New Oriental Education & Technology Group Inc., a key player in China's private education scene, disclosed its unaudited financial report for the initial quarter of... [DATA LOCKED] ...

北京商报讯(记者吴其芸)10月28日，新东方发布2026财年第一季度财报，报告期内，新东方净营收15.23 亿美元，同比上升6.1%；股东应占净利润2.41亿美元，同比下降1.9%。 财报显示，新东方董事会执行主席俞敏洪表示，出国考试准备和出国咨询业务营收业务的收入分别同比 增长约1%和2%；此外，针对成人及大学生的国内考试准备业务同比增长约14.4%。新教育业务营收同 比增长15.3%。 ...

Group 1 - HSBC Bank (China) Limited has entered into a cooperation agreement with New Oriental Group's New Oriental Future Overseas Consulting Co., Ltd. and New Oriental Future Education Consulting Co., Ltd. [1] - The collaboration focuses on providing financial and study abroad solutions for families considering overseas education, particularly for those looking to study in Hong Kong [1]

Financial Performance - Total net revenues for the first fiscal quarter of 2026 increased by 6.1% year over year to US$1,523.0 million[4] - Operating income rose by 6.0% year over year to US$310.8 million, with a non-GAAP operating income increase of 11.3% to US$335.5 million[11] - Net income attributable to New Oriental decreased by 1.9% year over year to US$240.7 million, with basic and diluted net income per ADS at US$1.52 and US$1.50, respectively[15] - Net revenues for the three months ended August 31, 2025, were $1,522,980, an increase of 6.1% compared to $1,435,416 in the same period of 2024[35] - Operating income for the same period was $310,827, representing a 6.3% increase from $293,150 year-over-year[35] - Net income attributable to New Oriental's shareholders was $240,723, slightly down from $245,430 in the previous year, reflecting a decrease of 1.1%[35] - Non-GAAP net income attributable to New Oriental was $258,255, compared to $262,411 in the prior year, indicating a decrease of 1.9%[36] - The diluted net income per ADS attributable to New Oriental was $1.52 for the three months ended August 31, 2025, compared to $1.49 in the same period of 2024, reflecting an increase of 2.0%[36] Revenue Guidance - New Oriental expects total net revenues for the second quarter of fiscal year 2026 to be in the range of US$1,132.1 million to US$1,163.3 million, representing a year-over-year increase of 9% to 12%[20] - The full-year revenue guidance for fiscal year 2026 is projected to be between US$5,145.3 million and US$5,390.3 million, indicating a year-over-year increase of 5% to 10%[21] Deferred Revenue - The company reported a 10.0% increase in deferred revenue, reaching US$1,906.7 million compared to US$1,733.1 million at the end of the first quarter of fiscal year 2025[19] Cash and Investments - Cash and cash equivalents as of August 31, 2025, totaled US$1,282.3 million, with additional term deposits of US$1,570.2 million and short-term investments of US$2,178.1 million[18] - Cash and cash equivalents decreased to $1,282,311 as of August 31, 2025, down from $1,612,379 as of May 31, 2025[34] - Total assets increased to $8,012,925 as of August 31, 2025, compared to $7,805,499 as of May 31, 2025, reflecting a growth of 2.7%[34] - Total liabilities decreased to $3,754,521 as of August 31, 2025, down from $3,851,767 as of May 31, 2025, a reduction of 2.5%[34] - Net cash provided by operating activities was $192,318 for the three months ended August 31, 2025, compared to $183,210 in the same period of 2024, an increase of 5.8%[39] - The company reported a net cash used in investing activities of $(451,712) for the three months ended August 31, 2025, compared to $(295,156) in the same period of 2024, indicating increased investment activity[39] Shareholder Returns - The board approved a three-year shareholder return plan, committing to return at least 50% of net income to shareholders, starting with fiscal year 2026[7] - A new share repurchase program allows for the repurchase of up to US$300 million of ADSs or common shares over the next 12 months[12] Operating Margin - The company maintained a non-GAAP operating margin of 22.0%, up 100 basis points from the previous year[6]

(本文来自第一财经) 新东方在港交所公告，截至2025年8月31日止第一季度净营收为15.23亿美元，同比上升6.1%；经营利润 3.11亿美元，同比上升6.0%；新东方股东应占净利润为2.41亿美元，同比下跌1.9%。 ...

新东方-S(09901)发布截至2025年8月31日止第一季度业绩，2026财年第一季度的净营收同比上升6.1%至 15.23亿美元。2026财年第一季度的经营利润同比上升6.0%至3.11亿美元。2026财年第一季度的新东方 股东应占净利润同比下跌1.9%至2.41亿美元。 新东方董事会执行主席俞敏洪表示："我们很高兴以稳健的营收增长率6.1%开启2026财年，超出预期区 间的上限。出国考试准备和出国咨询业务营收业务的收入分别同比增长约1.0%和2.0%;此外，针对成人 及大学生的国内考试准备业务也实现约14.4%的同比增长。我们的新教育业务录得同比15.3%的营收增 长。非学科类辅导业务在课程已在约60个城市开设，本季度吸引约530,000名学生参与。同时，我们的 智慧学习系统及设备已在约60个城市投入使用，活跃付费用户数量达到约452,000名。随着我们在本财 年推进，我们将继续维持我们的战略方向，坚定不移地推进长期发展规划，聚焦核心教育业务的持续优 化。在现有成果的基础上，我们将进一步提升产品能力与品质，系统化建设教育资源，并持续提升运营 效率。我们始终致力于提供卓越的客户服务，增强品牌影响力，并为股 ...

Core Points - New Oriental Education Technology Group announced a cash dividend of $0.06 per share for the fiscal year ending May 31, 2026 [1] - The ex-dividend date is set for November 17, 2025, with the record date on November 18, 2025, and the payment date on December 2, 2025 [1] - The dividend will be paid in US dollars without withholding tax [1] - The company's board of directors has adopted a share repurchase plan, although specific details have not been disclosed [1] - The board includes prominent members such as Yu Minhong, Zhou Chenggang, and independent directors Li Yanhong, Li Tingbin, and Zhuge Yue [1]

新东方董事会执行主席俞敏洪表示："我们很高兴以稳健的营收增长率6.1%开启2026财年，超出预期区 间的上限。出国考试准备和出国咨询业务营收业务的收入分别同比增长约1.0%和2.0%;此外，针对成人 及大学生的国内考试准备业务也实现约14.4%的同比增长。我们的新教育业务录得同比15.3%的营收增 长。非学科类辅导业务在课程已在约60个城市开设，本季度吸引约530,000名学生参与。同时，我们的 智慧学习系统及设备已在约60个城市投入使用，活跃付费用户数量达到约452,000名。随着我们在本财 年推进，我们将继续维持我们的战略方向，坚定不移地推进长期发展规划，聚焦核心教育业务的持续优 化。在现有成果的基础上，我们将进一步提升产品能力与品质，系统化建设教育资源，并持续提升运营 效率。我们始终致力于提供卓越的客户服务，增强品牌影响力，并为股东创造可持续的长期价值。我们 坚信，凭借战略举措的持续推进与对卓越的不懈追求，我们将在未来实现持续增长。" 新东方首席执行官周成刚表示："本季度，我们继续秉持审慎的产能扩张策略，确保营收增长与运营效 率保持一致。同时，我们专注推进OMO教学系统，并加大在教育生态系统中整合人工智 ...

Core Insights - New Oriental Education & Technology Group reported a 6.1% year-on-year increase in net revenue for Q1 of FY2026, reaching $1,523.0 million [1] - Operating profit for the same period rose by 6.0% to $310.8 million, while net profit attributable to shareholders decreased by 1.9% to $240.7 million [1] Revenue Breakdown - Revenue from overseas exam preparation and consulting services grew approximately 1.0% and 2.0% year-on-year, respectively [1] - Domestic exam preparation services for adults and university students saw a significant increase of about 14.4% year-on-year [1] - The new education business recorded a revenue growth of 15.3% year-on-year [1] - Non-subject tutoring services have been launched in around 60 cities, attracting approximately 530,000 students [1] User Engagement and Strategic Direction - The smart learning system and devices have been implemented in about 60 cities, with active paying users reaching approximately 452,000 [2] - The company aims to maintain its strategic direction and long-term development plans, focusing on continuous optimization of core educational services [2] - There is a commitment to enhancing product capabilities and quality, systematically building educational resources, and improving operational efficiency [2] - The company is dedicated to providing excellent customer service, enhancing brand influence, and creating sustainable long-term value for shareholders [2] - The belief in achieving continuous growth through ongoing strategic initiatives and a relentless pursuit of excellence is emphasized [2]

Core Viewpoint - New Oriental has announced a shareholder return plan for the fiscal year 2026, which includes a cash dividend and a share buyback program [1] Group 1: Cash Dividend - The ordinary cash dividend is set at $0.12 per ordinary share or $1.20 per American Depositary Share, to be paid in two installments [1] - The total cash dividend expected to be distributed in two installments is approximately $190 million [1] Group 2: Share Buyback Program - The company plans to repurchase up to $300 million of its American Depositary Shares or ordinary shares within the next 12 months [1] - The board will regularly review the share buyback program and may authorize adjustments to its terms and scale [1] - The funds for the buyback are expected to come from the company's existing cash balance [1]