Core Insights - New Oriental reported a net revenue of $1.523 billion for the first quarter ending August 31, 2025, representing a year-on-year increase of 6.1% [1] - The operating profit for the same period was $311 million, also reflecting a year-on-year growth of 6.0% [1] - However, the net profit attributable to shareholders decreased by 1.9% to $241 million compared to the previous year [1]

Market Overview - US stock index futures are all up before the market opens, with Dow futures rising by 0.27%, S&P 500 futures up by 0.03%, and Nasdaq futures increasing by 0.12% [1] - European indices show mixed results, with Germany's DAX up by 0.16%, UK's FTSE 100 down by 0.07%, France's CAC40 up by 0.14%, and Europe's Stoxx 50 up by 0.16% [2] - WTI crude oil prices fell by 1.24% to $60.55 per barrel, while Brent crude oil dropped by 1.17% to $64.14 per barrel [3] Key Market Events - President Trump is hosting a dinner in Tokyo with business leaders, including OpenAI and Salesforce CEO Marc Benioff, to celebrate Japan's significant investment in the US, amounting to $550 billion [4] - Japan's government has unveiled a $550 billion investment plan targeting sectors such as nuclear energy, AI, and semiconductors, which is expected to act as a major catalyst for the ongoing US stock market bull run [5] Company News - PayPal has signed an agreement with OpenAI to integrate its digital wallet into ChatGPT, allowing users to make payments directly through the AI tool. PayPal's Q3 revenue reached $8.417 billion, exceeding expectations [7] - NXP Semiconductors reported a 2% year-over-year decline in Q3 revenue to $3.17 billion but provided positive guidance for Q4, indicating a potential return to revenue growth [7] - Nomura's net profit fell by 6% in Q2, but strong performance in stock trading revenue is seen as a positive catalyst for the Japanese brokerage [8] - Novartis reported a 6% increase in operating profit for Q3, driven by new drug sales that offset the impact of the patent expiration of its heart drug Entresto [9] - Shengda Technology announced a core operating profit of $2.5 million for H1 2025, with its new energy vehicle insurance business growing by 111% [10] - UnitedHealth exceeded Q3 expectations and raised its full-year profit guidance, with a Q3 medical loss ratio of 89.9% [11] - Amazon plans to cut approximately 14,000 corporate jobs as part of its ongoing restructuring efforts influenced by AI advancements [12][13] Economic Data and Events - Upcoming economic data includes the US Conference Board Consumer Confidence Index for October, scheduled for release at 22:00 Beijing time [14] - API crude oil inventory changes for the week ending October 24 will be reported at 04:30 Beijing time [15]

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 billion [1] - Operating profit for the same period rose by 6.0% year-on-year to $311 million [1] - Shareholder net profit for Q1 of FY2026 decreased by 1.9% year-on-year to $241 million [1] Revenue Growth - The revenue from overseas exam preparation and consulting services grew by approximately 1.0% and 2.0% year-on-year, respectively [2] - Domestic exam preparation services for adults and university students saw a significant increase of about 14.4% year-on-year [2] - New educational business recorded a revenue growth of 15.3% year-on-year [2] Student Engagement - Non-subject tutoring services were launched in around 60 cities, attracting approximately 530,000 students [2] - The smart learning system and devices were implemented in about 60 cities, with active paying users reaching approximately 452,000 [2] Strategic Focus - The company aims to maintain its strategic direction and long-term development plans, focusing on continuous optimization of core educational services [2] - There is an emphasis on enhancing product capabilities and quality, systematic construction of educational resources, and improving operational efficiency [2] Technology Integration - The company is advancing its OMO (Online-Merge-Offline) teaching system and increasing investments in integrating artificial intelligence into its educational ecosystem [2] - AI-driven smart learning devices and solutions have been successfully launched, enhancing the learning experience and supporting students [2] Financial Performance - Despite challenges from a slowdown in overseas business, the company achieved a year-on-year increase in Non-GAAP operating profit margin, which reached 22.0%, up 100 basis points from the previous year [2] - The company plans to expand cost control and efficiency improvement measures across all businesses to establish a foundation for sustainable and profitable growth [2]

Core Insights - New Oriental's net revenue for the first quarter of fiscal year 2026 increased by 6.1% year-on-year to $1.523 billion [1] - Operating profit for the same period rose by 6.0% year-on-year to $311 million [1] - Net profit attributable to shareholders decreased by 1.9% year-on-year to $241 million [1] Revenue Growth - The revenue from overseas exam preparation and consulting services grew by approximately 1.0% and 2.0% year-on-year, respectively [2] - Domestic exam preparation services for adults and university students saw a significant increase of about 14.4% year-on-year [2] - New education business recorded a revenue growth of 15.3% year-on-year [2] Strategic Initiatives - The company is focusing on enhancing product capabilities and quality while systematically building educational resources [2] - The active paid user count for the smart learning system reached approximately 452,000 across about 60 cities [2] - The company is integrating artificial intelligence into its educational ecosystem and has launched AI-driven smart learning devices and solutions [2] Financial Performance - Non-GAAP operating profit margin improved to 22.0%, an increase of 100 basis points year-on-year [2] - The company aims to expand cost control and efficiency improvement measures across all business segments for sustainable and profitable growth [2]

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]

NEW ORIENTAL EDUCATION & TECHNOLOGY GROUP INC. 新 東 方 教 育 科 技（ 集 團 ）有 限 公 司 * （於開曼群島存續的有限公司） （股份代號：9901） 截 至 2025 年 8 月 3 1 日止第一季度的 未經審核財務業績 香港交易及結算所有限公司及香港聯合交易所有限公司（「香港聯交所」）對本公告的內容概不負責，對其準確性 或完整性亦不發表任何聲明，並明確表示概不會就本公告全部或任何部分內容而產生或因倚賴該等內容而引致 的任何損失承擔任何責任。 我們謹此公佈截至2025年8月31日止第一個財政季度的未經審核業績（「財務業績」）。財 務業績在香港聯交所網站( www.hkexnews.hk )及我們的網站( http://investor.neworiental.org/ ) 可供查閱。 承董事會命 New Oriental Education & Technology Group Inc. 新東方教育科技（集團）有限公司* 主席 俞敏洪先生 中國北京，2025年10月28日 於本公告日期，本公司董事會包括董事俞敏洪先生、周成剛先生及謝東螢先生；以及獨立董 ...

Core Points - New Oriental Education & Technology Group Inc. announced a cash dividend and share repurchase plan as part of its shareholder return program for the fiscal year 2026 [1][2] - The cash dividend will be $0.12 per ordinary share or $1.2 per American Depositary Share, distributed in two installments [1] - The first installment of the dividend is expected to be paid on December 2, 2025, and the second installment approximately six months later [1] Dividend Details - The cash dividend will be paid in two phases: $0.06 per ordinary share for the first phase and the same amount for the second phase [1] - The record date for the first phase of the dividend is set for November 18, 2025 [1] Share Repurchase Plan - The company plans to repurchase up to $300 million of its American Depositary Shares or ordinary shares within the next 12 months [2] - The repurchase may occur through various methods, including open market purchases and private negotiations, depending on market conditions [2] - The funding for the repurchase is expected to come from the company's existing cash balance [2]

EF001 發行人所發行上市權證/可轉換債券的相關信息 發行人所發行上市權證/可轉換債券 不適用 其他信息 其他信息 不適用 發行人董事 於本公告日期，本公司董事會包括董事俞敏洪先生、周成剛先生及謝東螢先生；以及獨立董事李彥宏先生、李廷斌先生及諸葛越博 士。 第 2 頁 共 2 頁 v 1.1.1 EF001 免責聲明 | 香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性或完整性亦不發表任何聲明，並明確表示，概不對因 | | | --- | --- | | 公告全部或任何部份內容而產生或因倚賴該等內容而引致的任何損失承擔任何責任。 | | | 股票發行人現金股息公告 | | | 發行人名稱 | 新东方教育科技（集团）有限公司 | | 股份代號 | 09901 | | 多櫃檯股份代號及貨幣 | 不適用 | | 相關股份代號及名稱 | 不適用 | | 公告標題 | 內幕消息 - 宣派現金股息及採納股份回購計劃 | | 公告日期 | 2025年10月28日 | | 公告狀態 | 新公告 | | 股息信息 | | | 股息類型 | 其他 | | 普通现金股息 | | | 股息性質 | ...

香港交易及結算所有限公司及香港聯合交易所有限公司（「香港聯交所」）對本公告的內容概不負責，對其準確性 或完整性亦不發表任何聲明，並明確表示概不會就本公告全部或任何部分內容而產生或因倚賴該等內容而引致 的任何損失承擔任何責任。 NEW ORIENTAL EDUCATION & TECHNOLOGY GROUP INC. 內幕消息 宣派現金股息及 採納股份回購計劃 本公告乃根據香港聯合交易所有限公司證券上市規則第13.09條及香港法例第571章證券 及期貨條例第XIVA部刊發。 2025年10月28日，New Oriental Education & Technology Group Inc.新东方教育科技（集团） 有限公司*（「新東方」或「本公司」）（紐交所：EDU；港交所：9901）宣佈，為實施其於2025 年7月通過的2026財年三年股東回報計劃，其董事會已批准普通現金股息及股份回購計 劃。 該普通現金股息每股普通股0.12美元或每股美國存託股1.2美元將以美元分兩期派付：(i) 第一期股息每股普通股0.06美元或每股美國存託股0.6美元將向於北京╱香港時間和紐約 時間2025年11月18日營業時間結束時登 ...