Universal Technical Institute Inc · NYSE:UTI
Universal Technical Institute — Q3 2026 Earnings Presentation
29 slides from Universal Technical Institute's earnings presentation, Aug 5, 2026
Slide 1: Q3 FY2026 Investor Presentation
UNIVERSAL TECHNICAL INSTITUTE, INC. Q3 FY2026 INVESTOR PRESENTATION
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
LEADING Addressing Skills Gaps Through WORKFORCE In-Demand Industry Segments SOLUTIONS EDUCATION PROVIDER Transportation, Energy, and Skilled Trades Healthcare 35 Campuses Nationwide 35+ Program 4 out of 5 Grads Employed 25k+Average +4 announced1 Offerings Within 1 Year2 Active Students 1 New campus
Slide 4: Strong FY2026 Financial Outlook
FY2026 STRONG FINANCIAL OUTLOOK* $893-900M $32-36M $100-103M Revenue Guidance Net Income Guidance Adj. EBITDA Guidance North Star Strategy Phase II “By fiscal 2029, we expect to surpass $1.2 billion in annual revenue and approach $220 million in adjusted EBITDA as we build out a more diversified, ef
Slide 5: Compelling Investment Thesis
Compelling Investment Thesis Universal Technical Institute, Inc. Proven strategy driving further growth1 Consistently meeting or exceeding expectations built on the repeatable building blocks that have served as the with proactive management and strong business visibility foundation to the Company’s
Slide 6: Diversified Platform of In-Demand Programs
Diversified Platform of In-Demand Programs Example Programs Example Programs • Auto/Diesel/Motorcycle/ • Dental Hygienist/Assistant Marine Technician • Medical Assistant • Welding • Practical/Vocational/ • Energy Technology and Wind Power Registered Nursing • Aviation Maintenance, Airframe • Healthc
Slide 7: Offerings Address Labor Market Needs
Offerings Across Transportation, Skilled Trades, and Healthcare Address Labor Market Needs Example UTI Transportation, 50% Energy, & Skilled Trade Programs Auto/Diesel/Motorcycle/ Marine Technician Welding 30% Energy Technology and Wind Power Aviation Maintenance, Airframe and JOB GROWTH 2024-2034 2
Slide 8: 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
Slide 9: Increasing Momentum in a Multi-Year Transformation Journey
Increasing Momentum in a Multi-Year Transformation Journey New Campuses One in FY2018, Two in FY 2022, Three in FY2026, Four announced for FY2027, with more in FY2028 and beyond $893-$900 Acquisitions and Program Expansions MIAT (closed FY2022), Concorde (closed FY2023) $836 Net Income Program and C
Slide 10: Executing Multifaceted Approach in Ongoing Expansion Efforts
Executing Multifaceted Approach in Ongoing Expansion Efforts 1 Program New Expansions Campuses Optimize Optimized Increase the capacity of current programs in current locations Improved model for new campuses with more offerings for students and stronger financial profile for the company Add Continu
Slide 11: Robust Incremental New Campus and Program Opportunities
Robust Incremental New Campus and Program Opportunities UTI Campuses Concorde Campuses UTI & Concorde Campuses UTI Location Concorde Location Announced Location Atlanta, GA (Concorde) Houston, TX (Concorde) Glendale, AZ (Concorde) Salt Lake City, UT (UTI) Powered by Bing © GeoNames, Microsoft, TomTo
Slide 12: Proprietary Framework for Sustainable Growth
Proprietary Framework for Sustainable Growth Our exclusive data-driven model integrates demographic, regulatory, and financial inputs to prioritize campus and program expansions that align with market demand and our mission to serve career-ready students. Disciplined approach ensures we scale strate
Slide 13: Phase II of North Star Strategy Driving Continued Growth
Phase II of North Star Strategy Driving Continued Growth ($ in Millions) Organic Growth North Star Phase I North Star Phase II Continue to optimize and find Concorde Acquisition + Organic Growth + 2 New Organic Growth + 12-16 New Campuses efficiencies in our current Campuses & over 30 New Programs +
Slide 14: Disciplined Capital Allocation Strategy Creating Long-Term Value
Disciplined Capital Allocation Strategy Creating Long-Term Value Adjusted EBITDA ($ in Millions) FY2025 FY2026E Approaching FY2029E $270 Approaching $220 ~($50) $132.8 $126.5 ~$135.0 ($6.3) ~$101.5 ~($35.0) Baseline Growth Reported Baseline Growth Reported Baseline Growth Reported Adj. EBITDA Invest
Slide 15: Repeatable Building Blocks Delivering Additional Scale
Repeatable Building Blocks Delivering Additional Scale ($ in Millions) Organic Growth Continue to optimize and find Adjusted EBITDA $1,200+ efficiencies in our current Programs offerings to drive ongoing same store improvements New Campuses New Campuses Leverage new, optimized Organic Growth models
Slide 16: Business Outlook
Business Outlook Fiscal 2026 Guidance
Slide 17: Fiscal 2026 Guidance
Fiscal 2026 Guidance ($ in Millions, except EPS) Revenue Net Income EPS - Diluted $893-$900 $63.0 $1.13 $835.6 $732.7 $0.75 $42.0 $32-$36 $0.57-$0.64 $607.4 $12.3 $0.13 2023 2024 2025 2026E 2023 2024 2025 2026E 2023 2024 2025 2026E New Student Starts Adjusted EBITDA1 Adjusted Free Cash Flow1 31.9k-3
Slide 18: Appendix
Appendix ORDE IC Weare On O UJ IN:
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 Long Rancho San Atlanta, Austin, Avondale, Bloomfield, Canton, Dallas, Exton, Houston, Lisle, Miramar, Mooresville, Orlando, Sacramento, Beach, Cucamonga, Antonio, GA TX AZ1 NJ MI TX PA TX IL FL NC FL CA CA CA TX Transportation Airframe & Powerplant Au
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 Programs by Location
Concorde Programs by Location Denver, Dallas, Fort Myers, Garden Grove, Grand Prairie, Jacksonville, Kansas City, Memphis, Miramar, North Hollywood, Orlando, Portland, San Antonio, San Bernadino, San Diego, Southaven, Tampa, Online CO TX FL CA TX FL MO1 TN FL CA FL OR TX CA CA MS FL Nursing Nursing
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. * * In November 2025 the Company launched a c
Slide 25: Non-GAAP Information
Non-GAAP Information O22 Orcorve(
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 ~$34,000 $63,018 $42,001 Interest expense (income), net ~200 (540) 3,157 Income tax expense ~12,500 21,256 14,229 Depreciation and amortization ~39,500 32,958 2
Slide 28: Adjusted Free Cash Flow Reconciliation
Adjusted Free Cash Flow Reconciliation ($ in Thousands) Guidance Actual Actual Midpoint Fiscal 2025 Fiscal 2024 Fiscal 2026 Cash flow provided by operating activities, as reported ~$97,000 $97,330 $85,895 Purchase of property and equipment & capitalized costs for intangible assets ~(110,000) (41,978
Slide 29: Concorde
CONCORDE
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