Phoenix Education Partners demonstrates an ability to drive revenue growth, accelerating to 21.7% year-over-year in Q3 2026, and maintains a structural gross margin advantage at 55.0%. However, this top-line progress is undermined by severe operational volatil...
Price trend, volume and key moving averages
Trailing total returns as of 9/9/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Jul 14, 2026 | $1.43+11.7% vs $1.28 | $272M+0.2% vs $271M |
Q2 2026 Apr 7, 2026 | $0.58+70.6% vs $0.34 | $222M+1.0% vs $220M |
Q1 2026 Jan 13, 2026 | $1.38+8.7% vs $1.27 | $262M+1.7% vs $258M |
Q4 2025 Nov 20, 2025 | $1.04+12.8% vs $0.92 | $257M+2.2% vs $252M |
Phoenix Education Partners, Inc. released results that disappointed the market. Despite not being a major disappointment in the headline, the company lowered its revenue forecast for FY 2026 while increasing its adjusted EBITDA. The market's biggest fear is the potential increase in CAC (Customer Acquisition Cost) as AI-based search models replace traditional Google searches.
I maintain a hold rating on Phoenix Education Partners as student acquisition challenges from AI-powered search now visibly impact financials. PXED reduced FY2026 revenue guidance and raised advertising spend, yet enrollment growth remains weak and conversion metrics have not stabilized. Employer-supported enrollment offers some stability, now at a 36% mix, but unit economics and revenue impact remain opaque due to tuition discounts.
It reported only marginal top-line growth and a decline in adjusted profitability. It also missed the consensus analyst estimate on the bottom line.
U.S. stock futures were mostly higher this morning, with the Nasdaq 100 futures gaining around 100 points on Wednesday.
Benchmark PXED against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Phoenix Education Partners, Inc (PXED)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $27.71 | $998.87M | 7.37 | 6.02% | 13.29% | 45.46% | 21.7% | |
| $33.09 | $2.07B | 13.67 | 24.2% | 20.63% | 17.7% | — | |
| $36.38 | $5.09B | 19.25 | 8.64% | 17.57% | 28.6% | — | |
| $128.22 | $4.44B | 21.12 | 12.85% | 13.41% | 18.37% | — | |
| $1127.68 | $4.89B | 16.97 | 2.52% | 10.69% | 11.39% | — | |
| $151.53 | $4.02B | 19.65 | 7.07% | 19.63% | 31.24% | — |
Phoenix Education Partners, Inc (PXED) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Phoenix Education Partners, Inc (PXED) SEC filings — annual & quarterly reports (10-K, 10-Q)
Jul 14, 2026·SEC
Jul 13, 2026·SEC
Apr 7, 2026·SEC
Nov 20, 2025·SEC
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Phoenix Education Partners, Inc (PXED) stock FAQ — growth, dividends, profitability & financials explained
Phoenix Education Partners, Inc (PXED) reported $1.01B in revenue for fiscal year 2025. This represents a 21% increase from $835.2M in 2023.
Phoenix Education Partners, Inc (PXED) grew revenue by 6.0% over the past year. This is steady growth.
Yes, Phoenix Education Partners, Inc (PXED) is profitable, generating $82.9M in net income for fiscal year 2025 (13.3% net margin).
Yes, Phoenix Education Partners, Inc (PXED) pays a dividend with a yield of 21.70%. This makes it attractive for income-focused investors.
Phoenix Education Partners, Inc (PXED) has a return on equity (ROE) of 45.5%. This is excellent, indicating efficient use of shareholder capital.
Phoenix Education Partners, Inc (PXED) generated $131.2M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
