LAUR earnings analysis
What we found in LAUR's 10-Q: the parts that mattered, the offsets in the same document, and what the company said about what comes next.
Our reading of the filing · Free to read, no account needed
Laureate Education reported Q1 2026 results with revenue of $272.6 million, an increase of 15% compared to Q1 2025. However, it posted a net loss of $21.6 million, reflecting external pressures such as unfavorable academic calendar timing and increased costs, particularly in the Mexico segment.
The parts that mattered.
Pulled out of the filing itself, with the figures the company reported.
- Revenue Growth
- Q1 2026 revenue rose to $272.6 million, up $36.4 million from $236.2 million in Q1 2025, a 15% increase.
- Increased Enrollment
- Higher average total enrollment contributed an increase of $9.6 million in revenues compared to Q1 2025.
- Operating Margin Decline
- Operating loss expanded to $(27.5) million, worsening by $14.3 million from $(13.2) million in Q1 2025.
- Cash Flow Details
- Free cash flow for Q1 2026 is not specified, but total cash flow from operations noted as $53M in Q1 2025.
- Tax Benefit Improvement
- Income tax benefit improved by $8.2 million to a benefit of $5.7 million in Q1 2026 from an expense of $(2.5) million in Q1 2025.
- Foreign Currency Impact
- Foreign currency exchange positively impacted revenues by $34.8 million due to the strengthening of the Mexican peso.
And the other side of it.
The offsets in the same document — the things a summary that only listed the good news would have left out.
- Increased Operating Loss
- Operating loss rose to $(27.5) million from $(13.2) million year-over-year, highlighting operational challenges.
- Academic Calendar Timing Issues
- The firm faced about $9 million in revenue loss due to unfavorable academic calendar timing, impacting Q1 results.
- Rising Depreciation Costs
- Increased depreciation expenses related to campus expansions contributed to the higher operating losses.
What they reported.
What the company itself reported, taken out of the document.
- Earnings per share
- $-0.21
- Segment
- Mexico
- Segment
- Peru
What they said about what is next.
Management has indicated expectations of challenges ahead but has increased Adjusted EPS guidance for the full year.
The filing reads about the same as the one before it.
What came before.
- 10-K · February 19, 2026
- Laureate’s 2025 10‑K emphasizes a scale-driven, country-network strategy in Mexico and Peru (approximately 497,700 students as of December 31, 2025) and a push to expand online/hybrid delivery (targeting 40%–60% of…
- 10-K · February 20, 2025
- Laureate’s 10-K (Dec 31, 2024) emphasizes a scale-driven strategy focused on Mexico and Peru (approximately 472,000 students across five institutions and >50 campuses) and expansion of online/hybrid delivery (targeting…
- 10-Q · October 31, 2024
- Laureate reported quarter revenue of $368,631 (three months ended September 30, 2024) and GAAP diluted EPS of $0.56, both improving versus the prior-year quarter. Operating income rose to $72,040 and segment performance…
- 10-Q · November 3, 2022
- Laureate reported Q3 revenue of $300,999 (up $33,308 or +12.45% vs $267,691 in Q3 2021) and GAAP diluted EPS of $0.19. Operating income rose to $56,317 (up $21,211 or +60.4% vs $35,106), and operating margin improved to…
This is our reading of a public filing, not the filing. Read the original on SEC.gov · Educational only. Nothing here is investment advice.
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