New Oriental Education (EDU) Q4 2026: EPS Beats by 19%, Revenue Tops $1.5B
As seen on the 24/7 Wall St. homepage on July 29, 2026.
New Oriental crushed Q4 earnings with $0.55 non-GAAP EPS (19% beat) and $1.53B revenue (4% beat), powered by a 24.8% surge in non-academic tutoring that now spans 60 cities with over 1 million student enrollments. The company is returning $500M to shareholders through a new buyback and $300M dividend while guiding 14-18% revenue growth for fiscal 2027.
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New Oriental Education posted Q4 2026 non-GAAP earnings per share of $0.55, clearing the $0.4605 consensus estimate by nearly 19%. Revenue of $1.53 billion beat expectations by roughly 4%, with the company's non-academic tutoring segment delivering a standout 24.8% surge and now reaching students across 60 cities with more than 1 million enrollments.
The results continue a pattern of mostly upside surprises over the past two years. New Oriental beat estimates in five of the last eight quarters, though it missed in Q2 and Q3 of fiscal 2025 and came in slightly light in Q1 2026 — making this quarter's clean beat across both earnings and revenue notably reassuring for investors watching the China education sector.
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Management paired the strong results with a meaningful capital return program, announcing a $500 million share buyback alongside a $300 million dividend. Looking ahead, the company guided for 14% to 18% revenue growth in fiscal 2027, signaling confidence that the momentum in its non-academic tutoring business can carry into the new fiscal year.