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Gaotu Techedu Inc. (GOTU)
NYSE:GOTU
Earnings Data
Report Date
May 27, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
>-0.01Last Year’s EPS
0.07Same Quarter Last Year
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasized strong top-line growth, healthy gross margins, improved operating leverage and meaningful progress on strategic initiatives (AI integration, offline expansion, improved user acquisition efficiency and retention). The company also highlighted a robust cash and investment base and active share repurchases. Offsetting these positives are continued GAAP and non-GAAP losses, elevated selling expenses (52.5% of revenues), a still-elevated operating expense base, and short-term seasonality leading to single-digit Q1 guidance. Management expects further margin and profitability improvement and anticipates offline profitability next year, suggesting a positive trajectory.Company Guidance
Strong Top-Line Growth
Revenue increased 21.4% year-over-year in Q4 to RMB 1.7 billion; full-year 2025 revenue grew 35.0% year-over-year to RMB 6.1 billion, exceeding initial expectations.
High Gross Margin and Gross Profit Expansion
Gross profit rose 20.7% year-over-year to over RMB 1.1 billion with a strong gross margin of 67.9% in the quarter.
Operating Leverage and Improved Profitability Trends
Company realized operating leverage for five consecutive quarters; CEO cited bottom-line improvement of 38.0% year-over-year. Operating expenses as a percentage of revenue declined by 4.1 percentage points year-over-year, contributing to a 20.9% reduction in operating loss.
Solid Cash Position and Share Repurchases
Cash, cash equivalents, restricted cash and investments totaled ~RMB 4.0 billion (RMB 712M cash & equivalents, RMB 2.7B short-term investments, RMB 551.6M long-term investments). Executed aggregate share repurchases of ~RMB 670M (≈30.6M ADS), representing ~12.8% of outstanding shares.
Strong Deferred Revenue and Billings Momentum
Deferred revenue rose 23.0% year-over-year to RMB 2.6 billion, providing visibility into future revenue. Gross billings for key new initiatives increased over 30% year-over-year in the quarter, with revenue for those initiatives up 45%.
User Metrics and Acquisition Efficiency Improvements
User acquisition efficiency improved 10.8% year-over-year (measured as gross billings / selling expenses). Retention of existing students exceeded 75% in the quarter; retention for new students rose meaningfully year-over-year.
Strategic Progress: Offline Expansion & New Segments
Offline learning center network scaled rapidly since 2023 and management expects school-level profitability this year and full offline business profitability next year. Educational services for college students and adults delivered mid-double-digit full-year growth and reached profitability at the business-line level.
Guidance Reflecting Seasonality with Recovery Expected
Guidance for Q1 2026 net revenue of RMB 1,578M–1,598M, up 5.7%–7.0% YoY (seasonal); company expects growth rate to return to double digits in Q2 2026.
GOTU 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
GOTU Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 05, 2026 | $2.18 | $1.99 | -8.72% |
Nov 26, 2025 | $2.61 | $2.40 | -8.05% |
Aug 26, 2025 | $3.78 | $3.64 | -3.70% |
May 15, 2025 | $3.80 | $3.91 | +2.89% |
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 Gaotu Techedu Inc. (GOTU) report earnings?
Gaotu Techedu Inc. (GOTU) is schdueled to report earning on May 27, 2026, Before Open (Confirmed).
What is Gaotu Techedu Inc. (GOTU) earnings time?
Gaotu Techedu Inc. (GOTU) earnings time is at May 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.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is GOTU EPS forecast?
GOTU EPS forecast for the fiscal quarter 2026 (Q1) is >-0.01.
