Universal Technical Institute Inc · NYSE:UTI
Universal Technical Institute — Q4 2025 Earnings Presentation
29 slides from Universal Technical Institute's earnings presentation, Nov 19, 2025
Slide 1: Universal Technical Institute, Inc. Q4 FY2025 Investor Presentation
Universal Technical Institute, Inc. Q4 FY2025 Investor Presentation 1
Slide 2: Forward-Looking Statements
Forward-Looking Statements This presentation contains forward-looking statements within the meaning of the safe harbor from civil liability provided for such statements by the Private Securities Litigation Reform Act of 1995 (set forth in Section 27A of the Securities Act of 1933, as amended, and Se
Slide 3: Leading Workforce Solutions Education Provider, Strong Financial Outlook
Leading Workforce Solutions Strong Financial Education Provider Outlook* $905-915M FY2026 Revenue Guidance Addressing Skills $40-45M Gaps Through Transportation, Energy, Healthcare 2 and Skilled Trades FY2026 Net Income Guidance In-Demand Industry $114-119M Segments FY2026 Adj. EBITDA Guidance 32 35
Slide 4: Compelling Investment Thesis
Compelling Investment Thesis Proven strategy driving further growth1 built on the repeatable Consistently meeting or building blocks that have served as exceeding expectations with the foundation to the Company’s proactive management and strong successful evolution business visibility Universal Lead
Slide 5: Diversified Platform of In-Demand Programs
Diversified Platform of In-Demand Programs Auto/Diesel/Motorcycle/Marine Technician Dental Hygienist/Assistant Example Programs Example Programs Welding Medical Assistant Energy Technology and Wind Power Practical/Vocational/Registered Nursing Aviation Maintenance, Airframe and Powerplant Healthcare
Slide 6: Offerings Across Transportation, Skilled Trades, and Healthcare Address Labor Market Needs
Offerings Across Transportation, Skilled Trades, and Healthcare Address Labor Market Needs 50% Dental Hygienists & Assistants Healthcare Programs Example Concorde Medical Assistants Practical/Vocational/Registered Nursing JOB GROWTH 2024-2034 30% Healthcare Administration 25% Physical and Occupation
Slide 7: High-Quality, State-of-the-Industry Technical and Healthcare Training Facilities
High-Quality, State-of-the-Industry Technical and Healthcare Training Facilities Supporting Successful Student Outcomes 7
Slide 8: Increasing Momentum in a Multi-Year Transformation Journey
Increasing Momentum in a Multi-Year Transformation Journey Acquisitions and Program Expansions MIAT (closed FY2022), Concorde (closed FY2023) Program and Curricula Additions Programs launched at existing campuses, New MSATs, On-Base Military Programs, EV Curriculum New Campuses One (1) in 2018, Two
Slide 9: Delivering on Expectations and Creating Shareholder Value
Delivering on Expectations and Creating Shareholder Value Note: Analyst Consensus, Share Price, and Market Capitalization figures updated as of Market close 11/18/2025 Revenue ($M) FY'23 FY'24 FY’25 FY’26E Adj. EBITDA* ($M) FY'23 FY'24 FY’25 FY’26E Early Estimate - $700+ ~$800 - Early Estimate - ~$1
Slide 10: Executing Multifaceted Approach in Ongoing Expansion Efforts
Executing Multifaceted Approach in Ongoing Expansion1 Efforts Improved model for new Increase the capacity campuses with more offerings for Optimize of current programs Optimized students and stronger financial in current locations profile for the company Geography-specific sites with a Continue to
Slide 11: Robust Incremental Program and New Campus Opportunities
Robust Incremental Program and New Campus Opportunities UTI Campuses Concorde Campuses UTI & Concorde Campuses UTI Location Concorde Location Announced Location Atlanta, GA (UTI) FY2026 Atlanta, GA (Concorde) FY2027 Fort Myers, FL (Concorde) FY2026 Houston, TX (Concorde) FY2027 Salt Lake City, UT (U
Slide 12: Proprietary Framework for Sustainable Growth
Proprietary Framework for Sustainable Growth Our exclusive data-driven model integrates demographic, regulatory, and financial inputs to prioritize campus and program expansions that align with market demand and our mission to serve career-ready students. Program Fit & Population & Geo- Competition
Slide 13: Phase II of North Star Strategy Driving Continued Growth
Phase II of North Star Strategy Driving Continued Growth $ millions PHOENIX, August 5, 2024 -- Universal Technical Institute, Inc. Announces Next Phase of "North Organic Growth Star Strategy" to Accelerate Growth, Continue to optimize and find Diversification and Optimization efficiencies in our cur
Slide 14: Disciplined Capital Allocation Strategy Creating Long-Term Value
Disciplined Capital Allocation Strategy Creating Long-Term Value Adjusted EBITDA ($M) (based on midpoint of Company guidance) Adjusted Free Cash Flow ($M) (based on midpoint of Company guidance) Note: “Baseline Adj EBITDA” refers to Reported Adj EBITDA excluding growth investments. 14 * While the Co
Slide 15: Repeatable Building Blocks Delivering Additional Scale
Repeatable Building Blocks Delivering Additional Scale $ millions Organic Growth Continue to optimize and find efficiencies in our current offerings to drive ongoing same store improvements New Campuses Leverage new, optimized models and refined program mix formats to expand geographic footprint New
Slide 16: Business Outlook
Business Outlook Fiscal 2026 Guidance 16
Slide 17: Fiscal 2026 Guidance
Fiscal 2026 Guidance $ millions except EPS 1 Beginning in FY2025, growth investments for program expansion and new campus initiatives are no longer included as add-backs in Adj EBITDA and Adj FCF calculations, affecting year-over-year comparability. Further, FY2026 guidance reflects significant grow
Slide 18: Appendix
Appendix 18
Slide 19: Universal Technical Institute Division Overview
Universal Technical Institute Division Overview A leading provider of transportation, energy and skilled trades technical training, driven to change the world one life at a time by helping people achieve their dreams. Summary Statistics Key Metrics Founded 1965 Avg. Enrollment1 ~15k Students Revenue
Slide 20: UTI Division Programs by Location
UTI Division Programs by Location Rancho Austin, Avondale, Bloomfield, Canton, Dallas, Exton, Houston, Lisle, Long Beach, Miramar, Mooresville, Orlando, Sacramento, Cucamonga, Texas Arizona1 New Jersey Michigan Texas Pennsylvania Texas Illinois California Florida North Carolina Florida2 California C
Slide 21: Concorde Career Colleges Division Overview
Concorde Career Colleges Division Overview Healthcare education provider focused on preparing America’s next generation of healthcare professionals for rewarding careers in areas such as dental, patient care, nursing and allied health. Summary Statistics Key Metrics Founded 1968 Avg. Enrollment1 ~10
Slide 22: Concorde Division Programs by Location
Concorde Division Programs by Location Aurora, Dallas, Garden Grove, Grand Prarie, Jacksonville, Kansas City, Memphis, Miramar, North Hollywood, Orlando, Portland, San Antonio, San Bernadino, San Diego, Southaven, Tampa, Online Colorado Texas California Texas Florida Missouri Tennessee Florida Calif
Slide 23: Illustrative Organic Growth Opportunities
Illustrative Organic Growth Opportunities Growth strategy expected to include additional program expansions and new campuses. Below examples are for directional guidance on financial impact. New Campus HVACR Program New Campus Digital Medical Sonography UTI Division UTI Division Concorde Division Co
Slide 24: Differentiated Industry Partnerships
Differentiated Industry Partnerships UTI’s relationships with more than 30 leading brands, and other industry and employer partners for both UTI and Concorde, provide unique value propositions and competitive differentiation for our schools and students. On 8/1/24 the Company announced a first-of-it
Slide 25: Non-GAAP Information
Non-GAAP Information 25
Slide 26: Use of Non-GAAP Financial Information
Use of Non-GAAP Financial Information In addition to disclosing financial results that are determined in accordance with U.S. generally accepted accounting principles ("GAAP"), the Company also discloses certain non-GAAP financial information. These financial measures are not recognized measures und
Slide 27: Adjusted EBITDA Reconciliation
Adjusted EBITDA Reconciliation ($ in thousands) Guidance Actual Actual Midpoint Fiscal 2025 Fiscal 2024 Fiscal 2026 Net income, as reported ~$42,500 $63,018 $42,001 Interest expense, net ~1,000 (540) 3,157 Income tax expense ~15,000 21,256 14,229 Depreciation and amortization ~39,000 32,958 29,324 E
Slide 28: Adjusted Free Cash Flow Reconciliation
Adjusted Free Cash Flow Reconciliation ($ in thousands) Guidance Actual Actual Midpoint Fiscal 2025 Fiscal 2024 Fiscal 2026 Cash flow provided by operating activities, as reported ~$116,000 $97,330 $85,895 Purchase of property and equipment ~(100,000) (41,978) (24,298) Free cash flow, non-GAAP ~16,0
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