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- **Revenue Growth**: 10.8% YoY to $462.3M, driven by 13.6% enrollment rise at Walden and 2.2% at Chamberlain.
- **Chamberlain Challenges**: Q1 post-licensure nursing growth stalled due to marketing execution issues, but pre-licensure BSN added 750 students.
- **AI Expansion**: Google Cloud partnership to launch AI credentials for health care professionals, with no additional student costs.
- **Financial Health**: $319M trailing free cash flow, $1.75 EPS (35.7% YoY growth), and $8M share buybacks.
- **Guidance**: Full-year revenue $1.9B-$1.94B, EPS $7.60-$7.90, despite Q2/Q3 softness at Chamberlain.

**【CEO Summary Section】**
- **Revenue Growth**: Total revenue reached $462.3 million, up 10.8% year-over-year, driven by 13.6% enrollment growth at Walden and 2.2% at Chamberlain. Adjusted EBITDA expanded by 15.8% to $112 million.
- **Chamberlain Challenges**: Post-licensure nursing enrollment growth slowed due to marketing execution failures and conversion inefficiencies, though pre-licensure BSN online programs added 750 students sequentially.
- **Strategic Initiatives**: Expanded AI partnerships with Google Cloud for health care credentials, launched MedPath program for frontline workers, and repurchased $8 million in shares.
- **Financial Strength**: Generated $319 million in trailing 12-month free cash flow, with $265 million in cash and $500 million revolving credit facility.

**【CFO Financial Commentary】**
- **Revenue by Segment**: Chamberlain ($179.2M, +6.7%), Walden ($190M, +17.6%), Medical/Veterinary ($93.1M, +5.9%).
- **Margins**: Consolidated adjusted EBITDA margin 24.2% (up 100bps), Chamberlain margin 19.6% (down 240bps due to reinvestment).
- **Cash Flow**: $64.9M adjusted net income, $1.75 EPS (up 35.7%). Repurchased 57,000 shares at $134 avg price.

**【Q&A Highlights】**
- **Chamberlain Execution**: Softness in Q2/Q3 due to marketing missteps, but 11th straight quarter of enrollment growth. Plans to streamline funnel, reallocate marketing spend, and implement leadership changes.
- **Competitive Position**: Maintains RN to BSN market leadership; no evidence of share loss despite enrollment deceleration.
- **AI Partnerships**: Google Cloud collaboration to launch AI credentials for students and clinicians, with no incremental costs.
- **Government Impact**: Minimal exposure to military tuition assistance; no material impact from DOE fraud verification efforts.
- **Investor Day**: February 2026 event to detail long-term strategy and capital allocation.

Adtalem Global Education Inc. (ATGE) Q1 2026 Earnings Call Transcript

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ATGE

ATGE fundamentals

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