LAUR Earnings Prediction
The chart below shows how LAUR performed 10 days before and after its earnings report, based on data from the past quarters. Typically, LAUR sees a -2.72% change in stock price 10 days leading up to the earnings, and a +1.31% change 10 days following the report. On the earnings day itself, the stock moves by +3.17%. This data can give you a slight idea of what to expect for the next quarter's release.
LAUR Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
423.39M
3.41%
14.86%
Gross Margin
31.99%
0.76%
42.62%
Operating Margin
29.34%
7.79%
50.15%
Net Margin
22.02%
89.01%
-4.88%
EPS
0.62
138.46%
10.71%
No Data Available
LAUR Earnings Analysis
Laureate Education Inc Corporation (LAUR.O) Earnings Conference Call
Positive
Earnings Per Share Beat: Laureate Education, Inc. reported an EPS of $0.615, exceeding expectations of $0.42, indicating strong financial performance.
Record EBITDA Margin: The company achieved a historic high adjusted EBITDA margin of 28.7% for the full year 2024, reflecting effective cost management and operational efficiency.
Shareholder Value Commitment: Laureate returned over $100 million to shareholders in 2024, demonstrating a commitment to shareholder value and a strong cash position.
Expansion of Academic Institutions: The company opened six new medical schools, two dental schools, and one veterinary school in 2024, enhancing its academic offerings and market presence.
University Ratings Excellence: All universities in Mexico and Peru received a five-star rating from QSR for employability, online learning, inclusiveness, and social impact, showcasing academic excellence.
Top Education Brand Recognition: UPC was ranked the number one education brand in Peru for the fourth consecutive year, highlighting strong brand recognition and market leadership.
University Ranking Achievement: UVM was ranked the second-best private university in Mexico, reinforcing Laureate's reputation for quality education.
Fourth Quarter Revenue Growth: Laureate's revenue for the fourth quarter was $423 million, with a 10% year-over-year increase in organic constant currency, indicating robust growth.
Enrollment Growth: The company experienced a 5% increase in total enrollments for the full year 2024, reflecting strong demand for its educational programs.
Q4 Adjusted EBITDA Growth: Adjusted EBITDA for the fourth quarter was $141 million, up 14% year-over-year on an organic constant currency basis, demonstrating strong operational performance.
Negative
Revenue Stagnation Outlook: Despite beating earnings expectations, the company anticipates flat to slightly down year-over-year revenue for 2025, indicating potential stagnation in growth.
Revenue Loss Impact: The anticipated revenue loss of approximately $13 million due to campus consolidation initiatives in Mexico will negatively impact year-over-year revenue growth by about 1%.
Foreign Currency Headwinds: There are expected significant foreign currency translation headwinds in 2025 due to the weakening Mexican peso, which could adversely affect reported financial results.
Peru EBITDA Decline: Adjusted EBITDA for Peru declined by 9% year-over-year in Q4, primarily due to higher bad debt associated with the recession's tail effects, indicating ongoing financial challenges in that market.
Revenue Deferral Impact: The company expects a shift in the academic calendar that will result in approximately $27 million in revenue and related profitability being deferred from the first to the fourth quarter, impacting cash flow timing.
EBITDA Margin Decline: The overall adjusted EBITDA margin for Peru decreased due to enhanced discounts and scholarships, as well as increased marketing expenses, reflecting pressures on profitability in that region.
LAUR FAQs
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LAUR Earning Call Sentiment
Laureate Education, Inc. (NASDAQ:LAUR) Q4 2024 Earnings Call Transcript
LAUR.O
-6.53%Positive
Strong financial metrics with EPS and revenue beats, optimistic guidance, and a robust shareholder return plan support a positive outlook. Despite some concerns in Mexico and Peru, the company's strategic initiatives and increased guidance for 2024 outweigh these. The market cap suggests moderate sensitivity, leading to a predicted stock price increase of 2% to 8% over the next two weeks.
