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Side-by-side financial comparison of Strategic Education, Inc. (STRA) and Tecnoglass Inc. (TGLS). Click either name above to swap in a different company.
Strategic Education, Inc. is the larger business by last-quarter revenue ($305.9M vs $245.3M, roughly 1.2× Tecnoglass Inc.). Strategic Education, Inc. runs the higher net margin — 10.7% vs 10.6%, a 0.1% gap on every dollar of revenue. On growth, Tecnoglass Inc. posted the faster year-over-year revenue change (2.4% vs 0.8%). Strategic Education, Inc. produced more free cash flow last quarter ($77.3M vs $11.4M). Over the past eight quarters, Tecnoglass Inc.'s revenue compounded faster (12.8% CAGR vs -1.0%).
Strategic Education, Inc. (SEI) is an education services holding company and is formerly known as Strayer Education, Inc. The company owns for-profit, online Capella University and Strayer University, as well as non-degree programs schools such as DevMountain, Hackbright Academy, and Sophia Learning.
Tecnoglass Inc. is a leading manufacturer of high-performance architectural glass, aluminum windows, doors, and associated building components. It primarily caters to residential and commercial construction sectors across North America and Latin America, offering custom, energy-efficient solutions for new construction and renovation projects.
STRA vs TGLS — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | ||
|---|---|---|
| Revenue | $305.9M | $245.3M |
| Net Profit | $32.8M | $26.1M |
| Gross Margin | — | 40.0% |
| Operating Margin | 13.4% | 18.3% |
| Net Margin | 10.7% | 10.6% |
| Revenue YoY | 0.8% | 2.4% |
| Net Profit YoY | 10.3% | -44.5% |
| EPS (diluted) | $1.48 | $0.57 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | $305.9M | — | ||
| Q4 25 | $323.2M | $245.3M | ||
| Q3 25 | $319.9M | $260.5M | ||
| Q2 25 | $321.5M | $255.5M | ||
| Q1 25 | $303.6M | $222.3M | ||
| Q4 24 | $311.5M | $239.6M | ||
| Q3 24 | $306.0M | $238.3M | ||
| Q2 24 | $312.3M | $219.7M |
| Q1 26 | $32.8M | — | ||
| Q4 25 | $37.9M | $26.1M | ||
| Q3 25 | $26.6M | $47.2M | ||
| Q2 25 | $32.3M | $44.1M | ||
| Q1 25 | $29.7M | $42.2M | ||
| Q4 24 | $25.3M | $47.0M | ||
| Q3 24 | $27.7M | $49.5M | ||
| Q2 24 | $29.9M | $35.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | 40.0% | ||
| Q3 25 | — | 42.7% | ||
| Q2 25 | — | 44.7% | ||
| Q1 25 | — | 43.9% | ||
| Q4 24 | — | 44.5% | ||
| Q3 24 | — | 45.8% | ||
| Q2 24 | — | 40.8% |
| Q1 26 | 13.4% | — | ||
| Q4 25 | 16.0% | 18.3% | ||
| Q3 25 | 11.6% | 25.1% | ||
| Q2 25 | 14.2% | 24.0% | ||
| Q1 25 | 13.1% | 26.7% | ||
| Q4 24 | 11.6% | 28.0% | ||
| Q3 24 | 11.9% | 28.4% | ||
| Q2 24 | 13.4% | 23.3% |
| Q1 26 | 10.7% | — | ||
| Q4 25 | 11.7% | 10.6% | ||
| Q3 25 | 8.3% | 18.1% | ||
| Q2 25 | 10.1% | 17.3% | ||
| Q1 25 | 9.8% | 19.0% | ||
| Q4 24 | 8.1% | 19.6% | ||
| Q3 24 | 9.1% | 20.8% | ||
| Q2 24 | 9.6% | 15.9% |
| Q1 26 | $1.48 | — | ||
| Q4 25 | $1.65 | $0.57 | ||
| Q3 25 | $1.15 | $1.01 | ||
| Q2 25 | $1.37 | $0.94 | ||
| Q1 25 | $1.24 | $0.90 | ||
| Q4 24 | $1.05 | $1.00 | ||
| Q3 24 | $1.15 | $1.05 | ||
| Q2 24 | $1.24 | $0.75 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | ||
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $150.3M | $104.1M |
| Total DebtLower is stronger | — | $174.4M |
| Stockholders' EquityBook value | $1.6B | $713.1M |
| Total Assets | $2.1B | $1.3B |
| Debt / EquityLower = less leverage | — | 0.24× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $150.3M | — | ||
| Q4 25 | $148.1M | $104.1M | ||
| Q3 25 | $172.6M | $127.1M | ||
| Q2 25 | $164.9M | $140.9M | ||
| Q1 25 | $182.6M | $160.2M | ||
| Q4 24 | $184.0M | $137.5M | ||
| Q3 24 | $222.1M | $124.8M | ||
| Q2 24 | $256.2M | $129.5M |
| Q1 26 | — | — | ||
| Q4 25 | — | $174.4M | ||
| Q3 25 | — | $114.7M | ||
| Q2 25 | — | $110.6M | ||
| Q1 25 | — | $110.6M | ||
| Q4 24 | — | $111.1M | ||
| Q3 24 | — | $126.8M | ||
| Q2 24 | — | $144.7M |
| Q1 26 | $1.6B | — | ||
| Q4 25 | $1.6B | $713.1M | ||
| Q3 25 | $1.7B | $764.0M | ||
| Q2 25 | $1.7B | $736.0M | ||
| Q1 25 | $1.6B | $685.1M | ||
| Q4 24 | $1.7B | $631.2M | ||
| Q3 24 | $1.7B | $613.3M | ||
| Q2 24 | $1.7B | $574.8M |
| Q1 26 | $2.1B | — | ||
| Q4 25 | $2.0B | $1.3B | ||
| Q3 25 | $2.1B | $1.2B | ||
| Q2 25 | $2.1B | $1.2B | ||
| Q1 25 | $2.1B | $1.1B | ||
| Q4 24 | $2.0B | $1.0B | ||
| Q3 24 | $2.2B | $996.3M | ||
| Q2 24 | $2.2B | $942.5M |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.24× | ||
| Q3 25 | — | 0.15× | ||
| Q2 25 | — | 0.15× | ||
| Q1 25 | — | 0.16× | ||
| Q4 24 | — | 0.18× | ||
| Q3 24 | — | 0.21× | ||
| Q2 24 | — | 0.25× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | ||
|---|---|---|
| Operating Cash FlowLast quarter | $87.4M | $31.0M |
| Free Cash FlowOCF − Capex | $77.3M | $11.4M |
| FCF MarginFCF / Revenue | 25.3% | 4.7% |
| Capex IntensityCapex / Revenue | — | 8.0% |
| Cash ConversionOCF / Net Profit | 2.66× | 1.19× |
| TTM Free Cash FlowTrailing 4 quarters | $173.9M | $34.5M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $87.4M | — | ||
| Q4 25 | $39.2M | $31.0M | ||
| Q3 25 | $60.1M | $40.0M | ||
| Q2 25 | $31.2M | $17.9M | ||
| Q1 25 | $67.7M | $46.9M | ||
| Q4 24 | $15.9M | $61.1M | ||
| Q3 24 | $51.5M | $41.5M | ||
| Q2 24 | $24.3M | $34.5M |
| Q1 26 | $77.3M | — | ||
| Q4 25 | $27.0M | $11.4M | ||
| Q3 25 | $49.3M | $21.2M | ||
| Q2 25 | $20.4M | $-14.7M | ||
| Q1 25 | $57.3M | $16.5M | ||
| Q4 24 | $4.7M | $35.4M | ||
| Q3 24 | $42.1M | $17.8M | ||
| Q2 24 | $13.6M | $14.2M |
| Q1 26 | 25.3% | — | ||
| Q4 25 | 8.3% | 4.7% | ||
| Q3 25 | 15.4% | 8.2% | ||
| Q2 25 | 6.3% | -5.7% | ||
| Q1 25 | 18.9% | 7.4% | ||
| Q4 24 | 1.5% | 14.8% | ||
| Q3 24 | 13.8% | 7.5% | ||
| Q2 24 | 4.3% | 6.5% |
| Q1 26 | — | — | ||
| Q4 25 | 3.8% | 8.0% | ||
| Q3 25 | 3.4% | 7.2% | ||
| Q2 25 | 3.4% | 12.7% | ||
| Q1 25 | 3.4% | 13.7% | ||
| Q4 24 | 3.6% | 10.7% | ||
| Q3 24 | 3.1% | 9.9% | ||
| Q2 24 | 3.4% | 9.2% |
| Q1 26 | 2.66× | — | ||
| Q4 25 | 1.03× | 1.19× | ||
| Q3 25 | 2.26× | 0.85× | ||
| Q2 25 | 0.97× | 0.41× | ||
| Q1 25 | 2.27× | 1.11× | ||
| Q4 24 | 0.63× | 1.30× | ||
| Q3 24 | 1.86× | 0.84× | ||
| Q2 24 | 0.81× | 0.98× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
STRA
| U.S. Higher Education | $212.6M | 69% |
| Australia/New Zealand | $51.8M | 17% |
| Education Technology Services | $41.5M | 14% |
TGLS
| Product Sales | $164.2M | 67% |
| Fixed Price Contracts | $81.1M | 33% |
| Related Party | $692.0K | 0% |