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Earnings analysis · 10-Q

PXED earnings analysis

Filed July 14, 2026 · Our reading of the company's report

The latest report

Phoenix Education Partners reported Q3 2026 earnings with revenue of $271.8 million, slightly exceeding the estimates of $271.1 million. EPS was reported at $1.01, missing the consensus estimate of $1.31. Despite this…

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Phoenix Education Partners reported Q3 2026 earnings with revenue of $271.8 million, slightly exceeding the estimates of $271.1 million. EPS was reported at $1.01, missing the consensus estimate of $1.31. Despite this revenue beat, net income fell 27.3% from the prior year. The company increased its full-year revenue guidance to between $1.02 billion and $1.025 billion, reflecting optimism about enrollment and retention.

Read the original on SEC.gov

From revenue to operating profit

Where each $100 of revenue went in this report.

Of every $100 of revenue Cost of sales $59 Operating expenses $22 Left as operating profit $19

Cost of sales, operating expenses, and what remained. Figures are rounded to whole dollars.

Reported figures

Earnings per share
$1.01

What stood out

  • Revenue Beat Estimates

    Revenue for Q3 2026 was $271.8 million, exceeding estimates of $271.1 million.

  • EPS Performance

    The diluted EPS was $1.01 compared to the consensus estimate of $1.31.

  • Guidance Increased

    Full-year revenue guidance was raised to $1.02 billion - $1.025 billion.

  • Enrollment Growth

    Average Total Degreed Enrollment increased by 2.2% compared to the prior year.

  • Cash Position Improved

    Total cash, cash equivalents, and marketable securities increased by 38.3% to $269.4 million.

  • Operating Cash Flow Positive

    Net cash provided by operating activities was $116.7 million for the nine months ending May 31, 2026.

What to watch

  • Increased Operating Expenses

    Total costs and expenses rose by 9.7% to $219.975 million, impacting operating income.

  • Higher Marketing Expenses

    General and administrative expenses increased by 17.3% to $97.754 million due to increased marketing efforts.

  • Dependence on Enrollments

    Ongoing enrollment is critical; failures to attract or retain students could severely impact revenue.

Management's outlook

Full-year revenue guidance increased to $1.02 billion - $1.025 billion.

Earlier filings 1

10-Q · April 7, 2026

Phoenix Education Partners reported essentially flat quarter: net revenue of $222,461,000 in Q2 (three months ended February 28, 2026) versus $223,406,000 in the prior-year quarter. Operating income and diluted EPS…

This is our reading of a public filing, not the filing itself. Analysis can contain errors; check the source document for full context.