Lincoln Educational Services Corporation (LINC)

Lincoln Educational Services’ revenue rose 22.4% to about $142.6 million in the second fiscal quarter of 2026, and on August 10, 2026 it topped revenue expectations, with revenue of $142.6 million versus the $139.5 million estimate (+2.2%). The career-focused post-secondary school operator, which runs campus-based vocational and technical programs spanning areas like automotive technology, skilled trades, and health sciences, grew from about $116.5 million a year ago while posting gross profit of roughly $82.9 million and a gross margin of about 58%. Profitability at the operating line was thinner, with operating income of roughly $3.3 million translating to an operating margin near 2%. Net income increased 25.2% to about $1.9 million, up from roughly $1.6 million a year ago, and the quarter’s EPS was $0.06. Cash generation was led by operating cash flow of about $22.1 million. For the next period, consensus calls for EPS of $0.12 on revenue of $152.8 million.