Legacy Education Inc. (LGCY) Q4 2025 Earnings Call Transcript
Q4 Revenue $17.9 million, up 40.8% year-over-year, driven by a 15.7% increase in new student starts.
Fiscal Year 2025 Revenue $64.2 million, up 39.5% year-over-year, propelled by a 41.8% surge in enrollment to 3,101 students and a 26.9% rise in new student starts to 3,194.
Q4 Net Income $1.2 million, up 27.6% year-over-year, despite a $700,000 G&A expense charge tied to increased AR reserve for graduate borrowers falling behind in payments.
Fiscal Year 2025 Net Income $7.5 million or $0.59 per diluted share, up 47.3% year-over-year, reflecting strong revenue growth and operational efficiency.
Q4 EBITDA $2.1 million, up 133% year-over-year, driven by increased enrollment and operational efficiencies.
Fiscal Year 2025 EBITDA $10.4 million, up 61% year-over-year, supported by revenue growth and scalable operations.
Adjusted EBITDA for Fiscal Year 2025 $11 million, up 31.3% year-over-year, reflecting disciplined financial management.
Cash and Cash Equivalents $20.3 million, highlighting a robust balance sheet with minimal debt.
Educational Expenses for Fiscal Year 2025 $34.2 million, up from $26.4 million in the prior year, due to increased staffing, rent, externship fees, and investment in new programs.
General and Administrative Expenses for Fiscal Year 2025 $19.3 million, up from $13.0 million in the prior year, driven by increased marketing, professional fees, and AR reserve adjustments.
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Legacy Education Inc. Q2 Earnings Beat Expectations
- Earnings Surprise: Legacy Education Inc. reported a Q2 GAAP EPS of $0.15, beating expectations by $0.02, which indicates a strengthening profitability and reflects the company's robust performance in the education sector.
- Significant Revenue Growth: The company achieved revenues of $19.2 million, representing a 41.2% year-over-year increase, exceeding market expectations by $1.64 million, demonstrating the effectiveness of its business model and strong market demand.
- Positive Market Reaction: The earnings beat is likely to positively impact Legacy Education's stock price, attracting more investor interest and enhancing the company's market position in the education industry.
- Strategic Growth Potential: The strong financial performance provides funding support for future expansion and investment, positioning Legacy Education to leverage this growth momentum to further increase its market share in educational products and services.
Legacy Education to Host Q2 Earnings Call on February 12, 2026
- Earnings Call Announcement: Legacy Education will host its Q2 earnings conference call on February 12, 2026, at 4:30 PM ET, with a news release expected beforehand, highlighting the company's commitment to transparency and investor communication.
- Live Webcast Access: Investors can access the live webcast of the call through the investor relations section of Legacy Education's website, demonstrating the company's utilization of modern communication channels to enhance investor engagement.
- Registration Requirements: Participants are requested to register a day in advance or at least 15 minutes before the call starts, ensuring smooth proceedings and higher participation rates, reflecting the company's focus on investor experience.
- Educational Mission: Legacy Education focuses on providing high-quality, affordable career education across various fields, including nursing and medical technology, and is committed to expanding its educational footprint through organic growth and acquisitions, showcasing its long-term strategic planning in the education sector.
Legacy Education to Host Q2 Earnings Call
- Earnings Call Announcement: Legacy Education Inc. will host its Q2 earnings conference call on February 12, 2026, at 4:30 PM ET, with a news release expected beforehand, highlighting the company's commitment to transparency.
- Live Webcast Access: Investors can access the live webcast through the investor relations section of the company's website, demonstrating the company's focus on investor communication and enhancing market trust.
- Registration Requirements: Participants are requested to register a day in advance or at least 15 minutes before the call, ensuring a smooth experience and reflecting the company's attention to participant engagement.
- Focus on Education Sector: Founded in 2009, Legacy Education specializes in career education in healthcare, aiming to expand its educational footprint through organic growth and acquisitions, indicating its strategic direction in the education market.
5 School Stocks to Consider Purchasing Ahead of 2026
Shift to Digital Education: The U.S. education market is transitioning from traditional methods to digital, career-focused programs, driven by student demand and government initiatives supporting workforce development and EdTech adoption.
Growth of Hybrid Learning Models: Companies offering hybrid and digital learning models are experiencing enrollment growth, with technology integration enhancing student engagement and retention, particularly in online and adaptive learning systems.
Career-Oriented Programs: There is a rising demand for credentialed skills, with education companies focusing on career training in high-demand fields like healthcare, aligning with workforce needs and benefiting from online delivery.
Government Support for Education: Federal and state initiatives are promoting education and workforce alignment, including new agreements to streamline program delivery and policies aimed at advancing AI education for future careers.
Legacy Education Inc. (LGCY) Exceeds Q1 Earnings and Revenue Projections
Earnings Performance: Legacy Education Inc. (LGCY) reported quarterly earnings of $0.16 per share, exceeding the Zacks Consensus Estimate of $0.15, although down from $0.21 per share a year ago. The company has surpassed consensus EPS estimates three out of the last four quarters.
Revenue Growth: The company generated revenues of $19.4 million for the quarter, surpassing the Zacks Consensus Estimate by 5.79% and showing significant growth from $14.01 million in the previous year.
Stock Outlook: Despite a 7.8% increase in shares since the beginning of the year, LGCY has underperformed compared to the S&P 500's 16.5% gain. The stock currently holds a Zacks Rank #3 (Hold), indicating expected performance in line with the market.
Industry Context: The Schools industry, to which LGCY belongs, is ranked in the top 30% of Zacks industries, suggesting a favorable outlook. Investors are advised to monitor earnings estimate revisions and industry trends for potential impacts on stock performance.
Legacy Education Reports Strong First Quarter Fiscal 2026 Results; Enrollment Growth Drives 38.5% Revenue Increase
Financial Performance: Legacy Education Inc. reported a 38.5% increase in revenue to $19.4 million for Q1 2026, with net income rising 4.6% to $2.2 million and adjusted EBITDA up 9.6% to $3.1 million.
Enrollment Growth: The company experienced a 31.6% increase in new student starts, bringing the total student population to 3,495, a 37.7% rise compared to the previous year.
Strategic Developments: New program approvals were granted for various healthcare-related degrees, including MRI AAS and Surgical Technology AAS, reflecting the company's commitment to expanding its educational offerings.
Strong Financial Position: Legacy Education maintains a robust balance sheet with $20.6 million in cash and minimal debt, positioning the company well for future growth and investments in the healthcare education sector.
Legacy Education Inc. Q2 Earnings Beat Expectations
- Earnings Surprise: Legacy Education Inc. reported a Q2 GAAP EPS of $0.15, beating expectations by $0.02, which indicates a strengthening profitability and reflects the company's robust performance in the education sector.
- Significant Revenue Growth: The company achieved revenues of $19.2 million, representing a 41.2% year-over-year increase, exceeding market expectations by $1.64 million, demonstrating the effectiveness of its business model and strong market demand.
- Positive Market Reaction: The earnings beat is likely to positively impact Legacy Education's stock price, attracting more investor interest and enhancing the company's market position in the education industry.
- Strategic Growth Potential: The strong financial performance provides funding support for future expansion and investment, positioning Legacy Education to leverage this growth momentum to further increase its market share in educational products and services.
Legacy Education to Host Q2 Earnings Call on February 12, 2026
- Earnings Call Announcement: Legacy Education will host its Q2 earnings conference call on February 12, 2026, at 4:30 PM ET, with a news release expected beforehand, highlighting the company's commitment to transparency and investor communication.
- Live Webcast Access: Investors can access the live webcast of the call through the investor relations section of Legacy Education's website, demonstrating the company's utilization of modern communication channels to enhance investor engagement.
- Registration Requirements: Participants are requested to register a day in advance or at least 15 minutes before the call starts, ensuring smooth proceedings and higher participation rates, reflecting the company's focus on investor experience.
- Educational Mission: Legacy Education focuses on providing high-quality, affordable career education across various fields, including nursing and medical technology, and is committed to expanding its educational footprint through organic growth and acquisitions, showcasing its long-term strategic planning in the education sector.
Legacy Education to Host Q2 Earnings Call
- Earnings Call Announcement: Legacy Education Inc. will host its Q2 earnings conference call on February 12, 2026, at 4:30 PM ET, with a news release expected beforehand, highlighting the company's commitment to transparency.
- Live Webcast Access: Investors can access the live webcast through the investor relations section of the company's website, demonstrating the company's focus on investor communication and enhancing market trust.
- Registration Requirements: Participants are requested to register a day in advance or at least 15 minutes before the call, ensuring a smooth experience and reflecting the company's attention to participant engagement.
- Focus on Education Sector: Founded in 2009, Legacy Education specializes in career education in healthcare, aiming to expand its educational footprint through organic growth and acquisitions, indicating its strategic direction in the education market.
5 School Stocks to Consider Purchasing Ahead of 2026
Shift to Digital Education: The U.S. education market is transitioning from traditional methods to digital, career-focused programs, driven by student demand and government initiatives supporting workforce development and EdTech adoption.
Growth of Hybrid Learning Models: Companies offering hybrid and digital learning models are experiencing enrollment growth, with technology integration enhancing student engagement and retention, particularly in online and adaptive learning systems.
Career-Oriented Programs: There is a rising demand for credentialed skills, with education companies focusing on career training in high-demand fields like healthcare, aligning with workforce needs and benefiting from online delivery.
Government Support for Education: Federal and state initiatives are promoting education and workforce alignment, including new agreements to streamline program delivery and policies aimed at advancing AI education for future careers.
Legacy Education Inc. (LGCY) Exceeds Q1 Earnings and Revenue Projections
Earnings Performance: Legacy Education Inc. (LGCY) reported quarterly earnings of $0.16 per share, exceeding the Zacks Consensus Estimate of $0.15, although down from $0.21 per share a year ago. The company has surpassed consensus EPS estimates three out of the last four quarters.
Revenue Growth: The company generated revenues of $19.4 million for the quarter, surpassing the Zacks Consensus Estimate by 5.79% and showing significant growth from $14.01 million in the previous year.
Stock Outlook: Despite a 7.8% increase in shares since the beginning of the year, LGCY has underperformed compared to the S&P 500's 16.5% gain. The stock currently holds a Zacks Rank #3 (Hold), indicating expected performance in line with the market.
Industry Context: The Schools industry, to which LGCY belongs, is ranked in the top 30% of Zacks industries, suggesting a favorable outlook. Investors are advised to monitor earnings estimate revisions and industry trends for potential impacts on stock performance.
Legacy Education Reports Strong First Quarter Fiscal 2026 Results; Enrollment Growth Drives 38.5% Revenue Increase
Financial Performance: Legacy Education Inc. reported a 38.5% increase in revenue to $19.4 million for Q1 2026, with net income rising 4.6% to $2.2 million and adjusted EBITDA up 9.6% to $3.1 million.
Enrollment Growth: The company experienced a 31.6% increase in new student starts, bringing the total student population to 3,495, a 37.7% rise compared to the previous year.
Strategic Developments: New program approvals were granted for various healthcare-related degrees, including MRI AAS and Surgical Technology AAS, reflecting the company's commitment to expanding its educational offerings.
Strong Financial Position: Legacy Education maintains a robust balance sheet with $20.6 million in cash and minimal debt, positioning the company well for future growth and investments in the healthcare education sector.
