Strategic Education outlines plans to expand EBIT margins by 200 basis points as Australia operations aim for growth in 2027.
Strategic Education Inc. (STRA) announced a 200 basis point expansion in EBIT margins during its Q2 2026 earnings call, citing strong performance in its ETS division and momentum in U.S. higher education. The company also highlighted progress toward returning its Australia business to growth by 2027.
Management noted continued strength in core segments, with the Australia turnaround timeline aligning with broader strategic goals. The margin expansion target follows a period of operational focus and cost discipline.
No immediate market reaction was disclosed in the call summary.