New Oriental Education & Technology Group Inc. Q4 2026 Earnings Recap

EDU Q4 2026 July 31, 2026

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Shares gained 11.4% as New Oriental reported revenue and operating income growth that outpaced expectations, driven by strong performance in both core education services and its new business initiatives.

Earnings Per Share Miss

$0.55 vs $0.60 est.

-8.3% surprise

Revenue Beat

1529532000 vs 1464240000 est.

+4.5% surprise

Market Reaction

1-Day +0.0%

5-Day -3.5%

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Key Takeaways

Total net revenue increased 23% year-over-year to $1.53 billion in Q4 FY2026.
Non-GAAP operating income rose 34.7% to $110 million, with improved operating margins for the quarter and full fiscal year.
Overseas test prep and study consulting revenues grew modestly by 6% and 1%, respectively, while adults and university student business surged 29% year-over-year.
New educational initiatives achieved 25% revenue growth, supported by expanding market penetration in 60+ cities and strong contribution from top-tier urban centers.
Continued investment in the OMO teaching platform ($31.2 million) and rollout of AI-powered personalized learning platform showing early market traction.

This summary was generated by AI from the official earnings call transcript and is provided for informational purposes only. It does not constitute financial advice. For the complete transcript and financial data, visit EDU on AllInvestView.

Previous Q3 2026