Gaotu Techedu Inc. (GOTU)
NYSE:GOTU
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Earnings Data
Report Date
Sep 01, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
-0.07Last Year’s EPS
-0.13Same Quarter Last Year
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presented a mix of constructive execution and growth signals alongside clear operating and cash-flow pressures. Revenue, gross profit and deferred revenue growth, sustained profitability (second consecutive profitable Q1 on a GAAP and non-GAAP basis), solid segment-level growth (one-on-one, nonacademic, college/adult services), disciplined R&D and active AI/offline initiatives are positive indicators. However, materially higher operating expenses (particularly selling costs), a 73.6% increase in net operating cash outflow, thin GAAP operating margins and significant share buybacks that consumed cash temper the outlook. Management emphasized efficiency gains and longer-term investments in AI, talent and offline expansion, and provided Q2 revenue guidance implying continued mid-teens YoY growth.Company Guidance
Top-Line Growth
Revenue grew 13.2% year-over-year to approximately RMB 1.7 billion in Q1 2026, demonstrating continued top-line expansion.
Gross Profit and Margin
Gross profit increased 12.9% year-over-year to nearly RMB 1.2 billion, with a strong gross margin of 69.5%.
Profitability Maintained
Company achieved first-quarter profitability for the second consecutive year; GAAP income from operations was RMB 6.9 million (0.4% margin) and non-GAAP operating income was RMB 13.8 million (0.8% margin). Non-GAAP net income was RMB 41.4 million (2.5% margin).
Deferred Revenue Build
Deferred revenue totaled nearly RMB 1.8 billion, up 24.1% year-over-year, providing visibility into future revenue recognition.
Strong Growth in Key Service Lines
Nonacademic tutoring gross billings increased over 20% YoY and revenue grew over 15% YoY (contributing ~40% of total revenue); one-on-one tutoring recorded >20% YoY growth in both revenue and gross billings.
Adult and College Services Momentum
Educational services for college students saw gross billings grow >15% YoY (contributing >25% of gross billings) and revenues for these services grew >20% YoY; civil service exam prep delivered double-digit YoY growth in both revenue and gross billings.
Disciplined R&D and Organizational Efficiency
R&D expenses rose only 5.7% YoY to RMB 159.0 million (9.4% of net revenue), and R&D + G&A as a percentage of revenue declined by 0.7 percentage points YoY, reflecting efficiency gains and tighter resource allocation.
Capital Allocation and Balance Sheet Resources
As of March 31, 2026, cash and cash equivalents were RMB 691.2 million, short-term investments RMB 2.1 billion and long-term investments RMB 501.4 million (total ~RMB 3.3 billion). The company repurchased ~33.1 million ADS for ~RMB 704 million through June 1, 2026; cash position (excluding repurchases) rose by RMB 69.7 million YoY.
AI and Offline Strategy Progress
Management highlighted deeper AI integration across curriculum, content creation and operations, and reported offline service expansion across 7 cities (Zhengzhou Dream Center showing high utilization) with plans to expand to Wuhan; Gaotu Foundation programs reached 33 rural schools and over 23,000 teachers.
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 |
|---|---|---|---|
Jun 02, 2026 | $1.93 | $1.73 | -10.36% |
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% |
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 Sep 01, 2026, Before Open (Confirmed).
What is Gaotu Techedu Inc. (GOTU) earnings time?
Gaotu Techedu Inc. (GOTU) earnings time is at Sep 01, 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 (Q2) is -0.07.
