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Laureate Education, Inc. (LAUR) stock

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NASDAQ: LAUR Nasdaq Education Services Next results ~February 18, 2027

B+ Fundamentals grade

Laureate Education, Inc. is a US-listed company in the education services industry. Its financial year ends in December.

Stock price today

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Third-party market data · may be delayed

Fair value per share

~$65

Cash-flow model

Base case. Range ~$49–$86 across our lower- and higher-growth cases (10.7%–20.7% a year).

Price vs value

Undervalued

The price is below our entire value range; our base value is 85% above it.

Price used: $35.32, November 3, 2026

Laureate Education, Inc. valuation: adjust assumptions and compare models →

Who’s trading

What company insiders, investment funds and members of Congress have been doing with the stock, from their own filings.

  • Insiders0 buying, 4 selling0 purchases and 9 sales by directors and officers, last 12 monthsInsider trades
  • Funds150 adding, 198 cuttingOf 46 active managers that changed their stake, 10 added; quarter to June 30, 2026Fund buyers and sellers

Value diary

Our note on each quarter Laureate Education files

10-Q filed October 29: Laureate Education

Model value +13.3%

Revenue for the twelve months to September 2026 was $1.91bn, up 20.9% on a year earlier, faster than the 17.9% growth a quarter earlier. That growth ranks 3 of 12 among the education services companies we cover. Free-cash-flow margin held at 15.0%. Operating margin widened to 25.8% from 23.7%. The diluted share count is down 3.7% on a year earlier, which lifts each remaining share. Our model value rises from $56.55 to $64.06 a share, against a share price of $34.97. The rating stays Buy. At that price, our model says the market is pricing in about 3.7% a year of cash-flow growth for five years, slower than the 12.0% a year revenue growth it has delivered.

Source: 10-Q filed October 29, 2026 on SEC EDGAR · Financials · Valuation

Earlier notes (2)

10-Q filed July 30: Laureate Education

Laureate Education posted revenue of $1.91bn for the twelve months to June 2026, up 20.9% on a year earlier and an acceleration from the 17.9% pace seen a quarter earlier. Among the eleven education services companies we cover, that growth ranks second. Free-cash-flow margin held steady at 15.0%, while operating margin widened to 25.8% from 23.7%. A 3.7% reduction in the diluted share count over the past year has also lifted the value of each remaining share. These trends have pushed the fundamentals grade up from B to B+. Even so, our model value has slipped from $60.35 to $56.55 a share. Against a share price of $36.36, the rating remains Buy. At that price, the market appears to be pricing in cash-flow growth of about 5.2% a year for five years, well below the 12.0% annual revenue growth Laureate has actually delivered.

10-Q on SEC EDGAR

Where Laureate Education stands after its latest 10-Q

Revenue for the twelve months to June 2026 was $1.83bn, up 17.9% on a year earlier, faster than the 13.8% growth a quarter earlier. Free-cash-flow margin held at 15.7%. The diluted share count is down 2.7% on a year earlier, which lifts each remaining share. Against its peers on growth, profitability, cash generation and balance sheet, it grades B. It passes 3 of our 7 financial-health checks. Our cash-flow model value is $60.35 a share, against a share price of $38.41. At that price, our model says the market is pricing in about 6.2% a year of cash-flow growth for five years, slower than the 11.0% a year revenue growth it has delivered.

10-Q on SEC EDGAR

Written from the company's filings and our models when each quarter's report arrives. Figures in older notes are as published at the time. Not investment advice.

The Fundamentalytics view

Next results ~February 18, 2027 (estimated)

Laureate Education, Inc.'s trailing-twelve-month revenue grew 20.9% year on year, with a free-cash-flow margin of 15.0%. Where it stands out: operating margin of 25.8% ranks 2 of 25 education services companies we cover. Where it lags: gross margin of 28.6% ranks 16 of 19 education services companies we cover.

Our discounted-cash-flow model values the business at ~$65 per share in the base case (~$49–$86 across growth scenarios) — model values under stated assumptions, not a price target.

Current signal Free cash flow diverging from earnings: TTM free cash flow grew 19.8% while net income grew 90.6%: a 71pp divergence.

Assembled from SEC-filed figures — the full workings are on this page and in our methodology. Observations, not recommendations.

Highlights

How we pick these

Strengths

  • Priced below our value. The share price of $34.81 is 87% below our value per share of $65.
  • Fast growth. Revenue grew 20.9% over the last 12 months, against a median of 7.5% for education services companies we cover.
  • Growth speeding up. The growth rate is 3.0 points higher than a quarter earlier.
  • High operating margin. 25.8% of revenue is left as operating profit, against a median of 5.0% for education services companies we cover.
  • Shrinking share count. Diluted shares fell 3.7% in a year, so each share owns more of the business.

Things to watch

  • Insiders selling. 4 insiders sold $24M of stock over the past 365 days and none bought (2% under pre-set trading plans).
  • Weak cash conversion. Free cash flow was 74% of net income over the last 12 months.
  • Below peers: gross margin. Gross margin of 28.6% ranks 16 of 19 education services companies we cover (median 54.6%).

Latest results: FY2026 Q3

Filed October 29, 2026
Earnings per share
$0.52 against an average estimate of $0.46: beat by 13.2%
Revenue
$485m, up 21.2% on a year earlier
Share reaction
-8.6% in the first session after the results on October 29, 2026, against -2.1% for the S&P 500
Guidance given
total Enrollment 518 to 523 (2026); revenue $1,920m to $1,930m (2026)
Next report
October 29, 2026; average EPS estimate $0.83

Laureate Education's figures from its SEC filings and results release; estimates are the analysts' average. Not a recommendation.

Price chart

  • 1 day+1.5%
  • 1 week-6.2%
  • 1 month-8.5%
  • This year+3.4%
  • 1 year+20.6%
  • 5 years+301.3%
  • S&P 500 this year+11.2%

Closing prices to 2026-11-02. Price change only, dividends excluded.

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Third-party market data · may be delayed

At a glance

Trailing twelve months, from SEC filings

Profitability

Revenue (TTM)
$1.9B
Operating margin
25.8%
Net margin
20.3%
EPS (TTM, diluted)
$2.71

Growth

Revenue growth
+20.9%
Change in growth rate
+3.0 pts
Share count change
−3.7%

Cash

Free cash flow (TTM)
$288M
FCF margin
15.0%
Stock pay % of revenue
0.7%

Earnings

Last results
October 29, 2026
Next results (est.)
February 18, 2027

News & updates

Updated November 2, 2026

Company announcements, filed results and changes that matter to shareholders.

  1. Our research
  2. Results
  3. Insider trade
  4. Insider trade
  5. Results
  6. Guidance
  7. Announcement

Refreshed hourly when new source data is available. Summaries are checked against company releases and SEC filings. Company announcement headlines are labelled when a checked summary is unavailable.

Valuation

Laureate Education, Inc. valuation models and calculator

What the price is pricing in

The share price implies about 3.1% a year of cash-flow growth for five years.That is slower than the 12.0% a year revenue growth Laureate Education has delivered.

  • Priced in3.1%
  • Last 12 months20.9%
  • 3 years a year10.5%
  • 5 years a year12.0%

Our cash-flow model with every input fixed except growth over the next five years, solved for the growth at which the model value equals the share price ($35.42, Nov 3, 2026). Cash-flow growth then fades to 2.5% a year; discount rate 8.5%. Delivered figures are revenue growth from SEC filings. This is a model exercise, not investment advice or a forecast of the share price. All companies

Fundamentalytics rating

model v1.6 · 2026-11-03
Buy12-month view
12-month price target
~$65
Price used
$35.42close November 3, 2026
Implied change
▲ +84%
Uncertainty
Medium

How we got here: a discounted-cash-flow model of Laureate Education, Inc.'s free cash flow after stock-based pay with after-tax interest added back ($273M, FY2026 Q3 TTM), growing 8.6% and 13.5% in the next two years (forecasts, guidance and its record), then back to 15.7% by year five, and fading to 2.5%, discounted at 8.5%. Lower and higher growth cases span ~$49–~$86 ; that spread sets a 25% margin before we rate Buy or Sell.

Produced by Fundamentalytics' automated valuation model on November 3, 2026, using delayed market prices. Rating meanings, methodology and conflicts: recommendations disclosure and research disclaimer. General research, not personal advice — it does not consider your circumstances. Prices can fall as well as rise.

Our value per share comes from a discounted-cash-flow model of Laureate Education, Inc.'s free cash flow after stock-based pay ( $273M, FY2026 Q3 TTM, with after-tax interest added back): growth for five years as below (the first two years from forecasts, guidance and the company's record), fading to 2.5%, discounted at 8.5%, then cash added and debt and other claims subtracted. These are model values under stated assumptions, not price targets or recommendations.

Valuation models

We value Laureate Education, Inc. as an operating company, with every model that fits that kind of business. Cost of equity 8.4%: the 10-year Treasury yield (4.9%) plus a beta of 0.78 times a 4.5% equity risk premium.

Value per share by model
Model Value per share In the combined value?
Cash-flow model (DCF) Free cash flow to the firm (after stock pay, with after-tax interest added back), grown then faded to 2.5%, discounted at 8.5% as the firm rate, less debt and other claims. ~$65 ~$49–$86 Primary model, counts double
Forward price-to-earnings vs peers Next year's consensus earnings per share times peers' typical (harmonic-mean) forward price-to-earnings. Uses analysts' consensus estimates (third-party data), not our forecasts. ~$23 ~$19–$32 Included
Residual income Book value plus the present value of returns above the cost of equity, fading over ten years. ~$34 ~$23–$51 Included
Justified price-to-book Book value times (return on equity - growth) / (cost of equity - growth): steady-state returns. ~$26 ~$22–$32 Included
Combined value Weighted average of the models that apply: the primary model (cash-flow model (dcf)) counts double. Models more than 5x or less than 0.2x the share price, or more than 3x away from the other models' median, are left out. ~$43 ~$23–$65 4 models

Different models fail in different ways, so where several apply we average them rather than trust one. Peer-based models compare Laureate Education, Inc. with Education Services in our coverage, using third-party market data. Model values are estimates under stated assumptions, updated as new filings arrive; not price targets or investment advice. How each model works.

What moves the value

  • Revenue growth 5 points lower ▼ −24%
  • Revenue growth 5 points higher ▲ +30%
  • Free-cash-flow margin 1 point lower ▼ −6%
  • Last year's free-cash-flow margin change, if it persists ▼ −1%
  • Discount rate 1 point higher ▼ −16%
Value per share under different assumptions
Discount rate ↓ / growth → −5% growth0% growth5% growth10% growth15% growth20% growth
7% $29$39$53$71$95$125
8.5% $22$30$40$53$69$91
10% $18$24$31$41$54$71

Valuation multiples over time Market data may be delayed

At fiscal year end 201720182019202020212022202320242025Now
Share price$6.31$7.09$8.19$6.77$10.13$9.13$13.71$18.29$33.67$34.81
Market value$1.1bn$1.5bn$1.8bn$1.4bn$1.9bn$1.5bn$2.2bn$2.8bn$5.0bn$5.0bn
+ Net debt (− = net cash)$2.9bn$2.7bn$1.2bn$299m−$168m$149m$78m$11m−$18m$14m
Enterprise value$4.0bn$4.2bn$3.0bn$1.7bn$1.8bn$1.7bn$2.2bn$2.8bn$5.0bn$5.0bn
Multiples
Price / sales 0.3x1.3x1.5x1.4x1.8x1.2x1.5x1.8x2.9x2.6x
Price / earnings 11.9x4.1x1.9x—10.0x22.1x20.1x9.5x17.8x12.8x
Price / free cash flow —9.5x9.9x7.7x—12.2x11.1x17.5x19.0x17.3x
EV / EBITDA ————18.2x5.1x5.5x6.4x9.9x—

Market value uses the period's diluted share count; figures for each fiscal year use that year's results and the price at year end. "Now" uses today's price and the last twelve months.

Moat

45 /100

Weak moat

How hard Laureate Education's competitive advantage looks for rivals to wear away, judged from 10 years of its own filings: returns on capital, pricing power, profit durability, cash conversion and discipline.

  • Returns on capital 13 / 20

    Net income has been a median 8.3% of total assets over 10 years.

  • Pricing power 2 / 20

    Gross margin has been a median 26.7%, moving by 17.9 percentage points (standard deviation) across 10 years.

  • Durability 3 / 20

    Operating margin has been a median 11.9%; its worst year was -28.3%.

  • Cash conversion 12 / 20

    Free cash flow was positive in 8 of 10 years, at a median 8.2% of revenue.

  • Discipline 20 / 20

    The diluted share count fell 27.2% over five years; stock-based pay has been a median 0.8% of revenue.

AI disruption exposure: Medium. In this industry, AI could change how the product is made or sold, without replacing the core asset. The score above includes a 5-point deduction for that exposure (50 before it).

A rules-based reading of reported figures, not a forecast and not investment advice. How the score is built: methodology.

Forecasts and guidance

Analysts' consensus

Fiscal yearEPSGrowthRevenueGrowth
Current $2.12 +12% $1.9bn +13%
Next $2.43 +15% $2.1bn +7%

Next year's EPS estimate has moved −2.1% in 90 days, across 3 analysts.

How the EPS forecast has moved

The consensus EPS forecast for the current fiscal year is +0.2% on 90 days ago. In the last 30 days, 3 analysts raised Laureate Education, Inc.'s forecast and 0 cut it.

Consensus EPS forecast Laureate Education, Inc., last 90 days
$2.10 $2.20 $2.30 $2.40 $2.50 90 days ago 60 days ago 30 days ago 7 days ago Now Current fiscal year, 90 days ago: $2.12 Current fiscal year, 60 days ago: $2.12 Current fiscal year, 30 days ago: $2.12 Current fiscal year, 7 days ago: $2.12 Current fiscal year, Now: $2.12 $2.12 Next fiscal year, 90 days ago: $2.48 Next fiscal year, 60 days ago: $2.43 Next fiscal year, 30 days ago: $2.43 Next fiscal year, 7 days ago: $2.43 Next fiscal year, Now: $2.43 $2.43

Average of analysts' published estimates (third-party data).

View chart data
Period Current fiscal yearNext fiscal year
90 days ago $2.12$2.48
60 days ago $2.12$2.43
30 days ago $2.12$2.43
7 days ago $2.12$2.43
Now $2.12$2.43

Earnings against estimates

Quarter toEstimateActualSurprise
Sept 2026 $0.46 $0.52 +13.2%
Jun 2026 $0.96 $1.00 +3.7%
Mar 2026 −$0.22 −$0.15 +30.6%
Dec 2025 $0.79 $1.15 +45.3%

Adjusted EPS as companies report it, against the average analyst estimate.

Management guidance

Earnings release, July 30, 2026
  • Revenue 2026 $1,920m to $1,930m Raised
    “Revenue $1,890 - $1,905 $10 - $5 $20 $1,920 - $1,930” source
  • Revenue Q3 2026 $471m to $476m New
    “Revenue $471 - $476” source
  • Adjusted Earnings Per Share (EPS) 2026 $2.04 to $2.10 Non-GAAP Raised
    “Adjusted Earnings Per Share (EPS) now expected to be $2.04 - $2.10/share, an increase of 19%-22% Vs. 20251,4” source
  • Adjusted EBITDA Margin accretion 2026 about 50 Non-GAAP Maintained
    “Adjusted EBITDA Margin accretion of ~50bps3 still expected driven by continued margin optimization as well as operating leverage from Revenue growth” source
  • Total Enrollment 2026 518k to 523k Raised
    “Total Enrollment 516K - 521K 2K - 2K - 518K - 523K” source
  • Adjusted EBITDA 2026 $593m to $599m Non-GAAP Raised
    “Adjusted EBITDA $583 - $593 $5 - $1 $5 $593 - $599” source
Show 2 more items
  • Adjusted EBITDA to Unlevered Free Cash Flow Conversion 2026 about 50% Non-GAAP Maintained
    “Adjusted EBITDA to Unlevered Free Cash Flow Conversion of approximately 50% still expected” source
  • Adjusted EBITDA Q3 2026 $134m to $137m Non-GAAP New
    “Adjusted EBITDA $134 - $137” source

How earlier guidance turned out

  • Revenue, Q3 2026 guided $471m to $476m Above range: $485m

Figures and quotations are management's, copied from the company's own press release (SEC 8-K exhibit) and checked word for word against it. Forward-looking statements are the company's expectations, not ours and not advice; guidance can change or be missed.

How our valuation uses these forecasts

Our cash-flow model grows Laureate Education, Inc.'s revenue by +8.6% next year and +13.5% the year after, then fades back toward its own record by year five. Next year's rate weighs analysts' consensus (+5.6%, weight 49%) , management guidance (+5.7%, weight 22%) and the company's own record (+15.7%, weight 29%) . How the weights are set.

Analyst recommendations

7 analysts, Oct 2026
Buy571%
Hold114%
Sell114%

Monthly trend

  1. Oct 202623117
  2. Sep 202623117
  3. Aug 202623117
  4. Jul 20263317

Counts of recommendations published by analysts covering Laureate Education, Inc., by month. Source: Aggregated broker recommendations (third-party data). Aggregated counts only: we do not reproduce any firm's recommendation or price target, and these are not Fundamentalytics ratings.

Positioning

Short interest
3.8%
of tradable shares
Days to cover
3.29
at average volume
Short interest, 1 month
−11%
to October 15, 2026
Held by institutions
—
of shares
Held by insiders
8.8%
of shares
Employees
33,900
full time

Consensus figures average analysts' published estimates (third-party data); guidance is the company's own. Neither is our forecast. Short interest is reported twice a month and lags. Market data may be delayed.

This section is general information, not investment advice or a personal recommendation, and it does not take account of your objectives or circumstances. Forecasts and guidance are estimates, not promises: companies miss their own guidance and analysts' figures are often revised. Prices can fall as well as rise, and you can lose money. See our disclaimer.

Share-price performance

Market data may be delayed

What moved the share price

Last 12 months +19.9%

$29.03 on October 31, 2025 to $34.81

ThenNowEffect
Revenue (last 12 months) $1.6bn $1.8bn +17.9%
Net margin 16.4% 17.6% +7.1%
P/E multiple 17.1x 15.8x −7.6%
Share count 150m 146m +2.7%

Biggest factor: revenue.

Last 3 years +169.0%

$12.94 on November 3, 2023 to $34.81

ThenNowEffect
Revenue (last 12 months) $1.4bn $1.8bn +34.5%
Net margin 7.3% 17.6% +139.2%
P/E multiple 20.8x 15.8x −24.2%
Share count 161m 146m +10.3%

Biggest factor: net margin.

The effects multiply back to the price change exactly. Results are the last 12 months as known on each date (filings assumed public 45 days after quarter end).

Return and risk by year

Calendar year 202120222023202420252026 to date
Return
LAUR+50%−10%+50%+33%+84%+3%
Industry peers (median)−20%−6%+23%+14%−3%−9%
S&P 500+29%−18%+26%+25%+18%+11%
Months that ended higher
LAUR67%50%67%58%75%64%
S&P 50075%42%67%75%75%46%
Largest fall from a high during the year
LAUR−20%−25%−11%−15%−13%−18%
S&P 500−5%−25%−10%−8%−19%−9%

Worst fall since February 1, 2017: 65% from January 30, 2020 to May 13, 2020. Getting back needed a 182% gain, reached on December 21, 2021, 587 days after the low.

Price behaviour

52-week range
$29.28 – $40.46
From 52-week high
−14.0%
vs 50-day average
−7.3%
vs 200-day average
−2.1%
Volatility (1 year)
31%
Beta vs S&P 500
0.44

Volatility is the annualised standard deviation of daily returns. Beta 1.5 means the shares typically moved 1.5% for each 1% move in the S&P 500 over the past year. Prices to November 2, 2026.

Share price after results

Next day
6 up, 6 down
typical move ±4.2%
After a week
7 up, 4 down
typical move ±7.0%
After a month
8 up, 3 down
typical move ±8.3%
Results releasedNext dayS&P 500 next day5 days21 days
October 29, 2026 −8.6% −2.1% — —
July 30, 2026 −0.3% +2.4% −2.9% +1.0%
April 30, 2026 −1.1% +1.3% +1.8% +4.8%
February 19, 2026 −6.5% +0.5% −3.2% −5.2%
October 30, 2025 +0.5% −0.8% +5.4% +7.8%
July 31, 2025 +0.4% −2.0% +8.4% +20.4%
May 1, 2025 +11.1% +2.2% +13.3% +13.3%
February 20, 2025 −2.6% −2.1% −1.3% −4.0%
October 31, 2024 +8.6% −1.5% +20.4% +21.0%
August 1, 2024 −7.4% −3.3% −6.2% −0.5%
May 2, 2024 +2.7% +2.2% +11.9% +6.2%
February 22, 2024 +0.2% +2.1% +2.3% +7.6%

From the close before the release date to the close 1, 5 and 21 trading days after it, so releases before the open and after the close are both captured. Past moves don't predict future ones.

Options strategies

All options ideas

How Laureate Education, Inc.’s listed options are priced, and three ways to use them that follow from our valuation. Quotes are delayed, read November 3, 2026. Check the live chain at your broker before trading.

Cash-secured put

Not offered: no liquid put with an effective price at or below fair value.

We suggest selling a put only on well-rated companies, at a strike where the price you would pay if assigned (strike less premium) is at or below our fair value.

Covered call

Not offered: no liquid call at or above our price target — the model says the upside is worth more than any listed strike.

For holders: sell a call at a strike at or above our fair value, so the shares are only sold at a price the model calls full value.

Collar

Not offered: the shares trade below our fair value: a collar caps upside the model expects.

For holders of a stock trading at or above our fair value: buy a put for a floor and sell a call to pay for it.

General research, not personal advice. Options can lose you more than you expect and are not suitable for everyone: put sellers can be made to buy shares that keep falling, call sellers give up gains above the strike, and results or news can move prices sharply. Chances shown are approximations from each option’s delta. Spreads, fees and early assignment are not modelled.

Laureate Education, Inc. in five measures

Fundamentals grade B+
Growth Profitability Cash Balance sheet Value

Growth, profitability, cash generation and balance sheet are percentiles against the companies we cover in the same industry, from SEC filings (100 = best). Value compares the share price with our modelled value range (50 = at our base value; higher = cheaper). A description of reported data and our model — not a quality score or advice.

Fundamentals

Revenue (TTM) Laureate Education, Inc.
$1.4B $1.6B $1.8B $2B FY23 Q4 FY24 Q3 FY25 Q2 FY26 Q3 Revenue (TTM), FY23 Q4: $1.5B Revenue (TTM), FY24 Q1: $1.5B Revenue (TTM), FY24 Q2: $1.5B Revenue (TTM), FY24 Q3: $1.6B Revenue (TTM), FY24 Q4: $1.6B Revenue (TTM), FY25 Q1: $1.5B Revenue (TTM), FY25 Q2: $1.6B Revenue (TTM), FY25 Q3: $1.6B Revenue (TTM), FY25 Q4: $1.7B Revenue (TTM), FY26 Q1: $1.7B Revenue (TTM), FY26 Q2: $1.8B Revenue (TTM), FY26 Q3: $1.9B $1.9B

Source: SEC EDGAR filings. Retrieved October 30, 2026.

View chart data
Period Revenue (TTM)
FY23 Q4 $1.5B
FY24 Q1 $1.5B
FY24 Q2 $1.5B
FY24 Q3 $1.6B
FY24 Q4 $1.6B
FY25 Q1 $1.5B
FY25 Q2 $1.6B
FY25 Q3 $1.6B
FY25 Q4 $1.7B
FY26 Q1 $1.7B
FY26 Q2 $1.8B
FY26 Q3 $1.9B
Revenue growth, TTM YoY Laureate Education, Inc.
0% 10% 20% 30% FY23 Q4 FY24 Q3 FY25 Q2 FY26 Q3 Revenue growth, TTM YoY, FY23 Q4: 19.5% Revenue growth, TTM YoY, FY24 Q1: 17.5% Revenue growth, TTM YoY, FY24 Q2: 13.6% Revenue growth, TTM YoY, FY24 Q3: 9.3% Revenue growth, TTM YoY, FY24 Q4: 5.5% Revenue growth, TTM YoY, FY25 Q1: 1.3% Revenue growth, TTM YoY, FY25 Q2: 0.4% Revenue growth, TTM YoY, FY25 Q3: 2.0% Revenue growth, TTM YoY, FY25 Q4: 8.6% Revenue growth, TTM YoY, FY26 Q1: 13.8% Revenue growth, TTM YoY, FY26 Q2: 17.9% Revenue growth, TTM YoY, FY26 Q3: 20.9% 20.9%

Source: SEC EDGAR filings. Retrieved October 30, 2026.

View chart data
Period Revenue growth, TTM YoY
FY23 Q4 19.5%
FY24 Q1 17.5%
FY24 Q2 13.6%
FY24 Q3 9.3%
FY24 Q4 5.5%
FY25 Q1 1.3%
FY25 Q2 0.4%
FY25 Q3 2.0%
FY25 Q4 8.6%
FY26 Q1 13.8%
FY26 Q2 17.9%
FY26 Q3 20.9%
Operating margin (TTM) Laureate Education, Inc.
22% 23% 24% 25% 26% FY23 Q4 FY24 Q3 FY25 Q2 FY26 Q3 Operating margin (TTM), FY23 Q4: 22.8% Operating margin (TTM), FY24 Q1: 22.2% Operating margin (TTM), FY24 Q2: 22.4% Operating margin (TTM), FY24 Q3: 23.2% Operating margin (TTM), FY24 Q4: 23.9% Operating margin (TTM), FY25 Q1: 22.9% Operating margin (TTM), FY25 Q2: 24.2% Operating margin (TTM), FY25 Q3: 23.7% Operating margin (TTM), FY25 Q4: 25.3% Operating margin (TTM), FY26 Q1: 24.0% Operating margin (TTM), FY26 Q2: 24.4% Operating margin (TTM), FY26 Q3: 25.8% 25.8%

Source: SEC EDGAR filings. Retrieved October 30, 2026.

View chart data
Period Operating margin (TTM)
FY23 Q4 22.8%
FY24 Q1 22.2%
FY24 Q2 22.4%
FY24 Q3 23.2%
FY24 Q4 23.9%
FY25 Q1 22.9%
FY25 Q2 24.2%
FY25 Q3 23.7%
FY25 Q4 25.3%
FY26 Q1 24.0%
FY26 Q2 24.4%
FY26 Q3 25.8%
FCF margin (TTM) Laureate Education, Inc.
10% 12% 14% 16% FY23 Q4 FY24 Q3 FY25 Q2 FY26 Q3 FCF margin (TTM), FY23 Q4: 13.1% FCF margin (TTM), FY24 Q1: 12.7% FCF margin (TTM), FY24 Q2: 11.5% FCF margin (TTM), FY24 Q3: 12.3% FCF margin (TTM), FY24 Q4: 10.3% FCF margin (TTM), FY25 Q1: 12.9% FCF margin (TTM), FY25 Q2: 14.7% FCF margin (TTM), FY25 Q3: 15.2% FCF margin (TTM), FY25 Q4: 15.5% FCF margin (TTM), FY26 Q1: 15.2% FCF margin (TTM), FY26 Q2: 15.7% FCF margin (TTM), FY26 Q3: 15.0% 15.0%

Source: SEC EDGAR filings. Retrieved October 30, 2026.

View chart data
Period FCF margin (TTM)
FY23 Q4 13.1%
FY24 Q1 12.7%
FY24 Q2 11.5%
FY24 Q3 12.3%
FY24 Q4 10.3%
FY25 Q1 12.9%
FY25 Q2 14.7%
FY25 Q3 15.2%
FY25 Q4 15.5%
FY26 Q1 15.2%
FY26 Q2 15.7%
FY26 Q3 15.0%

Data: SEC EDGAR XBRL company facts (as filed in 10-K/10-Q); forms 10-K, 10-Q. Generated November 3, 2026. Definitions in our methodology.

Where the money goes

FY2025, from the 10-K

Each dollar Laureate Education took in during FY2025, followed through to profit: what it cost to make, what went on running the business, and what was left after tax.

  1. Revenue $1.7B
  2. Cost of revenue $1.2B · 71.7%
  3. Gross profit $482M · 28.3%
  4. Selling, general and admin $51.1M · 3.0%
  5. Operating income $431M · 25.3%
  6. Income tax $117M · 6.9%
  7. Interest and other $32.2M · 1.9%
  8. Net income $282M · 16.5%

Shares of revenue. Source: Laureate Education's 10-K for FY2025, as filed with the SEC. "Other" lines are what the reported lines leave unexplained.

Financial statements

US$ millions unless shown otherwise. Fiscal years, plus the last twelve months (LTM) when newer.

Fiscal year 2015 Dec 2015 2016 Dec 2016 2017 Dec 2017 2018 Dec 2018 2019 Dec 2019 2020 Dec 2020 2021 Dec 2021 2022 Dec 2022 2023 Dec 2023 2024 Dec 2024 2025 Dec 2025 LTM Sept 2026
Income
Revenue 4,292 3,302 3,333 1,145 1,212 1,025 1,087 1,242 1,484 1,567 1,702 1,915
Gross profit 532 513 558 241 263 222 272 335 395 420 482 547
EBITDA — — — — — — 97 329 408 442 506 —
Operating income 337 291 235 −27 36 −329 −5 270 339 374 431 495
Net income −316 372 91 370 938 −613 192 70 108 296 282 388
Diluted EPS −$2.44 $2.76 −$1.20 $1.73 $4.23 −$2.93 $1.01 $0.41 $0.68 $1.92 $1.89 $2.71
Growth (year on year)
Revenue — −23.1% +0.9% −65.7% +5.9% −15.4% +6.0% +14.3% +19.5% +5.5% +8.6% +20.9%
EBITDA — — — — — — — +240.8% +24.1% +8.3% +14.3% —
Operating income — −13.7% −19.1% −111.4% — <−999% — — +25.5% +10.4% +15.3% +31.6%
Net income — — −75.4% +304.6% +153.6% −165.4% — −63.8% +54.6% +175.6% −5.0% +90.6%
Diluted EPS — — −143.5% — +144.5% −169.3% — −59.4% +65.9% +182.4% −1.6% +98.0%
Margins
Gross margin 12.4% 15.5% 16.7% 21.0% 21.7% 21.7% 25.0% 27.0% 26.6% 26.8% 28.3% 28.6%
EBITDA margin — — — — — — 8.9% 26.5% 27.5% 28.2% 29.7% —
Operating margin 7.9% 8.8% 7.1% −2.3% 3.0% −32.1% −0.4% 21.7% 22.8% 23.9% 25.3% 25.8%
Net margin −7.4% 11.3% 2.7% 32.3% 77.4% −59.8% 17.7% 5.6% 7.2% 18.9% 16.5% 20.3%
Free-cash-flow margin −4.0% −1.5% −2.5% 13.9% 15.2% 18.0% −19.0% 10.1% 13.1% 10.3% 15.5% 15.0%
Cash flow
Cash from operations 170 192 192 397 340 260 −156 178 251 233 366 418
Capital spending 344 240 274 238 156 75 50 53 56 72 103 130
Free cash flow −174 −48 −82 159 184 185 −207 125 194 161 263 288
Stock-based pay 39 39 65 11 13 13 10 9 7 8 13 14
Free cash flow after stock pay −213 −87 −147 148 171 172 −217 117 187 153 250 273
Balance sheet
Cash 459 296 319 78 62 750 325 85 89 91 147 190
Total debt 0 3,853 3,201 2,782 1,214 1,049 157 234 167 102 129 204
Net debt (negative = net cash) −459 3,557 2,882 2,704 1,153 299 −168 149 78 11 −18 14
Diluted shares 133m 134m 172m 213m 222m 210m 190m 168m 158m 154m 149m 143m
Returned to shareholders
Buybacks — — 0 0 264 100 381 282 0 102 215 402
Total returned — — 0 0 264 100 381 282 0 102 215 402

Source: SEC EDGAR XBRL company facts (US and foreign periodic filings); column headings link to the filing. EBITDA is operating income plus depreciation and amortisation. Free cash flow is cash from operations minus capital spending. Growth is left blank when last year's figure was a loss or under 2% of revenue. Share counts and EPS are restated for stock splits. A dash means the company didn't report the figure.

Financial health

4 of 7 checks passed · September 30, 2026
What it owns · $2.5bn
Short-term assets $347mLonger-term assets $2.1bn
What it owes, and who funded it · $2.5bn
Short-term liabilities $489mLonger-term liabilities $828mShareholders' equity $1.2bn
  • Short-term assets cover short-term liabilities $347m of assets due within a year against $489m of liabilities due within a year.
  • Short-term assets cover long-term liabilities $347m short-term assets against $828m of longer-dated liabilities.
  • More cash than debt $190m of cash against $185m of debt.
  • Debt below 40% of shareholders' equity Debt is 16% of equity.
  • Debt burden no higher than five years ago Debt to equity moved from 9% to 16% over five years.
  • A year's operating cash flow covers at least 20% of debt $418m of operating cash flow against $185m of debt.
  • Operating profit covers interest at least five times over Operating income of $495m against $15m of interest.

From Laureate Education, Inc.'s latest balance sheet as filed. Checks are fixed, documented rules (methodology), counted only where the company reports the figures — a dot means the filing doesn't break the item out. Descriptions of reported data, not advice.

Dividends, buybacks and capital spending

FY2026 Q3 TTM
Buybacks (TTM)
$402M
Returned to shareholders
140%
of free cash flow
Buybacks, last 3 fiscal years
$317M
Diluted share count
−3.7%
year over year
Total shareholder yield
8.5%
dividends 0.0% + buybacks 8.5% of market value

Competitors: side by side with peers

Closest by revenue in education services
Last 12 months unless stated LAUR CVSA LRN KLC STRA TAL Median
Revenue, last 12 months $1.9bn $2.0bn $2.5bn $2.7bn $1.3bn $3.0bn $266m
Revenue growth, last 12 months 20.9% 9.3% 2.5% 1.8% 3.5% 33.7% 7.5%
Revenue growth, 3-year average 10.5% 11.0% 10.3% — 6.1% 112.4% 10.3%
Revenue growth, latest quarter 21.2% 10.7% 3.0% −0.4% 4.9% — 5.8%
Gross margin 28.6% 57.4% 37.4% — — 55.4% 54.6%
Operating margin 25.8% 19.8% 18.4% −14.9% 14.0% 9.2% 5.0%
Operating margin, 3-year average 24.2% 18.4% 15.9% −1.1% 13.5% 2.4% 5.9%
Net margin 20.3% 12.8% 13.2% −17.2% 10.5% 17.6% 3.9%
Cash from operations / revenue 21.8% 22.7% 19.9% 7.7% 16.8% 20.0% 8.4%
Free-cash-flow margin 15.0% 17.7% 19.9% 3.0% 13.1% 16.9% 5.8%
Free-cash-flow margin, 3-year average 14.2% 16.7% 16.0% — 11.6% 7.4% 5.4%
Stock pay / revenue 0.7% 2.1% 0.9% 0.3% 1.7% 1.4% 1.4%
Change in share count −3.7% −7.2% −7.1% 7.4% −6.2% −6.0% 0.7%

Median of all 25 companies we cover in education services. Shaded: best of the six on that line (lowest for stock pay and share-count growth). 3-year figures average the last three 12-month periods; 3-year growth is compound annual. Source: SEC filings.

Peer comparison

25 education services companies
Measure Company Peer median Rank
Revenue growth Growth 20.9% 7.5% 6 of 25
Change in growth rate Growth +3.0pp -0.5pp 4 of 25
Gross margin Profitability 28.6% 54.6% 16 of 19
Operating margin Profitability 25.8% 5.0% 2 of 25
Net margin Profitability 20.3% 3.9% 3 of 25
Free-cash-flow margin Cash generation 15.0% 5.8% 8 of 25
Stock pay as % of revenue Cash generation 0.7% 1.4% 5 of 21
Long-term debt as % of assets Balance sheet 7.5% 16.5% 6 of 14
Change in share count Balance sheet -3.7% 0.7% 8 of 24

Rank 1 = best in the group (for spending, debt and dilution, lower ranks first).

Where the revenue comes from

Fiscal year to December 31, 2025
Products and services
Line of business Revenue Share YoY
Sales Revenue Gross $2.3B 133.5% ▲ 10.5%
Tuition $2B 90.1% ▲ 10.8%
Other Services $225M 9.9% ▲ 8.0%
Sales Discounts Waivers and Scholarships -$569M -33.5% —
Geography
Region Revenue Share YoY
Mexico $877M 51.6% ▲ 4.3%
PE $824M 48.4% ▲ 13.7%
United States $142,000 0.0% ▼ 38.5%

From Laureate Education, Inc.'s 10-K filed February 19, 2026, as tagged in the filing. View filing. Indented rows are part of the line above; their share is of that line. In the bars, the faint bar behind is the year before.

Who owns it

Funds buying and selling
Reported value
$4.9B
Institutions reporting
337
Shares held vs prior quarter
▼ 5.2%
Positions opened / closed
46 / 52

Top buyers and sellers, Q2 2026: 150 institutions bought and 198 sold ; the biggest buyer was Ninety One Uk Ltd (+2.9M shares) and the biggest seller Van Berkom & Associates Inc (−3.5M). See which funds bought and sold →

Largest reported holders, June 30, 2026
Manager Value Shares Share of 13F value Shares QoQ
FMR LLC $739M 20.4M 15.2% ▲ 6.7%
Blackrock, Inc. $737M 20.3M 15.2% ▼ 3.2%
Vanguard Portfolio Management LLC $246M 6.8M 5.1% ▼ 3.9%
Cpv Partners, LLC $207M 5.7M 4.3% 0.0%
Vanguard Capital Management LLC $198M 5.5M 4.1% ▼ 2.2%
State Street Corp $186M 5.1M 3.8% ▲ 1.5%
Dimensional Fund Advisors LP $153M 4.2M 3.1% ▲ 0.4%
Geode Capital Management, LLC $136M 3.7M 2.8% ▼ 0.3%
Ninety One Uk Ltd $104M 2.9M 2.1% New
Van Berkom & Associates Inc. $99.1M 2.7M 2.0% ▼ 56.1%
Wellington Management Group LLP $86M 2.4M 1.8% ▼ 1.0%
Alliancebernstein L.P. $83.3M 2.4M 1.7% ▼ 34.1%

From Form 13F filings with the SEC ( quarterly data sets), as reported by each manager for June 30, 2026 and filed up to 45 days later. 13F reports cover long US-listed positions of managers above $100M only, so this is not Laureate Education, Inc.'s complete shareholder register. Values are as reported by the filers ; 2 inconsistently scaled filing rows were excluded.

Insider trading activity

Full insider history and chart
Insider purchases History → $0 0 trades by 0 insiders, last 12 months Insider sales History → $23.9M 9 trades by 4 insiders · 2% under pre-set plans
Net ▼ $23.9M net selling
Insider Date Trade Shares Price Value
Snow Phipps Group, Llc Director September 2, 2026 Sell 427,019 $36.26 $15.5M
Snow Phipps Group, Llc Director September 1, 2026 Sell 2,654 $38.11 $101,144
Snow Phipps Group, Llc Director August 31, 2026 Sell 91,556 $38.43 $3.5M
Cardoso Marcelo EVP & CHIEF OPERATING OFFICER March 17, 2026 Sell pre-set plan 7,300 $33.91 $247,543
Buskirk Richard M. SVP & CHIEF FINANCIAL OFFICER March 11, 2026 Sell 1,000 $34.34 $34,340
Buskirk Richard M. SVP & CHIEF FINANCIAL OFFICER March 11, 2026 Sell 60,803 $33.68 $2M
Cardoso Marcelo EVP & CHIEF OPERATING OFFICER January 2, 2026 Sell pre-set plan 6,543 $33.54 $219,452
Rodin Judith Director December 8, 2025 Sell 7,065 $30.30 $214,070
Cardoso Marcelo CHIEF OPERATING OFFICER November 4, 2025 Sell 70,000 $29.00 $2M

From insiders' Form 4 filings with the SEC. Excludes awards, option exercises and shares withheld for tax. "Pre-set plan" means the filing marks the trade as made under a Rule 10b5-1 plan. See every insider trade since five years ago, on a price chart.

Trades by members of Congress

All 3 trades and filings

No trades in Laureate Education, Inc. disclosed in the last 12 months; 3 earlier trades on record.

  • Donna Shalala(FL):Sale (full), $1,001 - $15,000, traded June 24, 2019, filed April 27, 2020
  • Donna Shalala(FL):Purchase, $1,001 - $15,000, traded June 4, 2019, filed April 27, 2020
  • Lamar Smith(TX):Purchase, $1,001 - $15,000, traded June 28, 2017, filed July 12, 2017

Value ranges as filed; reports can arrive up to 45 days after a trade.

Earnings dates and SEC filings

Results announcements

Next expected around February 18, 2027 estimated from the company's past filing pattern, not announced

  • October 29, 2026
  • July 30, 2026
  • April 30, 2026
  • February 19, 2026
  • October 30, 2025
  • July 31, 2025

Recent SEC filings

Data status

When each part of this page on Laureate Education, Inc. was last updated.

DataLast updatedSource
Share priceExchange closing prices
Financial statementsSEC 10-K and 10-Q filings
News and updatesCompany releases and SEC 8-K filings
Analyst estimatesAggregated analyst estimates
Valuation and scoresOur models, from the filed figures

How we build and check these figures: methodology and data sources.

Laureate Education, Inc. in brief

What does Laureate Education, Inc. do?
Laureate Education, Inc. is a US-listed company in the education services industry. Its financial year ends in December.
What is Laureate Education, Inc.'s stock ticker?
Laureate Education, Inc. trades under the ticker LAUR on Nasdaq. This page brings together its financial statements, valuation models, ownership and recent company updates.
What is Laureate Education, Inc.'s revenue, and how fast is it growing?
Over its most recent trailing twelve months, Laureate Education, Inc. reported revenue of $1.9B, 20.9% higher than a year earlier, according to its SEC filings.
What is Laureate Education, Inc.'s free cash flow?
Laureate Education, Inc.'s free-cash-flow margin is 15.0% of revenue over the trailing twelve months, ranking 8 of the 25 education services companies we cover.
What is Laureate Education, Inc.'s fair value (intrinsic value) per share?
Our discounted-cash-flow model of Laureate Education, Inc.'s free cash flow after stock-based pay gives ~$65 per share in the base case, and ~$49–$86 across growth scenarios. These are model values under stated assumptions — not a price target or a recommendation.
Who are Laureate Education, Inc.'s largest institutional shareholders?
By value reported in 13F filings for June 30, 2026, the largest reported holders are FMR LLC, Blackrock, Inc. and Vanguard Portfolio Management LLC. 13F reports cover long US-listed positions of managers above $100M, filed up to 45 days after quarter end.
Is Laureate Education, Inc. buying back stock, and does it pay a dividend?
Laureate Education, Inc. spent $402M on share repurchases over the trailing twelve months, and its diluted share count fell 3.7% over the year.
What is Laureate Education, Inc.'s market cap?
On November 2, 2026, Laureate Education, Inc.'s market capitalisation was about $5B, with a price-to-earnings ratio of 12.8 and net debt of $14.3M. Market figures come from third-party market data and may be delayed.
How much debt does Laureate Education, Inc. have?
Laureate Education, Inc.'s debt-to-equity ratio is 15.9%, from its latest balance sheet (9.5% five years earlier). The financial health section below sets out its other solvency checks.
Who are Laureate Education, Inc.'s competitors?
In our Education Services peer group, the companies closest to Laureate Education, Inc. are Covista Inc., Stride, Inc., Kindercare Learning Companies, Inc., Strategic Education, Inc. and TAL Education Group. The side-by-side comparison below sets their revenue, margins and growth against Laureate Education, Inc.'s.
Are insiders buying or selling Laureate Education, Inc. stock?
Over the last 12 months, Laureate Education, Inc.'s directors and officers reported 0 open-market purchases and 9 sales on Form 4. The insider trading page charts every trade.
When is Laureate Education, Inc.'s next earnings date?
Around February 18, 2027, estimated from the spacing of its past results announcements (8-K filings). That is an estimate, not a confirmed date — Laureate Education, Inc. announces its own schedule.