Inferra AI / Company / EDU
New Oriental Education & Technology Group Inc.
EDU · Industrials
Last earnings Oct 28, 2026
Key results
Revenuequarter
6.1%
Financial Highlights for the First Fiscal Quarter Ended August 31, 2025 Total net revenues increased by 6.1% year over year to US$1,523.0 million for the first fiscal quarter of 2026.
SEC original ↗New Oriental Education & Technology Group Inc. — Earnings release (6-K exhibit)EX-99Oct 28, 2025
Operating incomequarter
6.0%
Operating income increased by 6.0% year over year to US$310.8 million for the first fiscal quarter of 2026.
SEC original ↗New Oriental Education & Technology Group Inc. — Earnings release (6-K exhibit)EX-99Oct 28, 2025
Net incomequarter
1.9%
Net income attributable to New Oriental decreased by 1.9% year over year to US$240.7 million for the first fiscal quarter of 2026.
SEC original ↗New Oriental Education & Technology Group Inc. — Earnings release (6-K exhibit)EX-99Oct 28, 2025
Notably, revenues from overseas test preparation and overseas study consulting businesses increased by approximately 1.0% and 2.0% year over year, respectively.
SEC original ↗New Oriental Education & Technology Group Inc. — Earnings release (6-K exhibit)EX-99Oct 28, 2025
Our new educational business initiatives recorded a revenue growth of 15.3% year over year.
SEC original ↗New Oriental Education & Technology Group Inc. — Earnings release (6-K exhibit)EX-99Oct 28, 2025
Non-GAAP operating marginfull-year
22.0%
This is reflected in our quarterly Non-GAAP operating margin of 22.0%, up by 100 basis points compared to the same period last fiscal year.
SEC original ↗New Oriental Education & Technology Group Inc. — Earnings release (6-K exhibit)EX-99Oct 28, 2025
Financial Results for the First Fiscal Quarter Ended August 31, 2025 Net Revenues For the first fiscal quarter of 2026, New Oriental reported net revenues of US$1,523.0 million, representing a 6.1% increase year over year.
SEC original ↗New Oriental Education & Technology Group Inc. — Earnings release (6-K exhibit)EX-99Oct 28, 2025
Cost of revenues increased by 9.3 % year over year to US$637.8 million.
SEC original ↗New Oriental Education & Technology Group Inc. — Earnings release (6-K exhibit)EX-99Oct 28, 2025
AI analysis
Q3 2025 · reported Oct 28, 2025
Based on: Earnings release (6-K exhibit) + parent 6-K — transcript not held
Headline figures
| Metric | Q3 2025 | Prior qtr | Year ago |
|---|---|---|---|
| Revenue | 6.1% | — | — |
| Operating income | 6.0% | — | — |
| Net income | 1.9% | — | — |
Guidance · company-stated
Direction: Raised
“Outlook for the Second Quarter and Full Year of the Fiscal Year 2026 New Oriental expects total net revenues in the second quarter of the fiscal year 2026 (September 1, 2025 to November 30, 2025) to be in the range of US$1,132.1 million to US$1,163.3 million, representing year over year increase in the range of 9% to 12%.”
“New Oriental confirms the previously provided guidance of total net revenues in the fiscal year 2026 (June 1, 2025 to May 31, 2026) to be in the range of US$5,145.3 million to US$5,390.3 million, representing a year over year increase in the range of 5% to 10%.”
Classified from the release's primary full-year outlook statement.
Margin
Capital allocation
The Company has announced today that to implement the share return plan for the fiscal year 2026, the board of directors has approved an ordinary cash dividend and a new share repurchase program: Ordinary cash dividend: the ordinary cash dividend of US$0.12 per common share, or US$1.2 per ADS, will be paid in two installments, with an aggregate amount of approximately US$190 million.
Event summary
New Oriental Announces Results for the First Fiscal Quarter Ended August 31, 2025
Based on: Earnings release (6-K exhibit) + parent 6-K — transcript not held
Guidance & outlook
Direction: Raised
Revenue: “Outlook for the Second Quarter and Full Year of the Fiscal Year 2026 New Oriental expects total net revenues in the second quarter of the fiscal year 2026 (September 1, 2025 to November 30, 2025) to be in the range of US$1,132.1 million to US$1,163.3 million, representing year over year increase in the range of 9% to 12%.”
Revenue: “New Oriental confirms the previously provided guidance of total net revenues in the fiscal year 2026 (June 1, 2025 to May 31, 2026) to be in the range of US$5,145.3 million to US$5,390.3 million, representing a year over year increase in the range of 5% to 10%.”
Revenue — Raised (“increase”)
“Outlook for the Second Quarter and Full Year of the Fiscal Year 2026 New Oriental expects total net revenues in the second quarter of the fiscal year 2026 (September 1, 2025 to November 30, 2025) to be in the range of US$1,132.1 million to US$1,163.3 million, representing year over year increase in the range of 9% to 12%.”
Revenue — Raised (“increase”)
“New Oriental confirms the previously provided guidance of total net revenues in the fiscal year 2026 (June 1, 2025 to May 31, 2026) to be in the range of US$5,145.3 million to US$5,390.3 million, representing a year over year increase in the range of 5% to 10%.”
Classified from the release's primary full-year outlook statement.
Capital allocation
The Company has announced today that to implement the share return plan for the fiscal year 2026, the board of directors has approved an ordinary cash dividend and a new share repurchase program: Ordinary cash dividend: the ordinary cash dividend of US$0.12 per common share, or US$1.2 per ADS, will be paid in two installments, with an aggregate amount of approximately US$190 million.
SEC original ↗New Oriental Education & Technology Group Inc. — Earnings release (6-K exhibit)EX-99Oct 28, 2025
Share repurchase program: Pursuant to the new share repurchase program, the Company may repurchase up to US$300 million of its ADSs or common shares over the next 12 months.
SEC original ↗New Oriental Education & Technology Group Inc. — Earnings release (6-K exhibit)EX-99Oct 28, 2025
Cash Flow Net operating cash inflow for the first fiscal quarter of 2026 was approximately US$192.3 million and capital expenditures for the quarter were US$55.4 million.
SEC original ↗New Oriental Education & Technology Group Inc. — Earnings release (6-K exhibit)EX-99Oct 28, 2025
Strategy & priorities
Our new educational business initiatives recorded a revenue growth of 15.3% year over year.
SEC original ↗New Oriental Education & Technology Group Inc. — Earnings release (6-K exhibit)EX-99Oct 28, 2025
As we move forward in the current fiscal year, we will maintain our strategic direction, continuing to execute our long-term development strategy with an unwavering focus on enhancing our core education business.
SEC original ↗New Oriental Education & Technology Group Inc. — Earnings release (6-K exhibit)EX-99Oct 28, 2025
Building on our ongoing efforts, we will prioritize further enhancement to product capabilities and quality, systematic development of educational resources, and operational efficiency improvements.
SEC original ↗New Oriental Education & Technology Group Inc. — Earnings release (6-K exhibit)EX-99Oct 28, 2025
We are confident that our strategic initiatives and dedication to excellence will drive continued growth in the years to come.
SEC original ↗New Oriental Education & Technology Group Inc. — Earnings release (6-K exhibit)EX-99Oct 28, 2025
Chenggang Zhou, New Oriental s Chief Executive Officer, added, During this fiscal quarter, we maintained a disciplined approach to capacity expansion, ensuring alignment between revenue growth and operational efficiency.
SEC original ↗New Oriental Education & Technology Group Inc. — Earnings release (6-K exhibit)EX-99Oct 28, 2025
Risks & headwinds
Stephen Zhihui Yang, New Oriental s Executive President and Chief Financial Officer, commented, Despite the challenges posed by the continued slowdown in our overseas businesses, we delivered a year over year improvement in our Non-GAAP operating margin, driven by our relentless focus on cost optimization and operational efficiency enhancements.
SEC original ↗New Oriental Education & Technology Group Inc. — Earnings release (6-K exhibit)EX-99Oct 28, 2025
Forward-looking statements involve inherent risks and uncertainties.
SEC original ↗New Oriental Education & Technology Group Inc. — Earnings release (6-K exhibit)EX-99Oct 28, 2025
Competitors
Competitors & peers
Same GICS sector — classification peers, not declared competitors
Filings
39 documents- Q3 2026
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- Q2 2025
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- Q1 2025
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- Q4 2024
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Earnings releases
15 documentsPresentations
0 documentsNo presentations for New Oriental Education & Technology Group Inc. are held in this edition of the library.
Transcripts
0 documentsNo transcripts for New Oriental Education & Technology Group Inc. are held in this edition of the library.
Mentioned by
2 companiesOther tracked companies whose held documents mention New Oriental Education & Technology Group Inc. by name or ticker. A mention is counted once per document, from the document text the library holds.
“nd, and may materially and adversely affect… …interests Net (loss)/income attributable to New Oriental Education & Technology Group Inc.’s shareholders -Basic 11 17 For the Years Ended May 31, 2023 2024 2025 2026 3,050,022 55,224 3,105,246 2,”
“ spans 150+ sessions across strategy, architecture, and execution, with hands-on AI labs, EDU training, and an AI Agent Factory where attendees build and certify a working AI agent before leaving Orlando.…”
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