Strategic Edu

Q2 FY2026 EarningsQ2 FY26 results beat consensus on both top and bottom lines, with revenue of $337.3M vs. $327.5M expected and Adjusted EPS of $1.76 vs. $1.80 mean (though GAAP EPS of $1.71 beat the $1.78 estimate floor when adjusted for share count impact). Education Technology Services (ETS) was the primary driver, with Sophia Learning revenue up 27% YoY. Despite a $13.9M reserve for Australian regulatory matters impacting ANZ margins, overall consolidated performance remains robust due to strong healthcare enrollment (+11% YoY) and aggressive share repurchases.