<p>Laureate Education 最近的财报电话会议反映出一种主要的积极情绪，强调了强劲的收入和 EBITDA 表现，以及招生增长和股票回购的战略扩展。然而，公司也承认了一些挑战，例如秘鲁的时机影响和墨西哥的经济疲软。</p>
<h2>强劲的第三季度收入和 EBITDA</h2>
<p>Laureate Education 报告了第三季度令人印象深刻的财务业绩，收入达到 4 亿美元，调整后的 EBITDA 为 9500 万美元。这些数字超出了之前提供的指导，展示了公司的强大运营表现。</p>
<h2>积极的招生增长</h2>
<p>公司经历了显著的招生增长，新招生量同比增长 7%，总招生量增长 6%。这一增长凸显了 Laureate 吸引和留住学生策略的有效性。</p>
<h2>股票回购计划扩展</h2>
<p>在强调其资本配置纪律的举措中，Laureate 的董事会批准将股票回购计划增加 1.5 亿美元。这一扩展突显了公司提升股东价值的承诺。</p>
<h2>墨西哥和秘鲁的收入增长</h2>
<p>截至目前，墨西哥的收入增长了 8%，调整后的 EBITDA 增加了 21%。同样，秘鲁的收入增长了 7%，调整后的 EBITDA 增加了 5%，均已调整时机影响。这些结果反映了公司在这些地区的强大市场地位。</p>
<h2>时机对秘鲁收入和 EBITDA 的影响</h2>
<p>公司指出，由于时机差异，约 2600 万美元的收入和 2300 万美元的调整后 EBITDA 从第一季度转移到了下半年。这一转移突显了时机在财务报告中的重要性。</p>
<h2>秘鲁在线项目的价格压力</h2>
<p>Laureate 预计，由于秘鲁完全在线项目的更高增长率，将对价格组合产生负面影响。这可能会影响每位学生的平均收入，对公司的定价策略构成挑战。</p>
<h2>墨西哥的宏观经济疲软</h2>
<p>墨西哥的宏观经济环境被描述为疲软，受到美国贸易政策不确定性的影响。这种疲软对 Laureate 在该地区应对经济逆风构成挑战。</p>
<h2>前瞻性指导</h2>
<p>展望未来，Laureate Education 上调了 2025 年的全年指导，预计收入在 16.81 亿美元至 16.86 亿美元之间，调整后的 EBITDA 预计在 5.08 亿美元至 5.12 亿美元之间。公司还预计第四季度将表现强劲，受学术日历变化的影响，收入预计在 5.21 亿美元至 5.26 亿美元之间，调整后的 EBITDA 在 1.94 亿美元至 1.98 亿美元之间。股票回购计划的扩展进一步突显了公司对资本配置和长期股东价值的关注。</p>
<p>总之，Laureate Education 的财报电话会议传达了积极的前景，得益于强劲的财务表现和战略举措。尽管提到了秘鲁和墨西哥的挑战，但公司的主动措施和前瞻性指导反映了对持续增长和提升股东价值的信心。</p>

LAUR

<p>Laureate Education 的财报电话会议强调了强劲的第三季度业绩，收入为 4 亿美元，调整后的 EBITDA 为 9500 万美元，超出之前的指引。注册人数增长了 7%，公司将股票回购计划扩大了 1.5 亿美元。然而，挑战包括秘鲁的时机影响和墨西哥的经济疲软。公司提高了 2025 财年的全年指引，预计收入在 16.81 亿美元到 16.86 亿美元之间。尽管面临挑战，Laureate 仍对其增长和股东价值提升策略充满信心</p>

<p>Laureate Education’s recent earnings call reflected a predominantly positive sentiment, highlighting robust revenue and EBITDA performance, alongside growth in enrollments and strategic expansion in stock repurchases. The company did, however, acknowledge challenges such as timing impacts in Peru and economic sluggishness in Mexico.</p>
<div class="lb-trans"><p>Laureate Education 最近的财报电话会议反映出一种主要的积极情绪，强调了强劲的收入和 EBITDA 表现，以及招生增长和股票回购的战略扩展。然而，公司也承认了一些挑战，例如秘鲁的时机影响和墨西哥的经济疲软。</p>
</div><h2>Strong Third Quarter Revenue and EBITDA</h2>
<div class="lb-trans"><h2>强劲的第三季度收入和 EBITDA</h2>
</div><p>Laureate Education reported impressive financial results for the third quarter, with revenue reaching $400 million and adjusted EBITDA at $95 million. These figures surpassed the guidance provided earlier, showcasing the company’s strong operational performance.</p>
<div class="lb-trans"><p>Laureate Education 报告了第三季度令人印象深刻的财务业绩，收入达到 4 亿美元，调整后的 EBITDA 为 9500 万美元。这些数字超出了之前提供的指导，展示了公司的强大运营表现。</p>
</div><h2>Positive Enrollment Growth</h2>
<div class="lb-trans"><h2>积极的招生增长</h2>
</div><p>The company experienced significant enrollment growth, with new enrollment volumes increasing by 7% and total enrollment volumes by 6% compared to the same period last year. This growth underscores the effectiveness of Laureate’s strategies in attracting and retaining students.</p>
<div class="lb-trans"><p>公司经历了显著的招生增长，新招生量同比增长 7%，总招生量增长 6%。这一增长凸显了 Laureate 吸引和留住学生策略的有效性。</p>
</div><h2>Stock Repurchase Program Expansion</h2>
<div class="lb-trans"><h2>股票回购计划扩展</h2>
</div><p>In a move that underscores its disciplined approach to capital allocation, Laureate’s Board authorized a $150 million increase to the stock repurchase program. This expansion highlights the company’s commitment to enhancing shareholder value.</p>
<div class="lb-trans"><p>在强调其资本配置纪律的举措中，Laureate 的董事会批准将股票回购计划增加 1.5 亿美元。这一扩展突显了公司提升股东价值的承诺。</p>
</div><h2>Revenue Growth in Mexico and Peru</h2>
<div class="lb-trans"><h2>墨西哥和秘鲁的收入增长</h2>
</div><p>Year-to-date, Mexico’s revenue grew by 8%, with adjusted EBITDA increasing by 21%. Similarly, Peru’s revenue increased by 7%, with adjusted EBITDA up by 5%, both adjusted for timing impacts. These results reflect the company’s strong market position in these regions.</p>
<div class="lb-trans"><p>截至目前，墨西哥的收入增长了 8%，调整后的 EBITDA 增加了 21%。同样，秘鲁的收入增长了 7%，调整后的 EBITDA 增加了 5%，均已调整时机影响。这些结果反映了公司在这些地区的强大市场地位。</p>
</div><h2>Impact of Timing on Peru’s Revenue and EBITDA</h2>
<div class="lb-trans"><h2>时机对秘鲁收入和 EBITDA 的影响</h2>
</div><p>The company noted that approximately $26 million of revenue and $23 million in adjusted EBITDA shifted from the first quarter to the second half of the year due to timing differences. This shift highlights the importance of timing in financial reporting.</p>
<div class="lb-trans"><p>公司指出，由于时机差异，约 2600 万美元的收入和 2300 万美元的调整后 EBITDA 从第一季度转移到了下半年。这一转移突显了时机在财务报告中的重要性。</p>
</div><h2>Pricing Pressure from Online Programs in Peru</h2>
<div class="lb-trans"><h2>秘鲁在线项目的价格压力</h2>
</div><p>Laureate anticipates a negative price mix impact due to the higher growth rate of fully online programs in Peru. This could potentially affect the average revenue per student, posing a challenge to the company’s pricing strategy.</p>
<div class="lb-trans"><p>Laureate 预计，由于秘鲁完全在线项目的更高增长率，将对价格组合产生负面影响。这可能会影响每位学生的平均收入，对公司的定价策略构成挑战。</p>
</div><h2>Macroeconomic Sluggishness in Mexico</h2>
<div class="lb-trans"><h2>墨西哥的宏观经济疲软</h2>
</div><p>The macroeconomic environment in Mexico is described as sluggish, influenced by uncertainties in U.S. trade policy. This sluggishness presents a challenge for Laureate as it navigates economic headwinds in the region.</p>
<div class="lb-trans"><p>墨西哥的宏观经济环境被描述为疲软，受到美国贸易政策不确定性的影响。这种疲软对 Laureate 在该地区应对经济逆风构成挑战。</p>
</div><h2>Forward-Looking Guidance</h2>
<div class="lb-trans"><h2>前瞻性指导</h2>
</div><p>Looking ahead, Laureate Education raised its full-year 2025 guidance, with expected revenue between $1.681 billion and $1.686 billion, and adjusted EBITDA projected to be between $508 million and $512 million. The company also anticipates a strong fourth quarter, benefiting from an academic calendar shift, with revenue projected between $521 million and $526 million and adjusted EBITDA between $194 million and $198 million. The expansion of the stock repurchase program further underscores the company’s focus on capital allocation and long-term shareholder value.</p>
<div class="lb-trans"><p>展望未来，Laureate Education 上调了 2025 年的全年指导，预计收入在 16.81 亿美元至 16.86 亿美元之间，调整后的 EBITDA 预计在 5.08 亿美元至 5.12 亿美元之间。公司还预计第四季度将表现强劲，受学术日历变化的影响，收入预计在 5.21 亿美元至 5.26 亿美元之间，调整后的 EBITDA 在 1.94 亿美元至 1.98 亿美元之间。股票回购计划的扩展进一步突显了公司对资本配置和长期股东价值的关注。</p>
</div><p>In summary, Laureate Education’s earnings call conveyed a positive outlook, driven by strong financial performance and strategic initiatives. While challenges in Peru and Mexico were noted, the company’s proactive measures and forward-looking guidance reflect confidence in continued growth and shareholder value enhancement.</p>
<div class="lb-trans"><p>总之，Laureate Education 的财报电话会议传达了积极的前景，得益于强劲的财务表现和战略举措。尽管提到了秘鲁和墨西哥的挑战，但公司的主动措施和前瞻性指导反映了对持续增长和提升股东价值的信心。</p>
</div>

Laureate Education 的财报电话会议突显了其强劲的增长