TAL Earnings Prediction
The chart below shows how TAL performed 10 days before and after its earnings report, based on data from the past quarters. Typically, TAL sees a -2.50% change in stock price 10 days leading up to the earnings, and a +1.59% change 10 days following the report. On the earnings day itself, the stock moves by +4.08%. This data can give you a slight idea of what to expect for the next quarter's release.
TAL Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
429.56M
59.70%
15.01%
Gross Margin
52.92%
0.76%
-1.32%
Operating Margin
-2.57%
-84.43%
-70.19%
Net Margin
6.36%
146.76%
-198.60%
EPS
0.14
173.68%
-216.67%
No Data Available
TAL Earnings Analysis
TAL Education Group Corporation (TAL.N) Earnings Conference Call
Positive
Q3 Revenue Surge: Net revenues for Q3 reached $606.4 million, reflecting a year-over-year growth of 62.4% in U.S. Dollar terms.
Gross Profit Surge: Gross profit increased by 59.6% year-over-year to $319.8 million, demonstrating strong operational efficiency and product demand.
User Engagement Metrics: The average weekly active rate for the learning device user base was around 80%, with over half of users engaging for 5 or more days per week, indicating high user engagement.
Profitability Improvement Highlight: Non-GAAP net income attributable to TAO was $38.6 million, compared to a non-GAAP net loss of $1.9 million in the same period last year, showcasing significant profitability improvement.
Product Innovation Recognition: The XPAD received a Twice PIX award at the Consumer Electronics Show 2025, highlighting the product's market recognition and innovative features.
Negative
Rising Operational Costs: Cost of revenue increased by 65.5% to $286.7 million from $173.2 million for the same period last year, indicating rising operational costs that outpaced revenue growth.
Increased Marketing Expenses: Selling and marketing expenses surged by 85.6% to $226.4 million, representing 37.3% of total net revenues, up from 32.7% year over year, highlighting increased spending without proportional revenue growth.
Gross Margin Decline: Gross margin decreased to 52.7% from 53.6% for the same period last year, reflecting declining profitability despite revenue growth.
Operational Loss Reduction: Loss from operations was $17.4 million for Q3 of fiscal year 2025, compared to a loss of $32.2 million for the same period last year, indicating ongoing operational challenges despite reduced losses.
Revenue Decline Anticipated: The company anticipates a year-over-year decline in revenue from learning devices in Q4, suggesting potential challenges in maintaining growth momentum in this segment.
TAL FAQs
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TAL Earning Call Sentiment
Earnings call transcript: TAL Education Q4 2024 beats earnings expectations
TAL.N
-1.61%Positive
The earnings call highlights strong revenue growth and improved profitability, but rising expenses and a slight decline in gross margin are concerns. The lack of a shareholder return plan and unclear responses in the Q&A add uncertainty. Seasonal revenue declines and regulatory risks further temper optimism. Overall, the positive financial metrics are offset by these challenges, resulting in a neutral outlook for the stock price.