LINCOLN EDUCATIONAL SERVICES CORP — Form 8-K
Filed August 10, 2026 · analyzed by the 8-K Agent
8-K
— Neutral
significance 52/100
What the filing says
Lincoln Educational Services reported Q2 2026 revenue of $142.6M (+22.4% YoY) and adjusted EBITDA of $12.7M (+42.4% YoY). Student population grew 10.4% to 18,900; student starts grew only 1% in Q2 but company guided 10-14% full-year growth. Company acquired Melrose Park, Illinois campus for $18.8M in July and plans new Suitland, Maryland campus (Q4 2027). Full-year 2026 guidance reaffirmed: revenue $590-600M, adjusted EBITDA $76-80M, EPS $0.74-0.83; capex raised ~$25M to $95-100M.
Why this rating
Strong revenue/EBITDA growth and positive guidance reiteration offset Q2 start slowdown; $18.8M acquisition is ~3% of market cap; moderately material but execution risks on new campus model remain.
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