SeventhBiz
Trending now
Tariffs Labor Costs Platform Consolidation AI Workforce Automation Interest Rates Data Center Load AI Capex IRA Incentives FDA Approval Pathway Agentic AI

Companies · LAUR

LAUR Reported this cycle

Laureate Education

AI-generated · informational only · not investment advice · verify before relying.

Latest analysis

Updated Oct 29, 2026

Laureate reaffirms FY2026 guidance with 8-9% new enrollment growth across Mexico and Peru; $150M buyback expansion signals capital return confidence.

Laureate Education's Q3 2026 results demonstrate broad-based operational momentum: Mexico's primary intake grew 8% in new enrollments and Peru's secondary intake grew 9%, both ahead of plan, with the Puebla campus launch contributing approximately 3 percentage points to Mexico's intake growth. Management reaffirmed full-year 2026 revenue guidance of $1.92-1.93 billion and adjusted EBITDA of $593-599 million despite peso and sol weakening that erased Q3 FX tailwinds in Q4. The three structural growth drivers — same-store enrollment gains, new campus openings, and rapidly scaling fully online programs for working adults — are all performing, and the board authorized an additional $150 million share repurchase, bringing remaining capacity to $225 million.

Tone: bullish

Revenue

$1.7B

LAUR 10-K · FY 2025

Employees

33,900

Revenue FY2024

$1.6B

Headquarters

Miami, FL

Profile

LAUR 10-K Item 1 · Feb 19, 2026

Laureate Education operates a portfolio of five degree-granting higher education institutions in Mexico and Peru under the Laureate International Universities network. The company serves approximately 497,700 students across campus-based, online, and hybrid programs. Its institutions are private-pay, professionally oriented, and operate within scaled in-country networks in two reportable segments.

Read filing description ↓

We operate a portfolio of degree-granting higher education institutions in Mexico and Peru. These institutions, which we collectively refer to as the Laureate International Universities network, are leading brands in their respective markets and offer a broad range of undergraduate and graduate degrees through campus-based, online and hybrid programs. Collectively, we have approximately 497,700 students enrolled at five institutions with over 50 campuses as of December 31, 2025. Our institutions in Mexico and Peru operate within scaled country networks, which provide advantages in terms of shared infrastructure, technology, curricula and operational best practices. Our students are enrolled at traditional, campus-based institutions offering multi-year degrees, with an average program length of four years, similar to leading private and public higher education institutions in developed markets such as the United States and Europe. Our programs are designed with a distinct emphasis on applied, professional-oriented content for growing career fields and are focused on academic disciplines that we believe offer strong employment opportunities and high earnings potential for our students. We continually and proactively adapt our curriculum to the needs of the market. In particular, we emphasize science, technology, engineering and math (STEM) and business disciplines, areas in which we believe that there is large and growing demand, especially in developing countries. Students pursuing degrees in Medicine & Health Sciences, Engineering & Information Technology and Business & Management, our three largest disciplines, constitute approximately 75% of our total post-secondary enrollments.

Primary products

  • undergraduate degrees
  • graduate degrees
  • campus-based programs
  • fully online programs
  • hybrid programs
  • technical-vocational programs

Business segments

Mexico Peru

End markets

traditional higher education students (18-24 year olds) non-traditional students working adults distance learners

Geographies

Mexico Peru United States
“We believe that we compare favorably with competitors because of our focus on quality, professional-oriented curriculum and the competitive advantages provided by our in-country networks.” Competitive position, as stated in the filing

Revenue commentary · FY 2025

Total consolidated revenues increased from $1,566.6 million in 2024 to $1,701.9 million in 2025, driven by growth in both the Mexico and Peru segments.

The rest of LAUR is for subscribers

Analysis, signals, diligence answers, M&A activity and every quote, each citing the filing it came from.

SeventhBiz analysis 6 signals 12 diligence answers SWOT