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EDEDU

New Oriental Education & Technology Group Inc.

$EDU·$9.3B·Education & Training Services·Consumer Defensive
$56.53-3.5%YTD+1.9%1Y+25.3%
Mentions · last 7 days
2026-07-23: 11 posts2026-07-24: 16 posts2026-07-25: 159 posts2026-07-26: 24 posts2026-07-27: 22 posts2026-07-28: 29 posts2026-07-29: 62 posts326
Price updated 1m ago·X counts updated 22h ago
EDEDU
$EDUNew Oriental Education & Technology Group Inc.
$56.53-3.50%326 posts
AI analysisFundamentalsVoices on X
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What it does

Plain-English summary of the business — what they sell and how they make money.

New Oriental Education & Technology Group Inc. (EDU) operates as a prominent private education provider throughout the People's Republic of China, primarily recognized by its "New Oriental" brand. The company organizes its operations across key segments: K-12 After-School Tutoring (AST), Test Preparation and various other courses, and a dedicated Online Education division. Its services encompass extensive test preparation, assisting students with language and entrance examinations for educational institutions in the United States, China, and Commonwealth nations. It also delivers after-school academic support for middle and high school students aiming to boost their exam scores, along with English instruction for children. Furthermore, New Oriental conducts diverse language training programs, including English and other foreign languages such as German, Japanese, French, Korean, Italian, and Spanish. The group also oversees a full-time private primary and secondary school in Yangzhou, which follows a comprehensive curriculum with a strong emphasis on English. It actively develops and refines educational content for both language training and test preparation. Through its digital platforms, the company offers online educational programs spanning pre-school, K-12, and college levels. Additionally, it provides consulting services for overseas academic studies and organizes international study tours. As of May 31, 2021, New Oriental delivered its educational programs, services, and products through an expansive network consisting of 122 schools, 1,547 learning centers, and 11 bookstores, supplemented by its robust online learning infrastructure. The company, established in 1993, has its headquarters in Beijing, People's Republic of China.

Industry overviewAI analysisGenerated by AI from underlying data

Where Education & Training Services sits in its cycle right now — and what that implies for $EDU.

Education & Training Services · Consumer Defensive

No material change from last week — LFS's municipal contract wins in Japan expand children's sports school coverage independently of STG's Chinese online diploma prep regulatory normalization and..

Industry benchmark

5-name peer basket
-21.1%YTD
-42.3%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
22.2How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
7.6%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
10.2%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
8.2%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
1.7Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
10.8%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
55.0%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.2Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 29, 2026$0.55$0.60-8.3%
Q1 2026Apr 22, 2026$0.95$0.84+12.4%
Q4 2025Jan 28, 2026$0.45$0.34+32.4%
Q3 2025Oct 28, 2025$1.61$1.74-7.5%
Next earningsTue, Oct 27·consensus EPS $1.74

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q3 FY26$1.4B+19.8%53.7%12.7%$0.81$-76.3M
Q2 FY26$1.2B+14.9%53.3%5.6%$0.29$299.8M
Q1 FY26$1.5B+6.1%58.1%20.4%$1.50$136.9M
Q4 FY25$1.2B+9.4%54.2%-0.7%$0.04$399.1M

Forward consensus

4-year forecast · up to 21 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$5.6B$5.2B – $5.6B$3.47$3.44 – $3.5415
FY27$6.3B$6.1B – $6.4B$4.25$3.87 – $4.4917
FY28$6.9B$6.2B – $7.3B$4.80$4.38 – $5.4121
FY29$6.9B$6.9B – $6.9B$0.00$0.00 – $0.002

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.2.7×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.73%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+22.9%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+8.9%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 161.0M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.0% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.185-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

No open-market buys or sells in the last 180 days.

+ 12 other (7 exempts · 5 inkinds) in window

See when $EDU insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

New Oriental Education & Technology Group Q4 Earnings Call Highlightsmarketbeat.com·1d agoNew Oriental Education & Technology Group Inc. (EDU) Q4 2026 Earnings Call Transcriptseekingalpha.com·1d agoNew Oriental Announces Results for the Fourth Fiscal Quarter and the Fiscal Year Ended May 31, 2026gurufocus.com·2d agoNew Oriental Announces Results for the Fourth Fiscal Quarter and the Fiscal Year Ended May 31, 2026prnewswire.com·2d agoNew Oriental Education & Technology Group (EDU) Projected to Announce Earnings on Wednesdaydefenseworld.net·3d ago

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