The earnings call presented a mixed outlook. While there is notable growth in specific segments like the integrated tourism-related business and investments in AI, the overall revenue decrease and challenges in overseas markets dampen the positive aspects. The financial performance shows both progress and areas needing improvement, with a balanced outlook for the future.

Company Guidance -

Q3 2025

During the third fiscal quarter of 2025 earnings call, guidance for the next quarter was provided by Stephen Yang, Executive President and CFO of New Oriental Education & Technology Group Inc. They forecasted that the total net revenue, excluding Eastbuy, is expected to be between $1,009.1 million and $1,036.6 million, representing a year-over-year increase of 10% to 13%. The projected revenue growth in RMB is expected to be 12% to 15%. The guidance also highlighted a focus on cost control and efficiency enhancements, initiated in the current quarter, which are anticipated to positively impact the non-GAAP operating margin of the educational business in the fourth quarter. The company remains optimistic about achieving sustainable growth through strategic investments, especially in AI and technology integration.

Revenue Growth in Core Educational Business

Despite an overall revenue decrease of 2%, the net revenue excluding Eastbuy increased by 21.2% year over year, driven by new ventures.

Strong Performance in Integrated Tourism-Related Business

The integrated tourism-related business recorded an exceptional revenue increase of 85% year over year for the quarter.

Investment in AI-Powered Education Solutions

New Oriental invested $29.7 million in AI integration for education solutions, enhancing student outcomes and operational efficiency.

Share Repurchase Program

The share repurchase program was extended and increased to $700 million, with $695.5 million already repurchased.

Steady Growth Across Various Business Lines

The overseas study consulting business increased by 21%, and the adults and university students business increased by 17% year over year.

New Oriental Education Tech (EDU) Earnings, Revenues Date & History

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EDU Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Jul 23, 2025	2025 (Q4)	0.35 / -	0.22	―	―	―
Apr 23, 2025	2025 (Q3)	0.73 / 0.70	0.63	11.11% (+0.07)	―
Jan 21, 2025	2025 (Q2)	0.30 / 0.22	0.03	633.33% (+0.19)	―
Oct 23, 2024	2025 (Q1)	1.47 / 1.60	1.13	41.59% (+0.47)	―
Jul 31, 2024	2024 (Q4)	0.45 / 0.22	0.37	-40.54% (-0.15)	―
Apr 24, 2024	2024 (Q3)	0.73 / 0.63	0.56	12.50% (+0.07)	―
Jan 24, 2024	2024 (Q2)	0.26 / 0.03	0.01	200.00% (+0.02)	―
Oct 25, 2023	2024 (Q1)	0.80 / 1.13	0.48	135.42% (+0.65)	―
Jul 26, 2023	2023 (Q4)	0.49 / 0.37	-0.94	139.36% (+1.31)	―
Apr 19, 2023	2023 (Q3)	0.13 / 0.56	-0.72	177.78% (+1.28)	―

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
Apr 23, 2025	$44.39	$44.09	-0.68%
Jan 21, 2025	$60.84	$46.71	-23.22%
Oct 23, 2024	$67.13	$61.48	-8.42%
Jul 31, 2024	$68.59	$62.22	-9.29%

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.