APEI earnings / call / takeaways
APEI earnings call: key takeaways
What APEI said on its earnings call of November 9, 2026: results against expectations, what changed since last quarter, guidance and the questions analysts pressed on.
By Lician·November 9, 2026·AI-generated from the call transcript and Lician data
Results vs expectations
| Metric | Consensus | Reported | Result |
|---|---|---|---|
| EPS | $0.26 | – | – |
| Revenue | $165.8M | – | – |
What changed since last quarter
- APEI raised full-year revenue guidance to $695 million to $701 million from $690 million to $698 million. (22:48)
- The company increased adjusted EBITDA guidance to $98 million to $105 million from $96 million to $104 million. (22:48)
- The CEO mentioned that the delay in the Detroit campus opening is a one-quarter delay, impacting the timing of revenue. (40:19)
Guidance
| Metric | This call | Previous call |
|---|---|---|
| Revenue | Full-year revenue of $695 million to $701 million (22:48) | not captured |
| Net income | Full-year net income available to common stockholders of $48.5 million to $53 million (22:48) | not captured |
| EBITDA | Full-year adjusted EBITDA of $98 million to $105 million (22:48) | not captured |
| EPS | Full-year diluted EPS of $2.59 to $2.84 (22:48) | not captured |
| Revenue | Fourth-quarter revenue of $179.4 million to $185.4 million (22:48) | not captured |
| Net income | Fourth-quarter net income available to common stockholders of $15.2 million to $19.8 million (22:48) | not captured |
| EBITDA | Fourth-quarter adjusted EBITDA of $30.6 million to $37.6 million (22:48) | not captured |
| EPS | Fourth-quarter diluted EPS of $0.81 to $1.07 (22:48) | not captured |
What analysts pressed on
In their words
We exceeded our guidance on revenue, net income available to common stockholders, adjusted EBITDA, and diluted earnings per share.
Angela Selden (4:08)Our military and military-affiliated learners remain the engine of this segment.
Angela Selden (9:50)We are raising full year guidance on revenue, net income available to common stockholders, adjusted EBITDA, and diluted EPS, reflecting the momentum of the business and our strategy.
Angela Selden (7:56)We believe this positions APEI with differentiated offerings and meaningful moats for the foreseeable future.
Angie (24:55)
Read the full transcript with the AI summary, or listen on the company's official webcast.
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Written by AI from the automatic transcript of the company's public webcast and Lician's earnings data. Each sentence cites the passage it comes from, and a sentence with a figure that is not in its sources was removed. Not investment advice.