Universal Technical Institute runs trade schools that train students for hands-on jobs like auto repair, welding, and CNC machining, with 12 campuses across the US.
Money comes from tuition and fees, with revenue of USD 0.84B in fiscal 2025. Gross margin is high at 49.68%, but net margin is thin at 7.54%, showing heavy operating costs.
Brand recognition and manufacturer partnerships (e.g., NASCAR) create some loyalty, but online alternatives and community colleges like DeVry University and Lincoln Tech compete directly, weakening pricing power. Moat is eroding.
Key events, in time order
Company lowers full-year revenue, enrollment, and EBITDA outlook due to cautious Q4 enrollment pace
New campus can serve 1,500 students at full capacity, offering auto, diesel, aviation, and other programs, advancing North Star strategy
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