APEI Earnings Prediction
The chart below shows how APEI performed 10 days before and after its earnings report, based on data from the past quarters. Typically, APEI sees a +4.13% change in stock price 10 days leading up to the earnings, and a -2.49% change 10 days following the report. On the earnings day itself, the stock moves by -1.27%. This data can give you a slight idea of what to expect for the next quarter's release.
APEI Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
153.12M
1.51%
0.15%
Gross Margin
47.44%
1.39%
1.52%
Operating Margin
2.71%
-35.93%
30.29%
Net Margin
1.48%
166.97%
516.67%
EPS
0.04
114.81%
-157.14%
No Data Available
APEI Earnings Analysis
American Public Education, Inc. Corporation (APEI.O) Earnings Conference Call
Positive
Consistent Revenue Growth: Overall, APEI revenues increased 1.5% year-over-year to $153 million, marking the fourth consecutive quarter of year-over-year growth.
Adjusted EBITDA Performance: Adjusted EBITDA was above our guidance range at $12.9 million.
Net Income Performance: Net income of $731,000 equaled $0.04 per diluted share and was at the high end of our guidance range.
Enrollment Increase Achievement: Rasmussen University posted its first year-over-year increase in total enrollments since the API acquisition.
Student Enrollment Surge: At Hondros, fourth quarter total student enrollment increased 19% year-over-year to approximately 3,700 students.
Negative
Third Quarter Revenue Increase: Total revenue in the third quarter was $153.1 million, up $2.3 million or 1.5% from the prior year period. Third quarter revenue growth was driven by increased revenue at APUS, Hondros and Rasmussen, partially offset by a revenue decline at graduate school.
Quarterly Expense Increase: Total cost of expenses in the third quarter increased $4.6 million or 3.2% compared to the third quarter of 2023. Included in the quarter-over-quarter increase in costs is $1.1 million in information technology transition services costs, which are added back to adjusted EBITDA.
Diluted Income Comparison: Diluted income per common share was $0.04 compared to an adjusted income per diluted share of $0.02 in the prior year quarter, which excludes a $5.2 million loss on equity investments.
Strong EBITDA Performance: Third quarter adjusted EBITDA was $12.9 million, which is above the top end of the guidance range and represented an adjusted EBITDA margin of 8.4%.
Revenue Increase Analysis: At Rasmussen, third quarter revenue was $62.6 million, an increase of 1% compared to the prior year due to stabilized enrollment and tuition increases effective in the first quarter of 2023 and 2024 for select programs.
APEI FAQs
How does APEI typically perform around its earnings report dates?
Is American Public Education, Inc. (APEI) Q3 2024 Earnings Call Summary positive or negative?
How can historical earnings data help predict future stock performance?
APEI Earning Call Sentiment
American Public Education, Inc. (APEI) Q3 2024 Earnings Call Transcript
1.0x
00:00
00:00
APEI.O
1.05%Positive
The earnings call summary shows strong financial performance with positive revenue growth, increased adjusted EBITDA, and optimistic guidance. Despite some risks like competitive pressures and regulatory challenges, the company maintains a strong market position. The Q&A section indicates improved profitability trends and a revised marketing strategy. While there are concerns about cost increases, the overall sentiment is positive, supported by strong cash flow and net cash position. The absence of specific guidance for Rasmussen's EBITDA margin is a minor issue. The stock price is likely to experience a positive movement (2% to 8%).