NASDAQ$LOPE

Grand Canyon Education Inc. · Q1 2022 earnings

Q1 2022 earnings · · Investor relations

Briefing

Grand Canyon Education's financial performance decreased in Q1 2022 due to a decline in operating income and net income.

Grand Canyon Education, Inc. reported financial results for the quarter ended March 31, 2022, with service revenue increasing by 3.0% year-over-year to $244.1 million, driven by higher revenue per student, but offset by a 4.5% decrease in university partner enrollments. Net income decreased by 25.6% to $58.1 million, and diluted net income per share was $1.66 compared to $1.69 in the same period of 2021.

  • Service revenue increased by 3.0% to $244.1 million due to higher revenue per student, but was partially offset by a decrease in university partner enrollments.
  • Partner enrollments totaled 110,217, a decrease compared to 115,390 in the prior year.
  • Operating income decreased to $77.5 million, with an operating margin of 31.7%.
  • Net income decreased 25.6% to $58.1 million, with diluted net income per share at $1.66.

Headline financials

Total Revenue

$244M

Previous: $237M+3.0%
EPS (adj)

$1.72

Previous: $1.72+0.0%
University Partner Enrollments

110.2K

Previous: 115.4K-4.5%
Off-Campus Enrollments

4.5K

No prior period
Free Cash Flow

$58.1M

Previous: $78.1M-25.6%
Net Income

$58.1M

Previous: $78.1M-25.6%
Operating Income

$77.5M

Previous: $84.2M-8.0%
Gross Profit

-$5M

Previous: $144M-103.5%
Cash & Equivalents

$202M

Previous: $226M-10.6%
Total Assets

$918M

Previous: $1.89B-51.3%

Revenue & EPS history

Grand Canyon Education · Revenue · Quarterly

$244M

Q1 2022+3%vs Q1 2021
Beat estimate in 13 of 16 quarters(81%)
ActualEstimate

Revenue by segment

Grand Canyon Education · $244M total across 1 segment · Q1 2022

  • Service Revenue
    $244M+3.0%

Forward guidance

Grand Canyon Education provided outlook for Q2 2022, Q3 2022, Q4 2022 and Full Year 2022.

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 Q1 2022

Historical avgQ1 2022

+3.3%

Avg return

Earnings day

+2.4%

Avg return

5 days after

+2.5%

Avg return

30 days after

65%

42 / 65 earnings

Positive

+21.9%

Q2 2012

Best reaction

-16.0%

Q1 2021

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+0.1%-2.7%-11.4%
Q4 2025-7.9%-6.5%-3.2%
Q3 2025-6.2%-5.2%-14.0%
Q1 2025+4.5%+5.5%+4.7%
Q4 2024+1.8%-3.6%-8.3%
Q3 2024+17.0%+22.0%+20.1%
Q2 2024-3.5%-2.6%-3.5%
Q1 2024+6.3%+7.6%+4.2%
Q4 2023+0.5%-1.4%-0.3%
Q3 2023+14.2%+13.8%+14.7%
Q2 2023+5.5%+1.5%+9.1%
Q1 2023-3.7%-6.6%-12.7%
Q4 2022+1.6%+3.0%-5.9%
Q3 2022+16.4%+17.3%+29.5%
Q2 2022-12.2%-14.0%-15.9%
Q1 2022+3.9%-3.0%-6.5%
Q4 2021+2.4%+5.8%+21.9%
Q3 2021-9.4%-9.5%-14.1%
Q2 2021-2.5%-2.7%-0.8%
Q1 2021-16.0%-11.7%-16.3%
Q4 2020+2.1%+2.7%+5.4%
Q3 2020-0.4%+2.3%+4.9%
Q2 2020+12.0%+10.3%+3.0%
Q1 2020+7.2%+9.2%+16.5%
Q4 2019-4.3%-6.2%-29.2%
Q3 2019-4.1%-4.1%-3.5%
Q2 2019+5.7%+8.5%-0.1%
Q1 2019-4.2%-1.8%+7.1%
Q4 2018+21.7%+19.8%+17.5%
Q3 2018-0.9%-2.8%-12.0%
Q2 2018-3.2%-2.7%-0.8%
Q1 2018+6.9%+5.4%+9.9%
Q4 2017+9.0%+10.6%+12.9%
Q3 2017-0.7%-0.7%+4.0%
Q2 2017+8.8%+10.2%+11.5%
Q1 2017+4.2%+6.0%+7.8%
Q4 2016+5.8%+5.0%+19.8%
Q3 2016+8.6%+11.2%+31.7%
Q2 2016+4.9%+4.8%-0.3%
Q1 2016-4.6%
Q4 2015+12.0%
Q3 2015+7.2%
Q2 2015-5.3%
Q1 2015+1.2%
Q4 2014+5.2%
Q3 2014+9.3%
Q2 2014-4.2%
Q1 2014+6.9%
Q4 2013+2.5%
Q3 2013+11.3%
Q2 2013-4.7%
Q1 2013+13.4%
Q4 2012+5.4%
Q3 2012+12.3%
Q2 2012+21.9%
Q1 2012+10.3%
Q4 2011-3.0%
Q4 2009-3.0%
Q3 2011-3.0%
Q3 2010-3.0%
Q2 2010+8.8%
Q2 2011+8.8%
Q1 2010+5.3%
Q4 2010+5.3%
Q1 2011+5.3%

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