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新东方教育科技集团(EDU)2026财年第二季度财务业绩报告「NYSE」(英文版)(19页).pdf

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1、 New Oriental Announces Results for the Second Fiscal Quarter Ended November 30,2025 BEIJING,Jan.28,2026/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 financia

2、l results for the second fiscal quarter ended November 30,2025,which is the second quarter of New Orientals fiscal year 2026.Financial Highlights for the Second Fiscal Quarter Ended November 30,2025 Total net revenues increased by 14.7%year over year to US$1,191.4 million for the second fiscal quart

3、er of 2026.Operating income increased by 244.4%year over year to US$66.3 million for the second fiscal quarter of 2026.Net income attributable to New Oriental increased by 42.3%year over year to US$45.5 million for the second fiscal quarter of 2026.Key Financial Results (in thousands US$,except per

4、ADS(1)data)2Q FY2026 2Q FY2025%of change Net revenues 1,191,441 1,038,636 14.7%Operating income 66,307 19,255 244.4%Non-GAAP operating income(2)(3)89,130 29,046 206.9%Net income attributable to New Oriental 45,452 31,931 42.3%Non-GAAP net income attributable to New Oriental(2)(3)72,908 43,233 68.6%N

5、et income per ADS attributable to New Oriental-basic 0.29 0.20 45.9%Net income per ADS attributable to New Oriental-diluted 0.28 0.19 44.3%Non-GAAP net income per ADS attributable to New Oriental-basic(2)(3)(4)0.46 0.27 72.9%Non-GAAP net income per ADS attributable to New Oriental-diluted(2)(3)(4)0.

6、45 0.26 71.8%(in thousands US$,except per ADS(1)data)1H FY2026 1H FY2025%of change Net revenues 2,714,421 2,474,052 9.7%Operating income 377,134 312,405 20.7%Non-GAAP operating income(2)(3)424,673 330,494 28.5%Net income attributable to New Oriental 286,175 277,361 3.2%Non-GAAP net income attributab

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1. **财务表现**:2026财年第二季度(截至2025年11月30日),新东方净营收11.91亿美元(同比+14.7%),运营收入6630万美元(同比+244.4%),净利润4552万美元(同比+42.3%);上半年净营收27.14亿美元(同比+9.7%),净利润2.86亿美元(同比+3.2%)。 2. **业务增长**:海外备考业务收入增4.1%,国内成人及大学生备考业务增12.8%,新教育业务增21.6%;非学科辅导课程覆盖60城,学员105.8万;智能学习系统用户35.2万。 3. **股东回报**:已支付2026财年首笔股息(每股ADS 1.2美元),回购160万ADS(耗资8630万美元)。 4. **子公司业绩**:东方甄选上半年营收23亿元人民币(同比+5.7%),净利润2.39亿元(同比扭亏)。 5. **展望**:上调2026财年全年营收指引至52.92亿-54.88亿美元(同比+8%-12%)。
**新东方业绩如何?** **AI赋能教育进展?** **股东回报计划更新?**
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