New Oriental Education & Technology (EDU) Earnings Dates, Call Summary & Reports

The earnings call presented a mixed outlook with significant revenue growth and success in new business ventures such as the tourism-related and educational segments. However, challenges included a decrease in operating income, macroeconomic impacts, and increased operating costs leading to margin pressures. The sentiment remains cautious due to these mixed factors, despite strong financial positioning and strategic initiatives like share repurchases and dividends.

Company Guidance

During the Q2 2025 earnings call, New Oriental provided detailed guidance and performance metrics for their upcoming quarter. The company expects total net revenue, excluding East Buy, to be between $1,007.3 million and $1,032.5 million, reflecting an 18% to 21% year-over-year increase in USD terms and a 20% to 23% increase in RMB terms. New Oriental is managing capacity expansion and hiring with a strategic focus on cities with strong local economies while continuing to invest in emerging tourism-related ventures. The company aims for a balance between revenue growth and operating efficiency, projecting a 25% year-over-year revenue increase in RMB terms for the full year. Despite macroeconomic uncertainties affecting high-end educational services, New Oriental remains committed to enhancing its offerings and leveraging advanced technologies to drive growth and operational efficiency.

Strong Revenue Growth

Total net revenues increased by 31.3% year-over-year, with an overall revenue growth of 19.4% year-over-year.

New Business Ventures Success

New education business initiatives recorded a revenue increase of about 43% year-over-year.

Overseas Study Consulting and Adults Business Growth

Overseas study consulting and adults/university students business recorded revenue increases of 31% and 35% year-over-year, respectively.

Tourism Related Business Surge

Tourism-related business line, including study tours and research campuses, recorded a revenue increase of 233% year-over-year.

Share Repurchase and Dividend

Board approved a share repurchase program extended to May 2025, increasing from $400 million to $700 million, with $542.8 million already repurchased. A special dividend of $0.06 per share was also distributed.

Healthy Financial Position

The company holds approximately $4.8 billion in cash and cash equivalents, term deposits, and short-term investments.

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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

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EDU Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Jul 24, 2018	2018 (Q4)	- / 0.41	0.35	17.14% (+0.06)	―	―
Oct 23, 2018	2019 (Q1)	- / 0.77	1	-23.00% (-0.23)	―	―
Jan 22, 2019	2019 (Q2)	- / -0.16	0.03	-633.33% (-0.19)	―	―
Apr 23, 2019	2019 (Q3)	- / 0.61	0.43	41.86% (+0.18)	―	―
Jul 23, 2019	2019 (Q4)	- / 0.27	0.41	-34.15% (-0.14)	―	―
Oct 22, 2019	2020 (Q1)	- / 1.31	0.77	70.13% (+0.54)	―	―
Jan 20, 2020	2020 (Q2)	- / 0.34	-0.16	312.50% (+0.50)	―	―
Apr 21, 2020	2020 (Q3)	- / 0.86	0.61	40.98% (+0.25)	―	―
Jul 28, 2020	2020 (Q4)	- / 0.08	0.27	-70.37% (-0.19)	―	―
Oct 13, 2020	2021 (Q1)	- / 1.09	1.31	-16.79% (-0.22)	―	―

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

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EDU Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
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%
Apr 24, 2024	$88.74	$76.34	-13.97%

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.

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