“We believe that the higher education markets in Mexico and Peru present an attractive long-term opportunity, primarily because of the large and growing imbalance between the supply and demand for affordable, quality higher education in those markets.”10-Q · Apr 30, 2026 ↗
Laureate Education, Inc.
LAUR
Market read
Laureate Education, Inc.'s current read is isolated; its market group is not confirming.
The latest filing is mixed. 0 of 14 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 1 directly disclosed connection is confirming.
- Revenue increased 15.4% versus the comparable filing period.
- The operating loss widened by 14.3M.
- LAUR's market-adjusted activity becomes unusual and at least one connected name confirms.
Invalidation: The isolated read changes if LAUR's group or a disclosed connection begins moving with it.
Research brief
The story so far
The latest filing is mixed. 0 of 14 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 1 directly disclosed connection is confirming.
- Revenue increased 15.4% versus the comparable filing period.
- The operating loss widened by 14.3M.
- LAUR's market-adjusted activity becomes unusual and at least one connected name confirms.
Company research
Understand the business, not just the ticker
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
- Which operating variable is changing?
- Is that change durable, cyclical or one-off?
- What evidence would disprove the current interpretation?
- Latest annual revenue changed +8.6% year over year.
- Operating margin changed +1.5 percentage points in the latest annual period.
- Operating cash flow covered net income at 1.30x in the latest annual period.
- Demand and volume has repeated favorable evidence across 4 filings.
- Net margin changed -2.4 percentage points in the latest annual period.
- Foreign exchange has repeated adverse evidence across 4 filings.
- EV/sales is 73% above the available filing-peer median; determine whether growth and quality justify the difference.
Price as of Sep 10, 2026
35.77Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
Persistent and emerging business drivers
“This change was attributable to: (1) a gain on foreign currency exchange during the 2026 fiscal quarter compared to a loss during the 2025 fiscal quarter for a change of $4.2 million, related to revaluation of items denominated in currencies different than th…”10-Q · Apr 30, 2026 ↗
“This increase in investing cash outflows was attributable to higher capital expenditures of $3.7 million during the 2026 fiscal quarter compared to the 2025 fiscal quarter, driven by higher equipment purchases in Mexico.”10-Q · Apr 30, 2026 ↗
“Any reduction in net income and operating income resulting from the write down or impairment of goodwill and indefinite-lived intangibles could adversely affect our financial results.”10-K · Feb 19, 2026 ↗
Valuation discipline
Descriptive valuation snapshot
Price/sales 3.1× · EV/sales 3.1×. Comparisons use only industry-matched filing peers.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
How the market is pricing the story
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
No sourced recent-development timeline yet
Jodie has not returned a relevant primary source or news item for LAUR. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Reported financial figures are not available yet
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Latest filing assessment · baseline
The latest filing presents a mixed picture
10-Q filed 2026-04-30 against the comparable filing from 2025-05-01.
What improved
- Revenue increased 15.4% versus the comparable filing period.
What weakened
- The operating loss widened by 14.3M.
Filing receipts
“This increase was partially offset by higher cash paid for taxes in Mexico and Peru of $9.6 million, from $18.5 million for the 2025 fiscal quarter to $28.1 million for the 2026 fiscal quarter, due to an increase in the taxes that were payable during the 2026 fiscal quarter upon filing the 2025 annual tax returns, as compared to the taxes that were payable during the 2025 fiscal quarter upon filing the 2024 annual tax returns, attributable to an increase in year-over-year taxable income for tax year 2025 compared to tax year 2024.”
“On a constant currency basis, revenue decreased by 4%, primarily driven by an unfavorable impact of approximately $12 million from intra-year academic calendar timing attributable to later semester start dates in the 2026 fiscal quarter compared to the 2025 fiscal quarter.”
“This decrease was partially offset by lower operating loss in our Peru segment during the 2026 fiscal quarter compared to the 2025 fiscal quarter due in part to a favorable effect of the timing of the academic calendar.”
Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.
Business ecosystem
The relationships behind LAUR
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depended on by
CVSACovista Inc.investeeMay 7, 2026 ▾
“The reduction in litigation reserves in fiscal year 2025 represented a $5.6 million receipt in the second quarter of fiscal year 2025 from a claim made for indemnification under the Membership Interest Purchase Agreement with Laureate Education, Inc.”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 2 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
LAUR is currently a Follower in the organic co-movement group Mixed Service Stocks. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 1 filing-linked name are in the relationship map; none is currently confirmed as moving with the group.
Context history
Theme membership history
No durable theme membership has been observed for this name yet.