New Oriental Education: 3 Key Takeaways for Long-Term Investors
On its first-quarter fiscal year 2027 earnings call, held on Oct. 28, 2026, New Oriental Education (NYSE:EDU) announced total net revenue grew 23.1% year over year to $1.87 billion. Non-GAAP operating income, excluding share-based compensation, rose 21.2% to $406.8 million as operational expansion compounded returns. Three things management said stand out. Learning center utilization and strict cost controls pushed margins higher across core tutoring and e-commerce segments. It doesn't rely on rapid footprint growth alone, as operational efficiency protects profitability even when revenue mix shifts. Continue reading