Universal Technical Institute (UTI)
Market Price (6/13/2026): $39.15 | Market Cap: $2.2 BilSector: Consumer Discretionary | Industry: Education Services
Universal Technical Institute (UTI)
Market Price (6/13/2026): $39.15Market Cap: $2.2 BilSector: Consumer DiscretionaryIndustry: Education Services
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
Strong revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is 11% Megatrend and thematic driversMegatrends include Electric Vehicles & Autonomous Driving. Themes include EV Manufacturing, EV Charging Infrastructure, and Autonomous Driving Technology. | Expensive valuation multiplesP/EBITPrice/EBIT or Price/(Operating Income) ratio is 35x, P/CFOPrice/(Cash Flow from Operations). CFO is cash before capital expenditures. is 26x, P/EPrice/Earnings or Price/(Net Income) is 50x Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -2.2% Key risksUTI key risks include [1] potential liabilities from borrower defense regulations and compliance hurdles for new acquisitions, Show more. |
| Strong revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is 11% |
| Megatrend and thematic driversMegatrends include Electric Vehicles & Autonomous Driving. Themes include EV Manufacturing, EV Charging Infrastructure, and Autonomous Driving Technology. |
| Expensive valuation multiplesP/EBITPrice/EBIT or Price/(Operating Income) ratio is 35x, P/CFOPrice/(Cash Flow from Operations). CFO is cash before capital expenditures. is 26x, P/EPrice/Earnings or Price/(Net Income) is 50x |
| Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -2.2% |
| Key risksUTI key risks include [1] potential liabilities from borrower defense regulations and compliance hurdles for new acquisitions, Show more. |
Qualitative Assessment
AI Analysis | Feedback
Universal Technical Institute (UTI) stock has gained about 10% since 2/28/2026 because of the following key factors:
1. Strong Operational Performance and Student Enrollment Growth in Fiscal Q2 2026. Universal Technical Institute (UTI) demonstrated robust operational growth, with average full-time active students increasing by 7.2% year-over-year to 26,385 in fiscal Q2 2026, which ended March 31, 2026. Total new student starts also rose by 13.8% to 7,569 during the same period. This performance was supported by successful new campus launches, such as UTI-San Antonio, which exceeded initial student start expectations by approximately 60%. The company also reported a 6.7% year-over-year increase in revenue, reaching $221.4 million for fiscal Q2 2026.
2. Reaffirmation of Robust Fiscal Year 2026 Guidance and Ambitious Long-Term Growth Strategy. Management's reaffirmation of its full-year fiscal 2026 guidance instilled confidence, projecting consolidated revenue between $905 million and $915 million, which represents approximately 9% year-over-year growth at the midpoint. Diluted earnings per share (EPS) for fiscal 2026 are anticipated to range from $0.71 to $0.80. The company continues to execute its "North Star strategy," which includes strategic growth investments in new campuses and program expansions, targeting over $1.2 billion in revenue by fiscal 2029 with a 10% compound annual growth rate (CAGR) and adjusted EBITDA approaching $220 million.
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Stock Movement Drivers
Fundamental Drivers
The 8.1% change in UTI stock from 2/28/2026 to 6/12/2026 was primarily driven by a 37.2% change in the company's P/E Multiple.| (LTM values as of) | 2282026 | 6122026 | Change |
|---|---|---|---|
| Stock Price ($) | 36.20 | 39.14 | 8.1% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 855 | 869 | 1.6% |
| Net Income Margin (%) | 6.3% | 4.9% | -21.8% |
| P/E Multiple | 36.8 | 50.5 | 37.2% |
| Shares Outstanding (Mil) | 55 | 55 | -0.8% |
| Cumulative Contribution | 8.1% |
Market Drivers
2/28/2026 to 6/12/2026| Return | Correlation | |
|---|---|---|
| UTI | 8.1% | |
| Market (SPY) | 8.4% | 23.0% |
| Sector (XLY) | -0.0% | 9.7% |
Fundamental Drivers
The 70.0% change in UTI stock from 11/30/2025 to 6/12/2026 was primarily driven by a 153.9% change in the company's P/E Multiple.| (LTM values as of) | 11302025 | 6122026 | Change |
|---|---|---|---|
| Stock Price ($) | 23.02 | 39.14 | 70.0% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 836 | 869 | 4.0% |
| Net Income Margin (%) | 7.5% | 4.9% | -34.9% |
| P/E Multiple | 19.9 | 50.5 | 153.9% |
| Shares Outstanding (Mil) | 54 | 55 | -1.1% |
| Cumulative Contribution | 70.0% |
Market Drivers
11/30/2025 to 6/12/2026| Return | Correlation | |
|---|---|---|
| UTI | 70.0% | |
| Market (SPY) | 9.2% | 22.7% |
| Sector (XLY) | -1.0% | 19.0% |
Fundamental Drivers
The 10.2% change in UTI stock from 5/31/2025 to 6/12/2026 was primarily driven by a 50.0% change in the company's P/E Multiple.| (LTM values as of) | 5312025 | 6122026 | Change |
|---|---|---|---|
| Stock Price ($) | 35.53 | 39.14 | 10.2% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 783 | 869 | 11.0% |
| Net Income Margin (%) | 7.3% | 4.9% | -33.1% |
| P/E Multiple | 33.6 | 50.5 | 50.0% |
| Shares Outstanding (Mil) | 54 | 55 | -1.2% |
| Cumulative Contribution | 10.2% |
Market Drivers
5/31/2025 to 6/12/2026| Return | Correlation | |
|---|---|---|
| UTI | 10.2% | |
| Market (SPY) | 27.3% | 22.3% |
| Sector (XLY) | 9.9% | 17.3% |
Fundamental Drivers
The 508.7% change in UTI stock from 5/31/2023 to 6/12/2026 was primarily driven by a 148.3% change in the company's Net Income Margin (%).| (LTM values as of) | 5312023 | 6122026 | Change |
|---|---|---|---|
| Stock Price ($) | 6.43 | 39.14 | 508.7% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 495 | 869 | 75.4% |
| Net Income Margin (%) | 2.0% | 4.9% | 148.3% |
| P/E Multiple | 22.3 | 50.5 | 126.2% |
| Shares Outstanding (Mil) | 34 | 55 | -38.2% |
| Cumulative Contribution | 508.7% |
Market Drivers
5/31/2023 to 6/12/2026| Return | Correlation | |
|---|---|---|
| UTI | 508.7% | |
| Market (SPY) | 84.5% | 28.4% |
| Sector (XLY) | 57.6% | 26.1% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| UTI Return | 21% | -14% | 86% | 105% | 2% | 56% | 531% |
| Peers Return | -13% | 3% | 25% | 53% | 26% | 31% | 182% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 8% | 97% |
Monthly Win Rates [3] | |||||||
| UTI Win Rate | 50% | 50% | 75% | 58% | 50% | 67% | |
| Peers Win Rate | 45% | 47% | 58% | 52% | 58% | 70% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 50% | |
Max Drawdowns [4] | |||||||
| UTI Max Drawdown | -20% | -51% | -26% | -22% | -39% | -15% | |
| Peers Max Drawdown | -37% | -34% | -34% | -25% | -27% | -16% | |
| S&P 500 Max Drawdown | -5% | -25% | -10% | -8% | -19% | -9% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: LINC, STRA, PRDO, LOPE, APEI.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 6/12/2026 (YTD)
How Low Can It Go
| Event | UTI | S&P 500 |
|---|---|---|
| 2025 US Tariff Shock | ||
| % Loss | -13.3% | -18.8% |
| % Gain to Breakeven | 15.4% | 23.1% |
| Time to Breakeven | 28 days | 79 days |
| 2023 SVB Regional Banking Crisis | ||
| % Loss | -24.2% | -6.7% |
| % Gain to Breakeven | 31.9% | 7.1% |
| Time to Breakeven | 88 days | 31 days |
| 2022 Inflation Shock & Fed Tightening | ||
| % Loss | -31.5% | -24.5% |
| % Gain to Breakeven | 46.0% | 32.4% |
| Time to Breakeven | 315 days | 427 days |
| 2020 COVID-19 Crash | ||
| % Loss | -58.2% | -33.7% |
| % Gain to Breakeven | 139.1% | 50.9% |
| Time to Breakeven | 614 days | 140 days |
| Q4 2018 Fed Policy Error / Growth Scare | ||
| % Loss | -10.4% | -19.2% |
| % Gain to Breakeven | 11.7% | 23.8% |
| Time to Breakeven | 3 days | 105 days |
| 2015-2016 China Devaluation / Global Growth Scare | ||
| % Loss | -40.1% | -12.2% |
| % Gain to Breakeven | 67.0% | 13.9% |
| Time to Breakeven | 68 days | 62 days |
In The Past
Universal Technical Institute's stock fell -13.3% during the 2025 US Tariff Shock. Such a loss loss requires a 15.4% gain to breakeven.
Preserve Wealth
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Asset Allocation
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| Event | UTI | S&P 500 |
|---|---|---|
| 2023 SVB Regional Banking Crisis | ||
| % Loss | -24.2% | -6.7% |
| % Gain to Breakeven | 31.9% | 7.1% |
| Time to Breakeven | 88 days | 31 days |
| 2022 Inflation Shock & Fed Tightening | ||
| % Loss | -31.5% | -24.5% |
| % Gain to Breakeven | 46.0% | 32.4% |
| Time to Breakeven | 315 days | 427 days |
| 2020 COVID-19 Crash | ||
| % Loss | -58.2% | -33.7% |
| % Gain to Breakeven | 139.1% | 50.9% |
| Time to Breakeven | 614 days | 140 days |
| 2015-2016 China Devaluation / Global Growth Scare | ||
| % Loss | -40.1% | -12.2% |
| % Gain to Breakeven | 67.0% | 13.9% |
| Time to Breakeven | 68 days | 62 days |
| 2014-2016 Oil Price Collapse | ||
| % Loss | -72.8% | -6.8% |
| % Gain to Breakeven | 267.5% | 7.3% |
| Time to Breakeven | 2303 days | 15 days |
| 2011 US Debt Ceiling Crisis & European Contagion | ||
| % Loss | -32.3% | -17.9% |
| % Gain to Breakeven | 47.8% | 21.8% |
| Time to Breakeven | 4669 days | 123 days |
| 2008-2009 Global Financial Crisis | ||
| % Loss | -48.7% | -53.4% |
| % Gain to Breakeven | 94.8% | 114.4% |
| Time to Breakeven | 152 days | 1085 days |
| Summer 2007 Credit Crunch | ||
| % Loss | -30.6% | -8.6% |
| % Gain to Breakeven | 44.2% | 9.5% |
| Time to Breakeven | 914 days | 47 days |
In The Past
Universal Technical Institute's stock fell -13.3% during the 2025 US Tariff Shock. Such a loss loss requires a 15.4% gain to breakeven.
Preserve Wealth
Limiting losses and compounding gains is essential to preserving wealth.
Asset Allocation
Actively managed asset allocation strategies protect wealth. Learn more.
About Universal Technical Institute (UTI)
AI Analysis | Feedback
Here are 1-3 brief analogies for Universal Technical Institute (UTI):
- The Culinary Institute of America for automotive and technical trades.
- General Assembly for mechanics and skilled trades.
AI Analysis | Feedback
```html- Core Technical Training Programs: These programs provide postsecondary education for students pursuing careers as professional automotive, diesel, collision repair, motorcycle, and marine technicians, offering certificates, diplomas, or degrees.
- Advanced Manufacturer Training: Specialized training programs, including student-paid electives and manufacturer/dealer sponsored courses, focusing on advanced, brand-specific technologies.
- Welding and CNC Machining Programs: Vocational training programs designed to prepare students for careers in welding and computer numeric control (CNC) machining.
AI Analysis | Feedback
Universal Technical Institute (UTI) primarily serves individual customers seeking vocational education and training. Its major customers can be categorized as:
- Aspiring Technicians: Individuals pursuing postsecondary education to become professional technicians in fields such as automotive, diesel, collision repair, motorcycle, and marine technology.
- Vocational Skill Seekers: Individuals interested in acquiring specialized technical skills, including welding and computer numeric control (CNC) machining.
- Manufacturer-Specific Training Participants: Students seeking advanced training programs specific to particular manufacturers, often offered as electives, to gain specialized brand-specific expertise.
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Universal Technical Institute (UTI) relies on partnerships with various manufacturers for equipment, curriculum, and technology relevant to its training programs. These manufacturers act as key suppliers of the core content and physical assets for its educational offerings.
- Ford Motor Company (F)
- General Motors Company (GM)
- Toyota Motor Corporation (TM)
- Honda Motor Co., Ltd. (HMC)
- Caterpillar Inc. (CAT)
- Harley-Davidson, Inc. (HOG)
- Snap-on Incorporated (SNA)
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Jerome A. Grant, Chief Executive Officer
Jerome A. Grant was appointed Chief Executive Officer and joined the Board of Directors of Universal Technical Institute in November 2019. He initially joined UTI in November 2017 as Executive Vice President and Chief Operating Officer. Prior to his time at UTI, Mr. Grant served as Senior Vice President, Chief Services Officer with McGraw-Hill Corporation from June 2015 to April 2017. He also held various executive leadership positions over more than 14 years at Pearson Education, Inc., including President of Business and Technology, Chief Learning Officer, Vice President – Digital Products, and Vice President – Technology Strategy. At Pearson, he notably grew the Business and Technology skills division revenues to over $425 million.
Bruce Schuman, Executive Vice President, Chief Financial Officer
Bruce Schuman was appointed Chief Financial Officer of Universal Technical Institute, Inc. effective March 17, 2025. Before joining UTI, Mr. Schuman served as CFO for Vacasa (NASDAQ: VCSA), where he played a key role in the company achieving its first year of profitability in 2023. He was also the CFO of Kiavi (formerly LendingHome), a significant lender to real estate investors, where he led the company through rapid growth and IPO readiness initiatives. Mr. Schuman’s career includes over 27 years at Intel Corporation, holding various finance leadership roles, including CFO of the Enterprise Data Center business and Intel Capital.
Tracy Lorenz, Division President, Universal Technical Institute
Tracy Lorenz brings over 25 years of experience in higher education to her role as Division President of Universal Technical Institute, overseeing the transportation, skilled trades, and energy divisions. Her previous leadership positions include serving as President and Chief Executive Officer of Triumph Higher Education and holding multiple roles at Apollo Education Group, such as President of Western International University.
Christopher E. Kevane, Senior Vice President, Chief Legal Officer and Secretary
Christopher E. Kevane joined Universal Technical Institute, Inc. in 2020, bringing more than 20 years of legal and executive experience. He has represented both publicly traded and private equity-backed organizations. Prior to UTI, he was Chief Legal Officer for Centauri Health Solutions, which was recognized as one of Inc. Magazine's fastest-growing private healthcare IT services companies. Earlier in his career, he was the senior legal officer for Rural/Metro Corporation and practiced law with the international firm Squire Patton Boggs, specializing in capital markets initiatives.
Adrienne DeTray, Chief Information Officer
Adrienne DeTray serves as the Chief Information Officer at Universal Technical Institute, bringing over 20 years of executive leadership experience in digital and AI transformation. Her expertise spans both the education and healthcare sectors, where she focuses on strengthening digital posture and reimagining IT as a transformation engine.
AI Analysis | Feedback
Here are the key risks to Universal Technical Institute (UTI):
- Technological Disruption in Transportation Industries: The rapid evolution of vehicle technology, including the increasing prevalence of electric vehicles (EVs), hybrid systems, and advanced driver-assistance systems (ADAS), poses a significant risk. If Universal Technical Institute's curriculum and training programs do not adequately and timely adapt to these new technologies, the skills taught could be perceived as outdated or less relevant. This could lead to reduced student enrollment, lower graduate employability, and a diminished value proposition for its programs.
- Fluctuations in Demand for Skilled Trades and Competition: Universal Technical Institute's business is highly dependent on the ongoing demand for skilled technicians in the automotive, diesel, collision repair, motorcycle, and marine industries. A decline in job opportunities within these sectors or a shift in perception regarding the value of vocational training compared to traditional higher education could adversely affect enrollment. Furthermore, intense competition from other postsecondary education providers, including community colleges and manufacturer-sponsored training programs, could impact its ability to attract and retain students.
- Regulatory and Accreditation Risks: As a postsecondary educational institution, Universal Technical Institute is subject to a complex and evolving landscape of federal and state regulations, as well as accreditation standards. Adverse changes to these regulations, such as those governing federal student financial aid programs, or the inability to maintain necessary accreditations, could significantly impact its operations, financial performance, and ability to attract students.
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The rapid technological transformation of the automotive industry, particularly the accelerating shift towards electric vehicles (EVs), hybrid vehicles, and advanced driver-assistance systems (ADAS), poses a clear emerging threat. This paradigm shift demands a fundamentally different skill set for technicians, emphasizing electrical systems, battery technology, high-voltage safety, software diagnostics, and data analysis, rather than traditional internal combustion engine mechanics. If Universal Technical Institute (UTI) does not adapt its curriculum, equipment, and instructor expertise quickly and comprehensively enough to meet the demand for these new skills, its traditional automotive programs could become less relevant, potentially leading to declining enrollment and loss of market share to institutions or manufacturer-sponsored programs that specialize in next-generation vehicle technologies.
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```htmlUniversal Technical Institute (UTI) provides training programs for various transportation and technical careers. The addressable markets for their main products or services in the U.S. are as follows:
- Automotive Technicians: The projected demand for automotive service technicians in the U.S. is expected to rise by over 470,000 between 2024 and 2028. The U.S. Bureau of Labor Statistics (BLS) projects an average of 70,000 automotive technician job openings per year between 2024 and 2034. In 2023, there were 794,600 automotive technicians employed in the U.S. The broader global automotive repair and maintenance services market was valued at USD 779.3 billion in 2024 and is estimated to reach USD 1.35 trillion by 2034, growing at a CAGR of 5.7% from 2025 to 2034.
- Diesel Technicians: Total diesel technician employment in the United States is expected to exceed 305,000 by 2031. Approximately 26,500 openings for diesel service technicians and mechanics are projected each year, on average, over the decade from 2024 to 2034 in the U.S. As of 2024, there were approximately 319,900 diesel service technicians and mechanics in the U.S.
- Collision Repair: The U.S. automotive collision repair market size was valued at USD 36.66 billion in 2023 and is projected to grow at a CAGR of 0.8% from 2024 to 2030. This market is estimated at USD 39.6 billion in 2025 and is projected to reach approximately USD 55.3 billion by 2033, growing at a CAGR of 4.3% in the U.S.
- Motorcycle Technicians: The U.S. motorcycles and scooters market size was estimated at USD 8.9 billion in 2024 and is poised to reach USD 13.6 billion by 2034, with a CAGR of 4.6% from 2025 to 2034. There were 14,330 motorcycle mechanic jobs across the U.S. as of 2023 BLS data.
- Marine Technicians: The global Yacht Training Service market, which focuses on professional yachting qualifications, is projected to reach USD 10.34 billion by 2025. The marine construction market in the United States, which employs marine technicians, is expected to reach a projected revenue of US$ 15.24 billion by 2030, growing at a CAGR of 4.8% from 2025 to 2030.
- Welding: Approximately 330,000 new welding professionals will be needed by 2028 in the U.S. The welding market in the U.S. is projected to grow significantly, reaching an estimated value of USD 8.95 billion by 2032. The U.S. welding products market generated a revenue of USD 2,319.8 million in 2024 and is expected to reach USD 2,831.1 million by 2030.
- Computer Numeric Control (CNC) Machining: The U.S. CNC Machine Market size is projected to be valued at USD 10.2 billion in 2025 and is expected to hold USD 23.8 billion in 2034, growing at a CAGR of 9.9%. The CNC machining centers and turning centers market in the United States is expected to reach a projected revenue of US$ 4.03 billion by 2030.
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Universal Technical Institute (UTI) is expected to drive future revenue growth over the next 2-3 years through several key strategic initiatives:
- Expansion of Campus Network: UTI plans to significantly expand its physical footprint by opening new campuses and enhancing existing facilities. The company aims to open at least two new campuses annually between fiscal years 2026 and 2029, with specific plans for new campuses in Atlanta, San Antonio, and an expanded Dallas location in 2026, and a Utah campus in 2027. This geographical expansion is a core component of its "North Star Strategy" to increase reach and capacity.
- Introduction of New Programs and Diversification of Offerings: UTI is focused on launching new programs in high-demand sectors such as aviation, HVACR, electrical, robotics, and welding, and expanding its presence in healthcare fields through its Concorde Career Colleges division. The company aims to launch at least six new programs annually at existing campuses, with nine planned for fiscal year 2025 and over 20 new programs for 2026. This diversification is designed to meet critical workforce needs and attract a broader student base.
- Growth in Student Enrollment: A primary driver of revenue is the anticipated increase in student enrollment. UTI targets approximately 3% annual organic growth through increased student starts. Projections for new student starts are between 29,000 and 30,000 for fiscal 2025, representing a 10% increase, and between 31,500 and 33,000 for fiscal 2026, reflecting near double-digit growth expectations from expanded capacity and improved marketing.
- Strategic Tuition Price Adjustments: The company expects to achieve an additional 2-3% annual revenue growth through strategic adjustments to its tuition pricing.
- Impact of Acquisitions: Recent acquisitions, notably MIAT and Concorde Career Colleges, have broadened UTI's educational portfolio into skilled trades and healthcare, contributing to overall revenue expansion and program diversification. While ongoing acquisitions are a part of the "North Star Strategy," the integration and scaling of these recent additions are expected to continue driving revenue growth.
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Share Repurchases
- Universal Technical Institute (UTI) authorized a share repurchase plan on December 10, 2020, for up to $35.0 million of its common stock.
- As of August 7, 2025, no shares had been repurchased under the $35.0 million authorization.
Share Issuance
- In December 2023, Universal Technical Institute fully converted its outstanding Series A preferred stock into common stock.
- On March 5, 2026, Director George W. Brochick received a grant of 3,565 common shares as non-employee director compensation under the 2021 Equity Incentive Plan.
Outbound Investments
- Universal Technical Institute completed the acquisition of MIAT College of Technology for $26 million in cash on November 1, 2021.
- The company acquired Concorde Career Colleges, Inc. for $50 million in cash, with the agreement made in May 2022 and the acquisition completed on December 1, 2022.
Capital Expenditures
- Universal Technical Institute incurred $61.6 million in capital expenditures for fiscal year 2021, which included $45.2 million for the purchase of the Avondale, AZ campus and $1.5 million for new campuses in Austin, TX and Miramar, FL.
- In fiscal year 2023, capital expenditures were $56.7 million, including $26.2 million for the purchase of three primary buildings and associated land at the Orlando, FL campus. The primary focus for the remaining capex included completing the Austin and Miramar campus build-outs and program expansions.
- For fiscal year 2026, the company expects approximately $100 million in capital expenditures, with $24 million incurred year-to-date as of December 31, 2025, primarily focused on new campus launches and program expansions, including planned new campuses in Atlanta, San Antonio, and an expanded Dallas location.
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Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 49.14 |
| Mkt Cap | 1.9 |
| Rev LTM | 862 |
| Op Inc LTM | 130 |
| FCF LTM | 124 |
| FCF 3Y Avg | 95 |
| CFO LTM | 153 |
| CFO 3Y Avg | 130 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 9.2% |
| Rev Chg 3Y Avg | 7.0% |
| Rev Chg Q | 6.5% |
| QoQ Delta Rev Chg LTM | 1.6% |
| Op Inc Chg LTM | 15.9% |
| Op Inc Chg 3Y Avg | 54.1% |
| Op Mgn LTM | 12.5% |
| Op Mgn 3Y Avg | 10.5% |
| QoQ Delta Op Mgn LTM | 0.3% |
| CFO/Rev LTM | 15.3% |
| CFO/Rev 3Y Avg | 12.7% |
| FCF/Rev LTM | 12.4% |
| FCF/Rev 3Y Avg | 9.7% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 1.9 |
| P/S | 2.5 |
| P/Op Inc | 14.1 |
| P/EBIT | 14.8 |
| P/E | 20.8 |
| P/CFO | 12.1 |
| Total Yield | 4.9% |
| Dividend Yield | 0.0% |
| FCF Yield 3Y Avg | 6.1% |
| D/E | 0.1 |
| Net D/E | -0.0 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | -1.8% |
| 3M Rtn | -3.9% |
| 6M Rtn | 30.1% |
| 12M Rtn | 13.7% |
| 3Y Rtn | 326.0% |
| 1M Excs Rtn | -1.6% |
| 3M Excs Rtn | -16.0% |
| 6M Excs Rtn | 25.0% |
| 12M Excs Rtn | -9.5% |
| 3Y Excs Rtn | 254.8% |
Segment Financials
Revenue by Segment| $ Mil | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Universal Technical Institute (UTI) | 542 | 486 | 429 | ||
| Concorde | 294 | 246 | 178 | ||
| Corporate | 0 | 0 | 0 | ||
| Other | 14 | 12 | |||
| Postsecondary Education | 405 | 323 | |||
| Total | 836 | 733 | 607 | 419 | 335 |
| $ Mil | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Universal Technical Institute (UTI) | 94 | 78 | 56 | ||
| Concorde | 36 | 21 | 11 | ||
| Corporate | -47 | -40 | -45 | ||
| Other | -2 | -1 | |||
| Postsecondary Education | 24 | 16 | |||
| Total | 83 | 59 | 21 | 22 | 15 |
| $ Mil | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Universal Technical Institute (UTI) | 90 | 72 | 51 | ||
| Concorde | 36 | 21 | 11 | ||
| Corporate | -63 | -51 | -50 | ||
| Other | -2 | -1 | |||
| Postsecondary Education | 28 | 15 | |||
| Total | 63 | 42 | 12 | 26 | 15 |
| $ Mil | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Universal Technical Institute (UTI) | 491 | 441 | 443 | 437 | |
| Corporate | 195 | 179 | 167 | 116 | |
| Concorde | 140 | 125 | 131 | ||
| Other | 8 | ||||
| Postsecondary Education | 505 | ||||
| Total | 826 | 745 | 741 | 553 | 513 |
Price Behavior
| Market Price | $39.14 | |
| Market Cap ($ Bil) | 2.2 | |
| First Trading Date | 12/18/2003 | |
| Distance from 52W High | -12.8% | |
| 50 Days | 200 Days | |
| DMA Price | $38.14 | $31.82 |
| DMA Trend | up | up |
| Distance from DMA | 2.6% | 23.0% |
| 3M | 1YR | |
| Volatility | 59.6% | 56.0% |
| Downside Capture | 218.83 | 143.98 |
| Upside Capture | 160.41 | 127.22 |
| Correlation (SPY) | 27.9% | 23.0% |
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 2.85 | 1.46 | 0.94 | 0.96 | 1.05 | 0.91 |
| Up Beta | -0.83 | -0.95 | -1.20 | -0.74 | 0.28 | 0.60 |
| Down Beta | 4.92 | 5.62 | 1.78 | 1.33 | 1.35 | 1.07 |
| Up Capture | 214% | 143% | 142% | 240% | 111% | 214% |
| Bmk +ve Days | 13 | 28 | 36 | 67 | 141 | 432 |
| Stock +ve Days | 9 | 19 | 31 | 67 | 133 | 402 |
| Down Capture | 553% | 466% | 180% | 105% | 130% | 93% |
| Bmk -ve Days | 7 | 13 | 27 | 57 | 109 | 318 |
| Stock -ve Days | 11 | 22 | 32 | 57 | 115 | 333 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with UTI | |
|---|---|---|---|---|
| UTI | 19.0% | 56.0% | 0.53 | - |
| Sector ETF (XLY) | 9.5% | 18.3% | 0.36 | 18.1% |
| Equity (SPY) | 24.9% | 12.3% | 1.52 | 22.7% |
| Gold (GLD) | 25.5% | 27.4% | 0.81 | 3.9% |
| Commodities (DBC) | 30.1% | 19.0% | 1.25 | 1.4% |
| Real Estate (VNQ) | 13.5% | 13.5% | 0.69 | 6.3% |
| Bitcoin (BTCUSD) | -41.8% | 42.2% | -1.16 | 11.8% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with UTI | |
|---|---|---|---|---|
| UTI | 46.5% | 48.2% | 0.96 | - |
| Sector ETF (XLY) | 7.3% | 23.8% | 0.26 | 29.2% |
| Equity (SPY) | 13.5% | 17.1% | 0.61 | 29.9% |
| Gold (GLD) | 16.8% | 18.2% | 0.75 | 1.6% |
| Commodities (DBC) | 8.4% | 19.4% | 0.33 | 7.1% |
| Real Estate (VNQ) | 2.8% | 18.8% | 0.05 | 21.8% |
| Bitcoin (BTCUSD) | 13.6% | 54.4% | 0.44 | 11.7% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with UTI | |
|---|---|---|---|---|
| UTI | 29.1% | 53.7% | 0.69 | - |
| Sector ETF (XLY) | 12.6% | 22.1% | 0.52 | 28.3% |
| Equity (SPY) | 15.3% | 17.9% | 0.73 | 29.3% |
| Gold (GLD) | 12.5% | 16.1% | 0.64 | 1.9% |
| Commodities (DBC) | 6.7% | 18.0% | 0.29 | 12.7% |
| Real Estate (VNQ) | 5.7% | 20.7% | 0.24 | 24.2% |
| Bitcoin (BTCUSD) | 60.2% | 66.8% | 1.00 | 9.5% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Returns Analyses
Earnings Returns History
Updated 6/9/2026| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 5/6/2026 | -4.0% | 7.5% | 17.9% |
| 2/4/2026 | -11.2% | -2.5% | 25.6% |
| 11/19/2025 | -20.4% | -21.6% | -9.1% |
| 8/6/2025 | -18.8% | -22.9% | -19.4% |
| 5/7/2025 | 10.6% | 11.7% | 19.4% |
| 2/5/2025 | 4.0% | -3.5% | -7.7% |
| 11/20/2024 | 18.7% | 30.9% | 27.1% |
| 8/6/2024 | -3.3% | -3.8% | -5.5% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 11 | 12 | 12 |
| # Negative | 13 | 12 | 12 |
| Median Positive | 10.2% | 10.7% | 14.1% |
| Median Negative | -8.7% | -5.7% | -8.4% |
| Max Positive | 18.7% | 30.9% | 27.1% |
| Max Negative | -20.4% | -25.5% | -20.5% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 03/31/2026 | 05/07/2026 | 10-Q |
| 12/31/2025 | 02/05/2026 | 10-Q |
| 09/30/2025 | 11/26/2025 | 10-K |
| 06/30/2025 | 08/07/2025 | 10-Q |
| 03/31/2025 | 05/08/2025 | 10-Q |
| 12/31/2024 | 02/06/2025 | 10-Q |
| 09/30/2024 | 12/05/2024 | 10-K |
| 06/30/2024 | 08/07/2024 | 10-Q |
| 03/31/2024 | 05/09/2024 | 10-Q |
| 12/31/2023 | 02/08/2024 | 10-Q |
| 09/30/2023 | 12/01/2023 | 10-K |
| 06/30/2023 | 08/08/2023 | 10-Q |
| 03/31/2023 | 05/09/2023 | 10-Q |
| 12/31/2022 | 02/09/2023 | 10-Q |
| 09/30/2022 | 12/12/2022 | 10-K |
| 06/30/2022 | 08/04/2022 | 10-Q |
Insider Activity
Updated 6/10/2026| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Coliseum, Capital Management, Llc | See Footnotes | Sell | 6102026 | 41.40 | 3,000,000 | 124,200,000 | 40,217,616 | Form | |
| 2 | Kline, Christine | Senior Vice President and CAO | Direct | Sell | 6082026 | 44.42 | 3,500 | 155,476 | 1,910,404 | Form |
| 3 | Srere, Linda J | Direct | Sell | 5132026 | 36.59 | 15,000 | 548,800 | 4,667,146 | Form | |
| 4 | Kevane, Christopher E | EVP and Chief Legal Officer | Direct | Sell | 3312026 | 37.55 | 23,654 | 888,115 | 3,135,888 | Form |
| 5 | Brochick, George W | the Brochick Family Trust | Sell | 3182026 | 36.59 | 5,000 | 182,938 | 1,006,747 | Form |
Industry Resources
| Consumer Discretionary Resources |
| Retail Dive |
| Business of Fashion (BoF) |
| WWD (Women's Wear Daily) |
| National Retail Federation (NRF) |
| McKinsey & Company - Consumer |
| Mintel Consumer Trends |
| Education Services Resources |
| EdSurge |
| Education Week |
| Inside Higher Ed |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
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