Recent 8-K filings for LOPE

• June 2, 2026, 5:34 PM ET other material materiality 0.70 neutral item 7.01

  Grand Canyon Education and GCU sign non-binding LOI to amend MSA; revenue to decline $4M-$6M in H2 2026

  Non-binding LOI to amend MSA; potential effective date July 1, 2026.

• April 30, 2026, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01 ◈ Earnings Releases

  Grand Canyon Ed Q1 rev $308.8M (+6.7%); adj EPS $2.86; guides FY adj EPS $9.93-$10.50

  Revenue $308.8M (+6.7% YoY); diluted EPS $2.80 GAAP, $2.86 adjusted; operating margin 30.9%.

• February 18, 2026, 6:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  Grand Canyon Education Q4 revenue up 5.3% to $308.1M; adj EPS $3.21

  Q4 service revenue $308.1M, +5.3% YoY; enrollments up 7.1% to 136,239.

• December 15, 2025, 6:59 PM ET regulatory materiality 0.85 positive item 7.01item 8.01

  Grand Canyon Education: GCU non-profit status confirmed; $300M buyback increase authorized

  ED formally recognized GCU as a non-profit on Dec 12, 2025, resolving a key regulatory overhang.

• November 5, 2025, 6:59 PM ET earnings materiality 0.90 negative item 2.02item 9.01

  Grand Canyon Education Q3 2025 revenue rises 9.6% but net income drops 60.8% on $35M litigation settlement

  Q3 service revenue $261.1M (+9.6% YoY), enrollments up 7.9% to 138,073.

• October 30, 2025, 7:59 PM ET litigation materiality 0.70 positive item 7.01

  GCE resolves all government actions; $35M qui tam settlement, FTC & ED cases dismissed

  Qui tam settlement of $35M agreed; court review hearing set for Nov 14, 2025.

• August 6, 2025, 7:59 PM ET earnings materiality 0.65 positive item 2.02item 9.01

  Grand Canyon Education Q2 revenue $247.5M (+8.8%), EPS $1.48 vs $1.19; enrollments +10.3%

  Service revenue $247.5M, up 8.8% YoY; operating income $51.8M, up 21.2%.

• May 6, 2025, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  Grand Canyon Education Q1 revenue $289.3M (+5.3% YoY); diluted EPS $2.52

  Service revenue $289.3M (+5.3% YoY); partner enrollments up 5.8% to 127,779.

• February 19, 2025, 6:59 PM ET earnings materiality 0.75 positive item 2.02item 8.01item 9.01

  Grand Canyon Education Q4 revenue up 5.1%, EPS $2.84; FY2025 guidance $8.20-$8.59 EPS

  Q4 service revenue $292.6M (+5.1% YoY); net income $81.9M (+1.4%); diluted EPS $2.84 vs $2.71.

• November 6, 2024, 6:59 PM ET earnings materiality 0.70 positive item 2.02item 9.01

  Grand Canyon Education Q3 revenue $238.3M, +7.4% YoY; EPS $1.42 vs $1.19

  Service revenue $238.3M (+7.4% YoY); operating income $48.2M (+16% YoY).

• August 6, 2024, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  Grand Canyon Education Q2 EPS $1.19 vs $0.96; revenue $227.5M, up 8%

  Service revenue $227.5M, up 8.0% YoY; net income $34.9M, up 20.4%; diluted EPS $1.19 vs $0.96.

• May 7, 2024, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01 ◈ Earnings Releases

  GCE Q1 revenue $274.7M (+9.8%), diluted EPS $2.29 (+18%); FY24 EPS guidance $7.35-$7.82

  Service revenue $274.7M, up 9.8% YoY; partner enrollments 120,788 (+7.3%).

Executive changes

Earnings & guidance

Materiality & sentiment trend

Max materiality 0.90 · Median 0.70 · Most common event earnings

11 positive 1 negative 7 neutral

source · LOPE on sec.gov