YETI, Topgolf Callaway, Funko, Cushman & Wakefield, and Adtalem Shares Are Soaring, What You Need To Know

Let’s dig into the relative performance of Laureate Education and its peers as we unravel the now-completed Q3 education services earnings season.

A whole industry has emerged to address the problem of rising education costs, offering consumers alternatives to traditional education paths such as four-year colleges. These alternative paths, which may include online courses or flexible schedules, make education more accessible to those with work or child-rearing obligations. However, some have run into issues around the value of the degrees and certifications they provide and whether customers are getting a good deal. Those who don’t prove their value could struggle to retain students, or even worse, invite the heavy hand of regulation.

The 7 education services stocks we track reported a very strong Q3. As a group, revenues beat analysts’ consensus estimates by 2.8% while next quarter’s revenue guidance was in line.

In light of this news, share prices of the companies have held steady as they are up 1.4% on average since the latest earnings results.

Laureate Education

Founded in 1998 by Douglas L. Becker and based in Miami, Laureate Education is a global network of higher education institutions.

Laureate Education reported revenues of $400.2 million, up 8.6% year on year. This print exceeded analysts’ expectations by 3.7%. Overall, it was a very strong quarter for the company with full-year revenue guidance exceeding analysts’ expectations and a solid beat of analysts’ revenue estimates.

Eilif Serck-Hanssen, President and Chief Executive Officer, said “We are pleased to report another strong quarter, driven by favorable operating performance as well as a weaker U.S. dollar. We were especially encouraged by our continued ability to scale our fully online offerings in Peru through our industry-leading digital portfolio and to deliver continued growth in Mexico despite a softer macroeconomic environment. The results from the intake cycles, combined with favorable foreign currency trends, give us the confidence to increase our full-year outlook for 2025.”

Interestingly, the stock is up 15.3% since reporting and currently trades at $33.31.

Best Q3: Lincoln Educational

Established in 1946, Lincoln Educational is a provider of specialized technical training in the United States, offering career-oriented programs to provide practical skills required in the workforce.

Lincoln Educational reported revenues of $141.4 million, up 23.6% year on year, outperforming analysts’ expectations by 7.5%. The business had a stunning quarter with a beat of analysts’ EPS and EBITDA estimates.

Lincoln Educational pulled off the biggest analyst estimates beat and fastest revenue growth among its peers. The market seems happy with the results as the stock is up 31.1% since reporting. It currently trades at $23.34.

Weakest Q3: Grand Canyon Education

Founded in 1949, Grand Canyon Education is an educational services provider known for its operation at Grand Canyon University.

Grand Canyon Education reported revenues of $261.1 million, up 9.6% year on year, in line with analysts’ expectations. It was a slower quarter as it posted full-year EPS guidance missing analysts’ expectations and a significant miss of analysts’ EPS estimates.

Grand Canyon Education delivered the weakest performance against analyst estimates in the group. As expected, the stock is down 7.2% since the results and currently trades at $165.39.

Read our full analysis of Grand Canyon Education’s results here.

Universal Technical Institute

Founded in 1965, Universal Technical Institute is a leading provider of technical training programs, specializing in automotive, diesel, collision repair, motorcycle, and marine technicians.

Universal Technical Institute reported revenues of $222.4 million, up 13.3% year on year. This number beat analysts’ expectations by 1.3%. It was a strong quarter as it also put up a beat of analysts’ EPS estimates and an impressive beat of analysts’ adjusted operating income estimates.

Universal Technical Institute delivered the highest full-year guidance raise among its peers. The stock is down 15.8% since reporting and currently trades at $24.84.

Read our full, actionable report on Universal Technical Institute here, it’s free for active Edge members.

Adtalem

Formerly known as DeVry Education Group, Adtalem Global Education is a global provider of workforce solutions and educational services.

Adtalem reported revenues of $462.3 million, up 10.8% year on year. This print surpassed analysts’ expectations by 2%. More broadly, it was a mixed quarter as it also recorded a beat of analysts’ EPS estimates but full-year revenue guidance meeting analysts’ expectations.

Adtalem had the weakest full-year guidance update among its peers. The stock is down 26.4% since reporting and currently trades at $104.44.

Read our full, actionable report on Adtalem here, it’s free for active Edge members.

As the Q3 earnings season wraps, let’s dig into this quarter’s best and worst performers in the consumer discretionary industry, including Apple and its peers.

This sector includes everything from cable TV services to hotel stays to gym memberships. While diverse, the way people buy and experience these products is being upended by the internet and digitization. Consumer discretionary companies are working to adapt to secular trends such as streaming video, online marketplaces for lodging accommodations, and connected fitness. That discretionary purchases are, by definition, something consumers can give up makes it even more imperative for companies in the space to adapt.

The 152 consumer discretionary stocks we track reported a satisfactory Q3. As a group, revenues were in line with analysts’ consensus estimates while next quarter’s revenue guidance was 0.6% above.

In light of this news, share prices of the companies have held steady as they are up 2% on average since the latest earnings results.

Apple

Creator of the iPhone and App Store, Apple is a legendary developer of consumer electronics and software.

Apple reported revenues of $102.5 billion, up 7.9% year on year. This print exceeded analysts’ expectations by 0.8%. Overall, it was a strong quarter for the company with We were also happy its revenue narrowly outperformed Wall Street’s estimates, and the beat in Services was a bright spot.

The market was likely pricing in the results, and the stock is flat since reporting. It currently trades at $271.01.

We think Apple is a good business, but is it a buy today? Read our full report here, it’s free for active Edge members.

Best Q3: American Outdoor Brands

Spun off from Smith and Wesson in 2020, American Outdoor Brands is an outdoor and recreational products company that offers outdoor and shooting sports products but does not sell firearms themselves.

American Outdoor Brands reported revenues of $57.2 million, down 5% year on year, outperforming analysts’ expectations by 12.3%. The business had an incredible quarter with a beat of analysts’ EPS and EBITDA estimates.

The market seems content with the results as the stock is up 2.6% since reporting. It currently trades at $7.92.

Weakest Q3: PlayStudios

Founded by a team of former gaming industry executives, PlayStudios offers free-to-play digital casino games.

PlayStudios reported revenues of $57.65 million, down 19.1% year on year, falling short of analysts’ expectations by 3%. It was a disappointing quarter as it posted a miss of analysts’ daily active users estimates and a significant miss of analysts’ adjusted operating income estimates.

As expected, the stock is down 26.6% since the results and currently trades at $0.67.

Read our full analysis of PlayStudios’s results here.

Funko

Boasting partnerships with media franchises like Marvel and One Piece, Funko is a company specializing in creating and distributing licensed pop culture collectibles.

Funko reported revenues of $250.9 million, down 14.3% year on year. This print came in 4.2% below analysts' expectations. Zooming out, it was actually a very strong quarter as it recorded a beat of analysts’ EPS and EBITDA estimates.

The stock is up 10.9% since reporting and currently trades at $3.35.

Read our full, actionable report on Funko here, it’s free for active Edge members.

Latham

Started as a family business, Latham is a global designer and manufacturer of in-ground residential swimming pools and related products.

Latham reported revenues of $161.9 million, up 7.6% year on year. This result missed analysts’ expectations by 1.8%. More broadly, it was a mixed quarter as it also recorded a solid beat of analysts’ adjusted operating income estimates but a significant miss of analysts’ EPS estimates.

The stock is down 12.1% since reporting and currently trades at $6.33.

Read our full, actionable report on Latham here, it’s free for active Edge members.

Let’s dig into the relative performance of Grand Canyon Education and its peers as we unravel the now-completed Q3 education services earnings season.

A whole industry has emerged to address the problem of rising education costs, offering consumers alternatives to traditional education paths such as four-year colleges. These alternative paths, which may include online courses or flexible schedules, make education more accessible to those with work or child-rearing obligations. However, some have run into issues around the value of the degrees and certifications they provide and whether customers are getting a good deal. Those who don’t prove their value could struggle to retain students, or even worse, invite the heavy hand of regulation.

The 7 education services stocks we track reported a very strong Q3. As a group, revenues beat analysts’ consensus estimates by 2.8% while next quarter’s revenue guidance was in line.

In light of this news, share prices of the companies have held steady as they are up 4.2% on average since the latest earnings results.

Weakest Q3: Grand Canyon Education

Founded in 1949, Grand Canyon Education is an educational services provider known for its operation at Grand Canyon University.

Grand Canyon Education reported revenues of $261.1 million, up 9.6% year on year. This print was in line with analysts’ expectations, but overall, it was a slower quarter for the company with full-year EPS guidance missing analysts’ expectations significantly and a significant miss of analysts’ EPS estimates.

Grand Canyon Education delivered the weakest performance against analyst estimates of the whole group. Unsurprisingly, the stock is down 5.7% since reporting and currently trades at $168.07.

Read our full report on Grand Canyon Education here, it’s free for active Edge members.

Best Q3: Lincoln Educational

Established in 1946, Lincoln Educational is a provider of specialized technical training in the United States, offering career-oriented programs to provide practical skills required in the workforce.

Lincoln Educational reported revenues of $141.4 million, up 23.6% year on year, outperforming analysts’ expectations by 7.5%. The business had a stunning quarter with a beat of analysts’ EPS and EBITDA estimates.

Lincoln Educational pulled off the biggest analyst estimates beat and fastest revenue growth among its peers. The market seems happy with the results as the stock is up 36.4% since reporting. It currently trades at $24.28.

Adtalem

Formerly known as DeVry Education Group, Adtalem Global Education is a global provider of workforce solutions and educational services.

Adtalem reported revenues of $462.3 million, up 10.8% year on year, exceeding analysts’ expectations by 2%. Still, it was a mixed quarter as it posted full-year revenue guidance meeting analysts’ expectations.

Adtalem delivered the weakest full-year guidance update in the group. As expected, the stock is down 27.5% since the results and currently trades at $102.77.

Read our full analysis of Adtalem’s results here.

Universal Technical Institute

Founded in 1965, Universal Technical Institute is a leading provider of technical training programs, specializing in automotive, diesel, collision repair, motorcycle, and marine technicians.

Universal Technical Institute reported revenues of $222.4 million, up 13.3% year on year. This number surpassed analysts’ expectations by 1.3%. It was a strong quarter as it also produced a beat of analysts’ EPS estimates and an impressive beat of analysts’ adjusted operating income estimates.

Universal Technical Institute scored the highest full-year guidance raise among its peers. The stock is down 8.5% since reporting and currently trades at $26.99.

Read our full, actionable report on Universal Technical Institute here, it’s free for active Edge members.

Bright Horizons

Founded in 1986, Bright Horizons is a global provider of child care, early education, and workforce support solutions.

Bright Horizons reported revenues of $802.8 million, up 11.6% year on year. This print topped analysts’ expectations by 2.9%. Overall, it was an exceptional quarter as it also recorded an impressive beat of analysts’ organic revenue estimates and an impressive beat of analysts’ adjusted operating income estimates.

The stock is up 10.3% since reporting and currently trades at $101.81.

Read our full, actionable report on Bright Horizons here, it’s free for active Edge members.

As the craze of earnings season draws to a close, here’s a look back at some of the most exciting (and some less so) results from Q3. Today, we are looking at education services stocks, starting with Lincoln Educational .

A whole industry has emerged to address the problem of rising education costs, offering consumers alternatives to traditional education paths such as four-year colleges. These alternative paths, which may include online courses or flexible schedules, make education more accessible to those with work or child-rearing obligations. However, some have run into issues around the value of the degrees and certifications they provide and whether customers are getting a good deal. Those who don’t prove their value could struggle to retain students, or even worse, invite the heavy hand of regulation.

The 7 education services stocks we track reported a very strong Q3. As a group, revenues beat analysts’ consensus estimates by 2.8% while next quarter’s revenue guidance was in line.

In light of this news, share prices of the companies have held steady as they are up 3.1% on average since the latest earnings results.

Best Q3: Lincoln Educational

Established in 1946, Lincoln Educational is a provider of specialized technical training in the United States, offering career-oriented programs to provide practical skills required in the workforce.

Lincoln Educational reported revenues of $141.4 million, up 23.6% year on year. This print exceeded analysts’ expectations by 7.5%. Overall, it was a stunning quarter for the company with a beat of analysts’ EPS estimates and a solid beat of analysts’ EBITDA estimates.

“As the demand for high-value career-focused training continues to reach new heights across America, Lincoln’s proven expertise, innovative training platforms, and campus development strategies are creating sustained levels of growth,” said Scott Shaw, President and Chief Executive Officer.

Lincoln Educational achieved the biggest analyst estimates beat and fastest revenue growth of the whole group. Unsurprisingly, the stock is up 33.9% since reporting and currently trades at $23.84.

Bright Horizons

Founded in 1986, Bright Horizons is a global provider of child care, early education, and workforce support solutions.

Bright Horizons reported revenues of $802.8 million, up 11.6% year on year, outperforming analysts’ expectations by 2.9%. The business had an exceptional quarter with a solid beat of analysts’ organic revenue and adjusted operating income estimates.

The market seems happy with the results as the stock is up 10.1% since reporting. It currently trades at $101.62.

Weakest Q3: Grand Canyon Education

Founded in 1949, Grand Canyon Education is an educational services provider known for its operation at Grand Canyon University.

Grand Canyon Education reported revenues of $261.1 million, up 9.6% year on year, in line with analysts’ expectations. It was a slower quarter as it posted full-year EPS guidance missing analysts’ expectations and a significant miss of analysts’ EPS estimates.

Grand Canyon Education delivered the weakest performance against analyst estimates in the group. As expected, the stock is down 6.9% since the results and currently trades at $165.90.

Read our full analysis of Grand Canyon Education’s results here.

Adtalem

Formerly known as DeVry Education Group, Adtalem Global Education is a global provider of workforce solutions and educational services.

Adtalem reported revenues of $462.3 million, up 10.8% year on year. This print topped analysts’ expectations by 2%. More broadly, it was a mixed quarter as it also produced a beat of analysts’ EPS estimates but full-year revenue guidance meeting analysts’ expectations.

Adtalem had the weakest full-year guidance update among its peers. The stock is down 29% since reporting and currently trades at $100.72.

Read our full, actionable report on Adtalem here, it’s free for active Edge members.

Universal Technical Institute

Founded in 1965, Universal Technical Institute is a leading provider of technical training programs, specializing in automotive, diesel, collision repair, motorcycle, and marine technicians.

Universal Technical Institute reported revenues of $222.4 million, up 13.3% year on year. This result surpassed analysts’ expectations by 1.3%. Overall, it was a strong quarter as it also produced a beat of analysts’ EPS estimates and an impressive beat of analysts’ adjusted operating income estimates.

Universal Technical Institute achieved the highest full-year guidance raise among its peers. The stock is down 10.8% since reporting and currently trades at $26.30.

Read our full, actionable report on Universal Technical Institute here, it’s free for active Edge members.

As the craze of earnings season draws to a close, here’s a look back at some of the most exciting (and some less so) results from Q3. Today, we are looking at leisure products stocks, starting with YETI .

Leisure products cover a wide range of goods in the consumer discretionary sector. Maintaining a strong brand is key to success, and those who differentiate themselves will enjoy customer loyalty and pricing power while those who don’t may find themselves in precarious positions due to the non-essential nature of their offerings.

The 12 leisure products stocks we track reported a very strong Q3. As a group, revenues beat analysts’ consensus estimates by 3.8% while next quarter’s revenue guidance was in line.

In light of this news, share prices of the companies have held steady. On average, they are relatively unchanged since the latest earnings results.

YETI

Founded by two brothers from Texas, YETI specializes in durable outdoor goods including coolers, drinkware, and other gear tailored to adventure enthusiasts.

YETI reported revenues of $487.8 million, up 1.9% year on year. This print exceeded analysts’ expectations by 1.6%. Overall, it was a satisfactory quarter for the company with a decent beat of analysts’ EBITDA estimates.

Matt Reintjes, President and Chief Executive Officer, commented, “Our third quarter results continue to show the strength of YETI and the positive momentum of our long-term growth strategy. Anchored in accelerating product innovation, a powerful and growing global brand, and expanding international reach, we are seeing meaningful wins across all three strategic growth pillars. As we look beyond 2025, continued execution against these three pillars sets YETI on the path to a long-term topline growth range of high-single-digits to low-double-digits."

Interestingly, the stock is up 31.7% since reporting and currently trades at $43.97.

Best Q3: American Outdoor Brands

Spun off from Smith and Wesson in 2020, American Outdoor Brands is an outdoor and recreational products company that offers outdoor and shooting sports products but does not sell firearms themselves.

American Outdoor Brands reported revenues of $57.2 million, down 5% year on year, outperforming analysts’ expectations by 12.3%. The business had an incredible quarter with a beat of analysts’ EPS estimates and an impressive beat of analysts’ EBITDA estimates.

American Outdoor Brands pulled off the biggest analyst estimates beat among its peers. The market seems happy with the results as the stock is up 8.1% since reporting. It currently trades at $8.35.

Weakest Q3: Ruger

Founded in 1949, Ruger is an American manufacturer of firearms for the commercial sporting market.

Ruger reported revenues of $126.8 million, up 3.7% year on year, exceeding analysts’ expectations by 2.1%. Still, it was a softer quarter as it posted a significant miss of analysts’ EBITDA and EPS estimates.

As expected, the stock is down 27.5% since the results and currently trades at $31.87.

Read our full analysis of Ruger’s results here.

MasterCraft

Started by a waterskiing instructor, MasterCraft specializes in designing, manufacturing, and selling sport boats.

MasterCraft reported revenues of $69 million, up 5.6% year on year. This print beat analysts’ expectations by 3%. Overall, it was a very strong quarter as it also produced a beat of analysts’ EPS estimates and an impressive beat of analysts’ EBITDA estimates.

MasterCraft delivered the highest full-year guidance raise among its peers. The stock is down 8.5% since reporting and currently trades at $19.64.

Read our full, actionable report on MasterCraft here, it’s free for active Edge members.

Polaris

Founded in 1954, Polaris designs and manufactures high-performance off-road vehicles, snowmobiles, and motorcycles.

Polaris reported revenues of $1.86 billion, up 6.6% year on year. This number topped analysts’ expectations by 3.7%. It was a very strong quarter as it also recorded a beat of analysts’ EPS estimates and an impressive beat of analysts’ EBITDA estimates.

Polaris had the weakest full-year guidance update among its peers. The stock is down 2% since reporting and currently trades at $69.73.

Read our full, actionable report on Polaris here, it’s free for active Edge members.