Lincoln Educational Services Reviews Strategic Growth Initiatives and Long-Term Financial Targets During Investor Day; First Quarter 2026 Student Start Growth Expected to Rise 19%

Rhea-AI Summary

Lincoln Educational Services (Nasdaq: LINC) held an Investor Day on March 19, 2026 at 11:00 a.m. ET from its Nashville campus with a live webcast. Management presented strategic priorities and a five-year financial outlook through 2030.

CEO Scott Shaw said first-quarter momentum continued a 13-quarter trend and the company now expects student starts to rise 19% year-over-year for the first quarter. Webcast registration, slides and a replay are available via the company’s Investor Day site and lincolntech.edu.

Key Figures

Expected student start growth: 19% Positive trend duration: 13 quarters Outlook horizon: 5 years +2 more

5 metrics

Expected student start growth 19% First quarter 2026 vs prior-year quarter

Positive trend duration 13 quarters Consecutive quarters of positive student start trends

Outlook horizon 5 years Financial performance outlook period discussed at Investor Day

Long-term targets year 2030 Strategic and financial objectives reviewed through 2030

Investor Day start time 11:00 a.m. ET Start of 2026 Investor Day webcast

Market Reality Check

Price: $38.64 Vol: Volume 906,766 is 37% abo...

normal vol

$38.64 Last Close

Volume Volume 906,766 is 37% above the 20-day average of 660,084. normal

Technical Price $38.64 is trading above the 200-day MA of $23.90 and 3.86% below the 52-week high of $40.19.

Peers on Argus

LINC was down 2.2% while key peers were mostly negative: APEI -2.97%, QSG -3.06%...

1 Up

LINC was down 2.2% while key peers were mostly negative: APEI -2.97%, QSG -3.06%, GOTU -2.45%, UDMY -1.49%. KLC diverged, gaining 2.55%. Only one peer appeared in momentum scans, suggesting a stock-specific setup.

Historical Context

5 past events · Latest: Mar 17 (Positive)

Pattern 5 events

Date	Event	Sentiment	Move	Catalyst
Mar 17	Conference participation	Positive	+6.0%	ROTH conference meetings highlighting strategic priorities and recent success.
Mar 12	Investor Day notice	Positive	+0.9%	Announcement of March 19 Investor Day at new Nashville campus.
Feb 23	Earnings and guidance	Positive	+10.2%	FY2025 results beat guidance and strong 2026 revenue outlook.
Feb 17	Earnings call schedule	Neutral	+4.3%	Scheduling of Q4 and year-end 2025 earnings release and call.
Feb 16	Campus expansion	Positive	+4.3%	Grand opening announcement for new Houston training campus.

Pattern Detected

Recent news and events have typically coincided with positive price reactions, especially around earnings beats, guidance, and strategic/campus updates.

Recent Company History

Over the last month, Lincoln Educational Services has consistently paired operational milestones with strong share reactions. Fourth quarter and full-year 2025 results exceeded guidance with $518.2M in FY2025 revenue and a $580–$590M revenue outlook for 2026, driving a 10.17% move. Subsequent announcements on the Houston campus opening, the ROTH conference, and plans for the March 19, 2026 Investor Day all saw gains between 0.89% and 6.01%. Today’s Investor Day update on long-term targets and expected student start growth fits this pattern of growth-focused communication.

Market Pulse Summary

This announcement reviews Lincoln’s long-term strategy and outlook, including an expected 19% rise i...

Analysis

This announcement reviews Lincoln’s long-term strategy and outlook, including an expected 19% rise in first quarter 2026 student starts and a five-year financial performance view through 2030. It builds on earlier guidance pointing to $580–$590M in 2026 revenue and recent expansion moves such as the Houston campus. Investors would likely track whether enrollment trends remain strong over the next 13+ quarters and how execution at new and existing campuses supports those targets.

AI-generated analysis. Not financial advice.

Company Provides Five Year Outlook for Financial Performance

Live Video Webcast of Investor Day Presentations Begins at 11:00 a.m. ET

PARSIPPANY, N.J., March 19, 2026 (GLOBE NEWSWIRE) -- Lincoln Educational Services Corporation (Nasdaq: LINC) is hosting its 2026 Investor Day at 11:00am ET today at its Nashville, TN campus, and via a live video webcast. Scott Shaw, CEO and President and other members of senior management will review the Company’s strategic priorities, growth initiatives and financial performance objectives through 2030.

“Our first quarter momentum is demonstrating the same positive student start trends we have experienced over the previous 13 quarters, and we now anticipate student start growth to increase 19% compared to the year-ago first quarter,” commented Mr. Shaw. “America’s continuing skills gap and the growing interest in learning skilled trades along with our strategic initiatives have positioned Lincoln for consistent, continued growth over the next five years. We look forward to reviewing our plans with investors and analysts at our new, state of the art Nashville campus today.”

To access the video webcast of the Investor Day, participants are requested to register in advance, or at a minimum, 15 minutes before the start of the presentations, at https://investorday.lincolneducationalservices.com. Once completed, an email confirming your registration will be sent and will allow you to access the video webcast. The agenda and speakers, along with slides presented during the Investor Day, will also be available via the website. A replay of the Investor Day will also be available after the event via lincolntech.edu. Due to limited capacity, in-person attendance is available by invitation only.

ABOUT LINCOLN EDUCATIONAL SERVICES CORPORATION

Lincoln Educational Services Corporation is a leading provider of diversified career-oriented postsecondary education. Lincoln offers recent high school graduates and working adults career-oriented programs in skilled trades, automotive technology, health sciences and information technology. Lincoln has provided the workforce with skilled technicians since its inception in 1946.

Lincoln currently operates 22 campuses in 12 states under 3 brands: Lincoln College of Technology, Lincoln Technical Institute and Nashville Auto Diesel College. For more information, go to www.lincolntech.edu.

FORWARD-LOOKING STATEMENTS

Statements in this press release and in oral statements made from time to time by representatives of Lincoln Educational Services Corporation that are not historical facts, including those made in a conference call, may be “forward-looking statements” as that term is defined in the federal securities laws. The words “may,” “will,” “expect,” “believe,” “anticipate,” “project,” “plan,” “intend,” “estimate,” “goal,” “target” and “continue,” and similar expressions and their opposite are intended to identify forward-looking statements. Forward-looking statements should not be read as a guarantee of future performance or results and will not necessarily be accurate indications of the times at, or by, which such performance or results will be achieved, if at all. The Company cautions you that these statements concern current expectations about the Company’s future performance or events and are subject to a number of uncertainties, risks, and other influences, many of which are beyond the Company’s control, that may affect the accuracy of the statements or the prospects upon which the statements are based including, without limitation, risks associated with our ability to comply with the extensive federal and state regulatory framework applicable to the for-profit education industry such as the 90/10 rule, prescribed cohort default rates, the effect of current and future Title IV Program regulations arising out of negotiated rulemakings, including any potential reductions in funding or restrictions on the use of funds received through Title IV Programs and financial responsibility and administrative capability standards; the effect of future legislative or regulatory initiatives related to veterans' benefit programs; our ability to obtain timely regulatory approvals in connection with acquisitions of additional schools and the related risks associated with integration of acquired schools; risks associated with the opening of new campuses; our ability to execute our growth strategies including updating and expanding the content of existing programs and developing new programs for our students in a timely and cost-effective manner while maintaining positive student outcomes; our ability to effectively compete within our industry; impacts related to epidemics or pandemics; risks associated with cybersecurity; general economic conditions; and other factors discussed in the “Risk Factors” section of our Annual Reports and Quarterly Reports filed with the Securities and Exchange Commission. All forward-looking statements are qualified in their entirety by this cautionary statement, and Lincoln undertakes no obligation to publicly revise or update any forward-looking statements, whether as a result of new information, future events or otherwise after the date hereof.

LINCOLN EDUCATIONAL SERVICES CORPORATION
Brian Meyers, CFO
973-736-9340

EVC GROUP LLC
Investor Relations:
Michael Polyviou
mpolyviou@evcgroup.com
732-933-2754

FAQ

What did Lincoln (LINC) announce about first-quarter student start growth on March 19, 2026?

Lincoln announced a 19% year-over-year increase in first-quarter student starts. According to the company, this follows 13 quarters of positive student start trends and reflects ongoing enrollment momentum entering 2026.

When and how could investors watch Lincoln Educational Services' March 19, 2026 Investor Day?

Investors could watch the Investor Day via a live webcast on March 19, 2026 at 11:00 a.m. ET. According to the company, registration was required and a replay would be posted on lincolntech.edu after the event.

What long-term horizon did Lincoln (LINC) present at its 2026 Investor Day?

Lincoln presented strategic priorities and financial objectives through 2030. According to the company, management outlined a five-year outlook focused on growth initiatives and performance targets across that period.

Who led the presentations at Lincoln's March 19, 2026 Investor Day?

CEO and President Scott Shaw led the presentations alongside senior management. According to the company, they reviewed strategic priorities, growth initiatives, and the company’s financial performance objectives through 2030.

Will Lincoln (LINC) provide slides and a replay from the March 19, 2026 Investor Day?

Yes. Slides, the presentation agenda, and a replay are available online after the event. According to the company, materials were posted on the Investor Day site and lincolntech.edu following the live webcast.

Was in-person attendance open to the public for Lincoln's March 19, 2026 Investor Day?

No. In-person attendance was available by invitation only due to limited capacity. According to the company, the event was hosted at its Nashville campus with broader access provided via webcast.