8-K current report · filed Jul 29, 2026

Strategic Education, Inc. (STRA) 8-K Current Report: July 29, 2026

Item 2.02Item EX-99.1STRA overview

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Strategic Education, Inc. (STRA) filed an 8-K current report with the SEC on July 29, 2026 reporting Item 2.02 (Results of Operations and Financial Condition), Item EX-99.1 (Exhibit EX-99.1). Strategic Education reported financial results for the quarter ended June 30, 2026.

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AI summary of each reported item and its exhibits

Item 2.02 · Results of Operations and Financial Condition

  • Strategic Education reported financial results for the quarter ended June 30, 2026
  • Exhibit 99.1 contains the earnings release and detailed operating results
  • July 29, 2026 release gives investors updated performance information for fiscal 2026

Item EX-99.1 · Exhibit EX-99.1

  • Q2 revenue rose 4.9% to $337.3M, while operating income increased 10.3% to $50.5M
  • Education Technology Services revenue grew 15.4% to $42.4M, with operating margin expanding to 46.2% from 41.0%
  • Sophia Learning subscribers increased 32%, while revenue rose 26.7% to $20.7M
  • Australia/New Zealand profitability deteriorated sharply, with operating income falling to $1.0M from $12.8M amid 5.2% enrollment decline and $13.9M compliance reserve
  • Cash flow strengthened, with six-month free cash flow reaching $92.4M; share repurchases totaled $32.8M and quarterly dividend was $0.60 per share

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