EDU New Oriental (EDU) Q3 FY26 earnings call
New Oriental delivered another quarter of solid results, with revenue exceeding expectations and significant margin expansion driven by operational efficiency and cost control. The company is strategically expanding its capacity and investing in AI and new initiatives like 'New Oriental Home' to serve entire family units, aiming for sustainable profitability and enhanced customer lifetime value. Management expressed optimism for continued margin expansion and healthy growth in core education and East Buy businesses.
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EDU operating KPIs by quarter
| KPI | This call Feb 2026 Q3 FY26 | May 2026 Q4 FY26 | Change vs prior quarter |
|---|---|---|---|
| Capital expenditures OMO platform | $30.6MThis quarter, we invested $30.6 million to enhance and maintain our OMO platform, which enables us to provide high-quality instruction to students, while adapting to their individual learning needs.Source: earnings call transcript | $31.2MDuring this quarter, we invested $31.2 million to improve and maintain our OMO platform, which enable us to provide and interrupt high-quality instructions to students that cater to their individual learning needs.Source: earnings call transcript | +2% |
| Registered families New Oriental Home | 330K+We have now launched this pilot program in 12 cities as test beds, including Hangzhou, Suzhou, Xian and Wuhan, with over 330,000 registered families.Source: earnings call transcript | 950K+We have launched this pilot program in 69 cities as test beds, including Hangzhou, Suzhou, Xi'an and [indiscernible] with over 950,000 registered families by the end of this quarter.Source: earnings call transcript | — |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.