Phoenix Education Partners, Inc. owns and manages the University of Phoenix, which functions as an online higher education institution. This provider specifically ...
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Est. EPS $1.07
Est. EPS $1.42 · Revenue $268.90M · 3 analysts
Est. EPS $0.60 · Revenue $230.11M · 1 analysts
Est. EPS $1.51 · Revenue $282.13M · 1 analysts
$0.63 per share
$0.63 per share
| 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). | $1.0B | +6.0% | +22.2% |
| 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. | $133.9M | +18.3% | +263.3% |
| 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. | +56.7% | -1.3% | +4.4% |
| 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). | +21.7% | +2.0% | +121.9% |
| 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. | +13.3% | +11.6% | +197.4% |
| 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. | $64.9M | -53.8% | -26.9% |
| 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. | +6.4% | -56.5% | -40.2% |
| 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. | 29.7% | +15.4% | -13.7% |
| 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. | 1.64x | -6.9% | -4.8% |
| 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. | $493.6M | -29.0% | +11.4% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | 3.76 vs 3.63 | +3.6% | 1.01 vs 1.32 | -23.5% |
| Revenue Surprise | $1.0B vs $1.0B | +0.5% | $271.8M vs $271.2M | +0.2% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Aug 26, 2026 | Naumann Cheryl M. | officer: Chief Human Resources Officer | Common Stock, par value $0.01 per share | A | 43,883 | $11.04 |
| Aug 26, 2026 | Naumann Cheryl M. | officer: Chief Human Resources Officer | Common Stock, par value $0.01 per share | D | 25,502 | $28.80 |
| Aug 26, 2026 | Naumann Cheryl M. | officer: Chief Human Resources Officer | Employee Stock Option (Right to Buy) | D | 43,883 | $11.04 |
| Aug 25, 2026 | Medi Srini | officer: Chief Legal Officer & Sec. | Common Stock, par value $0.01 per share | A | 60,052 | $11.04 |
| Aug 25, 2026 | Medi Srini | officer: Chief Legal Officer & Sec. | Common Stock, par value $0.01 per share | D | 33,190 | $28.74 |
Operator: Ladies and gentlemen, good afternoon and welcome to Phoenix Education Partners third quarter fiscal 2020 Earnings conference call. At this time, all participants are in a listen only mode. Following prepared remarks, we will open the call for questions. I would now like to turn the call over to Beth Coronelli, vice President of Investor Relations. Please go ahead. Beth Coronelli: Thank you. Welcome to the Phoenix Education Partners third quarter fiscal 2020 Earnings conference call. Speaking on today's call are Chris Lynne, our Chief Executive Officer and Blair Westbloom, our chief Financial Officer. Before we begin, I would like to remind everyone that certain statements and projections of future results made in this presentation constitute forward looking statements that are based on current market, competitive and regulatory expectations, and are subject to risks and uncertainties that could cause actual results to vary materially Listeners should not place undue reliance on such statements. We undertake no obligation to update publicly any forward looking statements after this presentation. The risks related to these forward looking statements are described in our filings with the SEC, including our most recent form 10-K, form 10-q and other public filings. We will also discuss certain non-GAAP financial measures. You should consider our non-GAAP results as supplements to and not in lieu of our GAAP results. Reconciliations to the most directly comparable GAAP measures can be found in our earnings release and SEC filings. Unless otherwise noted, comments in the call will focus on comparisons to the prior year period. We also direct you to the supplemental earnings slides provided on the Phoenix Education Partners website. I'll now turn the call over to Chris. Chris Lynne: Thank you. Beth. And good afternoon, everyone. We appreciate you joining us today as we discuss our third quarter fiscal 2026 results and the continued execution of our long term strategy. Guided by our mission, we remain focused on helping students achieve meaningful educational and career outcomes through flexible and affordable programs designed for working adults. The pace of change continues to accelerate as artificial intelligence reshapes how people work and the skills employers need. This environment aligns directly with our long standing focus on working adult learners. For nearly five decades. University of Phoenix has helped students adapt, grow and succeed through periods of economic and technological transformation. Today, we are building on that legacy by continuing to enhance the learning experience. Incorporating employer informed curriculum and preparing learners with in-demand skills, creating greater opportunities for career mobility. As we celebrate our 50th anniversary this year, we are reminded that our ability to evolve alongside the needs of learners and employers has been one of our defining strengths. That same commitment to innovation …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
Christopher Lynne | President, Chief Executive Officer & Director | USD 10,654,989 | Male | 1974 | Active |
Srini Medi | Chief Legal Officer & Secretary | USD 4,372,934 | Male | 1969 | Active |
Blair Westblom | Chief Financial Officer & Treasurer | USD 3,874,701 | Female | 1977 | Active |
Raghu Krishnaiah | Chief Operating Officer | USD 1,389,009 | Male | 1966 | Active |
Cheryl Naumann | Chief Human Resources Officer | USD 1,239,483 | Female | 1962 | Active |
Jeff Honaker | Chief Accounting Officer | — | Male | — | Active |
John Woods | Chief Academic Officer & Provost | — | Male | 1969 | Active |
Steven C. Gross | Chief Marketing Officer | — | Male | 1960 | Active |
Elizabeth Coronelli | Vice President of Investor Relations | — | Female | 1967 | Active |
Ruth Veloria | Chief Strategy & Customer Officer | — | Female | 1968 | Active |
Phoenix Education Partners, Inc. released results that disappointed the market. Despite not being a major disappointment in the headline, the company lowered its revenue forecast for FY 2026 while increasing its adjusted EBITDA. The market's biggest fear is the potential increase in CAC (Customer Acquisition Cost) as AI-based search models replace traditional Google searches.
I maintain a hold rating on Phoenix Education Partners as student acquisition challenges from AI-powered search now visibly impact financials. PXED reduced FY2026 revenue guidance and raised advertising spend, yet enrollment growth remains weak and conversion metrics have not stabilized. Employer-supported enrollment offers some stability, now at a 36% mix, but unit economics and revenue impact remain opaque due to tuition discounts.
It reported only marginal top-line growth and a decline in adjusted profitability. It also missed the consensus analyst estimate on the bottom line.
U.S. stock futures were mostly higher this morning, with the Nasdaq 100 futures gaining around 100 points on Wednesday.
Phoenix Education Partners, Inc. (PXED) Q3 2026 Earnings Call Transcript
| Report Date | Employees | Form Type | Filing Date | SEC Filing |
|---|---|---|---|---|
| Aug 31, 2025 | 3,400 | 10-K | Nov 20, 2025 | View |
