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TAL Education Group (TAL)
NYSE:TAL
Earnings Data
Report Date
Apr 23, 2026Before Open (Confirmed)
Period Ending
2026 (Q4)Consensus EPS Forecast
0.15Last Year’s EPS
-0.01Same Quarter Last Year
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call highlights a clear operational and financial improvement: strong revenue growth (+27% YoY), substantial gross profit expansion (+35% YoY) and a pronounced profitability turnaround (operating income positive vs loss a year ago), supported by robust cash generation and user engagement metrics. Offsetting this are ongoing investments and an adjusted operating loss in the learning device business, decelerating device growth and ASP pressure, and competitive and seasonal risks that could cause near-term variability. Overall, the positives around top-line growth, margin expansion, cash strength and product engagement substantially outweigh the challenges tied to the investment-stage device business and short-term uncertainty.Company Guidance
Strong Revenue Growth
Net revenues of $770.2M (RMB5,480.4M) in 3Q FY2026, up 27% YoY in USD and 26.8% YoY in RMB.
Profitability Turnaround
Income from operations of $93.1M versus an operating loss of $17.4M a year ago; non-GAAP income from operations of $104.0M (vs. non-GAAP loss $1.9M LY). Net income attributable to TAL $130.6M (vs. $23.1M LY); non-GAAP net income $141.4M (vs. $38.6M LY).
Strong Gross Profit and Margin Expansion
Gross profit rose 35% YoY to $431.8M from $319.8M; gross margin improved to 56.1% from 52.7% (increase of 3.4 percentage points).
Improved Operating Efficiency and Expense Discipline
Selling & marketing expenses decreased 2.8% YoY to $220.1M; non-GAAP S&M decreased 2.1% to $217.6M and fell from 36.7% to 28.3% of revenue (down 8.4 pp). Non-GAAP G&A as % of revenue decreased from 16.6% to 14.4% (down 2.2 pp). Total share-based compensation declined 30.2% to $10.8M.
Healthy Cash Generation and Strong Balance Sheet
Cash & cash equivalents of $2,146.3M, short-term investments $1,471.1M, deferred revenue $1,162.8M, and net cash provided by operating activities of $526.7M in the quarter. Board authorized up to $500M share repurchase program; ~$27.7M deployed to repurchase 844,856 shares to date.
User Engagement and Product Milestones
Learning devices showed YoY revenue and volume growth; average weekly active rate ~80% and average daily usage ~1 hour per active device. AI assistant Xiao Si activated 1,000,000,000 times (as of Dec 2025); AI Thinky facilitated hundreds of thousands of guided-learning hours. Launched X5 Classic; showcased AI Buddy at CES (received CES Picks recognition).
TAL 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
TAL Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Oct 30, 2025 | $12.03 | $12.91 | +7.32% |
Jul 31, 2025 | $10.09 | $10.94 | +8.42% |
Apr 24, 2025 | $10.98 | $8.93 | -18.67% |
Jan 23, 2025 | $9.13 | $11.07 | +21.25% |
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 TAL Education Group (TAL) report earnings?
TAL Education Group (TAL) is schdueled to report earning on Apr 23, 2026, Before Open (Confirmed).
What is TAL Education Group (TAL) earnings time?
TAL Education Group (TAL) earnings time is at Apr 23, 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 TAL EPS forecast?
TAL EPS forecast for the fiscal quarter 2026 (Q4) is 0.15.
