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Side-by-side financial comparison of Strategic Education, Inc. (STRA) and Bristow Group Inc. (VTOL). Click either name above to swap in a different company.
Bristow Group Inc. is the larger business by last-quarter revenue ($377.3M vs $305.9M, roughly 1.2× Strategic Education, Inc.). Strategic Education, Inc. runs the higher net margin — 10.7% vs 4.9%, a 5.8% gap on every dollar of revenue. On growth, Bristow Group Inc. posted the faster year-over-year revenue change (6.7% vs 0.8%). Strategic Education, Inc. produced more free cash flow last quarter ($77.3M vs $47.8M). Over the past eight quarters, Bristow Group Inc.'s revenue compounded faster (5.8% 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.
Bristow Helicopters Limited is a British civil helicopter operator originally based at Aberdeen Airport, Scotland, which is currently a part of the U.S.-based Bristow Group which in turn has its corporate headquarters in Houston, Texas, U.S. In 2020, Bristow Group was merged with Era Helicopters, a large U.S.-based commercial helicopter operator that was previously a division of Era Aviation, with the two companies then continuing to use the Bristow name.
STRA vs VTOL — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $305.9M | $377.3M |
| Net Profit | $32.8M | $18.4M |
| Gross Margin | — | — |
| Operating Margin | 13.4% | 8.5% |
| Net Margin | 10.7% | 4.9% |
| Revenue YoY | 0.8% | 6.7% |
| Net Profit YoY | 10.3% | -42.1% |
| EPS (diluted) | $1.48 | $0.61 |
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 | $377.3M | ||
| Q3 25 | $319.9M | $386.3M | ||
| Q2 25 | $321.5M | $376.4M | ||
| Q1 25 | $303.6M | $350.5M | ||
| Q4 24 | $311.5M | $353.5M | ||
| Q3 24 | $306.0M | $365.1M | ||
| Q2 24 | $312.3M | $359.7M |
| Q1 26 | $32.8M | — | ||
| Q4 25 | $37.9M | $18.4M | ||
| Q3 25 | $26.6M | $51.5M | ||
| Q2 25 | $32.3M | $31.7M | ||
| Q1 25 | $29.7M | $27.4M | ||
| Q4 24 | $25.3M | $31.8M | ||
| Q3 24 | $27.7M | $28.2M | ||
| Q2 24 | $29.9M | $28.2M |
| Q1 26 | 13.4% | — | ||
| Q4 25 | 16.0% | 8.5% | ||
| Q3 25 | 11.6% | 13.1% | ||
| Q2 25 | 14.2% | 11.3% | ||
| Q1 25 | 13.1% | 9.6% | ||
| Q4 24 | 11.6% | 9.0% | ||
| Q3 24 | 11.9% | 9.1% | ||
| Q2 24 | 13.4% | 12.4% |
| Q1 26 | 10.7% | — | ||
| Q4 25 | 11.7% | 4.9% | ||
| Q3 25 | 8.3% | 13.3% | ||
| Q2 25 | 10.1% | 8.4% | ||
| Q1 25 | 9.8% | 7.8% | ||
| Q4 24 | 8.1% | 9.0% | ||
| Q3 24 | 9.1% | 7.7% | ||
| Q2 24 | 9.6% | 7.8% |
| Q1 26 | $1.48 | — | ||
| Q4 25 | $1.65 | $0.61 | ||
| Q3 25 | $1.15 | $1.72 | ||
| Q2 25 | $1.37 | $1.07 | ||
| Q1 25 | $1.24 | $0.92 | ||
| Q4 24 | $1.05 | $1.07 | ||
| Q3 24 | $1.15 | $0.95 | ||
| Q2 24 | $1.24 | $0.96 |
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 | $286.2M |
| Total DebtLower is stronger | — | $671.5M |
| Stockholders' EquityBook value | $1.6B | $1.1B |
| Total Assets | $2.1B | $2.3B |
| Debt / EquityLower = less leverage | — | 0.63× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $150.3M | — | ||
| Q4 25 | $148.1M | $286.2M | ||
| Q3 25 | $172.6M | $245.5M | ||
| Q2 25 | $164.9M | $251.8M | ||
| Q1 25 | $182.6M | $191.1M | ||
| Q4 24 | $184.0M | $247.5M | ||
| Q3 24 | $222.1M | $200.3M | ||
| Q2 24 | $256.2M | $178.6M |
| Q1 26 | — | — | ||
| Q4 25 | — | $671.5M | ||
| Q3 25 | — | $675.0M | ||
| Q2 25 | — | $705.2M | ||
| Q1 25 | — | $701.9M | ||
| Q4 24 | — | $689.8M | ||
| Q3 24 | — | $629.1M | ||
| Q2 24 | — | $594.2M |
| Q1 26 | $1.6B | — | ||
| Q4 25 | $1.6B | $1.1B | ||
| Q3 25 | $1.7B | $1.0B | ||
| Q2 25 | $1.7B | $984.4M | ||
| Q1 25 | $1.6B | $931.7M | ||
| Q4 24 | $1.7B | $891.7M | ||
| Q3 24 | $1.7B | $899.2M | ||
| Q2 24 | $1.7B | $849.1M |
| Q1 26 | $2.1B | — | ||
| Q4 25 | $2.0B | $2.3B | ||
| Q3 25 | $2.1B | $2.3B | ||
| Q2 25 | $2.1B | $2.3B | ||
| Q1 25 | $2.1B | $2.2B | ||
| Q4 24 | $2.0B | $2.1B | ||
| Q3 24 | $2.2B | $2.1B | ||
| Q2 24 | $2.2B | $2.0B |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.63× | ||
| Q3 25 | — | 0.65× | ||
| Q2 25 | — | 0.72× | ||
| Q1 25 | — | 0.75× | ||
| Q4 24 | — | 0.77× | ||
| Q3 24 | — | 0.70× | ||
| Q2 24 | — | 0.70× |
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 | $76.9M |
| Free Cash FlowOCF − Capex | $77.3M | $47.8M |
| FCF MarginFCF / Revenue | 25.3% | 12.7% |
| Capex IntensityCapex / Revenue | — | 7.7% |
| Cash ConversionOCF / Net Profit | 2.66× | 4.17× |
| TTM Free Cash FlowTrailing 4 quarters | $173.9M | $56.4M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $87.4M | — | ||
| Q4 25 | $39.2M | $76.9M | ||
| Q3 25 | $60.1M | $23.1M | ||
| Q2 25 | $31.2M | $99.0M | ||
| Q1 25 | $67.7M | $-603.0K | ||
| Q4 24 | $15.9M | $51.1M | ||
| Q3 24 | $51.5M | $66.0M | ||
| Q2 24 | $24.3M | $33.7M |
| Q1 26 | $77.3M | — | ||
| Q4 25 | $27.0M | $47.8M | ||
| Q3 25 | $49.3M | $-6.2M | ||
| Q2 25 | $20.4M | $67.4M | ||
| Q1 25 | $57.3M | $-52.7M | ||
| Q4 24 | $4.7M | $-32.4M | ||
| Q3 24 | $42.1M | $9.0M | ||
| Q2 24 | $13.6M | $-16.7M |
| Q1 26 | 25.3% | — | ||
| Q4 25 | 8.3% | 12.7% | ||
| Q3 25 | 15.4% | -1.6% | ||
| Q2 25 | 6.3% | 17.9% | ||
| Q1 25 | 18.9% | -15.0% | ||
| Q4 24 | 1.5% | -9.2% | ||
| Q3 24 | 13.8% | 2.5% | ||
| Q2 24 | 4.3% | -4.6% |
| Q1 26 | — | — | ||
| Q4 25 | 3.8% | 7.7% | ||
| Q3 25 | 3.4% | 7.6% | ||
| Q2 25 | 3.4% | 8.4% | ||
| Q1 25 | 3.4% | 14.9% | ||
| Q4 24 | 3.6% | 23.6% | ||
| Q3 24 | 3.1% | 15.6% | ||
| Q2 24 | 3.4% | 14.0% |
| Q1 26 | 2.66× | — | ||
| Q4 25 | 1.03× | 4.17× | ||
| Q3 25 | 2.26× | 0.45× | ||
| Q2 25 | 0.97× | 3.12× | ||
| Q1 25 | 2.27× | -0.02× | ||
| Q4 24 | 0.63× | 1.61× | ||
| Q3 24 | 1.86× | 2.34× | ||
| Q2 24 | 0.81× | 1.20× |
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% |
VTOL
| Offshore Energy Services | $247.5M | 66% |
| Government Services | $100.1M | 27% |
| Other | $21.9M | 6% |
| Related Party | $7.8M | 2% |
