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Strategic Education, Inc.（STRA）与UNIVERSAL TECHNICAL INSTITUTE INC（UTI）财务数据对比。点击上方公司名可切换其他公司
Strategic Education, Inc.的季度营收约是UNIVERSAL TECHNICAL INSTITUTE INC的1.4倍（$305.9M vs $220.8M）。Strategic Education, Inc.净利率更高（9.7% vs 5.8%，领先3.9%）。UNIVERSAL TECHNICAL INSTITUTE INC同比增速更快（9.6% vs -0.8%）。Strategic Education, Inc.自由现金流更多（$57.3M vs $-19.2M）。过去两年UNIVERSAL TECHNICAL INSTITUTE INC的营收复合增速更高（9.5% vs -1.0%）
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。
环球技术学院（UTI）是美国的营利性私立技术院校集团，1965年由罗伯特·斯威特创立，专注于提供职业技术类教育课程，培养符合产业需求的技能型人才，在美职业教育领域拥有较长的运营历史与行业经验。
STRA vs UTI — 直观对比
损益表 — Q1 2026 vs Q1 2026
| 指标 | | |
|---|---|---|
| 营收 | $305.9M | $220.8M |
| 净利润 | $29.7M | $12.8M |
| 毛利率 | — | — |
| 营业利润率 | 13.0% | 7.1% |
| 净利率 | 9.7% | 5.8% |
| 营收同比 | -0.8% | 9.6% |
| 净利润同比 | -9.3% | -42.1% |
| 每股收益（稀释后） | $1.24 | $0.23 |
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
| Q1 26 | $305.9M | — | ||
| Q4 25 | $323.2M | $220.8M | ||
| Q3 25 | $319.9M | $222.4M | ||
| Q2 25 | $321.5M | $204.3M | ||
| Q1 25 | $303.6M | $207.4M | ||
| Q4 24 | $311.5M | $201.4M | ||
| Q3 24 | $306.0M | $196.4M | ||
| Q2 24 | $312.3M | $177.5M |
| Q1 26 | $29.7M | — | ||
| Q4 25 | $37.9M | $12.8M | ||
| Q3 25 | $26.6M | $18.8M | ||
| Q2 25 | $32.3M | $10.7M | ||
| Q1 25 | $29.7M | $11.4M | ||
| Q4 24 | $25.3M | $22.2M | ||
| Q3 24 | $27.7M | $18.8M | ||
| Q2 24 | $29.9M | $5.0M |
| Q1 26 | 13.0% | — | ||
| Q4 25 | 16.0% | 7.1% | ||
| Q3 25 | 11.6% | 11.2% | ||
| Q2 25 | 14.2% | 6.9% | ||
| Q1 25 | 13.1% | 8.1% | ||
| Q4 24 | 11.6% | 13.6% | ||
| Q3 24 | 11.9% | 13.3% | ||
| Q2 24 | 13.4% | 4.2% |
| Q1 26 | 9.7% | — | ||
| Q4 25 | 11.7% | 5.8% | ||
| Q3 25 | 8.3% | 8.4% | ||
| Q2 25 | 10.1% | 5.2% | ||
| Q1 25 | 9.8% | 5.5% | ||
| Q4 24 | 8.1% | 11.0% | ||
| Q3 24 | 9.1% | 9.6% | ||
| Q2 24 | 9.6% | 2.8% |
| Q1 26 | $1.24 | — | ||
| Q4 25 | $1.65 | $0.23 | ||
| Q3 25 | $1.15 | $0.33 | ||
| Q2 25 | $1.37 | $0.19 | ||
| Q1 25 | $1.24 | $0.21 | ||
| Q4 24 | $1.05 | $0.40 | ||
| Q3 24 | $1.15 | $0.35 | ||
| Q2 24 | $1.24 | $0.09 |
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 | $140.8M | $162.8M |
| 总债务越低越好 | — | $101.4M |
| 股东权益账面价值 | $1.6B | $335.9M |
| 总资产 | $2.0B | $834.0M |
| 负债/权益比越低杠杆越低 | — | 0.30× |
8季度趋势，按日历期对齐
| Q1 26 | $140.8M | — | ||
| Q4 25 | $148.1M | $162.8M | ||
| Q3 25 | $172.6M | $169.1M | ||
| Q2 25 | $164.9M | $70.7M | ||
| Q1 25 | $182.6M | $96.0M | ||
| Q4 24 | $184.0M | $172.0M | ||
| Q3 24 | $222.1M | $161.9M | ||
| Q2 24 | $256.2M | $115.5M |
| Q1 26 | — | — | ||
| Q4 25 | — | $101.4M | ||
| Q3 25 | — | $87.1M | ||
| Q2 25 | — | $73.8M | ||
| Q1 25 | — | $94.4M | ||
| Q4 24 | — | $120.1M | ||
| Q3 24 | — | $125.7M | ||
| Q2 24 | — | $137.3M |
| Q1 26 | $1.6B | — | ||
| Q4 25 | $1.6B | $335.9M | ||
| Q3 25 | $1.7B | $328.1M | ||
| Q2 25 | $1.7B | $306.8M | ||
| Q1 25 | $1.6B | $293.9M | ||
| Q4 24 | $1.7B | $280.0M | ||
| Q3 24 | $1.7B | $260.2M | ||
| Q2 24 | $1.7B | $239.4M |
| Q1 26 | $2.0B | — | ||
| Q4 25 | $2.0B | $834.0M | ||
| Q3 25 | $2.1B | $826.1M | ||
| Q2 25 | $2.1B | $740.8M | ||
| Q1 25 | $2.1B | $720.4M | ||
| Q4 24 | $2.0B | $753.8M | ||
| Q3 24 | $2.2B | $744.6M | ||
| Q2 24 | $2.2B | $706.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.30× | ||
| Q3 25 | — | 0.27× | ||
| Q2 25 | — | 0.24× | ||
| Q1 25 | — | 0.32× | ||
| Q4 24 | — | 0.43× | ||
| Q3 24 | — | 0.48× | ||
| Q2 24 | — | 0.57× |
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 | $67.7M | $3.1M |
| 自由现金流经营现金流 - 资本支出 | $57.3M | $-19.2M |
| 自由现金流率自由现金流/营收 | 18.7% | -8.7% |
| 资本支出强度资本支出/营收 | — | 10.1% |
| 现金转化率经营现金流/净利润 | 2.27× | 0.24× |
| 过去12个月自由现金流最近4个季度 | $153.9M | $16.6M |
8季度趋势，按日历期对齐
| Q1 26 | $67.7M | — | ||
| Q4 25 | $39.2M | $3.1M | ||
| Q3 25 | $60.1M | $57.1M | ||
| Q2 25 | $31.2M | $18.1M | ||
| Q1 25 | $67.7M | $-789.0K | ||
| Q4 24 | $15.9M | $23.0M | ||
| Q3 24 | $51.5M | $67.5M | ||
| Q2 24 | $24.3M | $10.0M |
| Q1 26 | $57.3M | — | ||
| Q4 25 | $27.0M | $-19.2M | ||
| Q3 25 | $49.3M | $40.6M | ||
| Q2 25 | $20.4M | $6.8M | ||
| Q1 25 | $57.3M | $-11.7M | ||
| Q4 24 | $4.7M | $19.6M | ||
| Q3 24 | $42.1M | $60.0M | ||
| Q2 24 | $13.6M | $3.0M |
| Q1 26 | 18.7% | — | ||
| Q4 25 | 8.3% | -8.7% | ||
| Q3 25 | 15.4% | 18.3% | ||
| Q2 25 | 6.3% | 3.4% | ||
| Q1 25 | 18.9% | -5.7% | ||
| Q4 24 | 1.5% | 9.7% | ||
| Q3 24 | 13.8% | 30.6% | ||
| Q2 24 | 4.3% | 1.7% |
| Q1 26 | — | — | ||
| Q4 25 | 3.8% | 10.1% | ||
| Q3 25 | 3.4% | 7.4% | ||
| Q2 25 | 3.4% | 5.5% | ||
| Q1 25 | 3.4% | 5.3% | ||
| Q4 24 | 3.6% | 1.7% | ||
| Q3 24 | 3.1% | 3.8% | ||
| Q2 24 | 3.4% | 4.0% |
| Q1 26 | 2.27× | — | ||
| Q4 25 | 1.03× | 0.24× | ||
| Q3 25 | 2.26× | 3.04× | ||
| Q2 25 | 0.97× | 1.69× | ||
| Q1 25 | 2.27× | -0.07× | ||
| Q4 24 | 0.63× | 1.04× | ||
| Q3 24 | 1.86× | 3.58× | ||
| Q2 24 | 0.81× | 2.01× |
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
STRA
| U.S. Higher Education | $221.0M | 72% |
| Australia/New Zealand | $48.3M | 16% |
| Education Technology Services | $34.3M | 11% |
UTI
| UTI | $142.8M | 65% |
| Concorde | $78.0M | 35% |
