American Public Education, Inc. (APEI)
NASDAQConsumer StaplesEducation & Training ServicesSnapshot 2026-11-05
$38.22-9.88%
Close 2026-11-05 · 1-day change
NASDAQConsumer StaplesEducation & Training ServicesSnapshot 2026-11-05
QuarterlyIQ Insights · APEI
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Met or beat guidance 100% of the last 3 guided quarters · 88.8% avg surprise
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Selden concluded, "As we raise revenue, net income and adjusted EBITDA guidance for 2026, we remain focused on disciplined execution and building on the momentum established in the first half of the…
Stated in 2 of 2 supplied quarters. Management reported: “"I am pleased with the strong financial results we delivered in the second quarter, reflecting continued demand across our businesses and disciplined execution against our strategic priorities, including the opening of Health+’s new Orlando campus, part of our “Trailblazer” campus opening strategy.” “Selden concluded, "As we raise revenue, net income and adjusted EBITDA guidance for 2026, we remain focused on disciplined execution and building on the momentum established in the first half of the year."” Revenue was $171.731 million in 2026-Q2.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Consumer Staples names rated strong grew net income 64% of the time over the next year (vs 53% for the rest of the cohort, n=2099).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“Selden concluded, "As we raise revenue, net income and adjusted EBITDA guidance for 2026, we remain focused on disciplined execution and building on the momentum established in the first half of the…”
“Selden concluded, “Q1 2026 is the first quarter of a four-year strategic plan, and the strength of our results gives us the confidence to raise our full-year 2026 guidance on both revenue and adjuste…”
Following the end of the quarter, I am very pleased to announce that we completed the combination of American Public University System, Rasmussen University, and Hondros College of Nursing into one H…
Stated in 2 of 2 supplied quarters. Management reported: “Following the end of the quarter, I am very pleased to announce that we completed the combination of American Public University System, Rasmussen University, and Hondros College of Nursing into one Higher Learning Commission-accredited institution named American Public University System,” said Angela Selden, President and Chief Executive Officer.” “We also took a significant step forward in the institutional combination when we received Higher Learning Commission approval on April 28 to consolidate our APUS, Rasmussen and Hondros College of Nursing programs, locations and operations into a single accredited institution.”
“Following the end of the quarter, I am very pleased to announce that we completed the combination of American Public University System, Rasmussen University, and Hondros College of Nursing into one H…”
“We also took a significant step forward in the institutional combination when we received Higher Learning Commission approval on April 28 to consolidate our APUS, Rasmussen and Hondros College of Nur…”
"I am pleased with the strong financial results we delivered in the second quarter, reflecting continued demand across our businesses and disciplined execution against our strategic priorities, inclu…
Stated in 2 of 2 supplied quarters. Management reported: “"I am pleased with the strong financial results we delivered in the second quarter, reflecting continued demand across our businesses and disciplined execution against our strategic priorities, including the opening of Health+’s new Orlando campus, part of our “Trailblazer” campus opening strategy.” “· Opened a new Rasmussen University campus in Orlando, Florida, introducing the University’s Practical Nursing Diploma (LPN) program to the Orlando market for the first time.”
“"I am pleased with the strong financial results we delivered in the second quarter, reflecting continued demand across our businesses and disciplined execution against our strategic priorities, inclu…”
“· Opened a new Rasmussen University campus in Orlando, Florida, introducing the University’s Practical Nursing Diploma (LPN) program to the Orlando market for the first time.”
During the three and six months ended June 30, 2026, the Company repurchased 70,365 and 88,205 shares of common stock, respectively.
Stated in 2 of 2 supplied quarters. Management reported: “During the three and six months ended June 30, 2026, the Company repurchased 70,365 and 88,205 shares of common stock, respectively.” “As of June 30, 2026, there remains $45.0 million available under our share repurchase authorization.”
“During the three and six months ended June 30, 2026, the Company repurchased 70,365 and 88,205 shares of common stock, respectively.”
“· On March 10, 2026, the Company’s Board of Directors authorized a share repurchase program of up to $50 million in the aggregate of the Company’s common stock.”
Raise full-year 2026 revenue, net income, and adjusted EBITDA guidance based on strong financial results and strategic execution.
Over the trailing year it converted 3.05x of net income into operating cash flow. Historically, Consumer Staples names rated robust grew net income 68% of the time over the next year (vs 49% for the rest of the cohort, n=1558).
Not enough signal yet.
Not enough signal to read sensitivity to the broad stock market, the US dollar, long-term interest rates, Fed net liquidity, real (inflation-adjusted) rates (low R² over the window).
4 material management or governance events in the past 24 months, led by executive changes. Historically, Consumer Staples names rated stable grew net income 54% of the time over the next year (vs 57% for the rest of the cohort, n=1938).
Not investment advice. As of 2026-11-05.