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, 4 hold, 0 sell out of 20) with an average price target of $73.62.
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…
Full summary in the app.
| Fund | Stake |
|---|---|
| Amvescap Plc. | 3.11% |
| Aspex Management (HK) Ltd | 2.92% |
| Discerene Group LP | 1.99% |
| Renaissance Technologies Corp | 1.84% |
| Orbis Allan Gray Ltd | 1.39% |
| Morgan Stanley - Brokerage Accounts | 1.38% |
| Alkeon Capital Management, LLC | 1.11% |
| UBS Group AG | 1.10% |
| Document | Date |
|---|---|
| Current report (6-K) · Q2 FY2027 OTHER NOTABLE POINTS • New Oriental Education & Technology Group Inc. filed a Form 6-K with the U.S. Securities and Exchange Commission for October 2 | 2026-10-13 |
| Current report (6-K) · Q2 FY2027 OTHER NOTABLE POINTS • New Oriental Education & Technology Group Inc. filed a Form 6-K with the U.S. Securities and Exchange Commission for October 2 | 2026-10-08 |
| Current report (6-K) · Q2 FY2027 OTHER NOTABLE POINTS • New Oriental Education & Technology Group Inc. filed a Form 6-K covering an announcement dated October 8, 2026. • The announc | 2026-10-08 |
| Annual report FY2026 (20-F) HEADLINE NUMBERS • New Oriental Education & Technology Group Inc. is a Cayman Islands holding company reporting under U.S. GAAP for the fiscal year e | 2026-09-22 |
| Current report (6-K) · Q2 FY2027 FILING DETAILS • New Oriental Education & Technology Group Inc. filed a Form 6-K with the U.S. Securities and Exchange Commission for September 2026. | 2026-09-22 |
| Quarterly results (6-K) · Q4 FY2026 HEADLINE NUMBERS • Q4 FY2026 revenue increased 23.0% year over year to US$1,529.5 million. • Q4 operating income was US$85.8 million, versus an oper | 2026-07-29 |
| Current report (6-K) · Q1 FY2027 OTHER NOTABLE POINTS • New Oriental Education & Technology Group Inc. filed a Form 6-K with the U.S. Securities and Exchange Commission for July 2026 | 2026-07-07 |
| Quarterly results (6-K) · Q3 FY2026 HEADLINE NUMBERS • Third-quarter FY2026 revenue rose 19.8% year over year to US$1,417.3 million. • Operating income increased 44.8% to US$180.3 mill | 2026-04-22 |
Readable in the app.
| 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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Open in the appGoogle PlayApp StoreData updated 2026-10-19.