财务数据和关键指标变化 - 第三季度收入为3.62亿美元,调整后EBITDA为7800万美元,与公司之前提供的指引范围一致 [7] - 第三季度收入同比有机增长8%,调整后EBITDA略有下降,符合公司之前的指引 [13] - 前9个月收入有机增长11%,调整后EBITDA增长10% [13] 各条业务线数据和关键指标变化 - 墨西哥主要招生周期新生注册人数增长4%,过去两年新生注册人数累计增长超过20% [7][15] - 秘鲁次要招生周期新生注册人数增长2%,受到当地经济环境压力的影响 [9][16] 各个市场数据和关键指标变化 - 墨西哥市场表现强劲,受益于消费需求回升和近岸外包趋势,外商直接投资同比增长超40% [8] - 墨西哥通胀率已从高峰下降至4.5%,经营环境持续改善 [8] - 秘鲁市场受到政治动荡和恶劣天气等因素影响,经济预计将小幅收缩,但学生教育支出仍保持优先地位 [9] - 秘鲁通胀率虽然有所下降,但仍高于3%的目标水平 [9] 公司战略和发展方向及行业竞争 - 公司在墨西哥是最大的私立高等教育运营商,在STEM和商科等领域有广泛的课程供给,有望从近岸外包趋势中获益 [8] - 公司的业务模式在秘鲁市场环境恶化的情况下仍保持了良好的韧性 [9] 管理层对经营环境和未来前景的评论 - 公司对墨西哥市场前景持乐观态度,业务表现出色 [8] - 尽管秘鲁市场2023年面临挑战,但预计2024年将恢复经济增长 [9] - 公司重申了2023年全年收入和调整后EBITDA的指引区间 [10] 问答环节重要的提问和回答 无

Third Quarter 2023 Earnings Presentation November 2, 2023 ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ Quarterly Report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended September 30, 2023 OR ☐ Transition Report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from __________ to __________. Commission File Number: 001-38002 Laureate Education, Inc. (Exact name of registrant as specified in its charter) Delaware 52-1492296 (Stat ...

财务数据和关键指标变化 - 第二季度收入为4.62亿美元,调整后EBITDA为1.75亿美元,均超出预期 [24][25] - 上半年有机增长收入13%,调整后EBITDA增长15% [25] - 预计全年收入增长19%-20%,调整后EBITDA增长24%-26% [33] - 预计全年调整后EBITDA利润率提升110个基点 [34] 各条业务线数据和关键指标变化 墨西哥 - 第二季度收入增长18%,调整后EBITDA增长73% [26][27] - 上半年收入增长17%,其中10%来自总招生增长,7%来自价格和结构因素 [27] - 上半年调整后EBITDA增长36% [28] - 未来3-5年内将把墨西哥的利润率提升至25%以上 [28] 秘鲁 - 第二季度收入增长12%,调整后EBITDA增长7% [29] - 上半年收入增长11%,其中7%来自总招生增长,4%来自价格 [30] - 上半年调整后EBITDA持平,利润率有所下降 [30] 各个市场数据和关键指标变化 - 墨西哥比索和秘鲁索尔兑美元分别升值12%和5% [12] - 预计墨西哥第二半年收入增速将低于第一半年 [35] 公司战略和发展方向及行业竞争 - 专注于高增长的墨西哥和秘鲁市场 [13][14] - 通过面授、在线和混合模式提供优质、可负担的高等教育 [15] - 未来3-5年内保持8%-10%的有机收入增长,资本支出占收入比重低于5%,调整后EBITDA增长低个位数 [15] - 致力于提供优质教育成果,在社区中发挥积极作用 [17][18][19] 管理层对经营环境和未来前景的评论 - 墨西哥和秘鲁的高等教育参与率稳步提升,为公司带来良好机遇 [13][14] - 私立高等教育机构在两国扮演重要角色,公司有望受益 [14] - 劳动力技能提升需求旺盛,为公司带来发展空间 [14] - 公司品牌优势和创新能力为未来发展奠定基础 [16] 问答环节重要的提问和回答 问题1 **Jeff Silber 提问** 询问墨西哥招生时间调整的影响 [42][43][44][45][46][47][48] **Rick Buskirk 回答** 去年第二次招生周期结束时间在第二季度,而今年则延后到第三季度初,影响规模约3,000-4,000人 [46][47][48] 问题2 **Jeff Silber 提问** 询问公司是否会在第三季度主招期继续保持定价优势 [52][53][54][55][56][57] **Rick Buskirk 回答** 公司预计第三季度定价策略与上半年保持一致,即能够覆盖5%左右的成本通胀 [54][55][56][57] 问题3 **Lucas Dai Nagano 提问** 询问墨西哥利润率扩张的结构性因素 [60][61][62][63] **Rick Buskirk 回答** 公司有信心在未来3-5年内将墨西哥利润率提升至25%以上,今年预计可达22%以上,其中部分是由于费用时间性调整所致 [61][62][63]

Second Quarter 2023 Earnings Presentation August 3, 2023 LAUREATE EDUCATION INC® © 2023 Laureate Education, Inc. 1 Forward Looking Statements This presentation includes statements that express Laureate's opinions, expectations, beliefs, plans, objectives, assumptions or projections regarding future events or future results and therefore are, or may be deemed to be, ''forward-looking statements'' within the meaning of the federal securities laws, which involve risks and uncertainties. Laureate's actual resul ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ Quarterly Report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended June 30, 2023 OR ☐ Transition Report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from __________ to __________. Commission File Number: 001-38002 Laureate Education, Inc. (Exact name of registrant as specified in its charter) Delaware 52-1492296 (State or ...

Laureate Education, Inc. (NASDAQ:LAUR) Q1 2023 Earnings Conference Call May 4, 2023 8:15 AM ET Company Participants Adam Morse - Senior Vice President, Corporate Finance Eilif Serck-Hanssen - President and Chief Executive Officer Rick Buskirk - Chief Financial Officer Conference Call Participants Jeffrey Silber - BMO Capital Markets Operator Good day and thank you for standing by. Welcome to the Laureate Education Incorporated First Quarter 2023 Earnings Conference Call. At this time, all participants are i ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ Quarterly Report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended March 31, 2023 OR ☐ Transition Report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from __________ to __________. Commission File Number: 001-38002 Laureate Education, Inc. (Exact name of registrant as specified in its charter) Delaware 52-1492296 (State or ...

Laureate Education, Inc. (NASDAQ:LAUR) Q4 2022 Earnings Conference Call February 23, 2023 8:30 AM ET Company Participants Adam Morse - SVP, Corporate Finance Eilif Serck-Hanssen - President and CEO Rick Buskirk - CFO Conference Call Participants Jeffrey Silber - BMO Capital Markets Operator Good day, and thank you for standing by, and welcome to the Full Year 2022 Laureate Education, Inc. Earnings Conference Call. [Operator Instructions] Please be advised that today's conference is being recorded. I would n ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ☒ Annual Report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the fiscal year ended December 31, 2022 OR ☐ Transition Report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from __________ to __________. Commission File Number: 001-38002 Laureate Education, Inc. (Exact name of registrant as specified in its charter) Delaware 52-1492296 (State or othe ...