Feed / LAUR

Laureate Education, Inc.

LAUR

Consumer Defensive · 35.77 -0.7% today

Isolated · not yet confirmedMarket checked 10 Sept, 15:55 GMT-4

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.

What changed
  • Revenue increased 15.4% versus the comparable filing period.
  • The operating loss widened by 14.3M.
Company-0.7% todayVolume comparison unavailable
Market group0 of 14 activeMixed Service Stocks · unavailable
Disclosed network0 of 1 confirmingNo filing-linked name is confirming now
What would change this read
  • 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.

Watch this read

Research brief

The story so far

Consumer Defensive · Education & Training Services

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.

Evidence that supports
  • Revenue increased 15.4% versus the comparable filing period.
Evidence that challenges
  • The operating loss widened by 14.3M.
What would clarify the read
  • LAUR's market-adjusted activity becomes unusual and at least one connected name confirms.

Company research

Understand the business, not just the ticker

As of Sep 11, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods9
Price observations327
Usable filing statements81
Verified relationships2
Evidence supporting the case
  • 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.
Evidence challenging the case
  • Net margin changed -2.4 percentage points in the latest annual period.
  • Foreign exchange has repeated adverse evidence across 4 filings.
Questions before a position
  • EV/sales is 73% above the available filing-peer median; determine whether growth and quality justify the difference.
Longer-term price context

Price as of Sep 10, 2026

35.77
6m+7.4%12m+29.8%24m
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2021-12-31$1.1B+6.0%$1.01-9.5%
2022-12-31$1.2B+14.3%$0.41-11.3%
2023-12-31$1.5B+19.5%$0.68-6.2%
2024-12-31$1.6B+5.5%$1.92-2.5%
2025-12-31$1.7B+8.6%$1.89-3.4%

What management says matters

Persistent and emerging business drivers

Demand and volumepositive · 4 filings
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
Foreign exchangenegative · 4 filings
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
Capital investment and capacitymixed · 3 filings
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
Restructuring and cost reductionsnegative · 2 filings
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.

Scenario scaffold

Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.

Price action

How the market is pricing the story

35.77-0.7% today

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.

mixed
OperationsmixedEvidence score +1
liquidityneutralEvidence score 0
valuationmixed

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.