Strategic Education, Inc. (STRA)

Online universities, full-time and part-time summed. Read November 8, 2026 from the annual report for the period ending December 31, 2025, filed February 27, 2026. Ranked 10 of the 90 Consumer Defensive companies read so far, by the share within reach now.

Strategic Education counts 3,683 full-time and 2,451 part-time employees, 6,134 in all with 2,647 faculty, at its U.S. and Australian universities, read whole at colleges and universities, 74% in the United States.

The figures on this page come from the company's own annual report and from BLS staffing patterns for its industries, never from a roster. They are estimates with a stated method. Nothing here says what the company will do: within reach is not a forecast of jobs lost or of savings.

What follows from the reading

Share of working time within reach of AI, on the long-run pace at four in five: 38% now, 49% at the end of 2027, 54% at the end of 2028, 57% at the end of 2030. By the patterns, the work is about 57% desk work, 26% people work and 16% body work. These are the site's industry estimates weighted by the shares below: estimates with a stated method and range, not a forecast of what the company will do. By the same patterns, at the end of 2028 about 46% of the working time stays with people (conversation, in-person and hands-on work), 40% becomes checking a model's work and 10% could be handed over with lighter checks, from the industries' own figures, not the company's roles.

Headcount

6,134 employees as of December 31, 2025 (sum of stated parts). 4,522 of 6,134 employees (2,829 full-time and 1,693 part-time) are in the United States; 1,612 are outside it, mostly in Australia and New Zealand.

The filing: “The table below summarizes our full-time and part-time employees (excluding contractors) as of December 31, 2025: total full-time employees 3,683 (2,829 in the United States, 854 outside), total part-time employees 2,451 (1,693 in the United States, 758 outside).”

The workforce as industry patterns

What the filing says about the workforce: 3,683 full-time and 2,451 part-time employees, contractors excluded; 2,647 faculty (568 full-time, 2,079 part-time) and 3,487 non-faculty staff; 4,522 in the United States and 1,612 outside; instruction 100% online at Capella and mostly online at Strayer; office space cut by more than 25% in 2025.

Companies read with the same leading pattern

Other companies whose largest staffing pattern is also Colleges, Universities, and Professional Schools, largest first, each read from its own annual report. Within reach now and at the end of 2028, long-run pace, four in five. Now is projected from METR's April 2026 measurement and Epoch's November 2026 index.

• Laureate Education, Inc. (LAUR, 33,900 employees)38% now, 54% by 2028
• Perdoceo Education Corporation (PRDO, 6,000 employees)39% now, 56% by 2028
• American Public Education, Inc. (APEI, 5,841 employees)38% now, 55% by 2028
• Phoenix Education Partners, Inc (PXED, 3,400 employees)38% now, 54% by 2028

What the filing says about AI

11 sentences in the filing name AI. The filing says its Australian institutions teach and research AI, that it is using AI and automation to enhance student support in advising, tutoring, registration and administration, and that employees have online learning on AI skills, in 11 sentences.

• “MDS offers industry-endorsed courses in 3D animation and visual effects, game art, game programming, graphic and motion design, digital media, artificial intelligence, and creative advertising.”
• “Torrens University has an outstanding group of senior research leaders in the disciplines of artificial intelligence and health, and are forming new research groups in business, design, education, and disability.”
• “This initiative includes leveraging technology, including artificial intelligence and automation, to enhance student support in advising, tutoring, registration, campus and online technology, and administration.”
• “We are also focused on deploying more robust technology innovations, including artificial intelligence and automation, which enable us to lower our operating costs and thus improve our ability to support lower tuition.”
• “Our safeguards to prevent and detect these risks require ongoing monitoring and updating as technologies change and efforts to overcome security measures become more sophisticated (such as the use of artificial intelligence enabled attacks, including deepfakes); these safeguards may limit the functionality of or otherwise negatively impact our service offering and systems.”

Its annual reports, year by year

Sentences naming AI in each annual report, counted by one rule, beside the median report in the Index that year. Each count links its filing. Every company, by year and sector

• Fiscal 20215median 0
• Fiscal 20225median 0
• Fiscal 20235median 1
• Fiscal 20246median 4
• Fiscal 202511median 10

Headcount by filing year

As reported in each year's annual report, with the filing. A year marked not read had no figure the reading could take from the report's text.

Limits of this reading

• The collector found no count; the headcount is the sum of the filing's full-time and part-time table, 6,134, and the universe's 3,683 was the full-time count alone (rule 2).
• The Education Technology Services segment (12% of revenue) has no count of its own and stays inside the university pattern.

Source: the company's annual report on EDGAR, accession 0001013934-26-000006, the filing. Read by Claude Fable 5.1 under rubric version 1, by the method. A company can write to info@stratussc.com to have its reading checked against its filing.