American Public Education raises 2026 revenue guidance to $690M-$698M and plans Salesforce AI platform rollout in early 2027

Earnings
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Summary · why it matters

American Public Education raised its full-year 2026 revenue guidance to between $690 million and $698 million and announced it is building a new AI-enabled student lifecycle platform with Salesforce that is expected to begin delivering value in early 2027. The company also lifted its adjusted EBITDA outlook to $96 million to $104 million and net income available to common stockholders to $46.5 million to $52.5 million, while lowering capital expenditure guidance to $25 million to $28 million. Second-quarter revenue grew 5.5% year-over-year to $171.7 million, with net income of $9.8 million, or $0.52 per diluted share, and adjusted EBITDA of $20.7 million. The institutional combination was completed on August 4, 2026, and the Health+ segment saw revenue rise 11% to $86.2 million on 7% enrollment growth, though the Military+ segment continues to face active duty headwinds tied to deployments.

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Salesforce.com Inc
CRM
▲ PositiveDemandrelevance

American Public Education is building an AI platform with Salesforce, indicating a customer deal.