Sunlands Online Education Group (STG)
NYSE:STG
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Earnings Data
Report Date
Aug 13, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
―Last Year’s EPS
1.3Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call balanced notable operational and financial positives — sustained profitability (20th consecutive profitable quarter), margin expansion, significant reductions in sales & marketing spend and continued strategic investment in AI — against persistent top-line challenges, including a 9.6% revenue decline in Q1 and a conservative Q2 revenue outlook of -20.2% to -23.9% YoY. While the company is demonstrating disciplined cost management and building long-term capabilities, near-term revenue headwinds and declining deferred revenue temper the tone.Company Guidance
Continued Profitability and Strong Net Income Margin
Net income of RMB 76.8 million in Q1 2026 (up from RMB 75.2 million YoY, ≈+2.1%) marking the company's 20th consecutive profitable quarter; net income margin expanded to 17.4%.
Improved Profitability Metrics and Cost Efficiency
Gross profit was RMB 381.1 million with gross margin expanding to 86.5% from 85.2% (≈+1.3 percentage points). Cost of revenues decreased 17.7% YoY to RMB 59.5 million; total operating expenses declined 16.7% YoY to RMB 284.3 million.
Large Reduction in Selling Expenses
Sales and marketing expenses decreased by 19.5% year-over-year to RMB 241.9 million — the largest single-quarter reduction in recent years and the third consecutive quarter of YoY decline.
Strategic Investment in Technology and R&D
Product development (R&D) expenses rose 5.6% YoY to RMB 6.6 million, reflecting continued investment to embed AI across acquisition and service workflows to drive long-term operating efficiency.
Diversified Revenue Mix and New Learning Initiatives
Degree and diploma programs contributed 17.9% of net revenues while interest-based, professional skills and certification programs accounted for 67.9% of net revenues. Company launched new interest-based course catalogs (e.g., colored pencil, folk music), physical learning experiences and pilots (e.g., language learning) to deepen learner journeys and repurchase potential.
Solid Liquidity and Balance Sheet
Cash, cash equivalents and restricted cash of RMB 547.2 million and short-term investments of RMB 236.0 million as of March 31, 2026, supporting financial resilience and strategic flexibility.
STG Earnings History
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
STG Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 26, 2026 | $2.71 | $2.75 | +1.48% |
Mar 19, 2026 | $4.65 | $4.62 | -0.65% |
Nov 20, 2025 | $6.62 | $5.74 | -13.31% |
Aug 14, 2025 | $9.36 | $10.10 | +7.91% |
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 Sunlands Online Education Group (STG) report earnings?
Sunlands Online Education Group (STG) is schdueled to report earning on Aug 13, 2026, Before Open (Confirmed).
What is Sunlands Online Education Group (STG) earnings time?
Sunlands Online Education Group (STG) earnings time is at Aug 13, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
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What is STG EPS forecast?
Currently, no data Available