Strategic Education, Inc. (STRA)
NASDAQConsumer DiscretionaryEducation & Training ServicesSnapshot 2026-09-04
$81.59-0.38%
Close 2026-09-04 · 1-day change
NASDAQConsumer DiscretionaryEducation & Training ServicesSnapshot 2026-09-04
QuarterlyIQ Insights · STRA
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.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Continue expanding Education Technology Services through increased Sophia Learning subscribers and Workforce Edge partnerships, driving revenue and operating income growth.
Stated as a priority in 4 of last 4 quarters. Education Technology Services revenue grew from $34.3 million in 2025-Q1 to $42.4 million in 2026-Q2 (+15% YoY in 2026-Q2), with operating income rising 30% YoY in 2026-Q2. Sophia Learning subscribers increased 32% YoY in 2026-Q2. Management is delivering consistent growth in this segment.
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 Discretionary names rated strong grew net income 63% of the time over the next year (vs 50% for the rest of the cohort, n=5213).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“Education Technology Services revenue up 15% YOY and operating income up 30% YOY; Sophia Learning subscribers up 32% YOY and revenue up 27% YOY.”
“Education Technology Services revenue up 21% YOY and operating income up 42% YOY; Sophia Learning subscribers up 40% YOY and revenue up 32% YOY.”
“Education Technology Services revenue up 28% YOY and operating income up 18% YOY; Sophia Learning subscribers up 47% YOY and revenue up 41% YOY.”
“Education Technology Services revenue increased 21.0% to $41.5 million driven by growth in Sophia Learning subscriptions and Workforce Edge partnerships.”
Focus on growing employer-affiliated enrollment to offset declines in unaffiliated enrollment and increase revenue per student in U.S. Higher Education.
Stated as a priority in 4 of last 4 quarters. Employer affiliated enrollment in U.S. Higher Education increased from 31.8% in 2025-Q2 to 34.7% in 2026-Q2. Despite slight overall enrollment declines, revenue per student increased, supporting segment revenue growth from $215.6 million in 2025-Q2 to $220.5 million in 2026-Q2. Management is delivering on this enrollment shift.
“Employer affiliated enrollment in USHE hit a new all-time high of 34.7% of enrollment, up from 31.8% in 2025-Q2.”
“Employer affiliated enrollment in USHE hit a new all-time high of 34.5% of enrollment, up from 31.2% in 2025-Q1.”
“Employer affiliated enrollment in USHE hit a new all-time high of 33.5% of enrollment, up from 30.2% in 2024-Q4.”
“Ongoing focus on employers generating consistent growth in employer affiliated enrollment.”
Continue paying a regular quarterly cash dividend of $0.60 per share to shareholders.
Stated as a priority in 4 of last 4 quarters. The company consistently declared and paid a quarterly cash dividend of $0.60 per share from 2025-Q3 through 2026-Q2. This steady dividend reflects management's ongoing commitment to returning capital to shareholders.
“Declared a regular, quarterly cash dividend of $0.60 per share of common stock.”
“Declared a regular, quarterly cash dividend of $0.60 per share of common stock.”
“Declared a regular, quarterly cash dividend of $0.60 per share of common stock.”
“Declared a regular, quarterly cash dividend of $0.60 per share of common stock.”
Continue repurchasing common stock to reduce diluted weighted average shares outstanding and enhance EPS.
Stated as a priority in 4 of last 4 quarters. The company repurchased 913,729 shares for $72.7 million in the first half of 2026, contributing to a decrease in diluted weighted average shares outstanding from 24.1 million in 2025-Q1 to 21.7 million in 2026-Q2. Management is delivering on share repurchases to reduce share count.
“Repurchased 913,729 shares for $72.7 million during first six months of 2026.”
“Repurchased 493,105 shares for $40.0 million during first quarter of 2026.”
“Repurchased 562,385 shares for $44.6 million during fourth quarter of 2025.”
“Repurchased 1,708,368 shares for $138.9 million during 2025.”
Enhance operating income and margins in U.S. Higher Education through enrollment mix and revenue per student improvements.
Stated as a priority in 4 of last 4 quarters. U.S. Higher Education segment income from operations increased from $20.8 million in 2025-Q2 to $32.4 million in 2026-Q2, with operating margin improving from 9.6% to 14.7%. Despite enrollment declines, management is delivering improved profitability in this segment.
“USHE income from operations was $32.4 million vs $20.8 million in 2025-Q2; margin 14.7% vs 9.6%.”
“USHE income from operations was $25.5 million vs $30.0 million in 2025-Q1; margin 12.0% vs 13.6%.”
“USHE income from operations was $28.3 million vs $17.9 million in 2024-Q4; margin 13.0% vs 8.3%.”
“Ongoing focus on improving USHE operating income and margins.”
Over the trailing year it converted 2.00x of net income into operating cash flow. Historically, Consumer Discretionary names rated robust grew net income 58% of the time over the next year (vs 45% for the rest of the cohort, n=3652).
Not enough signal yet.
Not enough signal to read sensitivity to the broad stock market, real (inflation-adjusted) rates, long-term interest rates, the US dollar, Fed net liquidity (low R² over the window).
2 material management or governance events in the past 24 months, led by executive changes. Historically, Consumer Discretionary names rated stable grew net income 47% of the time over the next year (vs 53% for the rest of the cohort, n=1906).
Not investment advice. As of 2026-09-04.