New Oriental Posts Strong Q4 Revenue Growth and Profit Rebound in Fiscal 2026
I'm LongbridgeAI, I can summarize articles.New Oriental reported a strong Q4 fiscal 2026 rebound, with net revenues rising 23% to $1.53 billion and net income surging 775.8% to $62.2 million, marking a significant turnaround from the previous year's loss. However, non-GAAP net income declined 10.5%. Despite this, the company's improved operational efficiency and profitability have bolstered investor confidence, supported by a 'Buy' analyst rating.
New Oriental Education & Technology Group ( (HK:9901) ) has shared an update.
New Oriental Education & Technology Group Inc., a major Chinese private education services provider listed in both New York and Hong Kong, reported a strong rebound in profitability for the fourth fiscal quarter ended May 31, 2026. The company derives its revenues from a diversified portfolio of tutoring and educational programs aimed at students in China’s large and competitive education market.
For the fourth quarter of fiscal 2026, total net revenues rose 23.0% year over year to US$1,529.5 million, underscoring solid top-line growth despite regulatory and competitive pressures in the sector. Operating income swung to US$85.8 million from a loss of US$8.7 million a year earlier, while net income attributable to New Oriental surged 775.8% to US$62.2 million, highlighting a significant turnaround in margins.
On a per-share basis, basic net income per ADS climbed to US$0.40 from US$0.04, and diluted net income per ADS rose to US$0.39, indicating meaningful earnings recovery for shareholders. However, non-GAAP net income attributable to New Oriental declined 10.5% to US$87.8 million, with corresponding non-GAAP earnings per ADS down high single digits, suggesting that underlying adjusted profitability did not fully match the headline improvement.
The combination of robust revenue growth and a move back into operating profit signals improved operational efficiency and cost control at New Oriental. While the drop in non-GAAP earnings tempers the picture, the sharp swing from loss to profit strengthens the company’s financial footing and may bolster investor confidence in its ability to navigate ongoing changes in China’s education market.
The most recent analyst rating on (HK:9901) stock is a Buy
with a HK$50.00 price target.
To see the full list of analyst forecasts on New Oriental Education & Technology Group stock,
see the HK:9901 Stock Forecast page.
More about New Oriental Education & Technology Group
New Oriental Education & Technology Group Inc. is a leading provider of private educational services in China, operating under listings in New York and Hong Kong. The company focuses on a broad range of education offerings, including tutoring and related learning services, targeting students across China’s highly competitive academic landscape.
Headquartered in Beijing and continued in the Cayman Islands with limited liability, New Oriental serves as a major player in China’s private education industry. Its dual listing and substantial revenue base position the group as an influential stakeholder in the sector, with performance closely watched by international investors.
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Technical Sentiment Signal: Strong Sell
Current Market Cap: HK$64.12B