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Stock impact report

New Oriental Education & Technology Group Q3 Earnings Call Highlights [Yahoo! Finance]

New Oriental Education & Technology Group, Inc. Sponsored ADR representing 10 Ordinary Share (Cayman Islands) (EDU) 
Last new oriental education & technology group, inc. sponsored adr representing 10 ordinary share (cayman islands) earnings: 1/22 03:18 am Check Earnings Report
US:NYSE Investor Relations: investor.neworiental.org
Company Research Source: Yahoo! Finance
Q3 outperformance: Total net revenue rose 19.8% YoY to $1.42 billion, with non-GAAP operating income up 42.8% to $202.9 million and non-GAAP net income up 34.3% to $152.2 million; management raised fiscal 2026 revenue guidance to $5.56–5.60 billion and maintains a $300 million repurchase authorization while paying a $0.12 per-share ordinary dividend. Margin expansion and near-term restructuring costs: Management attributes margin improvement to cost controls and greater profit contribution from East Buy, but expects one-off Q4 restructuring expenses of roughly 50–100 basis points (~$10–$15 million) as it consolidates overseas operations and optimizes workforce. Strategic diversification and tech investment: New Oriental is investing in its OMO platform ($30.6 million this quarter) and AI across products, piloting a family-focused "New Oriental Home" ecosystem (330k registered families) and expanding East Buy livestreaming, private labels and tourism offerings to drive new revenue Show less Read more
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