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Earnings transcript
Read the complete earnings call transcript.
EDU
New Oriental Education & Technology Group Inc.
$56.42
-0.47
(-0.83%)
[ms_data_label text=’Delayed data’]
| Exchange: | NYSE |
| Market Cap: | 8.967B |
| Shares Outstanding: | 100M |
About The Company
| Sector: | Consumer Defensive | |||||
| Industry: | Education & Training Services | |||||
| CEO: | Chenggang Zhou | |||||
| Full Time Employees: | 67935 | |||||
| Address: |
| |||||
| Website: | https://www.neworiental.org |
New Oriental Education & Technology Group Inc. provides private educational services under the New Oriental brand in the People’s Republic of China. It operates through K-12 AST, Test Preparation and Other Courses; Online Education; and Others segments. The company offers test preparation courses to students taking language and entrance exams used by educational institutions in the United States, the People’s Republic of China, and the Commonwealth countries; and after-school tutoring courses for middle and high school students to enhance their exam scores, as well as for children to teach English. It also provides language training courses, including English, as well as other foreign languages, such as German, Japanese, French, Korean, Italian, and Spanish; operates a full-time private primary and secondary school in Yangzhou seeking a full curriculum with a focus on English; develops and edits educational materials for language training and test preparation; and offers online education programs that include college, K-12, and pre-school education. In addition, the company offers overseas studies consulting and overseas study tour services. As of May 31, 2021, it offered educational programs, services, and products to students through a network of 122 schools, 1,547 learning centers, and 11 bookstores, as well as through its online learning platforms. The company was founded in 1993 and is headquartered in Beijing, the People’s Republic of China.
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Revenue Segmentation
EPS
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Earnings Call
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Key takeaways
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Login — it's freeIncome Statement
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Revenue | 2,997,760 | 4,313,586 | 4,900,262 |
| Gross Profit | 1,588,322 | 2,262,626 | 2,716,971 |
| EBITDA | 312,749 | 457,245 | 595,369 |
| Operating Income | 190,046 | 350,425 | 428,250 |
| Net Income | 177,341 | 309,591 | 372,440 |
(* All numbers are in thousands)
Balance Sheet
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Total Assets | 6,392,458 | 7,531,673 | 7,805,447 |
| Total Liabilities | 2,577,670 | 3,482,659 | 3,851,741 |
| Total Stockholders Equity | 3,604,348 | 3,775,934 | 3,661,849 |
| Total Debt | 458,595 | 662,330 | 803,771 |
| Cash and Cash Equivalents | 1,662,982 | 1,389,359 | 1,793,091 |
(* All numbers are in thousands)
Cash Flow Statement
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Operating Cash Flow | 971,008 | 1,122,643 | 896,592 |
| Capital Expenditure | -143,045 | -283,388 | -259,211 |
| Free Cash Flow | 827,963 | 839,255 | 637,381 |
| Net Income | 235,363 | 309,591 | 375,833 |
| Net Change in Cash | 610,900 | -216,323 | 228,029 |
(* All numbers are in thousands)
Analyst Estimates
| Fiscal Year | 2028 | Full Access | Full Access | Full Access | Full Access |
|---|---|---|---|---|---|
| Estimated Revenue (Low) | 6,878,802.711 | Full Access | Full Access | Full Access | Full Access |
| Estimated Revenue (High) | 6,885,157.994 | Full Access | Full Access | Full Access | Full Access |
| Estimated Revenue (Avg) | 6,881,980.353 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (Low) | 264,462.878 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (High) | 264,707.214 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (Avg) | 264,585.046 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (Low) | 708,342.692 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (High) | 874,601.294 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (Avg) | 791,471.993 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (Low) | 3,584,809.693 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (High) | 3,588,121.676 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (Avg) | 3,586,465.685 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (Avg) | 4.830 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (High) | 5.400 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (Low) | 4.370 | Full Access | Full Access | Full Access | Full Access |
| Number of Analysts (Estimated Revenue) | 21 | Full Access | Full Access | Full Access | Full Access |
| Number of Analysts (Estimated EPS) | 9 | Full Access | Full Access | Full Access | Full Access |
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Current Key Metrics
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Login — it's freeSWOT Analysis
Strengths (preview)
- Solid Revenue Growth: New Oriental reported a 6.1% year-over-year increase in total revenue for FY 2026 Q1, as highlighted in the earnings call transcript. This growth indicates strong operational performance and resilience in a competitive education sector.
- Positive Financial Metrics: Key metrics such as return on equity (ROE) and gross profit margin (TTM) reflect efficient capital utilization and profitability, positioning EDU favorably against industry benchmarks.
- Strong Cash Flow Generation: Analysis of cash flow statements shows consistent net cash provided by operating activities and positive free cash flow, supporting financial stability and funding for strategic initiatives.
- Market Position: As a key player in the education industry within the consumer discretionary sector, EDU benefits from a well-established brand and significant market capitalization, enhancing investor confidence.
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At what price to buy it? -
Intrinsic Value Calculator
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Common questions about EDU valuation
Is New Oriental Education & Technology Group Inc. (EDU) overvalued or undervalued right now?
MARKETSnap estimates intrinsic value for New Oriental Education & Technology Group Inc. (EDU) using its proprietary valuation methodology, which incorporates discounted cash flow (DCF) analysis together with long-term earnings and fundamentals assumptions. By comparing intrinsic value to the current market price, long-term investors can see whether the stock screens as potentially overvalued, fairly valued, or undervalued today.
Is EDU a buy, hold, or sell for long-term investors?
MARKETSnap does not give one-word “buy” or “sell” calls. Instead, it shows whether EDU trades at a premium or discount to its estimated intrinsic value, how sensitive that value is to growth and margin assumptions, and how the stock fits into a diversified, long-term portfolio so investors can make their own buy, hold, or sell decision.
What is EDU’s P/E ratio?
You can see EDU’s trailing P/E (TTM) and forward P/E estimates in the Current Key Metrics and Forward P/E Ratios sections above. The P/E ratio compares the current share price to earnings per share and helps investors gauge valuation relative to earnings.
How is intrinsic value calculated for EDU?
MARKETSnap uses its own valuation framework—not a generic spreadsheet DCF alone. Future cash flows and earnings are projected, discounted, and combined with MARKETSnap’s methodology so intrinsic value reflects fundamentals and long-term assumptions. You can run your own inputs and see the result using the Intrinsic Value Calculator above.
Is EDU a good long-term investment?
Whether EDU fits a long-term portfolio depends on your assumptions about growth, margins, and risk. MARKETSnap provides the metrics, intrinsic value calculator, and SWOT context so you can form your own view rather than rely on a single buy/sell rating.
EDU
1-day price chart preview. Log in for 1W through 5Y ranges and period tabs.
[ms_data_label text="Daily snapshot"]
-0.83
Trading Metrics:
| Open: | [ms_cell_or_dash table='trading_quote' column='open'] | Previous Close: | [ms_cell_or_dash table='trading_quote' column='previousClose'] | |
| Day Low: | [ms_cell_or_dash table='trading_quote' column='dayLow'] | Day High: | [ms_cell_or_dash table='trading_quote' column='dayHigh'] | |
| Year Low: | 40.66 | Year High: | 64.97 | |
| Price Avg 50: | 57.16 | Price Avg 200: | 53.64 | |
| Volume: | 381297 | Average Volume: | 927455 |
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Login — it's freeEDU full analysis
Welcome to MARKETSNAP’s SWOT analysis for New Oriental Education & Technology Group, or EDU as it’s listed on the ticker. If you’re a long-term investor looking to dig into the potential of this player in the education sector, you’re in the right place. Today, we’re breaking down the strengths, weaknesses, opportunities, and threats for New Oriental, a company that’s been navigating some choppy waters but still holds intriguing prospects. Let’s dive in with a quick overview and then get into…
