Adtalem Global Education Q4 2025 Earnings Call Highlights: Revenue Growth and Strong Financial Performance

Adtalem Global Education reported a 12.9% YoY revenue increase to $1.79 billion in Q4 2025, with adjusted EPS growing 33% to $6.67. Chamberlain University enrollment grew 5.8% to 39,000 students, while Walden University enrollment increased 15% to 48,000 students. The company generated $283 million in free cash flow and returned $211 million to shareholders through share repurchases. Fiscal 2026 revenue guidance is $1.90-$1.94 billion, with adjusted EPS guidance at $7.60-$7.90.

Adtalem Global Education Inc. (ATGE) announced robust fourth-quarter and fiscal year 2025 earnings, underscoring the company's position as a leading healthcare educator. The results reflect a 12.9% year-over-year (YoY) revenue increase to $1.79 billion, with adjusted earnings per share (EPS) growing 33% to $6.67 [1].

Key highlights include:

- Revenue Growth: The company's revenue surged 12.9% YoY to $1.79 billion, driven by strong enrollment growth across its institutions.
- Enrollment Momentum: Chamberlain University enrollment grew 5.8% to 39,000 students, while Walden University enrollment increased 15% to 48,000 students, marking the eighth consecutive quarter of year-over-year total enrollment growth.
- Financial Performance: Adtalem generated $283 million in free cash flow and returned $211 million to shareholders through share repurchases.
- Fiscal 2026 Guidance: The company guided for fiscal year 2026 revenue of $1.90-$1.94 billion, with adjusted EPS at $7.60-$7.90.

Chairman and CEO Steve Beard commented, "The fundamentals driving our success aren't changing. Demand for our healthcare career-oriented programs continues to grow as the United States’ workforce shortage deepens. We're innovating and investing strategically to remove access barriers and expand capacity. This positions us to drive sustainable growth for many years ahead."

The company's strong financial foundation and enrollment growth position it to address critical healthcare workforce shortages at an unprecedented scale. Adtalem's innovative approach to workforce development, exemplified by partnerships like the Aspiring Nurse Program with SSM Health, further underscores its commitment to meeting market demands.

Looking ahead, Adtalem's leadership expressed confidence in the company's trajectory, citing the strength of its operational foundation, market-leading academic institutions, and mission-driven approach as distinct competitive advantages.

References:
[1] https://www.adtalem.com/newsroom/articles/adtalem-reports-record-breaking-fiscal-year-2025-earnings