New Oriental Reports Higher Earnings in Q3 Driven by Growth
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
0mins
Should l Buy EDU?
Source: NASDAQ.COM
- Significant Earnings Growth: New Oriental reported a net income of $126.82 million for Q3 FY2026, a 45.4% increase from $87.26 million last year, indicating strong growth in core and new education businesses, which enhances the company's overall financial health.
- Increased Earnings Per Share: The earnings per share rose to $0.08 from $0.05 year-over-year, reflecting the company's success in improving operational efficiency and user growth, thereby boosting investor confidence.
- Dividend Payment Plan: The board approved a second installment dividend of $0.06 per common share, expected to be paid on June 2, demonstrating the company's commitment to shareholder returns and reflecting its robust cash flow position.
- Optimistic Future Outlook: New Oriental anticipates Q4 net revenues between $1.43 billion and $1.47 billion, representing a year-over-year increase of 15% to 18%, and raised its full-year FY2026 total net revenue guidance to $5.56 billion to $5.60 billion, indicating strong confidence in future growth.
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Analyst Views on EDU
Wall Street analysts forecast EDU stock price to rise
3 Analyst Rating
2 Buy
1 Hold
0 Sell
Moderate Buy
Current: 58.500
Low
60.00
Averages
68.00
High
76.00
Current: 58.500
Low
60.00
Averages
68.00
High
76.00
About EDU
New Oriental Education & Technology Group Inc is a holding company principally engaged in the provision of a variety of educational programs, services and products. The Company primarily operates four segments. Educational Services and Test Preparation Courses segment is mainly engaged in the provision of educational services and test preparation courses and online education services. Private Label Products and Livestreaming E-Commerce segment is mainly engaged in the sale of private label products and livestreaming e-commerce business through East Buy. Overseas Study Consulting Services segment mainly helps students through the application and admission process for overseas educational institutions, provides college, graduate and career counseling advice, and counsels and assists students with the immigration process for overseas studies, such as obtaining visas and arranging housing. Other segment is mainly engaged in educational materials and distribution and other businesses.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
New Oriental Education Set to Announce Q3 Earnings
- Earnings Announcement Date: New Oriental Education & Technology (EDU) is set to release its Q3 earnings on April 22 before market open, with consensus EPS estimate at $0.84, reflecting a 20% year-over-year increase, and revenue expected at $1.36 billion, a 15% year-over-year growth, indicating the company's sustained growth potential.
- Performance Expectation Analysis: Over the past two years, New Oriental has beaten EPS estimates 50% of the time and revenue estimates 88% of the time, showcasing the company's strong performance in managing market expectations, which helps boost investor confidence.
- Estimate Revision Trends: In the last three months, EPS estimates have seen three upward revisions with no downward adjustments, while revenue estimates have experienced four upward revisions, indicating analysts' optimistic outlook on the company's future performance, which could further drive stock price increases.
- Rating Upgrade Context: New Oriental Education has been rated as a 'Buy', anticipating an outperforming quarter, which not only reflects market recognition of its business model but may also attract more investor attention, thereby enhancing the company's market position in the education sector.
See More
New Oriental Reports Higher Earnings in Q3 Driven by Growth
- Significant Earnings Growth: New Oriental reported a net income of $126.82 million for Q3 FY2026, a 45.4% increase from $87.26 million last year, indicating strong growth in core and new education businesses, which enhances the company's overall financial health.
- Increased Earnings Per Share: The earnings per share rose to $0.08 from $0.05 year-over-year, reflecting the company's success in improving operational efficiency and user growth, thereby boosting investor confidence.
- Dividend Payment Plan: The board approved a second installment dividend of $0.06 per common share, expected to be paid on June 2, demonstrating the company's commitment to shareholder returns and reflecting its robust cash flow position.
- Optimistic Future Outlook: New Oriental anticipates Q4 net revenues between $1.43 billion and $1.47 billion, representing a year-over-year increase of 15% to 18%, and raised its full-year FY2026 total net revenue guidance to $5.56 billion to $5.60 billion, indicating strong confidence in future growth.
See More
New Oriental Reports Strong Q3 2026 Financial Results
- Significant Revenue Growth: New Oriental reported net revenues of $1.417 billion for Q3 FY2026, reflecting a 19.8% year-over-year increase, primarily driven by the expansion of new educational business initiatives, indicating strong market performance.
- Operating Income Improvement: The operating income for the third quarter reached $180.3 million, a 44.8% increase year-over-year, while non-GAAP operating income was $202.9 million, up 42.8%, showcasing the company's success in enhancing operational efficiency.
- Net Income Surge: The net income attributable to New Oriental for the quarter was $126.8 million, representing a 45.3% year-over-year increase, with net income per ADS at $0.80, highlighting a significant improvement in profitability.
- Shareholder Return Plan: The company announced a dividend payment of $0.06 per ADS as part of its shareholder return plan for FY2026, further boosting investor confidence and demonstrating commitment to shareholder value.
See More
New Oriental Reports Strong Q3 2026 Financial Results
- Significant Revenue Growth: New Oriental reported net revenues of $1.417 billion for Q3 2026, marking a 19.8% year-over-year increase, primarily driven by the expansion of new educational business initiatives, indicating strong demand and growth potential in the education market.
- Substantial Operating Income Increase: The operating income for the third quarter reached $180.3 million, up 44.8% year-over-year, with an operating margin of 12.7%, reflecting the company's successful strategies in enhancing operational efficiency and cost control.
- Continued Net Income Growth: Net income attributable to New Oriental was $126.8 million, a 45.3% increase year-over-year, with net income per ADS at $0.80, showcasing a significant improvement in profitability and further solidifying investor confidence.
- Shareholder Return Plan Update: The company announced a dividend of $0.06 per ADS as part of its shareholder return plan for FY 2026, alongside a share repurchase of approximately 3.3 million ADS, demonstrating a commitment to shareholder value and effective capital management.
See More
New Oriental Education Q3 Earnings Beat Expectations
- Earnings Beat: New Oriental's Q3 non-GAAP EPS of $0.95 exceeded expectations by $0.11, reflecting strong profitability and reinforcing market confidence in the company's growth trajectory.
- Significant Revenue Growth: The company reported Q3 revenue of $1.42 billion, a 20.3% year-over-year increase that surpassed market expectations by $60 million, indicating robust growth across various business lines and enhancing its competitive position.
- Cash Flow Status: As of February 28, 2026, New Oriental held $1.783 billion in cash and cash equivalents, with a net operating cash outflow of approximately $7.5 million in Q3, yet maintaining strong liquidity to support future investments and expansion.
- Optimistic Outlook: The company anticipates Q4 net revenues between $1.4296 billion and $1.4669 billion, representing a year-over-year increase of 15% to 18%, while raising its full-year revenue guidance to $5.5614 billion to $5.5987 billion, demonstrating confidence in future growth and positive market expectations.
See More
New Oriental to Report Q3 FY2026 Financial Results
- Earnings Report Schedule: New Oriental Education Group will report its financial results for the third quarter ended February 28, 2026, before the U.S. market opens on April 22, 2026, which is expected to significantly impact investor sentiment.
- Conference Call Timing: Management will host an earnings conference call at 8 AM U.S. Eastern Time on April 22, 2026, providing a direct communication opportunity between investors and management, thereby enhancing transparency.
- Diverse Participation Options: Investors can join the conference by registering in advance to receive dial-in numbers and a personal PIN, or they can participate via a live webcast, ensuring broad dissemination of information and engagement.
- Replay Service: After the call, investors can access a replay of the conference via on-demand webcast, available until April 22, 2027, allowing those who could not attend live to obtain key insights.
See More
New Oriental Education Set to Announce Q3 Earnings
- Earnings Announcement Date: New Oriental Education & Technology (EDU) is set to release its Q3 earnings on April 22 before market open, with consensus EPS estimate at $0.84, reflecting a 20% year-over-year increase, and revenue expected at $1.36 billion, a 15% year-over-year growth, indicating the company's sustained growth potential.
- Performance Expectation Analysis: Over the past two years, New Oriental has beaten EPS estimates 50% of the time and revenue estimates 88% of the time, showcasing the company's strong performance in managing market expectations, which helps boost investor confidence.
- Estimate Revision Trends: In the last three months, EPS estimates have seen three upward revisions with no downward adjustments, while revenue estimates have experienced four upward revisions, indicating analysts' optimistic outlook on the company's future performance, which could further drive stock price increases.
- Rating Upgrade Context: New Oriental Education has been rated as a 'Buy', anticipating an outperforming quarter, which not only reflects market recognition of its business model but may also attract more investor attention, thereby enhancing the company's market position in the education sector.
See More
New Oriental Reports Higher Earnings in Q3 Driven by Growth
- Significant Earnings Growth: New Oriental reported a net income of $126.82 million for Q3 FY2026, a 45.4% increase from $87.26 million last year, indicating strong growth in core and new education businesses, which enhances the company's overall financial health.
- Increased Earnings Per Share: The earnings per share rose to $0.08 from $0.05 year-over-year, reflecting the company's success in improving operational efficiency and user growth, thereby boosting investor confidence.
- Dividend Payment Plan: The board approved a second installment dividend of $0.06 per common share, expected to be paid on June 2, demonstrating the company's commitment to shareholder returns and reflecting its robust cash flow position.
- Optimistic Future Outlook: New Oriental anticipates Q4 net revenues between $1.43 billion and $1.47 billion, representing a year-over-year increase of 15% to 18%, and raised its full-year FY2026 total net revenue guidance to $5.56 billion to $5.60 billion, indicating strong confidence in future growth.
See More
New Oriental Reports Strong Q3 2026 Financial Results
- Significant Revenue Growth: New Oriental reported net revenues of $1.417 billion for Q3 FY2026, reflecting a 19.8% year-over-year increase, primarily driven by the expansion of new educational business initiatives, indicating strong market performance.
- Operating Income Improvement: The operating income for the third quarter reached $180.3 million, a 44.8% increase year-over-year, while non-GAAP operating income was $202.9 million, up 42.8%, showcasing the company's success in enhancing operational efficiency.
- Net Income Surge: The net income attributable to New Oriental for the quarter was $126.8 million, representing a 45.3% year-over-year increase, with net income per ADS at $0.80, highlighting a significant improvement in profitability.
- Shareholder Return Plan: The company announced a dividend payment of $0.06 per ADS as part of its shareholder return plan for FY2026, further boosting investor confidence and demonstrating commitment to shareholder value.
See More
New Oriental Reports Strong Q3 2026 Financial Results
- Significant Revenue Growth: New Oriental reported net revenues of $1.417 billion for Q3 2026, marking a 19.8% year-over-year increase, primarily driven by the expansion of new educational business initiatives, indicating strong demand and growth potential in the education market.
- Substantial Operating Income Increase: The operating income for the third quarter reached $180.3 million, up 44.8% year-over-year, with an operating margin of 12.7%, reflecting the company's successful strategies in enhancing operational efficiency and cost control.
- Continued Net Income Growth: Net income attributable to New Oriental was $126.8 million, a 45.3% increase year-over-year, with net income per ADS at $0.80, showcasing a significant improvement in profitability and further solidifying investor confidence.
- Shareholder Return Plan Update: The company announced a dividend of $0.06 per ADS as part of its shareholder return plan for FY 2026, alongside a share repurchase of approximately 3.3 million ADS, demonstrating a commitment to shareholder value and effective capital management.
See More
New Oriental Education Q3 Earnings Beat Expectations
- Earnings Beat: New Oriental's Q3 non-GAAP EPS of $0.95 exceeded expectations by $0.11, reflecting strong profitability and reinforcing market confidence in the company's growth trajectory.
- Significant Revenue Growth: The company reported Q3 revenue of $1.42 billion, a 20.3% year-over-year increase that surpassed market expectations by $60 million, indicating robust growth across various business lines and enhancing its competitive position.
- Cash Flow Status: As of February 28, 2026, New Oriental held $1.783 billion in cash and cash equivalents, with a net operating cash outflow of approximately $7.5 million in Q3, yet maintaining strong liquidity to support future investments and expansion.
- Optimistic Outlook: The company anticipates Q4 net revenues between $1.4296 billion and $1.4669 billion, representing a year-over-year increase of 15% to 18%, while raising its full-year revenue guidance to $5.5614 billion to $5.5987 billion, demonstrating confidence in future growth and positive market expectations.
See More
New Oriental to Report Q3 FY2026 Financial Results
- Earnings Report Schedule: New Oriental Education Group will report its financial results for the third quarter ended February 28, 2026, before the U.S. market opens on April 22, 2026, which is expected to significantly impact investor sentiment.
- Conference Call Timing: Management will host an earnings conference call at 8 AM U.S. Eastern Time on April 22, 2026, providing a direct communication opportunity between investors and management, thereby enhancing transparency.
- Diverse Participation Options: Investors can join the conference by registering in advance to receive dial-in numbers and a personal PIN, or they can participate via a live webcast, ensuring broad dissemination of information and engagement.
- Replay Service: After the call, investors can access a replay of the conference via on-demand webcast, available until April 22, 2027, allowing those who could not attend live to obtain key insights.
See More
