Pulling SEC filings + quote and writing the call…

LINCOLN EDUCATIONAL SERVICES CORP
Next earnings Aug 10, 2026 · consensus $0.01 EPS, $143M rev
Last earnings +10.6% on 2026-05-11
Revenue grew 17.8% YoY; but rich valuation (P/E 77.1).
Middling fundamentals and a rich price (~51% above fair value) leave little margin of safety — a wait-and-see.
LINCOLN EDUCATIONAL SERVICES CORP shows $518M in FY2025 revenue (+17.8% YoY), a 3.9% net margin, and 10.0% ROE.
| Line item | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | $335M | $348M | $378M | $440M | $518M |
| Gross profit | — | — | — | — | — |
| Operating income | $49.3M | $16.3M | $33.4M | $15.2M | $30.3M |
| Net income | $34.7M | $12.6M | $26.0M | $9.89M | $20.0M |
| Diluted EPS | $1.04 | $0.36 | $0.85 | $0.32 | $0.64 |
| Net margin | 10.4% | 3.6% | 6.9% | 2.2% | 3.9% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
Sources: SEC EDGAR (CIK 0001286613, latest 10-Q filed 2026-05-11) · EODHD · as of 6/22/2026, 9:51:18 PM.
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Last 90 days: 0 open-market buys · 11 sales
| 2026-06-15 | LUSTER ALEXANDRA M SVP and General Counsel | Sell | 18.0K @ $44.64 | $804K |
| 2026-06-12 | Juniper Investment Company, LLC Insider | Sell | 37.0K @ $46.88 | $1.73M |
| 2026-06-11 | Juniper Investment Company, LLC Insider | Sell | 11.8K @ $47.87 | $565K |
| 2026-06-10 | Carney Kevin M Director | Sell | 3.00K @ $48.00 | $144K |
| 2026-06-08 | Carney Kevin M Director | Disposed (J) | 3.22K | |
| 2026-06-08 | Carney Kevin M Director | Acquired (J) | 3.22K | |
| 2026-06-05 | LUSTER ALEXANDRA M SVP and General Counsel | Sell | 1.99K @ $50.11 | $99.9K |
| 2026-06-04 | Juniper Investment Company, LLC Insider | Sell | 25.2K @ $51.13 | $1.29M |
| 2026-06-03 | Juniper Investment Company, LLC Insider | Sell | 81.5K @ $50.10 | $4.08M |
| 2026-06-03 | Pryor Felecia J. Director | Sell | 2.00K @ $49.70 | $99.4K |
| 2026-05-22 | BURKE JAMES J JR Director | Sell | 15.8K @ $48.36 | $764K |
| 2026-05-18 | BURKE JAMES J JR Director | Sell | 16.0K @ $49.54 | $793K |
Source: EODHD. Yield = trailing-12-month dividends ÷ price.
Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.
1044 tracked peers · median
Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.