UTI at a glance
UNIVERSAL TECHNICAL INSTITUTE INC (UTI, SEC CIK 1261654) filed its latest 10-K annual report on November 26, 2025, a 10-Q quarterly report on August 6, 2026, an 8-K current report on August 18, 2026 and Form 4 insider filings as recently as September 30, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended September 30, 2025 (FY2025), UNIVERSAL TECHNICAL INSTITUTE INC (UTI) reported revenue of $835.6 million (up 14.0% from FY2024) and net income of $63.0 million. Diluted EPS was $1.13.
- The most recent insider open-market purchase reported on Form 4 was by DEVINCENZI ROBERT THOMAS on September 28, 2026 of 1,000 shares at $19.68 per share.
- In the last 90 days, UTI insiders reported 6 open-market purchases ($335K) and 0 open-market sales ($0) on Form 4, a net purchase of $335K.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $835.6M
- +14.0% vs prior year
- Insiders · 90 days
- 6 buys · 0 sells
- Net +$335K
- Latest 8-K
- Aug 18, 2026
- Item 7.01 · Item 1.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Sep 30, 2025
Business Overview
- Core business: Workforce education provider specializing in hands-on training for transportation, skilled trades, energy, and healthcare sectors via two divisions, UTI and Concorde
- New emphasis: December 2022 acquisition of Concorde Career Colleges expanded healthcare education segment, adding 17 campuses and 13 program expansions
- Strategic shift: Diversification into healthcare education and geographic expansion with two new campuses under construction for 2026 opening
- Quantitative highlight: 15 UTI campuses in 9 states and 17 Concorde campuses in 8 states; UTI launched 23 new programs over last three years
- Noteworthy fact: Approximately 58% of active UTI students received institution-funded scholarships or grants in FY2025, supporting affordability and access
Risk Factors
- Regulatory risk: Potential loss of Title IV federal student financial aid eligibility impacting 78% of revenue from government-sponsored programs
- Geopolitical/macroeconomic risk: Expansion into Texas and Georgia campuses pending regulatory approvals risks delays that could impact 2026 openings
- Operational risk: Credit losses provision increased by $13.6 million due to revenue and student volume growth, raising credit risk on proprietary loan program
- Competitive risk: Introduction of Tesla's START Collision Repair program in 2025 at Long Beach campus to compete with emerging EV training providers
- Financial risk: Interest expense of $5.6 million on revolving credit facility and term loans, despite repayments reducing outstanding balances in fiscal 2025
Management Discussion & Analysis
- Two segments: Universal Technical Institute (15 campuses, skilled trades), Concorde Career Colleges (17 campuses, healthcare), no performance data provided
- Cash flow, buybacks, dividends, capex details absent in text
- Forward-looking statements noted; risks mentioned but no specific guidance or emerging risks disclosed
AI summary of the UTI 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Quarterly revenue $218.9M, up $14.6M or 7.2% YoY
- Operating margin 1.5% vs 6.9% YoY; net margin 1.0% vs 5.2%
- Concorde strongest segment: revenue $80.9M, up 11.1%; UTI revenue $138.0M, up 5.0%
- Strategic growth expenses $9.0M; new campuses and programs expected to pressure near-term profitability
Risk Factors
- No material changes to risk factors identified in the provided excerpt
- Rule 10b5-1 trading-plan disclosure: Chairman’s replacement plan covers 64,210 shares through August 13, 2027
- No new unregistered equity sales or issuer share repurchases during the quarter
- No senior-security defaults reported during the quarter
AI summary of the UTI 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 7.01: Regulation FD Disclosure
- Press release announces UTI’s entry into a Credit Agreement
- Credit Agreement details available in Exhibit 99.1
Item 1.01: Entry into a Material Definitive Agreement
- $200 million senior secured revolving facility replacing existing credit agreement
- August 2031 maturity, with $75 million uncommitted incremental borrowing capacity
Item EX-99.1: Item EX-99.1
- New senior secured revolving facility increases borrowing capacity to $200 million from $125 million
- Swingline sublimit rises to $15 million and letters-of-credit capacity to $75 million
Item 2.02: Results of Operations and Financial Condition
- Fiscal Q3 2026 results released August 5, 2026
- Press release furnished as Exhibit 99.1, containing the reported financial results and management commentary
Item 7.01: Regulation FD Disclosure
- UTI furnished investor presentation and financial supplement as Exhibits 99.2 and 99.3
- Materials support investor and analyst meetings, providing additional context beyond the filing
Item EX-99.1: Item EX-99.1
- Q3 revenue rose 7.2% to $218.9M, but net income fell to $2.3M from $10.7M amid $9.0M of strategic growth expenses
- New student starts increased 10.9% to 6,342, led by UTI growth of 23.4%; Concorde starts declined 1.4%
Item 2.02: Results of Operations and Financial Condition
- Fiscal 2026 second-quarter results announced on May 6, 2026
- Detailed financial results and management commentary furnished in Exhibit 99.1
Item 7.01: Regulation FD Disclosure
- Investor presentation and financial supplement furnished as Exhibits 99.2 and 99.3
- Materials intended for investor and analyst meetings, potentially shaping near-term market expectations
AI summaries of UTI 8-K current reports filed with the SEC. What 8-K item codes mean
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| DEVINCENZI ROBERT THOMAS | Buy | Sep 28, 2026 | 1,000 | $19.68 |
| DEVINCENZI ROBERT THOMAS | Buy | Sep 21, 2026 | 1,000 | $19.83 |
| DEVINCENZI ROBERT THOMAS | Buy | Aug 27, 2026 | 1,000 | $21.80 |
| DEVINCENZI ROBERT THOMAS | Buy | Aug 25, 2026 | 1,000 | $21.77 |
| DEVINCENZI ROBERT THOMAS | Buy | Aug 12, 2026 | 1,000 | $25.95 |
| DEVINCENZI ROBERT THOMAS | Buy | Aug 10, 2026 | 8,000 | $28.21 |
| Grant Jerome Alan | Sell | Jun 29, 2026 | 48,961 | $41.63 |
| Grant Jerome Alan | Sell | Jun 29, 2026 | 45,539 | $41.15 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $732.7M | $835.6M |
| Operating Income | - | $58.9M | $83.5M |
| Net Income | $12.3M | $42.0M | $63.0M |
| Op. Margin | - | 8.0% | 10.0% |
| Net Margin | - | 5.7% | 7.5% |
| Balance Sheet | |||
| Total Assets | $740.7M | $744.6M | $826.1M |
| Equity | - | $260.2M | $328.1M |
| ROE | - | 16.1% | 19.2% |
| Per Share | |||
| EPS | $0.13 | $0.75 | $1.13 |
| Cash Flow | |||
| Operating CF | - | $85.9M | $97.3M |
| CapEx | $56.7M | $24.3M | $42.0M |
Source: XBRL data in UNIVERSAL TECHNICAL INSTITUTE INC (UTI)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
UTI filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Sep 30, 2026 | - | - | - |
| 4 | Sep 23, 2026 | - | - | - |
| 4 | Aug 31, 2026 | - | - | - |
| 4 | Aug 27, 2026 | - | - | - |
| 8-K | Aug 18, 2026 | - | Analysis | - |
| 4 | Aug 14, 2026 | - | - | - |
| 4 | Aug 12, 2026 | - | - | - |
| 10-Q | Aug 6, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 5, 2026 | - | Analysis | - |
| 4 | Jun 30, 2026 | - | - | - |
| 4 | Jun 24, 2026 | - | - | - |
| 4 | Jun 10, 2026 | - | - | |
| 4 | Jun 8, 2026 | - | - | |
| 4 | Jun 8, 2026 | - | - | |
| 4 | May 27, 2026 | - | - | |
| 10-Q | May 7, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | May 6, 2026 | - | Analysis | |
| 4 | Mar 31, 2026 | - | - | - |
| 4 | Mar 18, 2026 | - | - | - |
| 8-K | Mar 18, 2026 | - | Analysis | - |
| 8-K | Mar 17, 2026 | - | Analysis | - |
| 4 | Mar 9, 2026 | - | - | - |
| 4 | Mar 6, 2026 | - | - | - |
| 4 | Mar 6, 2026 | - | - | - |
| 4 | Mar 6, 2026 | - | - | - |
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UTI SEC filings: frequently asked questions
Are UTI insiders buying or selling?
In the last 90 days, UNIVERSAL TECHNICAL INSTITUTE INC (UTI) officers, directors and 10% owners reported 6 open-market purchases worth $334,697 by 1 insider and no open-market sales on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
What was UTI's revenue in fiscal year 2025?
For the fiscal year ended September 30, 2025 (FY2025), UNIVERSAL TECHNICAL INSTITUTE INC (UTI) reported revenue of $835.6 million (up 14.0% from FY2024) and net income of $63.0 million. Diluted EPS was $1.13. The figures come from the XBRL data in the 10-K.
What are the main risks in UTI's latest 10-K?
In the 10-K filed November 26, 2025, UNIVERSAL TECHNICAL INSTITUTE INC (UTI) flagged: Regulatory risk: Potential loss of Title IV federal student financial aid eligibility impacting 78% of revenue from government-sponsored programs. Geopolitical/macroeconomic risk: Expansion into Texas and Georgia campuses pending regulatory approvals risks delays that could impact 2026 openings. (AI summary of the Risk Factors section.)
What did UTI report in its latest 8-K?
UNIVERSAL TECHNICAL INSTITUTE INC (UTI) filed an 8-K on August 18, 2026 reporting Item 7.01 (Regulation FD Disclosure) and Item 1.01 (Entry into a Material Definitive Agreement). Press release announces UTI’s entry into a Credit Agreement.
What are the latest UTI SEC filings?
UNIVERSAL TECHNICAL INSTITUTE INC (UTI) filed its latest 10-K annual report on November 26, 2025, a 10-Q quarterly report on August 6, 2026, an 8-K current report on August 18, 2026 and a Form 4 insider filing on September 30, 2026.
What is UTI's SEC CIK number?
UNIVERSAL TECHNICAL INSTITUTE INC (UTI)'s SEC Central Index Key (CIK) is 1261654. EDGAR lists every UTI filing under that number.
Ask anything about UTI
The research agent reads UTI's filings, financials, insider trades and 13F holders, then answers with sources.