Equity Profile

EDU

New Oriental Education & Technology Group Inc.

Consumer DiscretionaryEducation Services$8.3B

Feb22Tue

Pre-Earnings Brief

UpcomingQ4-2026Pre-Market9:00 AM EST

Company Snapshot

New Oriental Education & Technology Group Inc. (EDU) is a leading provider of educational services in China, focusing on language training, test preparation, and online education....

Key Metrics to Watch

EPS (Earnings Per Share)

EPS is a crucial indicator of the company's profitability and financial health, which investors will closely monitor this quarter.

N/A

Revenue Growth

Revenue growth reflects the company's ability to attract and retain students, which is vital for its long-term success.

N/A

1 more metrics, Wall Street expectations, options signals, track record, and call prep available with Pro.

EDU Q4-2026 Earnings Preview

Context

Company Snapshot

New Oriental Education & Technology Group Inc. (EDU) is a leading provider of educational services in China, focusing on language training, test preparation, and online education. As a player in the consumer discretionary sector, the company is influenced by trends in consumer spending and the growing demand for educational services.

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

63%

Avg EPS Surprise

+12.41%

Avg Stock Reaction

-7.06%

Last Quarter Recap

In the last quarter, New Oriental reported an EPS of $0.95, surpassing expectations by 5.56%. However, the stock fell by 2.89% the following day, indicating market skepticism despite the positive surprise.

Management Promises & Guidance

Focus on expanding online education offerings.
Commitment to improving student engagement and retention.
Plans to enhance marketing strategies to attract more students.

Expectations

Wall Street Expectations

Overall expectations are mixed as the company has shown some ability to beat earnings estimates, but recent stock reactions have been negative. Investors are looking for signs of sustainable growth amidst a competitive landscape.

Bull Case

If New Oriental can demonstrate strong enrollment growth and continued profitability, it may regain investor confidence and see a positive stock reaction.

Bear Case

Conversely, if the company fails to meet revenue expectations or shows declining enrollment numbers, it could face significant downward pressure on its stock.

Expectations

Two Questions That Matter

The print will turn on these two things.

What are the latest enrollment numbers for the quarter?

Enrollment figures are critical for assessing the company's growth trajectory and demand for its services.

How does management plan to address recent stock performance and market concerns?

Management's response to market skepticism will be key in shaping investor sentiment moving forward.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the potential for New Oriental to leverage its online education platform, which could drive unexpected enrollment growth.

Supporting Evidence

Recent trends in online education suggest a shift in consumer preference that could benefit New Oriental.

The company's historical ability to surprise on EPS indicates potential for positive performance.

Options pricing suggests lower volatility than historical averages, indicating a potential mispricing of risk.

Key Risk

If enrollment numbers exceed expectations, it could significantly shift market sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance hinges on the company's ability to attract and retain students in a competitive education market.

Bull Confirmed If

Demonstrating enrollment growth of over 10% year-over-year would confirm the bull case.

Bear Confirmed If

If enrollment numbers decline or remain flat, it would confirm the bear case.

Pre-Earnings Positioning

Options Market

Implied Move

±5.92%

Historical Avg

±8.4%

Pricing cheap

The options market is pricing in a potential move of about 5.92%, suggesting that investors are anticipating some volatility around the earnings report.

Options are pricing ±5.9% while EDU has averaged ±8.4% over the last 8 prints — setup is pricing cheap.

Detail

ATM IV

0.4%

30d HV

37.0%

Calls (8K)P/C Ratio: 3.67Puts (15K)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If New Oriental beats expectations, history suggests the stock could rise by an average of 4.13%, confirming positive market sentiment.

In-Line / Cautious

If results come in line with expectations, the stock may react cautiously, reflecting ongoing market concerns.

Miss

A miss could lead to a decline of around 11.96%, as seen in past quarters when expectations were not met.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Updates on enrollment growth and retention rates.
2Management's strategy for enhancing online education offerings.
3Any changes in competitive landscape and how New Oriental plans to respond.
4Insights into marketing strategies aimed at attracting new students.
5Comments on overall market conditions affecting the education sector.

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APA Corporation

Company Snapshot

New Oriental Education & Technology Group Inc. (EDU) is a leading provider of educational services in China, focusing on language training, test preparation, and online education....

Key Metrics to Watch

EPS (Earnings Per Share)

EPS is a crucial indicator of the company's profitability and financial health, which investors will closely monitor this quarter.

N/A

Revenue Growth

Revenue growth reflects the company's ability to attract and retain students, which is vital for its long-term success.

N/A

1 more metrics, Wall Street expectations, options signals, track record, and call prep available with Pro.

EDU Q4-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

63%

Avg EPS Surprise

+12.41%

Avg Stock Reaction

-7.06%

Last Quarter Recap

Management Promises & Guidance

Focus on expanding online education offerings.
Commitment to improving student engagement and retention.
Plans to enhance marketing strategies to attract more students.

Expectations

Wall Street Expectations

Bull Case

If New Oriental can demonstrate strong enrollment growth and continued profitability, it may regain investor confidence and see a positive stock reaction.

Bear Case

Conversely, if the company fails to meet revenue expectations or shows declining enrollment numbers, it could face significant downward pressure on its stock.

Expectations

Two Questions That Matter

The print will turn on these two things.

What are the latest enrollment numbers for the quarter?

Enrollment figures are critical for assessing the company's growth trajectory and demand for its services.

How does management plan to address recent stock performance and market concerns?

Management's response to market skepticism will be key in shaping investor sentiment moving forward.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the potential for New Oriental to leverage its online education platform, which could drive unexpected enrollment growth.

Supporting Evidence

Recent trends in online education suggest a shift in consumer preference that could benefit New Oriental.

The company's historical ability to surprise on EPS indicates potential for positive performance.

Options pricing suggests lower volatility than historical averages, indicating a potential mispricing of risk.

Key Risk

If enrollment numbers exceed expectations, it could significantly shift market sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance hinges on the company's ability to attract and retain students in a competitive education market.

Bull Confirmed If

Demonstrating enrollment growth of over 10% year-over-year would confirm the bull case.

Bear Confirmed If

If enrollment numbers decline or remain flat, it would confirm the bear case.

Pre-Earnings Positioning

Options Market

Implied Move

±5.92%

Historical Avg

±8.4%

Pricing cheap

The options market is pricing in a potential move of about 5.92%, suggesting that investors are anticipating some volatility around the earnings report.

Options are pricing ±5.9% while EDU has averaged ±8.4% over the last 8 prints — setup is pricing cheap.

Detail

ATM IV

0.4%

30d HV

37.0%

Calls (8K)P/C Ratio: 3.67Puts (15K)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If New Oriental beats expectations, history suggests the stock could rise by an average of 4.13%, confirming positive market sentiment.

In-Line / Cautious

If results come in line with expectations, the stock may react cautiously, reflecting ongoing market concerns.

Miss

A miss could lead to a decline of around 11.96%, as seen in past quarters when expectations were not met.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Updates on enrollment growth and retention rates.
2Management's strategy for enhancing online education offerings.
3Any changes in competitive landscape and how New Oriental plans to respond.
4Insights into marketing strategies aimed at attracting new students.
5Comments on overall market conditions affecting the education sector.