EDU Earnings Prediction
The chart below shows how EDU performed 10 days before and after its earnings report, based on data from the past quarters. Typically, EDU sees a +8.65% change in stock price 10 days leading up to the earnings, and a +3.77% change 10 days following the report. On the earnings day itself, the stock moves by -5.63%. This data can give you a slight idea of what to expect for the next quarter's release.
EDU Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
1.44B
30.49%
26.28%
Gross Margin
59.35%
-0.90%
13.52%
Operating Margin
20.42%
9.49%
2095.70%
Net Margin
16.93%
5.75%
571.83%
EPS
0.15
50.00%
650.00%
No Data Available
EDU Earnings Analysis
New Oriental Education and Technology Group, Inc. American Depositary Shares (each representing ten Corporation (EDU.N) Earnings Conference Call
Positive
Quarterly Revenue Increase: Total net revenues increased by 30.5% this quarter, with a year-over-year increase of 33.5% excluding revenues from East Buy.
Operating Margin Improvement: Operating margin reached 23.7%, representing a 370-basis point improvement year-over-year.
Operating Income Increase: Non-GAAP operating income for the quarter was $300 million, reflecting a 22.6% increase year-over-year.
Net Income Surge: Net income attributable to New Oriental for the quarter was $245.4 million, representing a 48.4% increase year-over-year.
Share Repurchase Authorization: The company has authorized a share repurchase program of up to $700 million, extending the effective time of the program to May 31, 2025.
Negative
Operating Costs Increase: Operating costs and expenses for the quarter were $1,142.3 million, representing a 27.6% increase year-over-year.
Operating Costs Increase: Non-GAAP operating costs and expenses for the quarter, which excludes share-based compensation expenses, were $1,135.4 million, representing a 32.8% increase year-over-year.
Revenue Cost Increase: Cost of revenues increased by 32.3% year-over-year to $583.5 million.
Marketing Expense Increase: Selling and marketing expenses increased by 42.3% year-over-year to $193.7 million.
G&A Expense Increase: G&A expenses for the quarter increased by 15% year-over-year to $365.1 million.
EDU FAQs
How does EDU typically perform around its earnings report dates?
Is New Oriental Education & Technology Group Inc. (EDU) Q1 2025 Earnings Call Summary positive or negative?
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EDU Earning Call Sentiment
New Oriental Education & Technology Group Inc. (EDU) Q1 2025 Earnings Call Transcript
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EDU.N
-0.67%Positive
The earnings call reveals strong financial performance with a 30.5% revenue increase and 23.7% operating margin. The optimistic guidance and strategic initiatives, including capacity expansion and AI integration, are positive indicators. The extended share repurchase program is also a favorable signal. Despite some concerns about cost increases and unclear responses on tourism margins, the overall sentiment is positive, suggesting a stock price increase of 2% to 8% over the next two weeks.
