LINCOLN EDUCATIONAL SERVICES CORP (LINC) FY2025 10-K Annual Report

Filed: Mar 2, 2026
Consumer Discretionary
Services-Educational ServicesSEC EDGAR

LINCOLN EDUCATIONAL SERVICES CORP (LINC) 10-K annual report for fiscal year 2025, filed with SEC EDGAR on Mar 2, 2026. This page provides AI-powered analysis including business overview, management discussion & analysis (MD&A), risk factors, and key financial data such as revenue, net income, gross margin, operating margin, and return on equity (ROE) extracted from XBRL.

LINCOLN EDUCATIONAL SERVICES CORP FY2025 10-K Analysis

Business Overview

  • Core business: tuition financing and educational services for students, with credit risk mitigated by reliance on federal Title IV financial aid programs
  • New emphasis on hybrid teaching platform "Lincoln 10.0," substantially complete and expected fully implemented by end of 2026 (except nursing in 2027)
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Management Discussion & Analysis

  • Revenue $518.2M for fiscal 2025, up 17.8% YoY from prior year
  • Operating segments: Campus Operations (core business) and Transitional (no campuses in Transitional as of 2025)
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Risk Factors

  • Regulatory risk: surety bonds of approximately $20.0 million posted to maintain authorization with multiple states
  • Macroeconomic exposure: institutional student loan commitments increased to $53.3 million as of December 31, 2025 from $44.6 million in 2024
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LINCOLN EDUCATIONAL SERVICES CORP FY2025 Key Financial Metrics
XBRL

Revenue

$518M

+17.8% YoY

Net Income

$20M

+102.2% YoY

Operating Margin

5.8%

+240bp YoY

Net Margin

3.9%

+161bp YoY

ROE

10.0%

+447bp YoY

Total Assets

$493M

+13.0% YoY

EPS (Diluted)

$0.64

+100.0% YoY

Operating Cash Flow

$59M

+102.4% YoY

Source: XBRL data from LINCOLN EDUCATIONAL SERVICES CORP FY2025 10-K filing on SEC EDGAR. All figures in USD.

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