New Oriental posts strong FY2026 results with 14–18% FY2027 growth guidance
Jul 29, 2026, 5:16 AM EDT1 sourcesAI-analyzed
Why it may matterVerify against the original reporting
Strong FY2026 execution with 15–23% revenue growth, margin expansion (GAAP 11.4%, Non-GAAP 13.0%), and a clear FY2027 guidance base (14–18% growth) should drive earnings upside and investor confidence. The ongoing buyback (~$200M planned for 2027) and dividend support augment per-share metrics, reducing float and potentially lifting multiple compression defenses observed in cyclical/regulated education peers.
AI summary
What happened, with direct paths to the underlying reporting
New Oriental reported a strong FY2026 close, with Q4 revenue of US$1.53B (+23% YoY) and profitability turning positive. Full-year revenue reached US$5.66B, with GAAP margin at 11.4% and Non-GAAP margin at 13.0%, while net income rose 27.8%. FY2027 guidance targets US$6.45–6.68B revenue (14–18% growth), supported by AI integrations and robust cash-based shareholder returns.
4Q FY2026 net revenues US$1.5295B; up 23% YoY. Growth from new initiatives.
FY2026 net revenues US$5.6613B; up 15.5% YoY.
FY2026 GAAP operating income US$643.3M; margin 11.4%.
FY2026 Non-GAAP operating income US$737.6M; margin 13.0%.
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