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Kimberly J. McWaters - Universal Technical Institute updates CEO and director's profile 19 January 2018

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Universal Technical Institute recently released their definitive SEC filing DEF 14A. The updated profile of Kimberly J. McWaters (53), CEO and Director is shown below.

Kimberly J. McWaters, age 53, has served as our Chief Executive Officer since October 2003, as President since September 2016 and as a director on our Board of Directors since 2005. Ms. McWaters served as Chairman of our Board of Directors from December 2013 to September 2017, served as our President from 2000 to March 2011 and previously served on our Board of Directors from 2002 to 2003. From 1984 to 2000, Ms. McWaters held several positions with UTI, including Vice President of Marketing and Vice President of Sales and Marketing. Ms. McWaters has also served as a director Mobile Mini, Inc. since August 2014 and as a director of Penske Automotive Group, Inc. since December 2004. Ms. McWaters received a BS in Business Administration from the University of Phoenix. As a long-time employee of UTI, Ms. McWaters brings to the Board of Directors an understanding of the organization and experience in the post-secondary technical education services industry.

SECTION 1 BIOGRAPHY KIMBERLY J. MCWATERS, CEO AND DIRECTOR

Kimberly J. McWaters, age 53, has served as our Chief Executive Officer since October 2003, as President since September 2016 and as a director on our Board of Directors since 2005. Ms. McWaters served as Chairman of our Board of Directors from December 2013 to September 2017, served as our President from 2000 to March 2011 and previously served on our Board of Directors from 2002 to 2003. From 1984 to 2000, Ms. McWaters held several positions with UTI, including Vice President of Marketing and Vice President of Sales and Marketing. Ms. McWaters has also served as a director Mobile Mini, Inc. since August 2014 and as a director of Penske Automotive Group, Inc. since December 2004. Ms. McWaters received a BS in Business Administration from the University of Phoenix. As a long-time employee of UTI, Ms. McWaters brings to the Board of Directors an understanding of the organization and experience in the post-secondary technical education services industry.

Remuneration

Year: 2017

Salary ($): 737,644

Stock Awards ($): 177,211

Non-Equity Incentive Plan Compensation ($): 200,000

All Other Compensation ($): 45,554

Total ($): 1,160,409

SECTION 2 UNIVERSAL TECHNICAL INSTITUTE, INC. PRICE PERFORMANCE SCORECARD (NYSE:UTI):

2.1 Moving Annual Return (Trailing 12 months):

Based on a dynamic start date of 5 years ago, the Moving Annual Return has been positive in 2 of the last 5 years.

UTICloseDividendsCapital Gain / (Loss) %% YieldAnnual Return %
Last Traded Jan 19$US2.56-(23.1)--23.6
1 Year ago$US3.352.0c10.60.711.2
2 Years ago$US3.0324.0c(65.1)2.8-62.3
3 Years ago$US8.6740.0c(37.9)2.9-35.1
4 Years ago$US13.9740.0c35.73.939.5

Close 5 years ago $US10.30.

2.2 Present Value of $US1000 invested in the past

The present value of $US1000 invested a year ago is $US769

PV$10001-week1-month1-year
UTI.NYSE996985769
S&P 500 Index1,0091,0461,241

2.3 Trailing Price Change %

1-Year price change for Universal Technical Institute was -23.1%. Compared with the S&P 500 Index which rose 23.7% in the year, the relative price change was -46.8%.

Price Change %1-Month3-Month1-Year
UTI-1.5-22.7-23.1
Business training & employment agency sector9.911.029.1
S&P 500 Index4.89.723.7

SECTION 3 UNIVERSAL TECHNICAL INSTITUTE, INC. FINANCIALS AND GROWTH PERFORMANCE SCORECARD (NYSE:UTI):

3.1 Key Financials (All figures percent)

Operating Margin deteriorated from 2.0% in 2014 to 0.2% in 2017, Return on Equity deteriorated from 1.5% in 2014 to -2.3% in 2017 and Revenue Growth deteriorated from -0.5% in 2014 to -6.6% in 2017.

UTIRevenue GrowthEPS GrowthOperating MarginROE
2017-6.6-0.2-2.3
2016-4.3--5.2-33.9
2015-4.4--2.9-8.1
2014-0.5-5021.5

3.2 Growth

+ Revenue growth rate has been negative in recent years. [Year ended, all figures in %]

YearRevenue Growth
Sep 17-6.6
Sep 16-4.3

3.3 Revenue and Net Profit

In the last 3 years Compound Annual Growth Rate (CAGR) averaged -5.0% for Total Revenue and -71.0% for EBITDA.

DescriptionAnnual ($US)3-year Avg ($US M)3-year CAGR %
Total Revenue324,263,000344.7-5.0
EBITDA650,000(8,533,333.3)-71.0
Operating Profit650,000(9,372,666.7)-55.9

CAGR = Compound Annual Growth Rate

3.4 Performance (All figures in %)

Net Profit Margin 3-year average is -6.3% and Return on Equity 3-year average is -14.7%.

DescriptionAnnual3-year Avg
EBITDA Margin0.2-2.4
Operating Profit Margin0.2-2.7
Net Profit Margin-2.5-6.3
Return on Equity-2.3-14.7
Return on Assets-3.0-7.5
Return on Capital Employed0.3-4.9

3.5 High Performance Indicators:

DescriptionValueRank In NYSE Market
Price to Sales0.2In Top 3%
Cash to MCap %12.1In Top Quartile

SECTION 4 UNIVERSAL TECHNICAL INSTITUTE, INC. MARKET POSITION AND GLOBAL RANK (NYSE:UTI):

4.1 Market Position

Universal Technical Institute, Inc. (NYSE:UTI), the NYSE's 7th largest Business Training & Employment Agency company by market cap, tumbled 77.0c (or 23.1%) in the trailing 12 months to January 19, 2018 to close at $US2.56. This means the stock has underperformed 90% of NYSE-listed stocks in the same period. Compared with the S&P 500 Index which has risen 23.7% over the same period, this is a relative price change of -46.8%. Average daily volume of 70,441 shares in the trailing year was 0.7 times average daily volume in the previous year.

4.2 Global Rank

Rank In The American Region [out of 12,007 stocks]

DescriptionValueRankQuartile
MCap (US$)64M6,101Third
Total Assets (US$)274.1M4,582Second
Revenue (US$)324.3M3,224Second
Net Profit (US$)(13.4M)8,534Third
Return on Equity %(2.3)5,144Second
Net Profit Margin %(2.5)4,954Second
Price to Book0.6757Top
PV$1000 (1Year) US$7697,663Third
US$ Change (1Year) %-22.07,622Third
Rel Strength 6 Mo (US$)278,781Third

SECTION 5 UNIVERSAL TECHNICAL INSTITUTE, INC. ACTIVITIES

Universal Technical Institute Inc. is a provider of post-secondary education for students seeking careers as professional automotive, diesel, collision repair, motorcycle and marine technicians. The Company offers undergraduate degree, diploma and certificate programs at 10 campuses across the United States. It also offers manufacturer specific advanced training (MSAT) programs that are sponsored by the manufacturer or dealer at 18 dedicated training centers.

SECTION 6 RECENT NEWS ON DIRECTORS

6.1 CHANGES IN BOARD OF DIRECTORS AND SENIOR MANAGEMENT

29 November 2017

Universal Technical Institute appoints Jerome Grant as COO

Universal Technical Institute has appointed Jerome Grant as COO. The appointment takes effect from Nov 29, 2017.

18 September 2017

Universal Technical Institute director Conrad A. Conrad - steps down

Conrad A. Conrad of Universal Technical Institute has stepped down as Director. The effective date is Sep 18, 2017.

6.2 REPORTED STOCK AWARDS

08 December 2017

Universal Technical Institute chief operating officer Jerome Grant awarded shares

Universal Technical Institute (NYSE:UTI) chief operating officer Jerome Grant, was awarded 44,379 shares worth $US126,480 on December 05.

07 December 2017

Universal Technical Institute senior vice president-operations Sherrell E. Smith awarded shares

Universal Technical Institute (NYSE:UTI) senior vice president-operations Sherrell E. Smith, was awarded 36,983 shares worth $US105,402 on December 05.

07 December 2017

Universal Technical Institute senior vice president-information technology Bryce Peterson awarded shares

Universal Technical Institute (NYSE:UTI) senior vice president-information technology Bryce Peterson, was awarded 36,983 shares worth $US105,402 on December 05.

07 December 2017

Universal Technical Institute general counsel and senior vice president of business development Chad A. Freed awarded shares

Universal Technical Institute (NYSE:UTI) general counsel and senior vice president of business development Chad A. Freed, was awarded 36,983 shares worth $US105,402 on December 05.

07 December 2017

Universal Technical Institute senior vice president-people services Rhonda Turner awarded shares

Universal Technical Institute (NYSE:UTI) senior vice president-people services Rhonda Turner, was awarded 23,669 shares worth $US67,457 on December 05.

6.3 SHAREHOLDER VALUE ADDED BY DIRECTORS

14 December 2017

David Blaszkiewicz starts seventh year as Universal Technical Institute Director

David Blaszkiewicz was appointed Director of Universal Technical Institute (NYSE:UTI) six years ago on December 14, 2011. In the last 5 years the average annualized return to shareholders was -21.3%. The present value of USD1,000 (PV1000) invested 5 years ago is now $US303, a loss of $US728 and dividend reinvested of $US30.

26 September 2017

Kimberly J. McWaters brings two bagger value to Universal Technical Institute

Kimberly J. McWaters was appointed CEO of Universal Technical Institute (NYSE:UTI) one year ago on September 26, 2016. The present value of USD1,000 (PV1000) invested on the appointment date is US$2,026, for a capital gain of US$1,026. In the same period the shares were up 102.6% from US$1.6 to US$3.2.

6.4 UPDATED DIRECTOR PROFILES

19 January 2018

Linda J. Srere - Universal Technical Institute updates director's profile

Universal Technical Institute recently released their definitive SEC filing DEF 14A. The updated profile of Linda J. Srere (62), Director is shown below.Linda J. Srere has served as a director on our Board of Directors since 2005. Ms. Srere is a marketing and advertising consultant. From January 2000 to November 2001, she served as President of Young & Rubicam Advertising, a worldwide advertising network. From September 1998 to January 2000, Ms. Srere served as Vice Chairman and Chief Client Officer of Young & Rubicam Inc. ("Y&R"). From January 1997 to September 1998, she served as President and CEO of Y&R's New York office. Ms. Srere joined Y&R in September 1994 as Executive Vice President and Director of Business Development. Ms. Srere served as the Chairman of advertising agency Earle Palmer Brown New York from 1992 to 1994, and served as President of advertising agency Rosenfeld, Sirowitz, Humphrey & Strauss from 1990 to 1992. For 11 years, until July 2012, Ms. Srere was a director of Electronic Arts Inc. During her tenure, she served on its compensation and its nominating and governance committees. Ms. Srere also served as a director of aQuantive, Inc., which was sold to Microsoft in 2007. She currently sits on the Investor and Executive Council of DCubed Group, a private market investment firm. Ms. Srere brings to the Board of Directors marketing, strategic and business leadership skills from her career in marketing and advertising.

19 January 2018

Kenneth R Trammell - Universal Technical Institute updates director's profile

Universal Technical Institute recently released their definitive SEC filing DEF 14A. The updated profile of Kenneth R Trammell (57), Director is shown below.Kenneth R. Trammell, age 57, has served as a director on our Board of Directors since June 2011. Mr. Trammell has served as the Chief Financial Officer of Tenneco Inc., a publicly traded manufacturer of vehicle components and systems, since September 2003, and Controller from 1997 through 2003. Prior to joining Tenneco in 1996, Mr. Trammell spent 12 years with the international public accounting firm of Arthur Andersen LLP. Mr. Trammell received a BBA in accounting from the University of Houston. Mr. Trammell has significant business experience in the original equipment and aftermarket automotive parts industry for more than 20 years. He also has considerable experience in financial reporting, accounting, internal controls, capital markets transactions, investor relations and operations finance. Mr. Trammell qualifies as an audit committee financial expert under SEC guidelines.

19 January 2018

William J. Lennox, Jr. - Universal Technical Institute updates director's profile

Universal Technical Institute recently released their definitive SEC filing DEF 14A. The updated profile of William J. Lennox, Jr. (68), Director is shown below.Lieutenant General William J. Lennox, Jr. (USA Ret.) has served as a director on our Board of Directors since January 2014. Mr. Lennox has served as President of Saint Leo University since July 2015. Mr. Lennox served as Chief Executive Officer of Lennox Strategies, LLC, a consulting company and personal business venture, from 2012 to 2015. From 2006 to 2012, Mr. Lennox served as Senior Vice President, Washington, D.C., for Goodrich Corporation, a Fortune 500 aerospace firm. Prior to his position at Goodrich Corporation, Mr. Lennox served approximately 35 years in the United States Army, culminating as Superintendent of the United States Military Academy at West Point. Mr. Lennox currently serves on the Board of Princeton Power Systems, a privately held manufacturer of advanced power conversion products and alternative energy systems. Mr. Lennox received a bachelor's degree in international affairs from the United States Military Academy at West Point, as well as a master's degree and Ph.D. in literature from Princeton University. Mr. Lennox's exceptional military career and his expertise in developing and managing strategic relationships between the private sector and government entities brings a unique set of experiences and capabilities to the Board.

19 January 2018

Roger S. Penske - Universal Technical Institute updates director's profile

Universal Technical Institute recently released their definitive SEC filing DEF 14A. The updated profile of Roger S. Penske (80), Director is shown below.Roger S. Penske has served as a director on our Board of Directors since 2002. Mr. Penske has served as Chairman of the Board of Directors and Chief Executive Officer of Penske Automotive Group, Inc., a publicly-traded automotive retailer, since 1999. Mr. Penske has also been Chairman of the Board of Directors and Chief Executive Officer of Penske Corporation since 1969. Mr. Penske also serves as a director of Business Leaders for Michigan and Downtown Detroit Partnership. Mr. Penske has also served as a director of General Electric Company during the last five years. Mr. Penske has executive management experience in the automotive industry and experience as a public company director. Mr. Penske brings to the Board of Directors high-level connections to various automotive companies and extensive experience in and understanding of the automotive retail industry.

19 January 2018

Roderick R. Paige - Universal Technical Institute updates director's profile

Universal Technical Institute recently released their definitive SEC filing DEF 14A. The updated profile of Roderick R. Paige (84), Director is shown below.Dr. Roderick R. Paige, age 84, has served as a director on our Board of Directors since September 2010. Dr. Paige has served as the Interim President of Jackson State University since November 2016. Dr. Paige was a founder of the Chartwell Education Group, LLC, an education consulting firm, and served as its Chairman from 2005 to 2009. Dr. Paige has also served as Senior Advisor to Higher Ed Holdings, LLC since 2005. Dr. Paige served as the United States Secretary of Education from 2001 to 2005 and was a Public Policy Scholar at the Woodrow Wilson International Center for Scholars in 2005. Dr. Paige also served as a director of News Corporation during the last five years and was a member of its compensation committee. Dr. Paige also has significant experience in the education industry, including 10 years as the dean of a college of education, four years as trustee of a 200,000 student school district and approximately seven years as the Superintendent of Schools of the Houston Independent School District. Dr. Paige received his doctorate and masters in health and physical education from Indiana University and his BS from Jackson State University. Dr. Paige brings to the Board of Directors governmental regulatory and leadership experience and contacts in the education industry.

19 January 2018

Robert DeVincenzi - Universal Technical Institute updates director and non-executive chairman's profile

Universal Technical Institute recently released their definitive SEC filing DEF 14A. The updated profile of Robert DeVincenzi (58), Director and Non-Executive Chairman is shown below.Robert T. DeVincenzi, age 58, has served as a director on our Board of Directors since April 2017 and has served as the Chairman of our Board of Directors since September 2017. Mr. DeVincenzi has served as a non-executive member of the Board of Directors of Redflex Holdings Limited, which focuses on road, vehicle and pedestrian safety products and services, and as Chairman of the Risk and Compliance Committee since 2014. From 2012 to 2014, he served as Chief Executive Officer of Redflex Holdings Limited. Additionally, Mr. DeVincenzi is a principal partner in Lupine Ventures, a business advisory firm that provides strategic consulting and corporate development advisory services, since 2014. Mr. DeVincenzi has also served as an Adjunct Professor of Entrepreneurship and Business Ethics at California State University, Monterey Bay since 2014. From 2008 to 2012, Mr. DeVincenzi served as President and Chief Executive Officer of LaserCard Corporation, a global biometric identification systems business. Prior to his position at LaserCard Corporation, Mr. DeVincenzi held positions in a variety of high technology enterprises, including Solectron, Inc., Inkra Networks Inc. and Ignis Optics Inc. Mr. DeVincenzi served on the Board of IBIS Healthcare from January 2015 to May 2017. Mr. DeVincenzi received a Master of Arts degree from Gonzaga University in Organizational Leadership, a Bachelor of Science degree in Business Administration from California State University, San Luis Obispo and has completed various executive educations programs at Duke University, Northwestern University and Massachusetts Institute of Technology. Mr. DeVincenzi is a certified public company director (ACCD) and has completed Directors College at Stanford University. Mr. DeVincenzi brings to the Board of Directors significant business leadership and strategy development experience as well as public company board expertise. Mr. DeVincenzi qualifies as an audit committee financial expert under SEC guidelines.

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