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劳瑞德教育集团（LAUR）与Strategic Education, Inc.（STRA）财务数据对比。点击上方公司名可切换其他公司
劳瑞德教育集团的季度营收约是Strategic Education, Inc.的1.8倍（$541.4M vs $305.9M）。劳瑞德教育集团净利率更高（31.7% vs 9.7%，领先22.0%）。劳瑞德教育集团同比增速更快（27.9% vs -0.8%）。Strategic Education, Inc.自由现金流更多（$57.3M vs $26.4M）。过去两年劳瑞德教育集团的营收复合增速更高（40.2% vs -1.0%）
劳瑞德教育集团是总部位于美国佛罗里达州迈阿密的教育运营企业，旗下拥有并运营劳瑞德国际大学体系，在墨西哥、秘鲁设有多个校区，目前于纳斯达克证券交易所公开上市。
Strategic Education, Inc.（简称SEI）是一家教育服务控股企业，前身为斯特雷尔教育公司。旗下拥有营利性在线院校卡佩拉大学、斯特雷尔大学，还运营着DevMountain、Hackbright学院、Sophia Learning等提供非学位课程的教育机构。
LAUR vs STRA — 直观对比
营收规模更大
LAUR
是对方的1.8倍
$305.9M
营收增速更快
LAUR
高出28.6%
-0.8%
净利率更高
LAUR
高出22.0%
9.7%
自由现金流更多
STRA
多$30.9M
$26.4M
两年增速更快
LAUR
近两年复合增速
-1.0%
损益表 — Q4 2025 vs Q1 2026
| 指标 | | |
|---|---|---|
| 营收 | $541.4M | $305.9M |
| 净利润 | $171.6M | $29.7M |
| 毛利率 | 35.8% | — |
| 营业利润率 | 33.2% | 13.0% |
| 净利率 | 31.7% | 9.7% |
| 营收同比 | 27.9% | -0.8% |
| 净利润同比 | 83.2% | -9.3% |
| 每股收益（稀释后） | $1.14 | $1.24 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收LAURSTRA
| Q1 26 | — | $305.9M | ||
| Q4 25 | $541.4M | $323.2M | ||
| Q3 25 | $400.2M | $319.9M | ||
| Q2 25 | $524.2M | $321.5M | ||
| Q1 25 | $236.2M | $303.6M | ||
| Q4 24 | $423.4M | $311.5M | ||
| Q3 24 | $368.6M | $306.0M | ||
| Q2 24 | $499.2M | $312.3M |
净利润LAURSTRA
| Q1 26 | — | $29.7M | ||
| Q4 25 | $171.6M | $37.9M | ||
| Q3 25 | $34.5M | $26.6M | ||
| Q2 25 | $95.1M | $32.3M | ||
| Q1 25 | $-19.5M | $29.7M | ||
| Q4 24 | $93.6M | $25.3M | ||
| Q3 24 | $85.5M | $27.7M | ||
| Q2 24 | $128.1M | $29.9M |
毛利率LAURSTRA
| Q1 26 | — | — | ||
| Q4 25 | 35.8% | — | ||
| Q3 25 | 20.9% | — | ||
| Q2 25 | 39.5% | — | ||
| Q1 25 | -0.9% | — | ||
| Q4 24 | 32.0% | — | ||
| Q3 24 | 22.4% | — | ||
| Q2 24 | 36.1% | — |
营业利润率LAURSTRA
| Q1 26 | — | 13.0% | ||
| Q4 25 | 33.2% | 16.0% | ||
| Q3 25 | 17.9% | 11.6% | ||
| Q2 25 | 36.9% | 14.2% | ||
| Q1 25 | -5.6% | 13.1% | ||
| Q4 24 | 29.3% | 11.6% | ||
| Q3 24 | 19.5% | 11.9% | ||
| Q2 24 | 33.4% | 13.4% |
净利率LAURSTRA
| Q1 26 | — | 9.7% | ||
| Q4 25 | 31.7% | 11.7% | ||
| Q3 25 | 8.6% | 8.3% | ||
| Q2 25 | 18.1% | 10.1% | ||
| Q1 25 | -8.3% | 9.8% | ||
| Q4 24 | 22.1% | 8.1% | ||
| Q3 24 | 23.2% | 9.1% | ||
| Q2 24 | 25.7% | 9.6% |
每股收益（稀释后）LAURSTRA
| Q1 26 | — | $1.24 | ||
| Q4 25 | $1.14 | $1.65 | ||
| Q3 25 | $0.23 | $1.15 | ||
| Q2 25 | $0.65 | $1.37 | ||
| Q1 25 | $-0.13 | $1.24 | ||
| Q4 24 | $0.60 | $1.05 | ||
| Q3 24 | $0.56 | $1.15 | ||
| Q2 24 | $0.83 | $1.24 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $146.7M | $140.8M |
| 总债务越低越好 | $73.1M | — |
| 股东权益账面价值 | $1.2B | $1.6B |
| 总资产 | $2.2B | $2.0B |
| 负债/权益比越低杠杆越低 | 0.06× | — |
8季度趋势，按日历期对齐
现金及短期投资LAURSTRA
| Q1 26 | — | $140.8M | ||
| Q4 25 | $146.7M | $148.1M | ||
| Q3 25 | $241.0M | $172.6M | ||
| Q2 25 | $135.3M | $164.9M | ||
| Q1 25 | $109.8M | $182.6M | ||
| Q4 24 | $91.3M | $184.0M | ||
| Q3 24 | $134.4M | $222.1M | ||
| Q2 24 | $128.8M | $256.2M |
总债务LAURSTRA
| Q1 26 | — | — | ||
| Q4 25 | $73.1M | — | ||
| Q3 25 | $70.6M | — | ||
| Q2 25 | $78.1M | — | ||
| Q1 25 | $91.0M | — | ||
| Q4 24 | $59.0M | — | ||
| Q3 24 | $129.8M | — | ||
| Q2 24 | $203.0M | — |
股东权益LAURSTRA
| Q1 26 | — | $1.6B | ||
| Q4 25 | $1.2B | $1.6B | ||
| Q3 25 | $1.1B | $1.7B | ||
| Q2 25 | $1.1B | $1.7B | ||
| Q1 25 | $908.5M | $1.6B | ||
| Q4 24 | $959.5M | $1.7B | ||
| Q3 24 | $897.7M | $1.7B | ||
| Q2 24 | $918.0M | $1.7B |
总资产LAURSTRA
| Q1 26 | — | $2.0B | ||
| Q4 25 | $2.2B | $2.0B | ||
| Q3 25 | $2.1B | $2.1B | ||
| Q2 25 | $2.0B | $2.1B | ||
| Q1 25 | $1.9B | $2.1B | ||
| Q4 24 | $1.9B | $2.0B | ||
| Q3 24 | $1.9B | $2.2B | ||
| Q2 24 | $2.1B | $2.2B |
负债/权益比LAURSTRA
| Q1 26 | — | — | ||
| Q4 25 | 0.06× | — | ||
| Q3 25 | 0.06× | — | ||
| Q2 25 | 0.07× | — | ||
| Q1 25 | 0.10× | — | ||
| Q4 24 | 0.06× | — | ||
| Q3 24 | 0.14× | — | ||
| Q2 24 | 0.22× | — |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $93.4M | $67.7M |
| 自由现金流经营现金流 - 资本支出 | $26.4M | $57.3M |
| 自由现金流率自由现金流/营收 | 4.9% | 18.7% |
| 资本支出强度资本支出/营收 | 12.4% | — |
| 现金转化率经营现金流/净利润 | 0.54× | 2.27× |
| 过去12个月自由现金流最近4个季度 | $263.1M | $153.9M |
8季度趋势，按日历期对齐
经营现金流LAURSTRA
| Q1 26 | — | $67.7M | ||
| Q4 25 | $93.4M | $39.2M | ||
| Q3 25 | $141.0M | $60.1M | ||
| Q2 25 | $74.1M | $31.2M | ||
| Q1 25 | $57.8M | $67.7M | ||
| Q4 24 | $40.7M | $15.9M | ||
| Q3 24 | $118.7M | $51.5M | ||
| Q2 24 | $40.2M | $24.3M |
自由现金流LAURSTRA
| Q1 26 | — | $57.3M | ||
| Q4 25 | $26.4M | $27.0M | ||
| Q3 25 | $122.8M | $49.3M | ||
| Q2 25 | $60.8M | $20.4M | ||
| Q1 25 | $53.2M | $57.3M | ||
| Q4 24 | $3.4M | $4.7M | ||
| Q3 24 | $110.7M | $42.1M | ||
| Q2 24 | $29.5M | $13.6M |
自由现金流率LAURSTRA
| Q1 26 | — | 18.7% | ||
| Q4 25 | 4.9% | 8.3% | ||
| Q3 25 | 30.7% | 15.4% | ||
| Q2 25 | 11.6% | 6.3% | ||
| Q1 25 | 22.5% | 18.9% | ||
| Q4 24 | 0.8% | 1.5% | ||
| Q3 24 | 30.0% | 13.8% | ||
| Q2 24 | 5.9% | 4.3% |
资本支出强度LAURSTRA
| Q1 26 | — | — | ||
| Q4 25 | 12.4% | 3.8% | ||
| Q3 25 | 4.5% | 3.4% | ||
| Q2 25 | 2.5% | 3.4% | ||
| Q1 25 | 2.0% | 3.4% | ||
| Q4 24 | 8.8% | 3.6% | ||
| Q3 24 | 2.2% | 3.1% | ||
| Q2 24 | 2.1% | 3.4% |
现金转化率LAURSTRA
| Q1 26 | — | 2.27× | ||
| Q4 25 | 0.54× | 1.03× | ||
| Q3 25 | 4.09× | 2.26× | ||
| Q2 25 | 0.78× | 0.97× | ||
| Q1 25 | — | 2.27× | ||
| Q4 24 | 0.43× | 0.63× | ||
| Q3 24 | 1.39× | 1.86× | ||
| Q2 24 | 0.31× | 0.81× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
LAUR
| Mexico Segment | $275.9M | 51% |
| Peru Segment | $265.5M | 49% |
STRA
| U.S. Higher Education | $221.0M | 72% |
| Australia/New Zealand | $48.3M | 16% |
| Education Technology Services | $34.3M | 11% |
