STRAStrategic Education, Inc.
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A rare clean sweep: double-check what the checks can't see
Quality strong, no red flags, undemanding price, growing in the filings, the market undecided.
Strategic Education, Inc. (“SEI,” “we,” “us,” “our,” or “the Company”) is an education services company that provides access to high-quality education through campus-based and online post-secondary education offerings, as well as through programs to develop job-ready skills for high-demand markets. We operate primarily through our wholly-owned subsidiaries, Capella University and Strayer University, both accredited post-secondary institutions of higher education located in the United States, and Torrens University, an accredited post-secondary institution of higher education located in Australia.
In the company’s own words · 10-K filed Feb 27, 2026 · SEC EDGAR
Charts
As reported to the SEC, without any scoring.
Strategic Education, Inc. (STRA) reported revenue of $337M in Q2 2026 (quarter ended Jun 30, 2026), up 4.9% from the same quarter a year earlier. That came with net income of $37M (11% of revenue). For the full year FY2025, revenue was $1.27B (+4.0% year on year) and net income $127M. Its largest segment in Q2 2026 was US Higher Education at $207M, 64% of the disclosed total, well ahead of Australia New Zealand at 23%. The next results filing is expected around Nov 5, 2026, the same week as a year ago.
What the company said
The company's own words from its current reports to the SEC, newest first
- Jul 29, 2026Education Technology Services revenue up 15% YOY and operating income up 30% YOY.Earnings release · press release
- Apr 23, 2026Education Technology Services revenue up 21% YOY and operating income up 42% YOY.Earnings release · press release
- Feb 26, 2026Education Technology Services revenue up 28% YOY and operating income up 18% YOY.Earnings release · press release
Quoted from SEC EDGAR filings. A current report is filed within four business days of the event it describes.
Business segments
Jun 2026 · $323.1MThe company’s own SEC segment disclosure.
- US Higher Education$207.3M64%
- Australia New Zealand$73.4M23%
- Education Technology Services$42.4M13%
Why these answers
Each answer with the checks it was read from. Open one for the numbers.
Conflicts between checks are named, never averaged, and thin data says so.
Education & Training Services
Ranks #6 of 15 by RyuScore