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American Public Education, Inc. (NASDAQ: APEI) will hold a second quarter 2025 earnings conference call at 5:00 PM ET on August 6, 2025, to discuss its financial results for the period ended June 30, 2025. The following is a summary of key information:
1. Earnings Call Details
Time: August 6, 2025, 5:00 PM ET (August 7, 2025, 5:00 AM Beijing Time)
Webcast: Access the 2Q25 webcast link on the company's website.
Replay: A recording of the call will be available until August 20, 2025.
2. Business Overview
APEI provides a diverse range of educational services through its four educational institutions:
American Public University System (APUS)
Comprising American Military University (AMU) and American Public University (APU), APUS primarily serves active duty military personnel and veterans, reaching approximately 88,000 adult learners worldwide.
Rasmussen University
A 125-year-old nursing and health sciences school with 20 campuses in six states and approximately 13,500 online students.
Hondros College of Nursing
Ohio's largest LPN nurse education institution, with 3,100 students across eight campuses.
Graduate School USA
Focusing on customized training (B2G) and open courses (B2C) for federal government employees.
3. Market Expectations and Focus
Revenue Forecast:
Wall Street consensus estimates Q2 revenue of $161 million, a year-on-year increase of 5.3%.
The main growth driver is rising demand for nursing (Rasmussen & Hondros) and military education (APUS).
Profitability Pressure:
Expected loss per share of $0.06 (compared to a profit of $0.01 in the same period last year), primarily due to increased employee costs and advertising expenses.
Key Metrics:
APUS enrollment is expected to increase by 4%-7% year-over-year (93,500-96,100 students), and the Hondros School of Nursing enrollment may increase by 14% to 3,700.
4. Long-Term Challenges and Opportunities
Policy Risks: Federal government training programs (GSUSA) may be impacted by budget adjustments.
Industry Trends: Demand for healthcare education is strong, and enrollment in Rasmussen University's online courses is expected to increase by 12% year-over-year.
5. How Can Investors Participate?
Dial-in: Please dial in 5-10 minutes in advance (the conference number is undisclosed and should be updated on the official website).
Analyst Questions: A Q&A session may be held after the earnings report. Pay attention to management's guidance for the second half of 2025.
Conclusion: This earnings report will reveal the growth momentum of APEI's core businesses, such as military education and nursing training, while cautioning against the erosion of profits due to rising costs. Investors can follow the webcast or subsequent press releases for detailed data.
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