Financial Performance - For the fourth quarter of fiscal year 2025, net revenue increased by 9.4% year-over-year to $1,243.2 million, while net revenue excluding self-operated products and live e-commerce business rose by 18.7% to $1,088.5 million[6][7]. - The operating loss for the fourth quarter was $8.7 million, compared to an operating profit of $10.5 million in the same quarter last year, marking a decline of 182.4%[6][7]. - The net profit attributable to New Oriental shareholders decreased by 73.7% year-over-year to $7.1 million[7]. - Non-GAAP operating profit for the fourth quarter was $81.7 million, a significant increase of 116.3% compared to $37.8 million in the previous year[6][7]. - For the full fiscal year 2025, net revenue reached $4,900.3 million, representing a 13.6% increase from $4,313.6 million in fiscal year 2024[8]. - The operating profit for the full fiscal year was $428.3 million, up 22.2% from $350.4 million in the previous year[8]. - The net profit attributable to New Oriental shareholders for the full fiscal year increased by 20.1% to $371.7 million[8]. - The Non-GAAP net profit attributable to New Oriental shareholders for FY2025 was $517.1 million, reflecting an 11.4% year-over-year increase[24]. - Basic earnings per American Depositary Share (ADS) was $2.29, up from $1.87 in 2024, reflecting a 22.5% increase[50]. Revenue Growth - The company reported a 32.5% year-over-year revenue growth in new educational businesses during the fourth quarter[10]. - For Q4 FY2025, the net revenue of New Oriental was $1,243.2 million, representing a year-over-year increase of 9.4%. Excluding the revenue from self-operated products and live e-commerce, the net revenue was $1,088.5 million, up 18.7% year-over-year[14]. - For the full FY2026, New Oriental projects net revenue between $5,145.3 million and $5,390.3 million, with a year-over-year growth rate of 5% to 10%[25]. Operating Expenses and Cash Flow - The total operating expenses for the quarter were $1,251.8 million, reflecting an 11.2% year-over-year increase[15]. - The net cash flow from operating activities for Q4 FY2025 was approximately $399.1 million, with capital expenditures of $65.9 million[21]. - Cash generated from operating activities was $896,592, down from $1,122,643 in 2024, indicating a decrease of 20.2%[54]. - Operating cash flow for the three months ended May 31, 2025, was $399,122, an increase of 5.9% from $376,835 for the same period in 2024[46]. Assets and Liabilities - Total assets as of May 31, 2025, were $7,805,499, an increase of 3.6% from $7,531,673 as of May 31, 2024[38]. - Total liabilities as of May 31, 2025, were $3,851,767, an increase of 10.6% from $3,482,659 as of May 31, 2024[38]. - Cash and cash equivalents as of May 31, 2025, were $1,612,379, an increase of 16.1% from $1,389,359 as of May 31, 2024[37]. - Cash and cash equivalents at the end of the period increased to $1,817,133 from $1,589,104 in 2024, showing a growth of 14.3%[54]. Future Outlook - New Oriental expects Q1 FY2026 net revenue to be between $1,464.1 million and $1,507.2 million, representing a year-over-year increase of 2% to 5%[25]. - The revenue outlook reflects New Oriental's current perspective and may be adjusted based on future currency exchange rates[25]. Shareholder Returns - The board approved a share repurchase plan extending to May 31, 2025, with a total repurchase value increased to $700 million, having repurchased approximately 14.5 million ADS[12]. - The company plans to return at least 50% of its net profit attributable to shareholders in the form of dividends and/or share repurchases starting in FY2026[13]. Goodwill Impairment - The company reported a goodwill impairment of $60,299 for the three months ended May 31, 2025[40]. - The company reported a goodwill impairment of $60,299, which was not present in the previous year[48].

新东方(09901.HK)：2025财年第四季度净营收12.43亿美元，同比增长9.4%；归属公司净利润710万美 元，同比减少73.7%。 ...

新东方教育科技集团预计第一财季净营收14.6亿美元至15.1亿美元。 ...

新东方(09901.HK)：预计第一财季收入增长2%-5%。 ...

新东方(09901.HK)：董事会批准一项为期三年的新股东回报计划。 ...

新东方(09901.HK)：第一财季收入展望为14.641亿至15.072亿美元。 ...

Group 1 - The chairman of New Oriental New Materials Co., Ltd., Xu Guangbin, has submitted his resignation due to personal reasons, stepping down from his position as chairman of the sixth board of directors, as well as from various committee roles [2][3] - Xu Guangbin will continue to serve as a director of the company after his resignation, and he holds 3,642,800 shares in the company, which will be managed according to regulatory requirements [3] - The company will proceed with the election of a new chairman and the re-election of committee members in accordance with legal procedures [3] Group 2 - Xu Guangbin has made significant contributions to the company's strategic transformation, development planning, and operational management since taking on the role of chairman in May 2021 [3] - The board expresses gratitude for Xu Guangbin's dedication and efforts during his tenure, which have positively impacted the company's stable development and governance [3]

近日，北京连续极端强降雨造成重大灾害，多家企业宣布捐款捐物驰援受灾地区。众多企业迅速响应，纷纷伸出援手，资金、物资齐上阵。 小米公益基金会微博7月29日发文称，小米公益基金会为应对华北地区强降雨引发的洪涝和地质灾害，捐赠了500万元现金及35万元应急物资，用于支持过 渡安置、灾后重建工作以及提供灾区急需的紧急援助。此次捐赠的应急物资包括充电宝、对讲机、手电筒等，以满足受灾地区的紧急需求。 7月29日，新东方与东方甄选决定捐赠100万元现金以及50万元应急物资，用于北京及河北等受灾地区的应急救援。 此外，小米公益基金会还启动了应急物资政社协同保障机制，通过小米公益平台联合爱德基金会发起"共筑爱的安全家"项目，面向公众募集爱心善款，以 进一步支持灾区人民。 当日，字节跳动公益基金会宣布捐赠1000万元，将联合深圳壹基金公益基金会、北京平澜公益基金会、中国红十字基金会等多家公益机构，为京津冀等受 灾严重地区精准调配资源。除了提供卫生用品、生活安置、儿童物资等应急物资，还支持灾后益童乐园、益校计划等专项工作，助力受灾群众渡过难关， 重建家园。 同时，抖音、今日头条上线#抗击暴雨#专题，启动救灾捐赠功能。目前，字节跳动 ...

【导读】北方多地连续极端强降雨造成重大灾害，蔚来等多家企业宣布驰援 据央视新闻消息，本轮强降雨以来，截至7月28日24时，北京全市平均降水量达165.9毫米，最大降水量在密云郎房峪和朱家峪，最大降水强度出现在怀柔 东峪。连续极端强降雨造成重大灾害，北京全市因灾死亡30人，其中密云28人、延庆2人。 同时，华东、华北、东北地区近日遭遇持续强降雨天气，引发严重洪涝及地质灾害，导致京津冀地区以及吉林、山东等省份出现重大人员伤亡和财产损 失。 7月29日，蔚来、理想、字节跳动、小米、东方甄选等企业相继宣布驰援灾区。 蔚来宣布联合蔚来用户公益基金会捐款200万元，携手中华慈善总会驰援灾区，支持保障受灾群众紧急生活物资采购、应急救援设备支持，以及灾后基础 设施修复等关键环节，助力受灾民众渡过难关、重建家园。 北京字节跳动公益基金会宣布捐赠1000万元，将联合深圳壹基金公益基金会、北京平澜公益基金会、中国红十字基金会等公益机构，根据灾区需求支援京 津冀等受灾严重地区，提供卫生用品、生活安置、儿童物资等应急物资，解决部分灾区物资缺乏的问题。 北京字节跳动公益基金会称，其后续将聚焦灾区青少年、老年人等群体需求，支持开展灾后益童 ...

Core Insights - New Oriental's subsidiary, Dayu Culture, launched a "Summer English Reading List" for children, introducing three new English chapter books aimed at enhancing English literacy among children [1][2] - The initiative addresses the growing demand for children's English reading materials in China, as parents and educators seek effective ways to select appropriate books for different reading levels [1][3] Company Overview - Dayu Culture has over 20 years of experience in book planning and focuses on providing high-quality learning and reading services for Chinese families [3] - Since 2016, Dayu Culture has been exploring and developing its English reading offerings for children, creating a comprehensive publishing system that includes picture books, graded readers, chapter books, and classic literature [3] Product Details - The newly launched books include "Rocket Girl," "Rocket Girl's Journey to the West," and "Sherlock Holmes: The Young Detective" (English versions), categorized as initial chapter books and mid-to-high chapter books [2] - These books are supplemented with various resources such as animations, audio, workbooks, and Chinese translations to support children's English learning [2][3] Educational Approach - The reading progression system categorizes books based on age, reading ability, and language difficulty, aiming to facilitate a smooth transition from graded readers to chapter books [1][3] - The combination of books and animations is highlighted as an effective tool to help children overcome challenges in reading comprehension, enhancing their understanding through multi-sensory engagement [3]