Core Insights - New Oriental Education Technology Group reported its unaudited financial results for the fourth quarter and fiscal year ending May 31, 2025, showing a net revenue of $4.9 billion, a year-on-year increase of 13.6%, and a net profit of $372 million, up 20.1% [1] Financial Performance - For the fourth quarter of fiscal year 2025, New Oriental's net revenue reached $1.243 billion, reflecting a year-on-year growth of 9.4%, while the net profit attributable to the company was $7.1 million, a significant decrease of 73.7% [1] - Excluding revenue from self-operated products and live e-commerce business, the net revenue for the fourth quarter increased by 18.7% year-on-year [1] Business Segments - Revenue from overseas exam preparation and consulting services grew approximately 14.6% and 8.2% year-on-year, respectively [1] - Domestic exam preparation services targeting adults and university students saw a year-on-year growth of about 17% [1] - New Oriental's new educational businesses maintained strong growth momentum, recording a year-on-year revenue increase of 32.5% in the quarter [1] - Non-subject tutoring services were launched in nearly 60 cities, with approximately 918,000 registrations in the quarter [1] - The smart learning system and devices were adopted in around 60 cities, with about 255,000 active paying users in the quarter [1] Strategic Outlook - Over the past year, New Oriental has gradually consolidated its long-term development strategy [1]

Core Insights - The China Education Theme Index (931456) closed down 0.79% at 1192.58 points with a trading volume of 11.132 billion yuan [1] - Over the past month, the index has increased by 1.59%, 8.73% over the last three months, and 9.83% year-to-date [1] - The index comprises 50 liquid and large-cap education-related companies listed globally, reflecting the overall performance of Chinese education companies [1] Index Composition - The top ten holdings of the index are: New Oriental-S (14.38%), TAL Education (13.64%), Zhonggong Education (6.93%), Doushen Education (5.74%), UBTECH (5.31%), Visionox (5.02%), Tsinghua Tongfang (5.0%), iFLYTEK (4.85%), Newcapec (3.37%), and Guomai Technology (2.91%) [1] - The market distribution of the index holdings is as follows: Shenzhen Stock Exchange 52.23%, Hong Kong Stock Exchange 27.07%, New York Stock Exchange 15.45%, and Shanghai Stock Exchange 5.25% [1] Industry Breakdown - The industry composition of the index holdings shows: Consumer Discretionary 57.05%, Information Technology 36.54%, Industrials 3.81%, Materials 1.75%, and Communication Services 0.84% [2] - The index samples are adjusted semi-annually, with adjustments implemented on the next trading day after the second Friday of June and December [2] Investment Products - Public funds tracking the China Education sector include the Bosera China Education ETF [3]

Exhibit 99.1 New Oriental Announces Results for the Fourth Fiscal Quarter and the Fiscal Year Ended May 31, 2025 BEIJING, July 30, 2025 /PRNewswire/ – New Oriental Education & Technology Group Inc. (the "Company" or "New Oriental") (NYSE: EDU/ 9901.SEHK), a provider of private educational services in China, today announced its unaudited financial results for the fourth fiscal quarter and fiscal year ended May 31, 2025. Financial Highlights for the Fourth Fiscal Quarter Ended May 31, 2025 Key Financial Resul ...

Core Insights - New Oriental's net revenue for the fiscal year 2025 reached $4.9 billion, representing a year-on-year increase of 13.6% [1][2] - The net profit attributable to shareholders was $372 million, up 20.1% compared to the previous year [1][2] Fiscal Year 2025 Summary - Total net revenue: $4,900,262,000, an increase of 13.6% from $4,313,586,000 in fiscal year 2024 [2] - Operating profit: $428,250,000, a rise of 22.2% from $350,425,000 [2] - Non-GAAP operating profit: $554,228,000, up 15.8% from $478,786,000 [2] - Net profit attributable to shareholders: $371,716,000, an increase of 20.1% from $309,591,000 [2] - Non-GAAP net profit attributable to shareholders: $517,071,000, up 11.4% from $463,956,000 [2] Q4 Fiscal Year 2025 Summary - Q4 net revenue: $1,243,155,000, a year-on-year increase of 9.4% from $1,136,679,000 [3][5] - Q4 net profit attributable to shareholders: $7,100,000, a decrease of 73.7% from $26,972,000 [3][5] - Q4 operating loss: $8,674,000, compared to an operating profit of $10,527,000 in the same quarter last year, a decline of 182.4% [3][5] - Non-GAAP net profit for Q4: $98,083,000, an increase of 59.4% from $61,539,000 [5] Business Segment Performance - Core education business revenue (excluding self-operated products and live e-commerce) grew by 18.7% year-on-year [5] - Revenue from overseas exam preparation and consulting services increased by approximately 14.6% and 8.2%, respectively [5] - Domestic exam preparation for adults and university students recorded a year-on-year growth of about 17.0% [5] - New business segments (non-subject tutoring, intelligent learning systems) saw a revenue increase of 32.5% year-on-year [5] Financial Position - As of May 31, 2025, New Oriental had cash and cash equivalents amounting to $1.612 billion [9] - The company's share buyback plan has increased to a total value of $700 million, up from the original $400 million [9] - On July 30, 2025, New Oriental's stock closed at HKD 36.5, with a total market capitalization of HKD 60.4 billion [9]

Core Insights - New Oriental Education & Technology Group reported a net revenue of $1.243 billion for the fourth quarter ending May 31, 2025, representing a year-on-year increase of 9.4% [2] - The company's net profit attributable to shareholders was $7.1 million, a decrease of 73.7% year-on-year, with earnings per ADS at $0.04 [2] - For the fiscal year 2025, the group achieved a net revenue of $4.9 billion, a year-on-year increase of 13.6%, and a net profit attributable to shareholders of $372 million, reflecting a 20.1% increase [2] Revenue Growth - The fourth quarter's net revenue growth of 9.4% was driven by a significant increase of 18.7% in revenue excluding self-operated products and live e-commerce [3] - Revenue from overseas exam preparation and inquiry services grew approximately 14.6% and 8.2% respectively, while domestic exam preparation for adults and university students saw a growth of about 17.0% [3] - New educational businesses maintained strong growth, achieving a revenue increase of 32.5% in the quarter, with non-subject tutoring services operating in nearly 60 cities and approximately 918,000 registrations [3] Operational Efficiency - The company is focusing on optimizing teaching space layout to align with business growth and operational efficiency [3] - Investment in an OMO (Online-Merge-Offline) teaching system and artificial intelligence technology is ongoing, with the introduction of AI-driven learning devices and solutions [3] - Non-GAAP operating profit margin for the quarter, excluding self-operated products and live e-commerce, was 6.5%, an increase of 410 basis points year-on-year [3] Strategic Focus - The company aims to enhance product capability and quality, systematically develop educational resources, and improve operational efficiency in the new fiscal year [3] - Continuous investment in high-quality self-operated products is expected to diversify offerings and achieve significant breakthroughs [3] - The overall strategy includes cost optimization and efficiency enhancement across all business segments to pursue sustainable revenue growth and higher profitability [3]

Group 1 - The company reported a net revenue of $1.243 billion for the fourth quarter ending May 31, 2025, representing a year-on-year increase of 9.4% [1] - The net profit attributable to shareholders was $7.1 million, a decrease of 73.7% year-on-year, with earnings per ADS at $0.04 [1] - For the fiscal year 2025, the company achieved a net revenue of $4.9 billion, a year-on-year increase of 13.6%, and a net profit attributable to shareholders of $372 million, an increase of 20.1% [1] Group 2 - The Executive Chairman expressed satisfaction with the 9.4% year-on-year growth in net revenue for the quarter, highlighting an 18.7% increase in revenue excluding self-operated products and live e-commerce [2] - Revenue from overseas exam preparation and consultation services grew approximately 14.6% and 8.2% year-on-year, respectively, while domestic exam preparation for adults and university students saw a growth of about 17.0% [2] - New educational businesses maintained strong growth, achieving a revenue increase of 32.5% in the quarter, with non-subject tutoring services operating in nearly 60 cities and approximately 918,000 registrations [2] Group 3 - The CEO emphasized the focus on optimizing teaching space layout to align with business growth and operational efficiency, alongside investments in AI technology for the educational ecosystem [2] - The company launched a new generation of AI-driven smart learning devices and solutions, integrating new technologies into both offline and online products to enhance product capabilities [2] - The CFO noted that the Non-GAAP operating profit margin, excluding self-operated products and live e-commerce, was 6.5% for the quarter, an increase of 410 basis points year-on-year, with an annual Non-GAAP operating profit margin of 12.8%, up 150 basis points [2]

本文源自：金融界AI电报 新东方第四财季净营收12.4亿美元，同比增长9.4%，预估11.9亿美元第四财季调整后每ADS收益0.61美 元，预估0.39美元第四财季经营亏损867万美元，预估收益2780万美元 ...

Group 1 - The core viewpoint of the article highlights New Oriental-S (9901.HK) reporting its financial performance for the fiscal year ending May 31, 2025, with a net revenue of 4.9 billion USD, representing a year-on-year increase of 13.6% [1] - The company achieved a net profit of 372 million USD, which is a year-on-year increase of 20.1% [1]

本文源自：金融界AI电报 新东方美股盘前跌超11%，2025财年第四季度归属公司净利润710万美元，同比减少73.7%。 ...

新东方美股盘前跌超11％，公司预计第一财季净营收14.6亿美元至15.1亿美元，市场预估15.8亿美元。 ...