New Oriental Delivers 23% Revenue Growth, Swings to Profit, and Launches $200M Buyback
EDU sits 25% above its 52-week low of $41.62.
Summary
New Oriental reported Q4 FY2026 revenue of $1.53B (+23% YoY) and swung to an operating profit of $85.8M. Full-year revenue hit $5.66B with operating income up 50%. The company guided for 14–18% revenue growth in FY2027 and announced a new $200M buyback and $300M dividend.
Updates
· Dow Jones Newswires — Hong Kong-listed shares surged 15% following the earnings report.
Key Events · Earnings and Guidance · EDU
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Q4 Revenue +23%, Swings to Profit
Fourth-quarter net revenues rose 23% year over year to $1,529.5M, driving a swing to operating income of $85.8M from a loss of $8.7M a year ago. Net income attributable to New Oriental surged 775.8% to $62.2M.
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Full-Year Operating Income +50%
For the full year, net revenues grew 15.5% to $5,661.3M, while operating income increased 50.2% to $643.3M and net income rose 27.8% to $475.2M. Non-GAAP operating margin expanded 170 basis points to 13.0%.
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FY2027 Revenue Guidance of 14–18% Growth
Management expects FY2027 net revenues between $6,453.9M and $6,680.3M, representing 14% to 18% year-over-year growth.
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New $200M Buyback and $300M Dividend
The board approved a new $200M share repurchase program and an ordinary cash dividend of approximately $300M for FY2027, to be paid in two installments.
Analysis · EDU · Trade & Services
A strong fourth quarter saw revenue climb 23% to $1.53B and operating income swing to $85.8M from a loss a year ago, fueled by new educational initiatives. For the full year, operating income jumped 50% to $643M on 15.5% revenue growth. Looking ahead, management guided for 14–18% revenue growth in FY2027 and unveiled a new $200M buyback plus a $300M dividend, underscoring confidence and a commitment to shareholder returns. The results and capital return programs reinforce the recovery narrative and could support the stock.
How filings like this one have moved
In the 30 days to Sep 30, 2026, 34.7% of the 1013 measured filings Wiseek scored 8 moved their stock by 5% or more by the next session's close. The median move was -0.50%. These are measured outcomes after filings of this importance, not a forecast for this one.
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At the time of this filing, EDU was trading at $52.00 on NYSE in the Trade & Services sector, with a market capitalization of approximately $8.2B. The 52-week trading range was $41.62 to $64.97. This filing was assessed with positive market sentiment and an importance score of 8 out of 10.