{"filings":[{"id":91815,"accession_number":"0001261654-26-000009","cik":1261654,"company_name":"UNIVERSAL TECHNICAL INSTITUTE INC","ticker":"UTI","form_type":"8-K","filed_at":"2026-05-06T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"UTI Q2 revenue up 6.7% to $221.4M, but net income drops to $0.4M from $11.4M due to growth costs","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $221.4M (+6.7% YoY); net income $0.4M ($0.01 EPS) vs $11.4M ($0.21 EPS) last year.","Adjusted EBITDA $14.1M, down 51% YoY, reflecting $11M in strategic growth expenses for new campuses.","Average full-time active students 26,385 (+7.2%); new student starts 7,569 (+13.8%) with UTI-San Antonio campus 60% above plan.","Full-year fiscal 2026 guidance reaffirmed across all metrics including revenue and EPS.","UTI-Atlanta campus on track for July start; early enrollments pacing well."],"consensus_eps_estimate":null,"consensus_eps_actual":0.24,"consensus_revenue_estimate":null,"consensus_revenue_actual":442246000.0,"consensus_period":"2026-Q2","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1986610000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":102167,"accession_number":"0001193125-26-114094","cik":1261654,"company_name":"UNIVERSAL TECHNICAL INSTITUTE INC","ticker":"UTI","form_type":"8-K","filed_at":"2026-03-18T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"UTI stockholders elect three Class I directors, ratify auditor, approve say-on-pay at 2026 Annual Meeting","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Robert T. DeVincenzi, Jerome A. Grant, Shannon L. Okinaka elected as Class I directors through 2029.","Deloitte & Touche LLP ratified as independent auditor for FY ending Sep 30, 2026 (47.4M for, 64.6K against).","Advisory vote on executive compensation approved with 43.4M for, 369.9K against; 3.7M broker non-votes.","All three proposals passed with strong majority support; no other matters submitted."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.15,"market_cap_usd":1986610000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":102166,"accession_number":"0001193125-26-110942","cik":1261654,"company_name":"UNIVERSAL TECHNICAL INSTITUTE INC","ticker":"UTI","form_type":"8-K","filed_at":"2026-03-17T23:59:59+00:00","items":["5.05"],"status":"ready","headline":"Universal Technical Institute amends Code of Conduct with non-substantive updates","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["On March 11, 2026, board approved amended and restated Code of Conduct.","Amendments update for current governance, ethics, and compliance best practices.","Eliminated redundant provisions and consolidated similar topics; no substantive changes.","No waivers granted; previous code unchanged in substance.","Full text available on company's investor website."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.05,"calibrated_materiality_score":0.05,"market_cap_usd":1986610000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":102165,"accession_number":"0001261654-26-000003","cik":1261654,"company_name":"UNIVERSAL TECHNICAL INSTITUTE INC","ticker":"UTI","form_type":"8-K","filed_at":"2026-02-04T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Universal Technical Institute Q1 2026 Revenue Rises 9.6% to $220.8M, Net Income Declines to $12.8M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue increased 9.6% to $220.8M in Q1 fiscal 2026.","Net income decreased to $12.8M from $22.2M due to $7.6M strategic growth expenses.","Adjusted EBITDA fell 23.5% to $27.1M, with strategic growth investments impacting.","Average full-time active students grew 7.2% to 26,858; new student starts up 2.6% to 5,449.","Company reiterates FY2026 guidance: revenue $905M-$915M, adjusted EBITDA $114M-$119M."],"consensus_eps_estimate":null,"consensus_eps_actual":0.23,"consensus_revenue_estimate":null,"consensus_revenue_actual":220844000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.9,"calibrated_materiality_score":0.9,"market_cap_usd":1986610000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":118479,"accession_number":"0001261654-25-000022","cik":1261654,"company_name":"UNIVERSAL TECHNICAL INSTITUTE INC","ticker":"UTI","form_type":"8-K","filed_at":"2025-11-19T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"UTI reports FY2025 revenue $835.6M (+14% YoY), net income $63M (+50%); guides FY2026 revenue $905-915M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["FY2025 revenue $835.6M (+14% YoY); net income $63.0M (+50%); diluted EPS $1.13 vs $0.75.","Adjusted EBITDA $126.5M (+22.9%); full-year new student starts 29,793 (+10.8%).","Q4 revenue $222.4M (+13.3%); net income $18.8M flat; adjusted EBITDA $36.8M (-1.4%).","FY2026 guidance: revenue $905-915M, net income $40-45M, adjusted EBITDA $114-119M; plans 2-5 new campuses/year.","Long-term target: FY2029 revenue >$1.2B, adjusted EBITDA ~$220M."],"consensus_eps_estimate":null,"consensus_eps_actual":1.13,"consensus_revenue_estimate":null,"consensus_revenue_actual":835616000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1986610000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":118478,"accession_number":"0001193125-25-285413","cik":1261654,"company_name":"UNIVERSAL TECHNICAL INSTITUTE INC","ticker":"UTI","form_type":"8-K","filed_at":"2025-11-18T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"UTI announces three new campus locations for fiscal 2027 in Utah, Texas, Georgia","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["UTI-Salt Lake City: 113,000 sq ft, serving >3,000 students; programs include aviation, automotive, electrical, HVAC, welding.","Concorde-Houston: 45,000 sq ft and Concorde-Atlanta: >47,000 sq ft; each up to 700 students, nursing/dental/allied health.","New campuses are part of Phase II of North Star strategy to open multiple campuses annually through 2029, pending regulatory approvals.","Earlier 2025: UTI campuses in San Antonio and Atlanta (opening 2026); Concorde-Heartland dental campus in Fort Myers (opening Nov 2025).","CEO cites acceleration of strategic investments in healthcare training after meeting post-acquisition growth criteria."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.45,"calibrated_materiality_score":0.45,"market_cap_usd":1986610000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":134925,"accession_number":"0001261654-25-000017","cik":1261654,"company_name":"UNIVERSAL TECHNICAL INSTITUTE INC","ticker":"UTI","form_type":"8-K","filed_at":"2025-08-06T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"UTI Q3 revenue $204.3M (+15.1%), net income $10.7M (+113.9%); raises FY revenue guidance low end","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $204.3M (up 15.1% YoY); net income $10.7M vs $5.0M; EPS $0.20 basic / $0.19 diluted.","Adjusted EBITDA $25.3M, up 37.3% from $18.4M; average full-time active students +12.7%.","Concorde revenue $72.8M (+20.7%); UTI revenue $131.5M (+12.2%).","Department of Education lifted core growth restrictions on Concorde, enabling accelerated expansion.","FY2025 guidance: revenue $830-835M (raised low end), new student starts 29,500-30,000; reaffirms EBITDA and FCF."],"consensus_eps_estimate":null,"consensus_eps_actual":0.8,"consensus_revenue_estimate":null,"consensus_revenue_actual":613174000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":1986610000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":151879,"accession_number":"0001261654-25-000009","cik":1261654,"company_name":"UNIVERSAL TECHNICAL INSTITUTE INC","ticker":"UTI","form_type":"8-K","filed_at":"2025-05-07T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Universal Technical Institute Q2 revenue $207.4M (+12.6% YoY); raises FY2025 guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $207.4M (+12.6% YoY); net income $11.4M ($0.21 EPS), up 47% from $7.8M.","Adjusted EBITDA $28.9M (+27.8% YoY); operating income $16.9M vs $11.2M.","UTI segment revenue $134.2M (+8.8%), Concorde $73.2M (+20.3%); new student starts +21.4%.","Fiscal 2025 guidance raised: revenue $825-835M, adj. EBITDA $124-128M, new starts 29k-30k."],"consensus_eps_estimate":0.1123,"consensus_eps_actual":0.61,"consensus_revenue_estimate":null,"consensus_revenue_actual":408876000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl+finnhub","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":1986610000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":170737,"accession_number":"0001193125-25-068855","cik":1261654,"company_name":"UNIVERSAL TECHNICAL INSTITUTE INC","ticker":"UTI","form_type":"8-K","filed_at":"2025-03-31T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"UTI promotes Todd Hitchcock to COO, appoints Adrienne DeTray as CIO; completes exec team","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Todd Hitchcock named COO effective March 31, 2025; he was EVP/Chief Strategy and Transformation Officer.","Hitchcock's base salary raised to $500k; LTI awards increased to $800k for fiscal 2025.","Adrienne DeTray appointed CIO, effective immediately; previously CIO at Adtalem Global Education.","North Star strategy phase II targets ~10% revenue CAGR and ~20% Adjusted EBITDA margin by fiscal 2029.","Q1 fiscal 2025 revenue, Adjusted EBITDA, and new student starts improved YoY; full-year guidance raised."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":1986610000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":170736,"accession_number":"0001193125-25-055293","cik":1261654,"company_name":"UNIVERSAL TECHNICAL INSTITUTE INC","ticker":"UTI","form_type":"8-K","filed_at":"2025-03-17T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Universal Technical Institute appoints Bruce Schuman as CFO effective March 17, 2025","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Bruce Schuman named CFO; base salary $475K, target cash incentive 65% of base.","Initial equity grant: $650K time-vested RSUs and $350K performance stock units.","Christine Kline resigns as interim CFO, remains VP and Chief Accounting Officer.","Schuman previously CFO of Vacasa (NASDAQ: VCSA) from June 2023 to March 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":1986610000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":170735,"accession_number":"0001193125-25-052033","cik":1261654,"company_name":"UNIVERSAL TECHNICAL INSTITUTE INC","ticker":"UTI","form_type":"8-K","filed_at":"2025-03-11T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Universal Technical Institute holds 2025 Annual Meeting; all proposals pass","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Elected four Class III directors: Sanchez, Shackelton, Slubowski, Trammell each with >41M votes for.","Ratified Deloitte & Touche as auditor for FY2025 with 44.9M votes for, 0.3M against.","Advisory say-on-pay approved with 41.8M votes for, 0.9M against.","Broker non-votes of 2.3M on director election and say-on-pay proposals."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.15,"market_cap_usd":1986610000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":170734,"accession_number":"0001261654-25-000003","cik":1261654,"company_name":"UNIVERSAL TECHNICAL INSTITUTE INC","ticker":"UTI","form_type":"8-K","filed_at":"2025-02-05T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"UTI beats Q1 estimates; raises FY2025 revenue, EBITDA, and EPS guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q1 revenue $201.4M (+15.3% YoY); net income $22.2M (+113.2%); diluted EPS $0.40 vs $0.17.","Adjusted EBITDA $35.5M, +44.8% YoY; total new student starts 5,313 (+22.3%).","UTI segment rev $131.5M (+14%); Concorde rev $70.0M (+17.9%) - both driven by enrollment growth.","FY2025 guidance raised: revenue $810-820M (prev $800-815M), adj. EBITDA $122-126M (prev $120-124M).","Available liquidity $246M including $74M revolver; capex $3.3M in Q1 for program expansions."],"consensus_eps_estimate":null,"consensus_eps_actual":0.4,"consensus_revenue_estimate":null,"consensus_revenue_actual":201429000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":1986610000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":187703,"accession_number":"0001261654-24-000059","cik":1261654,"company_name":"UNIVERSAL TECHNICAL INSTITUTE INC","ticker":"UTI","form_type":"8-K","filed_at":"2024-11-20T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Universal Technical Institute reports FY2024 revenue $732.7M, net income $42M; FY2025 guidance $800-815M revenue","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 revenue $196.4M (+15.3% YoY); net income $18.8M (+180.6%); adjusted EBITDA $37.3M (+94.6%).","Full year revenue $732.7M (+20.6%), net income $42.0M (+240.9%), adjusted EBITDA $102.9M (+60.1%).","FY2025 guidance: revenue $800-$815M, net income $52-$56M, adjusted EBITDA $120-$124M.","Segment: UTI revenue $130.5M; Concorde revenue $65.8M. New student starts Q4 11,492 (+10.6%).","Total liquidity $230.9M; debt $125.7M. CEO North Star Strategy Phase II underway."],"consensus_eps_estimate":null,"consensus_eps_actual":0.75,"consensus_revenue_estimate":null,"consensus_revenue_actual":732687000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":1986610000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":204196,"accession_number":"0001193125-24-226939","cik":1261654,"company_name":"UNIVERSAL TECHNICAL INSTITUTE INC","ticker":"UTI","form_type":"8-K","filed_at":"2024-09-26T23:59:59+00:00","items":["1.01","2.03"],"status":"ready","headline":"UTI amends credit agreement to $125M revolver, adds $25M accordion, extends maturity to Nov 2027","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Revolving loan commitment increased to $125.0 million from prior amount.","Added $25.0 million accordion feature for potential future borrowing.","Maturity extended to November 30, 2027; credit spread adjustment eliminated.","Third Amendment entered September 26, 2024 with Fifth Third Bank as lender."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":1986610000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":204195,"accession_number":"0001193125-24-216695","cik":1261654,"company_name":"UNIVERSAL TECHNICAL INSTITUTE INC","ticker":"UTI","form_type":"8-K","filed_at":"2024-09-10T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"UTI CFO Troy Anderson resigns; Christine Kline named interim CFO effective Oct 11","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Troy Anderson resigns as EVP and CFO effective Oct 11, 2024, to take a position at another public company.","Christine Kline, VP and Chief Accounting Officer since Dec 2023, appointed interim CFO.","Anderson's resignation is not due to any disagreement with company on accounting or financial policies.","Company will conduct a national search for a permanent CFO.","CEO cites Anderson's role in North Star Strategy, two acquisitions, and campus expansions."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":1986610000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":204194,"accession_number":"0001261654-24-000053","cik":1261654,"company_name":"UNIVERSAL TECHNICAL INSTITUTE INC","ticker":"UTI","form_type":"8-K","filed_at":"2024-08-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"UTI reports Q3 revenue $177.5M (+15.8%), net income $5.0M, reiterates FY guidance and unveils FY2029 targets","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $177.5M (+15.8%), net income $5.0M vs loss $0.5M, EPS $0.09 vs ($0.05).","Adjusted EBITDA $18.4M, up 60.9%; average undergrad full-time active students +13.4% YoY.","FY2024 guidance reiterated; revenue and new student starts expected at high end of ranges.","Initial FY2025 target: revenue ~$800M, adj. EBITDA margin ~15% (+100bps).","Organic plan: ~10% avg annual revenue growth, adj. EBITDA margin ~20% by FY2029; six new programs/year from FY2025, two new campuses/year from FY2026."],"consensus_eps_estimate":null,"consensus_eps_actual":0.39,"consensus_revenue_estimate":null,"consensus_revenue_actual":536329000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":1986610000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":204193,"accession_number":"0001193125-24-193980","cik":1261654,"company_name":"UNIVERSAL TECHNICAL INSTITUTE INC","ticker":"UTI","form_type":"8-K","filed_at":"2024-08-05T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"UTI announces 'North Star Strategy' Phase 2 targeting 10% CAGR, ~20% EBITDA margin by FY2029","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Next phase targets ~10% revenue CAGR and Adj. EBITDA margin near 20% by fiscal 2029.","Plans to launch at least 6 new programs annually starting FY2025 and open 2+ new campuses each year FY2026–2029.","Phase 1 milestones: revenue from $331M (FY2019) to $725M (FY2024); Adj. EBITDA from $17M to $103M.","Company will explore additional strategic acquisitions consistent with its mission.","CEO Jerome Grant and CFO Troy Anderson to discuss Q3 FY2024 results and strategy on Aug 6 call."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1986610000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":220931,"accession_number":"0001261654-24-000042","cik":1261654,"company_name":"UNIVERSAL TECHNICAL INSTITUTE INC","ticker":"UTI","form_type":"8-K","filed_at":"2024-05-08T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"UTI Q2 FY2024: Rev $184.2M, net income $7.8M, EPS $0.14; raises FY2024 guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $184.2M (+12.4% YoY); net income $7.8M vs $3.5M; diluted EPS $0.14 vs $0.04.","Adjusted EBITDA $22.6M (+17.8% YoY); total new student starts 5,480 (+18.5%).","UTI segment rev $123.3M (+14.7%), starts +19.6%; Concorde rev $60.9M (+8.2%), starts +17.2%.","Fiscal 2024 guidance raised for new starts, revenue, net income, EPS, and adjusted EBITDA.","Initial FY2025 projections: revenue nearly $800M, adjusted EBITDA margin ~15% (≥100bps expansion vs FY2024)."],"consensus_eps_estimate":null,"consensus_eps_actual":0.31,"consensus_revenue_estimate":null,"consensus_revenue_actual":358871000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1986610000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":240525,"accession_number":"0001193125-24-066020","cik":1261654,"company_name":"UNIVERSAL TECHNICAL INSTITUTE INC","ticker":"UTI","form_type":"8-K","filed_at":"2024-03-12T23:59:59+00:00","items":["5.02","5.07","9.01"],"status":"ready","headline":"UTI amends equity plan adding 3.3M shares; director Blaszkiewicz resigns","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Director David A. Blaszkiewicz resigned from Board; no disagreement. Michael A. Slubowski becomes Compensation Committee Chair.","Stockholders approved Amended and Restated 2021 Equity Incentive Plan, adding 3,300,000 new shares.","All four stockholder proposals passed: director election, auditor ratification, say-on-pay, and equity plan.","Amended plan authorizes Options, SARs, Restricted Stock, RSUs, Performance Awards, and cash-based awards."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":1986610000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":240524,"accession_number":"0001261654-24-000009","cik":1261654,"company_name":"UNIVERSAL TECHNICAL INSTITUTE INC","ticker":"UTI","form_type":"8-K","filed_at":"2024-02-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Universal Technical Institute Q1 revenue $174.7M, net income $10.4M; raises FY guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $174.7M (+45.6% YoY); net income $10.4M vs $2.6M; diluted EPS $0.17 vs $0.02.","UTI segment revenue $115.4M (+9.3%); new student starts up 17.2%.","Concorde segment revenue $59.3M (full quarter); adjusted EBITDA $8.8M vs -$64K.","Adjusted EBITDA $24.5M vs $14.4M; full-year guidance raised for revenue, net income, EPS, and EBITDA.","CEO cites program launches and leadership appointments: Kevin Prehn (Concorde president), Carolyn Frank (CHRO)."],"consensus_eps_estimate":null,"consensus_eps_actual":0.17,"consensus_revenue_estimate":null,"consensus_revenue_actual":174695000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1986610000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":258033,"accession_number":"0001261654-23-000149","cik":1261654,"company_name":"UNIVERSAL TECHNICAL INSTITUTE INC","ticker":"UTI","form_type":"8-K","filed_at":"2023-12-19T23:59:59+00:00","items":["5.02","8.01","9.01"],"status":"ready","headline":"UTI repurchases $10.78M Series A preferred, converts all shares; appoints Chris Shackelton director","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Repurchased 33,300 Series A Preferred shares from Coliseum affiliates for $10.78M in cash.","Converted all outstanding Series A Preferred into Common Stock, increasing shares outstanding by 19.3M effective Dec 18, 2023.","Chris Shackelton, Coliseum co-founder, appointed as Class III director as part of the transaction.","Purchase price based on Dec 18 VWAP; adjustment possible if VWAP Dec 19-22 exceeds initial VWAP up to $13.00.","Pricing committee of independent directors approved the repurchase; funded with cash on hand."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":1986610000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":258032,"accession_number":"0001261654-23-000107","cik":1261654,"company_name":"UNIVERSAL TECHNICAL INSTITUTE INC","ticker":"UTI","form_type":"8-K","filed_at":"2023-12-06T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Appoints Christine Kline as Chief Accounting Officer effective Dec 4, 2023","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Christine Kline, age 45, appointed Chief Accounting Officer and principal accounting officer.","Kline previously served as VP, Corporate Controller since February 2020.","Before UTI, she was Director of Financial Reporting at Nuverra Environmental Solutions.","Kline is a CPA and started her career at Deloitte & Touche LLP.","No family relationships or reportable transactions with the company."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":1986610000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":258031,"accession_number":"0001261654-23-000097","cik":1261654,"company_name":"UNIVERSAL TECHNICAL INSTITUTE INC","ticker":"UTI","form_type":"8-K","filed_at":"2023-11-15T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"UTI beats FY2023 guidance; guides FY2024 rev $705-715M, adj EBITDA $98-102M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["FY2023 revenue $607.4M (exceeded $602-605M); adj net income $22.3M (exceeded $17-20M).","Q4 revenue $170.3M (+53.9% YoY); net income $6.7M vs $2.8M; adj EBITDA $19.2M.","FY2024 guidance: revenue $705-715M (+17% YoY); adj EBITDA $98-102M (+56%); diluted EPS $0.53-0.58.","Total new student starts FY2023: 22,613; UTI +6% to 14,181; FY2024 target 24,500-25,500.","Concorde contributed 10-month revenue $178.1M and adj EBITDA $16.3M; total liquidity $159.7M."],"consensus_eps_estimate":null,"consensus_eps_actual":0.13,"consensus_revenue_estimate":null,"consensus_revenue_actual":607408000.0,"consensus_period":"2023-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":1986610000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":275347,"accession_number":"0001193125-23-222905","cik":1261654,"company_name":"UNIVERSAL TECHNICAL INSTITUTE INC","ticker":"UTI","form_type":"8-K","filed_at":"2023-08-29T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"UTI amends credit agreement with Fifth Third; removes clean-off provision and eases quick ratio covenant","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Removed requirement that outstanding amount not exceed $20M for 30 consecutive days (clean off provision).","Quick ratio covenant set at 0.85:1 when >$50M of Initial Draw outstanding, else 0.60:1.","Bank products obligation changed to 'commercially reasonable efforts' from specific timing requirement.","Removed Section 4.13 and Schedule 4.13 entirely; redacted schedules 3.23 and 7.1(a)(iv) amended.","Amendment dated August 23, 2023, effective immediately, with no Event of Default continuing."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.45,"calibrated_materiality_score":0.45,"market_cap_usd":1986610000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":275346,"accession_number":"0001261654-23-000089","cik":1261654,"company_name":"UNIVERSAL TECHNICAL INSTITUTE INC","ticker":"UTI","form_type":"8-K","filed_at":"2023-08-08T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"UTI reports Q3 revenue $153.3M (+51.8%), net loss $0.5M; raises FY2023 guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue of $153.3M (up 51.8%) driven by Concorde acquisition; UTI segment revenue $100.9M (-0.1%).","Net loss of $0.5M vs net income $0.8M; adjusted net income $2.0M vs $5.7M.","Adjusted EBITDA $11.4M vs $12.0M; UTI adjusted EBITDA $15.6M vs $20.6M.","New student starts: UTI up 5.3% (first same-store start growth since Q3 2022); Concorde 1,967 starts.","Raised FY2023 guidance: revenue tightened to $602-605M, adjusted EBITDA raised to $62-64M."],"consensus_eps_estimate":null,"consensus_eps_actual":0.03,"consensus_revenue_estimate":null,"consensus_revenue_actual":437110000.0,"consensus_period":"2023-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":1986610000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":292824,"accession_number":"0001261654-23-000080","cik":1261654,"company_name":"UNIVERSAL TECHNICAL INSTITUTE INC","ticker":"UTI","form_type":"8-K","filed_at":"2023-05-09T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Universal Technical Institute Q2 revenue $163.8M, adjusted EBITDA $19.2M, reaffirms FY guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue rose 60.5% to $163.8M, driven by Concorde acquisition ($56.3M) and UTI segment +5.4%.","Net income was $3.5M ($0.04 EPS); adjusted net income $6.3M; adjusted EBITDA $19.2M.","Total new student starts 4,626; UTI starts up 4.4% YoY; Concorde contributed 2,252 starts.","UTI segment revenue $107.6M (+5.4%); adjusted EBITDA $20.7M from $21.5M prior year.","Reiterates full-year fiscal 2023 guidance; CEO highlighted new campus/program launches and board appointment."],"consensus_eps_estimate":null,"consensus_eps_actual":0.07,"consensus_revenue_estimate":null,"consensus_revenue_actual":283824000.0,"consensus_period":"2023-Q2","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":1986610000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":313486,"accession_number":"0001261654-23-000071","cik":1261654,"company_name":"UNIVERSAL TECHNICAL INSTITUTE INC","ticker":"UTI","form_type":"8-K","filed_at":"2023-03-22T23:59:59+00:00","items":["7.01","8.01","9.01"],"status":"ready","headline":"Universal Technical Institute completes $26M acquisition of Orlando campus it has occupied since 2004","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Purchase price of $26.0 million for three buildings totaling 154,300 sq ft on a 20-acre parcel.","Company had occupied the Orlando campus under lease since 2004; now owns the facilities.","Acquisition announced via press release on March 22, 2023."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":1986610000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":313485,"accession_number":"0001261654-23-000067","cik":1261654,"company_name":"UNIVERSAL TECHNICAL INSTITUTE INC","ticker":"UTI","form_type":"8-K","filed_at":"2023-03-07T23:59:59+00:00","items":["5.07","9.01"],"status":"ready","headline":"Universal Technical Institute annual meeting results: all proposals pass, board opts for annual say-on-pay","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Elected four Class I directors: Blaszkiewicz, DeVincenzi, Grant, Okinaka with over 21.5M votes each; broker non-votes ~2.5M.","Ratified Deloitte & Touche as auditor for FY2023 with 27.5M for, 8,028 against, 96,959 abstentions.","Advisory say-on-pay passed with 22.4M for, 2.6M against; broker non-votes ~2.5M.","Stockholders preferred annual advisory votes on exec comp (23.1M for one year); board set annual frequency.","Meeting held March 2, 2023; all proposals recommended by board were approved."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.15,"market_cap_usd":1986610000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":313484,"accession_number":"0001261654-23-000057","cik":1261654,"company_name":"UNIVERSAL TECHNICAL INSTITUTE INC","ticker":"UTI","form_type":"8-K","filed_at":"2023-03-02T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Universal Technical Institute appoints Michael Slubowski to board of directors","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Slubowski appointed as independent Class III director effective March 1, 2023, serving until 2025 annual meeting.","He will serve on the Compensation Committee and receive standard director compensation ($50K cash retainer, ~$75K equity grant).","Slubowski is President/CEO of Trinity Health ($21.5B health system) with 45+ years of healthcare leadership experience.","Appointment supports UTI's healthcare education expansion following the December 2022 acquisition of Concorde Career Colleges."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":1986610000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":313483,"accession_number":"0001261654-23-000034","cik":1261654,"company_name":"UNIVERSAL TECHNICAL INSTITUTE INC","ticker":"UTI","form_type":"8-K","filed_at":"2023-02-08T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"UTI reports Q1 revenue $120M (+14% YoY), net income falls to $2.6M from $14.8M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $120.0M, up 14.2% YoY; Concorde contributed $14.4M from Dec 1 acquisition.","Net income $2.6M ($0.02 diluted EPS) vs $14.8M ($0.25) prior year; adjusted net income $5.3M.","Adjusted EBITDA $14.4M vs $20.6M prior year; UTI segment adjusted EBITDA $23.3M vs $28.7M.","New student starts 2,310 (336 Concorde); total Concorde avg active students 7,737.","Reaffirms FY2023 guidance; targets FY2024 revenue >$700M and Adj EBITDA ~$100M."],"consensus_eps_estimate":null,"consensus_eps_actual":0.02,"consensus_revenue_estimate":null,"consensus_revenue_actual":120004000.0,"consensus_period":"2023-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1986610000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":313482,"accession_number":"0001261654-23-000032","cik":1261654,"company_name":"UNIVERSAL TECHNICAL INSTITUTE INC","ticker":"UTI","form_type":"8-K/A","filed_at":"2023-02-08T23:59:59+00:00","items":["9.01"],"status":"ready","headline":"UTI acquires Concorde Career Colleges; Concorde FY2021 revenue $193.7M, net income $3.6M","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Acquisition closed Dec 1, 2022; amendment provides audited/unaudited financials and pro forma data.","Concorde FY2021 net revenues $193.7M (FY2020: $186.0M), net income $3.6M (FY2020: $5.7M).","Concorde total assets $86.8M, stockholders' equity $36.3M at Dec 31, 2021.","Unaudited 9-month Sep 30, 2022 financials and pro forma combined statements for FY2022 filed as exhibits."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":1986610000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":331974,"accession_number":"0001261654-22-000102","cik":1261654,"company_name":"UNIVERSAL TECHNICAL INSTITUTE INC","ticker":"UTI","form_type":"8-K","filed_at":"2022-12-12T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"UTI reports FY2022 revenue $418.8M (+25%); guides FY2023 $595-$610M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["FY2022 revenue $418.8M (+25% YoY), net income $25.8M, adjusted EBITDA $55.9M (+71.8%); all met/surpassed guidance.","Q4 revenue $110.6M (+13.5% YoY) but net income fell 76.5% to $2.8M; adjusted EBITDA $14.0M (-23.1% vs prior year).","Completed Concorde Career Colleges acquisition for $50M on Dec 1, 2022; drew $90M from new revolving credit facility.","FY2023 guidance: revenue $595-$610M (incl. 10 months of Concorde), adjusted EBITDA $58-$62M; targets >$700M revenue in FY2024.","New student starts FY +2.7% to 13,374; average active students up 11.7% to 12,838."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":1986610000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":331973,"accession_number":"0001193125-22-297061","cik":1261654,"company_name":"UNIVERSAL TECHNICAL INSTITUTE INC","ticker":"UTI","form_type":"8-K","filed_at":"2022-12-02T23:59:59+00:00","items":["2.01","7.01","9.01"],"status":"ready","headline":"UTI completes $50M cash acquisition of Concorde Career Colleges, expanding into healthcare education","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Cash purchase price $50M; Concorde operates 17 campuses in 8 states with ~8,000 students.","Concorde's unaudited TTM revenue ~$200M and adjusted EBITDA ~$17M as of Sept 30, 2022.","Combined entity serves 20,000+ students across 33 locations in 14 states.","Concorde CEO Jami Frazier appointed President of UTI's new Healthcare Division, reporting to CEO Jerome Grant.","UTI plans to add new programs, grow online offerings, and optimize campuses post-close."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.9,"calibrated_materiality_score":0.9,"market_cap_usd":1986610000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":331972,"accession_number":"0001193125-22-289578","cik":1261654,"company_name":"UNIVERSAL TECHNICAL INSTITUTE INC","ticker":"UTI","form_type":"8-K","filed_at":"2022-11-21T23:59:59+00:00","items":["1.01","2.02","2.03","7.01","9.01"],"status":"ready","headline":"UTI reports FY2022 revenue ~$418.8M, adj. EBITDA >=$55M; secures $100M revolver, Concorde closing Dec 2022","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue ~$418.8M; adj. EBITDA expected >=$55M; FY2022 results in line with guidance.","New student starts ~13,374, up ~2.7% YoY.","Entered $100M revolver with Fifth Third Bank; 3-year term; interest SOFR + 1.75%-2.25%.","Concorde acquisition expected to close Dec 2022 after DOE APAR completed.","Available liquidity ~$190M including revolver."],"consensus_eps_estimate":null,"consensus_eps_actual":0.38,"consensus_revenue_estimate":null,"consensus_revenue_actual":418765000.0,"consensus_period":"2022-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":1986610000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":349437,"accession_number":"0001193125-22-251367","cik":1261654,"company_name":"UNIVERSAL TECHNICAL INSTITUTE INC","ticker":"UTI","form_type":"8-K","filed_at":"2022-09-26T23:59:59+00:00","items":["5.05"],"status":"ready","headline":"UTI amends Code of Conduct for employment of relatives","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Board approved amendment effective Sept 21, 2022 to Code of Conduct.","Modifies section on employment of closely-related persons.","Sets reporting process and expands definition of 'relative'.","Amended Code of Conduct available on corporate governance website."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.05,"calibrated_materiality_score":0.05,"market_cap_usd":1986610000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":349436,"accession_number":"0001261654-22-000089","cik":1261654,"company_name":"UNIVERSAL TECHNICAL INSTITUTE INC","ticker":"UTI","form_type":"8-K","filed_at":"2022-08-03T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"UTI reports Q3 FY2022 revenue up 20.5% to $101M, adjusted EBITDA up 53% to $11M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $101.0M (+20.5% YoY); new student starts +25.0%; average active students +11.4%.","Adjusted net income $5.7M (up 71%); adjusted EBITDA $11.0M (up 53%); GAAP net income $0.8M.","GAAP net income $0.8M vs $3.0M; basic EPS $(0.01) vs $0.03 prior year.","CEO cites growth via MIAT acquisition, Austin campus, Concorde acquisition, Miramar campus.","Long-term goal: revenue >$700M and adjusted EBITDA margin ~20% by fiscal 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":0.35,"consensus_revenue_estimate":null,"consensus_revenue_actual":308127000.0,"consensus_period":"2022-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":1986610000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":366380,"accession_number":"0001261654-22-000082","cik":1261654,"company_name":"UNIVERSAL TECHNICAL INSTITUTE INC","ticker":"UTI","form_type":"8-K","filed_at":"2022-05-04T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"UTI reports Q2 revenue up 31% to $102.1M; net income $7.4M; announces acquisition of Concorde","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $102.1M (+31.4% YoY); net income $7.4M vs. loss of $1.5M; adjusted EBITDA $10.9M vs. $2.8M.","Average undergraduate active students +13.6%; new student starts -5.4% due to Omicron.","Revised FY2022 guidance: raised lower end of revenue and profit ranges; lowered start growth forecast.","Agreed to acquire Concorde Career Colleges (healthcare education) to diversify into healthcare field.","Post-quarter closed $20M financing for Lisle campus; YTD capex $24.8M for new campuses and programs."],"consensus_eps_estimate":null,"consensus_eps_actual":0.36,"consensus_revenue_estimate":null,"consensus_revenue_actual":207161000.0,"consensus_period":"2022-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1986610000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":366379,"accession_number":"0001193125-22-139032","cik":1261654,"company_name":"UNIVERSAL TECHNICAL INSTITUTE INC","ticker":"UTI","form_type":"8-K","filed_at":"2022-05-04T23:59:59+00:00","items":["1.01","7.01","9.01"],"status":"ready","headline":"UTI to acquire Concorde Career Colleges for $50M cash, expanding into healthcare education","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Acquisition price $50M cash; Concorde 2021 revenue ~$180M, adjusted EBITDA $13M.","Concorde serves ~7,400 students across 17 campuses in 8 states; programs in nursing, dental, allied health.","UTI expects close in first half of fiscal 2023; subject to regulatory approvals including Dept of Education review.","Revised fiscal 2025 target: revenue >$700M, adjusted EBITDA margin ~20%.","UTI to fund with cash on hand; boards of both companies unanimously approved."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":1986610000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":366378,"accession_number":"0001261654-22-000076","cik":1261654,"company_name":"UNIVERSAL TECHNICAL INSTITUTE INC","ticker":"UTI","form_type":"8-K","filed_at":"2022-04-19T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"UTI's subsidiary enters $38M term loan with Valley National Bank to refinance Lisle campus mortgage","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Term loan principal $38M, matures in 7 years; interest at 1-month SOFR + 2.0%.","Interest rate swap fixes rate at 4.69% on 50% of principal for full term.","Parent UTI guarantees payment; covenants include fixed charge coverage ≥1.25x and debt/EBITDA ≤3.50x.","Loan secured by mortgage on Lisle, IL campus; proceeds retire previous mortgage debt.","Covenant testing begins June 30, 2022, quarterly for fixed charge coverage, annually for leverage."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":1986610000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":385860,"accession_number":"0001261654-22-000069","cik":1261654,"company_name":"UNIVERSAL TECHNICAL INSTITUTE INC","ticker":"UTI","form_type":"8-K","filed_at":"2022-03-10T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"UTI appoints Hawaiian Airlines CFO Shannon Okinaka to board; director McWaters retires","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Shannon Okinaka, EVP & CFO of Hawaiian Airlines, appointed to UTI board effective March 9, 2022, as Class I director.","Okinaka will serve on Audit Committee; receives standard director compensation of $50K cash retainer and $75K equity grant.","Kimberly J. McWaters resigned from board effective same date; no disagreement cited. She was former CEO and served 17 years.","McWaters had been on board for 17 years and served as CEO for 19 years until 2019; now President/CEO of Fresh Start Women's Foundation."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.45,"calibrated_materiality_score":0.45,"market_cap_usd":1986610000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":385859,"accession_number":"0001261654-22-000066","cik":1261654,"company_name":"UNIVERSAL TECHNICAL INSTITUTE INC","ticker":"UTI","form_type":"8-K","filed_at":"2022-03-08T23:59:59+00:00","items":["5.07","9.01"],"status":"ready","headline":"UTI stockholders elect Trammell and Sanchez as Class III directors, ratify Deloitte as auditor","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Kenneth R. Trammell elected with 27,835,202 affirmative votes; Loretta L. Sanchez with 29,009,866 votes.","Deloitte & Touche LLP ratified as independent auditor for FY 2022 (33,391,338 for, 3,043 against).","No other proposals voted at the March 4, 2022 annual meeting."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":1986610000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":385858,"accession_number":"0001193125-22-044023","cik":1261654,"company_name":"UNIVERSAL TECHNICAL INSTITUTE INC","ticker":"UTI","form_type":"8-K","filed_at":"2022-02-16T23:59:59+00:00","items":["1.01","2.03","7.01","9.01"],"status":"ready","headline":"UTI acquires remaining 72% stake in Lisle campus for $28.2M cash plus debt assumption","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Paid $28.2M cash plus assumed debt to buy out joint venture partner's ~72% stake, now owns 100% of 2611 CWD.","Total outstanding debt on the campus is ~$18.5M; UTI is sole obligor after the transaction.","Campus is 187,000 sq ft on 20 acres with over 900 students; operations unchanged.","Company plans to refinance assumed debt with new financing to benefit from current interest rates.","CFO expects significant EBITDA and cash flow benefits compared to leasing the facility."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":1986610000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":385857,"accession_number":"0001193125-22-034451","cik":1261654,"company_name":"UNIVERSAL TECHNICAL INSTITUTE INC","ticker":"UTI","form_type":"8-K","filed_at":"2022-02-10T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"UTI subsidiary purchases 34.2% indirect interest in own Lisle campus, raising ownership to 62.2%","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Purchase price was $13.4 million, paid with cash on hand.","Acquired 47.5% of a REIT that holds a 34.2% indirect interest in the campus-owning entity.","UTI Ventures now holds 62.2% of the Target (2611 Corporate West Drive Venture LLC).","Transaction closed February 8, 2022; no operational changes at the Lisle campus.","Company states it now has ability to seek full ownership of the campus later."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":1986610000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":385856,"accession_number":"0001261654-22-000045","cik":1261654,"company_name":"UNIVERSAL TECHNICAL INSTITUTE INC","ticker":"UTI","form_type":"8-K","filed_at":"2022-02-03T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Universal Technical Institute Q1 revenue up 38% to $105.1M; net income $14.8M vs $1.1M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $105.1M (+38% YoY); net income $14.8M vs $1.1M; EPS $0.25 vs ($0.01).","Adjusted EBITDA $19.9M vs $4.3M; adjusted net income $15.4M.","Average undergraduate students +16.2%; new student starts +2.3%.","MIAT acquisition contributed two months; total liquidity $99.5M.","Omicron expected to modestly impact start rates in H1."],"consensus_eps_estimate":null,"consensus_eps_actual":0.25,"consensus_revenue_estimate":null,"consensus_revenue_actual":105075000.0,"consensus_period":"2022-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1986610000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":403762,"accession_number":"0001261654-21-000068","cik":1261654,"company_name":"UNIVERSAL TECHNICAL INSTITUTE INC","ticker":"UTI","form_type":"8-K","filed_at":"2021-11-17T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"UTI Q4 revenue $97.5M (+27.7% YoY), net income $12.0M; FY22 revenue guidance $405-$420M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 new student starts +6.8%; average active students +8.1%. Revenue $97.5M vs $76.3M prior year.","Q4 net income $12.0M ($0.20 diluted EPS) vs $6.5M; adjusted EBITDA $18.3M vs $9.7M.","FY2021 revenue $335.1M (+11.4% YoY); net income $14.6M vs $8.0M; adj EBITDA $32.5M.","FY2022 guidance: revenue $405-$420M, new start growth 14-19%, adj EBITDA $50-$55M, adj free cash flow $35-$45M.","Completed MIAT College of Technology acquisition on Nov 1 for $26M cash; liquidity $133.7M at Sep 30."],"consensus_eps_estimate":null,"consensus_eps_actual":0.17,"consensus_revenue_estimate":null,"consensus_revenue_actual":335083000.0,"consensus_period":"2021-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.78,"calibrated_materiality_score":0.78,"market_cap_usd":1986610000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":403761,"accession_number":"0001193125-21-315383","cik":1261654,"company_name":"UNIVERSAL TECHNICAL INSTITUTE INC","ticker":"UTI","form_type":"8-K","filed_at":"2021-11-01T23:59:59+00:00","items":["7.01","8.01","9.01"],"status":"ready","headline":"UTI completes $26M cash acquisition of MIAT College of Technology","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Acquisition adds campuses in Texas and Michigan; MIAT offers programs in aviation, wind, robotics, and welding.","MIAT reported ~$29M revenue and ~$3.9M adjusted EBITDA for the 12 months ended Sept. 30, 2021.","MIAT had over 1,200 active students as of Sept. 30, 2021; UTI now serves over 14,000 students across 14 campuses.","UTI expects double-digit annual revenue growth and margin expansion from this acquisition and organic growth.","Purchase price of $26M paid with cash on hand; Barrington Research acted as financial adviser."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":1986610000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":422704,"accession_number":"0001261654-21-000056","cik":1261654,"company_name":"UNIVERSAL TECHNICAL INSTITUTE INC","ticker":"UTI","form_type":"8-K","filed_at":"2021-08-02T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"UTI posts Q3 revenue up 54% to $83.8M, net income of $3.0M vs loss; reaffirms FY guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $83.8M (+53.8% YoY); net income $3.0M vs net loss of $13.3M in prior year.","Adjusted EBITDA $7.2M vs adjusted EBITDA loss of $8.8M; basic EPS $0.03 vs ($0.45).","New student starts increased 38.8% YoY; average active students up 19.1%.","Management reaffirms fiscal 2021 guidance; cites strong demand and operating improvements.","Pending acquisition of MIAT College of Technology mentioned; liquidity $103.1M including short-term securities."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.04,"consensus_revenue_estimate":null,"consensus_revenue_actual":237602000.0,"consensus_period":"2021-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":1986610000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}