LOPE) in the undefined quarter, according to its most recent 13F filing with the SEC. The fund acquired 10,700 shares of the company's stock, valued at approximately $1,531,000. Other large investors have also made
Bank of Nova Scotia bought a new stake in shares of Grand Canyon Education, Inc. (NASDAQ: LOPE) during the second quarter, according to the company in its most recent filing with the SEC. The institutional investor bought 36,300 shares of the company's stock, valued at approximately $5,195,000. Bank of Nova Scotia owned about
Deutsche Bank AG purchased a new stake in shares of Grand Canyon Education, Inc. (NASDAQ: LOPE) during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm purchased 53,374 shares of the company's stock, valued at approximately $7,638,000. Deutsche Bank AG owned approximately 0.20%
The mean of analysts' price targets for Grand Canyon Education (LOPE) points to a 35.2% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.
