Technical skill trainer Universal's Q4 revenue beats estimates

Reuters11-20
Technical skill trainer Universal's Q4 revenue beats estimates

Overview

  • Universal Technical Institute Q4 revenue rose 13.3% yr/yr, beating analyst expectations

  • Full year 2025 revenue up 14% to $835.6 mln

  • Net income for fiscal 2025 increased 50% to $63 mln

Outlook

  • Company expects fiscal 2026 revenue between $905 mln and $915 mln

  • Company projects fiscal 2026 adjusted EBITDA between $114 mln and $119 mln

  • Company plans to open 2 to 5 new campuses annually

Result Drivers

  • STUDENT ENROLLMENT - Increase in average full-time active students and new student starts drove revenue growth

  • EXPANSION INVESTMENTS - Investments in new campuses and program expansions contributed to operational growth

  • STRATEGIC GROWTH - Execution of North Star strategy phase II supported revenue and operational targets

Key Details

Metric

Beat/Miss

Actual

Consensus Estimate

Q4 Revenue

Beat

$222.44 mln

$219.21 mln (7 Analysts)

Q4 EPS

$0.34

Q4 Net Income

$18.8 mln

Q4 Adjusted EBITDA

$36.80 mln

Q4 Operating Income

$24.99 mln

Q4 Pretax Profit

$25.56 mln

Analyst Coverage

  • The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 7 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"

  • The average consensus recommendation for the professional & business education peer group is "buy"

  • Wall Street's median 12-month price target for Universal Technical Institute Inc is $38.00, about 23.8% above its November 18 closing price of $28.95

  • The stock recently traded at 31 times the next 12-month earnings vs. a P/E of 30 three months ago

Press Release: ID:nPn2HtTF4a

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)

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