NASDAQ$LAUR

Laureate Education Inc · Q4 2024 earnings

Q4 2024 earnings · · Before market open · Investor relations

Briefing

Laureate Education reported a strong Q4 2024 performance with revenue growth and margin expansion.

Laureate Education reported revenue of $423.4 million for Q4 2024, an increase of 3% compared to the prior year. Net income surged to $93.6 million, mainly driven by foreign currency exchange gains and higher operating income. Operating income reached $124.2 million, reflecting a solid improvement. Adjusted EPS for the quarter was $0.62.

  • Revenue grew 3% year-over-year to $423.4 million.
  • Net income more than doubled to $93.6 million, up from $41.7 million.
  • Operating income increased to $124.2 million from $110.0 million.
  • Adjusted EBITDA rose to $141.1 million from $131.3 million.

Headline financials

Total Revenue

$423M

Previous: $409M+3.4%
EPS (adj)

$0.62

Previous: $0.26+138.5%
Adjusted EBITDA

$141M

Previous: $131M+7.5%
New Enrollments

252.4K

No prior period
Total Enrollments

472.0K

No prior period
Capital Expenditures

-$37.3M

Previous: -$29.7M-25.7%
Net Income

$93.6M

Previous: $41.7M+124.5%
Operating Income

$124M

Previous: $110M+12.9%
Gross Profit

$135M

Previous: $130M+4.2%

Revenue & EPS history

Laureate · Revenue · Quarterly

$423M

Q4 2024+3.4%vs Q4 2023
Beat estimate in 13 of 15 quarters(87%)
ActualEstimate

Forward guidance

Laureate expects steady enrollment growth in 2025 but anticipates foreign currency headwinds due to a weaker Mexican Peso.

Tailwinds

  • Total enrollments projected to grow 4%-5% in 2025.
  • Revenue expected to grow 6%-7% on a constant currency basis.
  • Adjusted EBITDA forecasted to rise 4%-6% on a reported basis.
  • Continued strong free cash flow generation.
  • Focus on returning capital to shareholders through repurchases.

Headwinds

  • Foreign currency translation headwinds expected due to MXN depreciation.
  • Flat to slightly declining revenue in USD terms on an as-reported basis.
  • Potential cost pressures from inflation and operational expenses.
  • Regulatory challenges in key markets like Mexico and Peru.
  • Macroeconomic uncertainties affecting student enrollment trends.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q4 2024

Historical avgQ4 2024

+2.4%

Avg return

Earnings day

+1.3%

Avg return

5 days after

+4.4%

Avg return

30 days after

68%

28 / 41 earnings

Positive

+16.2%

Q3 2021

Best reaction

-13.5%

Q3 2017

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-5.9%+2.2%+1.2%
Q4 2025-3.1%-4.6%-5.2%
Q3 2025+10.2%+2.7%+7.0%
Q1 2025+2.8%+12.9%+12.1%
Q4 2024+4.2%-4.6%-4.0%
Q3 2024+8.6%+13.4%+22.1%
Q2 2024-7.4%-7.2%-0.5%
Q1 2024+2.7%+8.3%+7.3%
Q4 2023+0.2%+0.8%+7.6%
Q3 2023-4.7%-8.2%-7.9%
Q2 2023+4.8%+9.5%+11.1%
Q1 2023+3.6%+0.3%+4.8%
Q4 2022+15.2%+14.1%+10.8%
Q3 2022+2.2%-1.3%-14.5%
Q2 2022-3.0%-2.5%-5.1%
Q1 2022+2.9%+1.1%+15.8%
Q4 2021-4.9%-4.9%+10.0%
Q3 2021+16.2%+18.0%-0.8%
Q2 2021+4.1%+2.1%+4.1%
Q1 2021+4.3%+7.9%+14.3%
Q4 2020-7.2%-7.2%-5.8%
Q3 2020+7.9%+7.5%+12.6%
Q2 2020+6.8%+10.2%+1.9%
Q1 2020-2.6%-11.7%+22.5%
Q4 2019-6.4%-4.2%-48.0%
Q3 2019+6.0%+5.2%+4.7%
Q2 2019+15.4%+9.3%+14.5%
Q1 2019+5.0%+6.0%+6.1%
Q4 2018+4.0%+2.7%+1.8%
Q3 2018-0.3%-2.6%-7.9%
Q2 2018+8.3%+9.4%+3.9%
Q1 2018+0.1%+1.0%+7.9%
Q4 2017+2.3%-6.3%+3.9%
Q2 2017+2.3%-6.3%+3.9%
Q4 2015+2.3%-6.3%+3.9%
Q3 2016-13.5%-17.1%-3.6%
Q3 2017-13.5%-17.1%-3.6%
Q2 2016-8.1%-10.2%-14.2%
Q4 2016+12.1%+10.3%+28.4%
Q1 2017+12.1%+10.3%+28.4%
Q1 2016+12.1%+10.3%+28.4%
Q3 2015
Q2 2015
Q1 2015
Q4 2014
Q3 2014
Q2 2014
Q1 2014

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