Start here if you're new
what it is
UTI trains people for auto, diesel, welding, HVAC, energy, and healthcare jobs that still need humans in a room.
how it gets paid
FY2025 revenue was $835.6M (+14.0% vs $732.7M prior year). Segment rows below are illustrative until you reconcile them to the 10-K segment footnotes.
why it's growing
Revenue grew 14.0% YoY. Q4 revenue was $222.4M (+13.3% vs $196.4M in Q4 FY2024).
what just happened
Q4 diluted EPS was $0.34 (basic and diluted the same line in the release) versus $0.35 / $0.34 in the prior-year quarter; FY2025 diluted EPS was $1.13.
At a glance
B+ balance sheet — decent shape, but not bulletproof
25/100 earnings predictability — expect surprises
24.0x trailing p/e — priced about right
10.5% return on capital — nothing to write home about
xvary composite: 56/100 — below average
What they do
UTI trains people for auto, diesel, welding, HVAC, energy, and healthcare jobs that still need humans in a room.
UTI sells hands-on training for skilled trades and healthcare roles employers still fill in person. FY2025 revenue $835.6M (+14%) with net income $63.0M shows real scale; FY2026 guidance explicitly budgets heavy growth investments that will pull reported EPS down even if revenue grows.
How they make money
$835.6M
FY2025 revenue · up +14.0% vs FY2024
transportation training
$335M
+10.0%
healthcare training
$251M
+14.0%
skilled trades training
$167M
+14.0%
energy training
$50M
+14.0%
other education services
$33M
+10.0%
The products that matter
automotive and diesel training
Transportation Programs
segment split not shown here
this sits inside the $835.6M FY2025 revenue base and remains the legacy program family most investors watch first. the missing segment detail matters because you cannot yet see mix shifts cleanly from this snapshot alone.
legacy focus
electrician and welding training
Skilled Trades Programs
inside the $835.6M platform
this is part of the diversification story around the same $835.6M business. if these programs scale faster than the legacy base, the revenue mix gets healthier even if the snapshot does not quantify it yet.
mix change watch
allied health education
Healthcare Programs
revenue not broken out
healthcare matters because it gives the company another lane beyond transportation and skilled-trades training. the hard fact today is that all of it still rolls up into $835.6M of FY2025 revenue and mid‑single‑digit net margins (net income $63.0M in the release).
expansion lane
Key numbers
$835.6M
FY2025 revenue
Company-reported FY2025 revenue $835.6M, +14.0% vs $732.7M prior year (Nov 19, 2025 release).
$0.71–$0.80
FY2026 diluted EPS guide
Guidance table: FY2026 diluted EPS $0.71–$0.80 vs FY2025 actual $1.13—management explicitly calls out ~$40M of growth investments weighing on reported earnings while revenue is guided to $905–$915M.
15.0%
operating margin
Operating margin means profit before interest and taxes, plain English the business keeps 15 cents per sales dollar before financing costs, so what margins matter more than enrollment headlines.
$84M
long-term debt
Debt is just 5% of capital, so the balance sheet is not the main problem here. Earnings quality is.
Financial health
B+
strength
- balance sheet grade B+ — solid but not elite
- risk rank 3 — safer than 50% of stocks
- price stability 25 / 100
- long-term debt $84M (5% of capital)
- net profit margin ~7.5% — net income $63.0M on $835.6M revenue (FY2025 release)
- return on equity 14% — $0.14 profit for every $1 investors have put in
B+ — functional but not a standout on the balance sheet.
Total return vs. market
You invested $10,000 in UTI 3 years ago → it's now worth $40,240.
The index would have given you $13,920.
source: institutional data · total return
What just happened
Q4 / FY 2025
Q4 revenue $222.4M (+13.3%); diluted EPS $0.34. FY2025 diluted EPS $1.13.
FY2026 outlook from the same release: revenue $905–$915M (~9% growth at the midpoint), diluted EPS $0.71–$0.80, and reported adjusted EBITDA $114–$119M while the company spends ~$100M of capex on new campuses and programs—do not confuse top-line momentum with near-term GAAP earnings.
$222.4M
Q4 revenue
$1.13
FY diluted EPS
$905–$915M
FY2026 revenue guide
the number that mattered
The guided EPS step-down while revenue climbs is the investment story: growth capex hits GAAP earnings before the new campuses mature.
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universal technical institute is making its debut in the institutional data.
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founded in 1965, the company provides training programs and workforce education.it operates through two divisions: universal technical institute (uti) and concorde career colleges (concorde). uti offers degree and non-degree programs in transportation, skilled trades, and energy technical training across 15 campuses in nine states. concorde provides healthcare education programs, including allied health, dental, nursing, and diagnostic fields, through online platforms and 17 campuses in eight states.
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both divisions emphasize hands-on learning, classroom delivery, and blended models.the company looks well positioned to address a growing demand for skilled trades and healthcare careers. with plans to open three new campuses in fiscal 2026 (year ends september 30th), the arizona-based company is expanding into active regions including fort myers, florida; atlanta, georgia; and san antonio, texas. additionally, universal technical institute is set to launch approximately 20 new programs, targeting areas with significant workforce shortages such as nursing, dental hygiene, renewable energy, and advanced manufacturing. these strategic initiatives should align with employer demand, and ought to help position universal technical institute as a key player in addressing the national skills gap.
-
we have a favorable outlook on universal technical institute.
-
for fiscal 2026, we expect revenue of approximately $910 million, which represents vs. prior year growth of 9%.while the company is increasing investments for campus expansions and program development, these upfront costs will likely moderate earnings this year.
P0: Universal Technical Institute FY2025 Q4 & year-end results (Nov 19, 2025) — PR Newswire · investor.uti.edu
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What could go wrong
the #1 risk is enrollment slowing across transportation and skilled-trades campuses.
high
enrollment slowdown
this company is a pure-play training business. if student starts weaken, there is no other engine to bail out the income statement.
revenue exposure: 100% of the $836M base
med
thin margin structure
a 4.8% net margin means even small operating misses matter. there is not much slack built into this model.
current full-year net margin: 4.8%
med
earnings volatility
predictability is just 25/100, and last quarter's EPS fell 42% from the prior year. that is not the profile of a smooth compounder.
predictability score: 25 / 100
low
mix shift that never shows up
the story points to transportation, skilled trades, energy, and healthcare, but this snapshot does not give segment revenue. if diversification is working, investors need cleaner evidence next.
disclosure issue: no segment split inside $836M revenue
with workforce education representing 100% of the $836M revenue base, weaker enrollment or margin pressure hits the whole business at once.
source: institutional data · regulatory filings · risk analysis
Pay attention to
earnings
next earnings report
watch the next quarterly print, due around may 6, 2026. after a 42% EPS drop from the prior year, the next comparison matters more than the headline beat.
metric
net margin
the business earned 4.8% on a full-year basis and 5.8% last quarter. if that gap holds, the operating story gets more credible.
trend
revenue growth versus earnings growth
revenue rose 14.0% last year, but EPS still dropped sharply in the latest quarter. you want those lines moving in the same direction again.
risk
proof of diversification
management talks to multiple end markets, but this snapshot does not show segment revenue. cleaner disclosure on transportation, trades, energy, and healthcare would help you judge the story.
Analyst rankings
short-term outlook
average
momentum score 3 — the stock is behaving roughly like the broader market. in human-speak, analysts do not see a strong short-term edge either way.
risk profile
average
stability score 3 — this sits near the middle of the risk pack. not especially safe, not a total rollercoaster.
chart momentum
below average
technical score 4 — the chart has cooled off. that does not kill the thesis, but it tells you enthusiasm is no longer doing the heavy lifting.
earnings predictability
25 / 100
earnings predictability this low means quarter-to-quarter results are harder to trust. if you own it, you are signing up for revisions and surprises.
source: institutional data
Institutional activity
128 buyers vs. 133 sellers in 3q2025. total institutional holdings: 50.9M shares.
source: institutional data
Price targets
3-5 year target range
$20
$65
$27
current price
$43
target midpoint · +58% from current · 3-5yr high: $50 (+85% · 16% ann'l return)
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