NYSE$CVSA

Covista Inc · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Adtalem's Q2 2024 performance reflected accelerated enrollment and revenue growth, driven by strong profitability and high-quality academic outcomes.

Adtalem Global Education reported an 8.4% increase in revenue and a 6.2% increase in total student enrollment for the second quarter of fiscal year 2024. Diluted earnings per share were $0.98, and adjusted EPS was $1.23, representing a 5.1% year-over-year growth. The company also raised its fiscal year 2024 guidance for revenue and adjusted earnings per share.

  • Revenue increased by 8.4% year-over-year to $393.2 million.
  • Total student enrollment grew by 6.2% year-over-year to 81,772.
  • Diluted earnings per share reached $0.98, while adjusted EPS was $1.23, a 5.1% increase year-over-year.
  • The company completed its $300 million share repurchase program and authorized a new $300 million program.

Headline financials

Total Revenue

$393M

Previous: $363M+8.2%
EPS

$0.98

Previous: $1.17-16.2%
Capital Expenditures

-$30.3M

Previous: -$4.2M-622.8%
Free Cash Flow

$9.56M

Previous: $19.9M-52.1%
Net Income

$39.9M

Previous: $24.1M+65.2%
Operating Income

$58.6M

Previous: $46M+27.3%
Gross Profit

$221M

Previous: $204M+8.4%
Cash & Equivalents

$183M

Previous: $208M-12.0%
Total Assets

$2.7B

Previous: $2.84B-5.0%
Stock-Based Comp

$6.05M

Previous: $1.97M+207.4%

Revenue & EPS history

Adtalem · Revenue · Quarterly

$393M

Q2 2024+8.2%vs Q2 2023
Beat estimate in 12 of 14 quarters(86%)
ActualEstimate

Revenue by segment

Adtalem · $369M total across 3 segments · Q1 2024

  • Chamberlain
    $143M+5.3%
  • Walden
    $142M+8.2%
  • Medical and Veterinary
    $84.6M-4.1%

Forward guidance

Adtalem raised its fiscal year 2024 outlook, expecting revenue between $1,520 million and $1,560 million, and adjusted earnings per share between $4.55 and $4.75.

Tailwinds

  • Revenue guidance raised to $1,520 million - $1,560 million (previously $1,470 million - $1,530 million).
  • Adjusted EPS guidance raised to $4.55 - $4.75 (previously $4.25 - $4.45).
  • Strong top- and bottom-line performance expected to continue.
  • Company is well-positioned to impact the U.S. healthcare workforce.
  • Focus on delivering practice-ready clinicians at scale.

Headwinds

  • Uncertainty of special items that may be incurred in the future.
  • Risk factors described in the company's most recent Annual Report on Form 10-K.
  • Factors that could cause actual results to differ materially from forward-looking statements.
  • No reconciliation of non-GAAP guidance measures to corresponding GAAP measures is available.
  • The company assumes no obligation to publicly update or revise its forward-looking statements.

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 Q2 2024

Historical avgQ2 2024

-0.7%

Avg return

Earnings day

-0.3%

Avg return

5 days after

+0.7%

Avg return

30 days after

43%

29 / 67 earnings

Positive

+22.8%

Q1 2013

Best reaction

-33.2%

Q1 2026

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q3 2026+13.2%+10.2%+8.0%
Q2 2026-7.8%-14.2%-15.5%
Q1 2026-33.2%-31.2%-34.7%
Q3 2025+16.4%+11.9%+10.7%
Q2 2025+4.6%+7.5%-0.1%
Q1 2025+12.0%+8.7%+23.8%
Q4 2024-7.3%-2.1%-2.2%
Q3 2024+18.9%+24.8%+27.5%
Q2 2024-13.9%-17.5%-15.6%
Q1 2024+12.5%+16.6%+29.4%
Q4 2023-1.1%-4.0%-0.8%
Q3 2023+4.5%+2.0%+2.4%
Q2 2023+13.7%+3.1%+2.2%
Q1 2023+2.4%+6.9%-2.1%
Q4 2022-3.1%-2.6%-2.8%
Q3 2022+6.4%+10.9%+17.5%
Q2 2022-12.7%-16.0%-15.2%
Q1 2022-12.9%-6.0%-16.6%
Q4 2021+1.3%+0.3%+11.8%
Q3 2021-6.9%-8.3%-1.3%
Q2 2021+0.1%+0.9%-2.8%
Q1 2021+3.7%+11.0%+16.6%
Q4 2020-4.4%-6.5%-25.9%
Q3 2020+3.7%+9.8%+11.5%
Q2 2020+3.1%-3.0%-14.9%
Q1 2020-19.2%-16.8%-7.8%
Q4 2019-12.5%-14.6%-20.9%
Q3 2019-7.6%-9.0%-11.4%
Q2 2019-3.3%-3.6%-4.1%
Q1 2019+4.3%+10.7%+14.0%
Q4 2018-15.8%-13.5%-20.0%
Q3 2018-5.7%-3.0%+1.4%
Q2 2018+7.1%+3.7%+12.3%
Q1 2018-2.7%+1.1%+9.7%
Q4 2017+4.3%+4.0%+8.1%
Q3 2017-0.8%+5.0%+0.5%
Q2 2017-0.5%-3.0%+0.2%
Q1 2017+1.8%+1.5%+31.5%
Q4 2016+17.7%+11.8%+4.3%
Q3 2016+17.3%
Q2 2016-14.2%
Q1 2016-2.3%
Q4 2015-7.7%
Q3 2015-15.9%
Q2 2015-17.9%
Q1 2015+0.8%
Q4 2014-3.2%
Q3 2014+13.0%
Q2 2014-2.6%
Q1 2014+6.2%
Q4 2013-9.5%
Q3 2013-17.6%
Q2 2013+19.1%
Q1 2013+22.8%
Q4 2009-2.2%
Q4 2012-2.3%
Q3 2012-0.4%
Q2 2012-8.5%
Q1 2012-0.8%
Q4 2011+4.7%
Q3 2011-1.4%
Q3 2010-1.4%
Q2 2010+0.0%
Q2 2011+0.0%
Q4 2010-1.1%
Q1 2010-1.1%
Q1 2011-1.1%

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