$LAUR Does Laureate's 55% EBITDA jump hold up once about
$17M of year-to-date calendar timing reverses in Q4?
🏢 Laureate Education, which runs five universities in Mexico and Peru, posted Q3 2026 revenue up 21% to
$485.1M and adjusted EBITDA up 55% to
$146.8M, against a market value of about
$5.01B at
$36.36 at 16:00 ET on October 28, 2026
⚠️ About
$26M of Q3 EBITDA came from semester start-date timing, and the year-to-date timing benefit of about
$17M is expected to be offset in Q4, so without the Q3 timing EBITDA would be near
$121M, about 27% above last year's
$94.8M
💰 On the other side, a new
$150M buyback increase leaves about
$225.2M of room, roughly 4.5% of the market value at
$36.36 at 16:00 ET on October 28, 2026, after about
$256M of buybacks this year and with net debt of only
$14.3M
📅 Next: Q4 2026 results, where Laureate expects the calendar timing to be offset, after today's 8:30 am ET call
Source: GlobeNewswire release + SEC 8-K and 10-Q, Oct 29
