New Oriental FY2026: Revenue +15.5% to $5.66B, Net Income +37.5%; New $200M Buyback and ~$300M Dividend Authorized
EDU sits 22% above its 52-week low of $44.25.
Summary
New Oriental reported FY2026 revenue of $5.66B (+15.5%) and net income of $516.7M (+37.5%), and authorized a new $200M buyback plus ~$300M dividend for FY2027.
Key Events · Earnings and Guidance · EDU
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FY2026 Revenue and Profit Growth
Total net revenues rose 15.5% to $5,661.3M; net income attributable to shareholders rose 37.5% to $475.2M; operating income reached $643.3M.
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New $200M Buyback Authorized
Board approved the 2027 Share Repurchase Program on July 28, 2026, authorizing up to $200M in ADS/common share repurchases over 12 months through July 28, 2027.
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FY2027 Dividend of ~$300M
Board approved an ordinary cash dividend expected to total approximately $300M, payable in two installments in December 2026 and June 2027.
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FY2026 Capital Returns Nearly Complete
Under the 2026 Share Repurchase Program, 54.1M common shares were repurchased for ~$288.7M; FY2026 ordinary dividend of $189M was fully paid.
Analysis · EDU · Trade & Services
New Oriental's annual report confirms a strong fiscal 2026: revenue grew 15.5% to $5.66 billion and net income jumped 37.5% to $516.7 million, driven by new educational business initiatives and East Buy's livestreaming e-commerce. The board also authorized a new $200 million share repurchase program and an expected $300 million cash dividend for fiscal 2027, extending a shareholder-return plan that already returned roughly $289 million via buybacks and $189 million via dividends in fiscal 2026. The filing also confirms PFIC status for U.S. tax purposes, a consideration for U.S. holders.
How filings like this one have moved
In the 30 days to Sep 30, 2026, 29.6% of the 1609 measured filings Wiseek scored 7 moved their stock by 5% or more by the next session's close. The median move was -0.57%. These are measured outcomes after filings of this importance, not a forecast for this one.
Measured one observation per ticker per day, after exclusions. Current figures: Filing Impact Tracker · open dataset
At the time of this filing, EDU was trading at $54.19 on NYSE in the Trade & Services sector, with a market capitalization of approximately $8.8B. The 52-week trading range was $44.25 to $64.97. This filing was assessed with positive market sentiment and an importance score of 7 out of 10.