Lincoln Educational Services Corporation ( LINC ) Q3 2025 Earnings Call November 10, 2025 10:00 AM EST Company Participants Scott Shaw - President, CEO & Director Brian Meyers - Executive VP, CFO & Treasurer Conference Call Participants Michael Polyviou - EVC Group Inc. Alexander Paris - Barrington Research Associates, Inc., Research Division Lucas John Horton - Northland Capital Markets, Research Division Eric Martinuzzi - Lake Street Capital Markets, LLC, Research Division Rajiv Sharma - B. Riley Securities, Inc., Research Division Steven Frankel - Rosenblatt Securities Inc., Research Division Griffin Boss - B.
Lincoln Educational Services Corporation (LINC) came out with quarterly earnings of $0.2 per share, beating the Zacks Consensus Estimate of $0.12 per share. This compares to earnings of $0.13 per share a year ago.
Lincoln Educational Services Corporation (LINC) faces margin compression and disappointing profitability despite strong top-line growth and aggressive capital spending. LINC's cost of equity now exceeds its return on equity, raising concerns about the feasibility and value creation of ongoing expansion initiatives. Valuation multiples come in much higher than sector medians and LINC's historical averages, with no dividend to support the investment case in the near term.
| Diversified Consumer Services Industry | Consumer Discretionary Sector | Scott M. Shaw CEO | XFRA Exchange | US5335351004 ISIN |
| US Country | 1,875 Employees | - Last Dividend | - Last Split | 23 Jun 2005 IPO Date |
Lincoln Educational Services Corporation, with its origin dating back to 1946, has established itself as a cornerstone in providing post-secondary education tailored for high school graduates and working adults across the United States. Operating primarily through two segments, Campus Operations and Transitional, the corporation focuses on delivering career-oriented training and education. With a diverse portfolio of programs that cater to the evolving needs of the job market, Lincoln Educational Services has expanded its footprint to include a variety of schools under its umbrella, including Lincoln Technical Institute, Lincoln College of Technology, and Lincoln Culinary Institute, among others. Headquartered in Parsippany, New Jersey, the company has cemented its mission to equip students with the skills necessary for successful careers in today's competitive workforce.
Lincoln Educational Services Corporation offers a wide range of vocational and technical training programs designed to meet the demands of various industries:
Students can enroll in associate's degree, diploma, and certificate programs that prepare them for careers as automotive technicians, with comprehensive training in vehicle repair and maintenance.
Programs in electrical, heating and air conditioning repair, welding, computerized numerical control (CNC), and electrical and electronic systems technology aim to provide foundational and advanced skills necessary for professions in the skilled trades sector.
With programs ranging from licensed practical nurse (LPN) and registered nurse (RN) to medical assistant and claims examiner, students are prepared for fulfilling roles in the healthcare industry, focusing on both clinical and administrative skills.
Training in culinary arts, therapeutic massage, and cosmetology equips students with the necessary expertise to excel in the hospitality and service industry, focusing on both technical skills and customer service excellence.
Aspiring IT professionals can pursue programs that provide training in computer systems support, preparing them for roles as technicians and support specialists within the ever-evolving landscape of information technology.