How does LAUR's earnings growth compare quarterly?
4/10/2025 06:19pm
**Laureate Education's earnings growth has shown variability on a quarterly basis**, with fluctuations in both revenue and earnings per share (EPS). Here's a detailed analysis:
1. **Revenue Growth**:
- **Q4 2023**: Revenue was $346.3 million, which was a 16.7% year-over-year increase and beat estimates by $12.9 million.
- **Q3 2024**: Revenue was $368.6 million, a 2.0% increase year-over-year.
- **Q4 2024**: Revenue was $423.4 million, a 3.4% increase year-over-year and beat estimates by $11.9 million.
- **Overall Trend**: There is a general upward trend in revenue, with the highest increase in Q4 2023 and the highest revenue figure in Q4 2024.
2. **EPS Growth**:
- **Q4 2023**: EPS was $0.25, which missed the estimate by $0.02.
- **Q3 2024**: EPS was $0.56, which beat expectations.
- **Q4 2024**: EPS was $0.62, which beat estimates by $0.20.
- **Overall Trend**: EPS has shown more consistent growth than revenue, with a significant improvement in Q3 2024 and continued growth in Q4 2024.
3. **Comparison with Estimates**:
- Revenue: While there were beat estimates in Q3 2024 and Q4 2024, there was a miss in Q4 2023.
- EPS: There was a miss in Q4 2023 and Q3 2024, but a significant beat in Q4 2024.
4. **Net Margin and Return on Equity**:
- Net margin was 12.64%.
- Return on equity was 21.37%.
5. **Enrollments and Outlook**:
- Total enrollments were expected to grow by approximately 5% versus 2023.
- The outlook for FY 2025 includes a slight decline in revenue on an as-reported basis but a 6%-7% growth on an organic constant currency basis.
In conclusion, while Laureate Education has shown growth in both revenue and EPS, there are fluctuations and comparisons with estimates that vary by quarter. The company's strong net margin and return on equity indicate effective management of its operations. The positive trend in enrollments and the outlook for FY 2025 suggest confidence in continued growth.