Loading...
•
Nov 30, 2025
New Oriental Q2 2026 Earnings Report
New Oriental reported solid revenue and profit growth for Q2 FY2026.
Key Takeaways
New Oriental posted strong quarterly results, with revenue up to $1.19 billion and net income increasing by over 40% year-over-year. Operational efficiency improvements drove a significant rise in margins, supported by growth in new education initiatives.
Revenue reached $1.19 billion, up from $1.04 billion a year earlier
Net income rose to $45.5 million, marking a 42.3% increase
Non-GAAP operating margin improved to 7.5%, up from 2.8% last year
Over 1 million enrollments in non-academic tutoring and expansion in AI-powered learning systems
Forward Guidance
New Oriental expects Q3 FY2026 revenue between $1.31B and $1.35B, with full-year revenue now forecasted to grow 8–12% year-over-year.
Positive Outlook
- Revenue guidance raised for FY2026
- Broad-based growth across business units
- Continued strength in new education businesses
- AI integration driving product innovation and efficiency
- Expansion of East Buy’s product lines and offline channels
Challenges Ahead
- Ongoing macroeconomic challenges in China
- Increased share-based compensation costs
- High reliance on new business initiatives for growth
- Competitive pressure in livestream e-commerce
- Capital expenditure requirements for tech expansion
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
Loading earnings performance data...
Loading earnings reaction data...