The earnings call reflects a period of stable growth for New Oriental, with positive revenue and operational margin improvements. However, challenges persist in overseas segments and net income faced a slight decline. The company remains optimistic with a proactive shareholder return strategy and improved outlook for future quarters.
Company Guidance
In the recent earnings call for New Oriental's fiscal year 2026 first quarter, the company reported a 6.1% year-over-year increase in total net revenue, with a non-GAAP operating margin reaching 22%, marking a 100 basis point improvement. The overseas test prep and consulting businesses saw modest revenue increases of 1% and 2%, respectively, while the adults and university students business experienced a 14% rise. The company's non-academic tutoring and intelligent learning system initiatives, which have expanded to around 60 cities, showed a revenue increase of approximately 15% year-over-year. East Buy's performance included strategic investments in its private label portfolio, contributing to the overall positive results. For the second quarter of fiscal year 2026, New Oriental expects total net revenue to grow between 9% and 12%, with the full fiscal year revenue anticipated to increase by 5% to 10%. The company also announced a shareholder return plan involving a cash dividend and a share repurchase program totaling up to $490 million.
Stable Growth Trajectory
New Oriental has entered a stable growth trajectory, with total net revenue increasing by 6.1% year-over-year and non-GAAP operating margin improving by 100 basis points to 22%.
Strong Performance in New Educational Initiatives
The new educational business initiatives recorded a revenue increase of about 15% year-over-year for the first quarter of 2026, driven by non-academic tutoring and intelligent learning systems.
Positive Outlook and Shareholder Returns
Guidance for the second quarter projects a 9% to 12% year-over-year increase in total net revenue. A shareholder return plan includes a $190 million dividend and a $300 million share repurchase program.
Increased Deferred Revenue
Deferred revenue increased by 10% compared to the previous year, indicating strong upfront cash collection from customers.
New Oriental Education Tech (EDU) Earnings, Revenues Date & History
The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
EDU Earnings-Related Price Changes
Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Oct 28, 2025
$60.59
$58.56
-3.35%
Jul 30, 2025
$46.75
$44.37
-5.09%
Apr 23, 2025
$44.39
$44.09
-0.68%
Jan 21, 2025
$60.84
$46.71
-23.22%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does New Oriental Education & Technology (EDU) report earnings?
New Oriental Education & Technology (EDU) is schdueled to report earning on Jan 27, 2026, Before Open (Confirmed).
What is New Oriental Education & Technology (EDU) earnings time?
New Oriental Education & Technology (EDU) earnings time is at Jan 27, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.