Short answer
LAUREATE EDUCATION, INC. (LAUR) filed its fiscal 2025 10-K annual report with the SEC on Feb 19, 2026. It reported revenue of $1.7B (+8.6% year over year) and net income of $282M.
- Top risk flagged: OECD global minimum tax effective 2024, filing required 2026, potential increase in income tax expense in operating countries
FY2025 key financial metrics · XBRL
- Revenue
- $1.7B
- +8.6% YoY
- Net income
- $282M
- −5.0% YoY
- Operating margin
- 25.3%
- +1.5 pp YoY
- EPS (diluted)
- $1.89
- −1.6% YoY
- ROE
- 23.7%
- −7.2 pp YoY
- Operating cash flow
- $366M
- +57.3% YoY
Source: XBRL data from the LAUREATE EDUCATION, INC. (LAUR) FY2025 10-K on SEC EDGAR. USD.
LAUREATE EDUCATION, INC. FY2025 10-K analysis
AI summary of each section, grounded in the filing text
Business Overview
- Core business model: Operating higher education institutions primarily in Mexico and Peru with revenue from tuition and education-related services
- Emphasis on enrollment management with programs targeting remedial education, mentoring, counseling, and student financing to minimize attrition
- Tuition pricing strategy adjusted by market, program, and degree level to remain competitive across diverse local markets
- Direct costs largely variable and scale with enrollment, including wages, benefits, and marketing to support enrollment growth
- Foreign exchange risk managed due to revenues and expenses denominated in Mexican peso and Peruvian nuevo sol, reported in USD
Management Discussion & Analysis
- No explicit revenue or YoY change figures reported in the MD&A section provided
- No profitability or margin (% or $) details stated in this section
- Stock repurchases of 4.684 million shares at average price $31.27 totaling ~$146.5 million in Q4 2025; remaining repurchase authorization $30.9 million as of 12/31/25
- Management increased total stock repurchase authorization to $180.9 million with no fixed expiration; no forward-looking guidance or risks discussed
Risk Factors
- OECD global minimum tax effective 2024, filing required 2026, potential increase in income tax expense in operating countries
- Foreign exchange risk with $42.9M revenue decline from Mexican peso weakening offsetting $45.4M gain from Peruvian sol strengthening in 2025
- Capital expenditures surged 43% to $103M in 2025 driven by land acquisition and new campus construction in Peru and Mexico campus improvements
- Market exposure concentrated in Mexico (52%) and Peru (48%) segments, with risks from enrollment and product mix shifts impacting revenue growth
- Debt includes $22.3M unsecured Mexican subsidiary loan maturing 2029 with 8.85% interest, carrying balloon payment of $9.5M posing refinancing risk
Generated from the filing text; verify against the original. How to read a 10-K
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