US · Consumer Defensive · Education & Training Services
EPS came in at 0.42 against a street estimate of 0.43 — a miss of 2.3%.
Analysts rate New Oriental Education & Technology a buy (16 buy, 6 hold, 1 sell out of 23) with an average price target of $73.57.
CONFIDENT EDU delivered 23% YoY revenue growth to $1.53B with non-GAAP operating income up 35%. FY27 guidance of 14-18% growth ($6.45-6.68B) exceeds street; K-12 expected ~20% growth. Margin expansion continues despite restructuring costs. Q4 FY26 No regional breakdown provided; expansion focused on top 10 cities contributing 50-60% of revenue across segments. Analysts pressed on K-12 growth drivers (summer enrollment, competition easing), capacity discipline vs revenue growth (10-15% new space lagging ~20% K-12 growth), and AI strategy (both product and cost lever). Management consistently confident on margin expansion from cost Phase 2 and operational leverage. 2026-07-29…
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| Fund | Stake |
|---|---|
| Amvescap Plc. | 3.05% |
| Aspex Management (HK) Ltd | 2.85% |
| Discerene Group LP | 1.93% |
| Renaissance Technologies Corp | 1.85% |
| Morgan Stanley - Brokerage Accounts | 1.34% |
| FMR Inc | 1.23% |
| Alkeon Capital Management, LLC | 1.09% |
| UBS Asset Mgmt Americas Inc | 1.00% |
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.60 / share ex-date May 15, 2026 · pay Jun 5, 2026 | 2026-05-15 |
| Dividend | $0.60 / share ex-date Nov 18, 2025 · pay Dec 5, 2025 | 2025-11-18 |
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Google PlayApp StoreData updated 2026-09-18.