Recent Insider Transactions • May 01
President & CFO recently sold Mex$11m worth of stock On the 27th of April, Zhuangzhuang Peng sold around 58k shares on-market at roughly Mex$189 per share. This transaction amounted to 56% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Zhuangzhuang's only on-market trade for the last 12 months. Reported Earnings • Apr 24
Full year 2026 earnings released: EPS: US$0.93 (vs US$0.14 in FY 2025) Full year 2026 results: EPS: US$0.93 (up from US$0.14 in FY 2025). Revenue: US$3.01b (up 34% from FY 2025). Net income: US$530.8m (up US$446.2m from FY 2025). Profit margin: 18% (up from 3.8% in FY 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Consumer Services industry in South America. Over the last 3 years on average, earnings per share has increased by 122% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth. Ankündigung • Apr 23
TAL Education Group Transitions Mi Tian from Chief Technology Officer to Senior Vice President, Effective April 22, 2026 TAL Education Group announced that effective April 22, 2026, Mr. Mi Tian has stepped down as Chief Technology Officer and transitioned to Senior Vice President. Mr. Tian will focus on selected technology initiatives in his new capacity. Ankündigung • Apr 09
TAL Education Group to Report Q4, 2026 Results on Apr 23, 2026 TAL Education Group announced that they will report Q4, 2026 results Pre-Market on Apr 23, 2026 Ankündigung • Jan 12
TAL Education Group to Report Q3, 2026 Results on Jan 29, 2026 TAL Education Group announced that they will report Q3, 2026 results at 9:30 AM, US Eastern Standard Time on Jan 29, 2026 Reported Earnings • Nov 01
Second quarter 2026 earnings released: EPS: US$0.22 (vs US$0.095 in 2Q 2025) Second quarter 2026 results: EPS: US$0.22 (up from US$0.095 in 2Q 2025). Revenue: US$861.4m (up 39% from 2Q 2025). Net income: US$124.1m (up 116% from 2Q 2025). Profit margin: 14% (up from 9.3% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Consumer Services industry in South America. Over the last 3 years on average, earnings per share has increased by 117% per year but the company’s share price has only increased by 32% per year, which means it is significantly lagging earnings growth. Ankündigung • Oct 31
TAL Education Group, Annual General Meeting, Nov 14, 2025 TAL Education Group, Annual General Meeting, Nov 14, 2025, at 15:00 China Standard Time. Location: tal building no.1, courtyard no. 9, qixin middle street, changping district, beijing., China Valuation Update With 7 Day Price Move • Oct 27
Investor sentiment improves as stock rises 21% After last week's 21% share price gain to Mex$230, the stock trades at a forward P/E ratio of 38x. Average forward P/E is 8x in the Consumer Services industry in South America. Total returns to shareholders of 144% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$387 per share. Ankündigung • Oct 14
TAL Education Group to Report Q2, 2026 Results on Oct 30, 2025 TAL Education Group announced that they will report Q2, 2026 results Pre-Market on Oct 30, 2025 Reported Earnings • Aug 01
First quarter 2026 earnings released: EPS: US$0.052 (vs US$0.019 in 1Q 2025) First quarter 2026 results: EPS: US$0.052 (up from US$0.019 in 1Q 2025). Revenue: US$575.0m (up 39% from 1Q 2025). Net income: US$31.3m (up 174% from 1Q 2025). Profit margin: 5.4% (up from 2.8% in 1Q 2025). Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Consumer Services industry in South America. Ankündigung • Jul 31
TAL Education Group (NYSE:TAL) announces an Equity Buyback for $600 million worth of its shares. TAL Education Group (NYSE:TAL) announces a share repurchase program. Under the program, the company will repurchase up to $600 million worth of its shares. The program will be funded from company's existing cash balance. The plan will be valid till next 12 months. Ankündigung • Jul 08
TAL Education Group to Report Q1, 2026 Results on Jul 31, 2025 TAL Education Group announced that they will report Q1, 2026 results Pre-Market on Jul 31, 2025 Ankündigung • Apr 25
TAL Education Group Appoints Yi Wang as Independent Director, Effective April 22, 2025 TAL Education Group appointed Mr. Yi Wang as an independent director, effective April 22, 2025. Mr. Wang will also serve as Chair of the Compensation Committee and as a member of both the Audit Committee and the Nominating and Corporate Governance Committee. Dr. Weiru Chen has resigned from the Board and all Board committees for personal reasons. Dr. Chen will continue to support the Company in an advisory capacity. Since 2014, Mr. Wang has served as the Executive Director of the Harvard Center Shanghai, where he oversees Harvard University's initiatives and programs in China. Prior to his role at Harvard, Mr. Wang held significant positions in the corporate sector, including Managing Director at Goldman Sachs and Partner at McKinsey & Company. He also served the financial industry as an independent director of Citibank (China) from 2017 to 2023. In addition to his professional endeavors, Mr. Wang is deeply committed to education-related charitable work. He is the co-founder and Vice Chair of the Board of UWC Changshu China and a founding board member of Tsinglan School in Dongguan, China. Reported Earnings • Apr 25
Full year 2025 earnings released: EPS: US$0.14 (vs US$0.006 loss in FY 2024) Full year 2025 results: EPS: US$0.14 (up from US$0.006 loss in FY 2024). Revenue: US$2.25b (up 51% from FY 2024). Net income: US$84.6m (up US$88.2m from FY 2024). Profit margin: 3.8% (up from net loss in FY 2024). The move to profitability was driven by higher revenue. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Consumer Services industry in South America. Valuation Update With 7 Day Price Move • Apr 10
Investor sentiment deteriorates as stock falls 27% After last week's 27% share price decline to Mex$205, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 5x in the Consumer Services industry in South America. Total returns to shareholders of 2.5% over the past year. Simply Wall St's valuation model estimates the intrinsic value at Mex$368 per share. Ankündigung • Apr 03
TAL Education Group to Report Q4, 2025 Results on Apr 24, 2025 TAL Education Group announced that they will report Q4, 2025 results Pre-Market on Apr 24, 2025 Buy Or Sell Opportunity • Feb 24
Now 23% undervalued Over the last 90 days, the stock has risen 37% to Mex$275. The fair value is estimated to be Mex$358, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 41% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 23% per annum. Earnings are also forecast to grow by 32% per annum over the same time period. Valuation Update With 7 Day Price Move • Jan 30
Investor sentiment improves as stock rises 36% After last week's 36% share price gain to Mex$255, the stock trades at a forward P/E ratio of 39x. Average forward P/E is 6x in the Consumer Services industry in South America. Total returns to shareholders of 39% over the past year. Simply Wall St's valuation model estimates the intrinsic value at Mex$377 per share. Reported Earnings • Jan 24
Third quarter 2025 earnings released: EPS: US$0.038 (vs US$0.04 loss in 3Q 2024) Third quarter 2025 results: EPS: US$0.038 (up from US$0.04 loss in 3Q 2024). Revenue: US$606.4m (up 62% from 3Q 2024). Net income: US$23.1m (up US$47.0m from 3Q 2024). Profit margin: 3.8% (up from net loss in 3Q 2024). The move to profitability was driven by higher revenue. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Consumer Services industry in South America. Ankündigung • Jan 03
TAL Education Group to Report Q3, 2025 Results on Jan 23, 2025 TAL Education Group announced that they will report Q3, 2025 results at 9:30 AM, US Eastern Standard Time on Jan 23, 2025 Buy Or Sell Opportunity • Dec 05
Now 20% undervalued Over the last 90 days, the stock has risen 34% to Mex$206. The fair value is estimated to be Mex$259, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 53% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 21% per annum. Earnings are also forecast to grow by 36% per annum over the same time period. Valuation Update With 7 Day Price Move • Nov 14
Investor sentiment deteriorates as stock falls 17% After last week's 17% share price decline to Mex$193, the stock trades at a forward P/E ratio of 38x. Average forward P/E is 6x in the Consumer Services industry in South America. Total returns to shareholders of 15% over the past year. Simply Wall St's valuation model estimates the intrinsic value at Mex$263 per share. Buy Or Sell Opportunity • Nov 13
Now 22% undervalued Over the last 90 days, the stock has risen 25% to Mex$216. The fair value is estimated to be Mex$278, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 53% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 21% per annum. Earnings are also forecast to grow by 36% per annum over the same time period. Reported Earnings • Oct 24
Second quarter 2025 earnings released: EPS: US$0.095 (vs US$0.063 in 2Q 2024) Second quarter 2025 results: EPS: US$0.095 (up from US$0.063 in 2Q 2024). Revenue: US$619.4m (up 50% from 2Q 2024). Net income: US$57.4m (up 52% from 2Q 2024). Profit margin: 9.3% (up from 9.2% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Consumer Services industry in South America. Ankündigung • Oct 02
TAL Education Group to Report Q2, 2025 Results on Oct 24, 2024 TAL Education Group announced that they will report Q2, 2025 results Pre-Market on Oct 24, 2024 Reported Earnings • Aug 02
First quarter 2025 earnings released: EPS: US$0.019 (vs US$0.071 loss in 1Q 2024) First quarter 2025 results: EPS: US$0.019 (up from US$0.071 loss in 1Q 2024). Revenue: US$414.2m (up 50% from 1Q 2024). Net income: US$11.4m (up US$56.4m from 1Q 2024). Profit margin: 2.8% (up from net loss in 1Q 2024). Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Consumer Services industry in South America. Ankündigung • Jul 04
TAL Education Group to Report Q1, 2025 Results on Aug 01, 2024 TAL Education Group announced that they will report Q1, 2025 results Pre-Market on Aug 01, 2024 Reported Earnings • Jun 04
Full year 2024 earnings released: US$0.006 loss per share (vs US$0.21 loss in FY 2023) Full year 2024 results: US$0.006 loss per share (improved from US$0.21 loss in FY 2023). Revenue: US$1.49b (up 46% from FY 2023). Net loss: US$3.57m (loss narrowed 97% from FY 2023). Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Consumer Services industry in South America. Reported Earnings • Apr 25
Full year 2024 earnings released: US$0.006 loss per share (vs US$0.21 loss in FY 2023) Full year 2024 results: US$0.006 loss per share (improved from US$0.21 loss in FY 2023). Revenue: US$1.49b (up 46% from FY 2023). Net loss: US$3.57m (loss narrowed 97% from FY 2023). Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Consumer Services industry in South America. Ankündigung • Mar 30
TAL Education Group to Report Q4, 2024 Results on Apr 25, 2024 TAL Education Group announced that they will report Q4, 2024 results at 9:30 AM, US Eastern Standard Time on Apr 25, 2024 Reported Earnings • Jan 26
Third quarter 2024 earnings released: US$0.04 loss per share (vs US$0.081 loss in 3Q 2023) Third quarter 2024 results: US$0.04 loss per share (improved from US$0.081 loss in 3Q 2023). Revenue: US$373.5m (up 61% from 3Q 2023). Net loss: US$23.9m (loss narrowed 54% from 3Q 2023). Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Consumer Services industry in South America. Ankündigung • Jan 09
Tal Education Group Unveils Pioneering EdTech Innovations At CES 2024 TAL Education Group is preparing for a compelling presentation at the upcoming Consumer Electronics Show (CES) in Las Vegas. Conf confidently stepped onto the global stage at the world's largest consumer electronics exhibition as an education vanguard, TAL aims to propel the future trajectory of education by showcasing its latest products and unveiling collaborative endeavors with top-tier technology enterprises such as TCL and Microsoft. Through these partnerships, TAL is at the forefront of exploring how artificial intelligence is positioned to revolutionize the future of EdTech. Experience the Future of Learning: TAL Education Group's debut at CES 2024 encapsulates the latest results in their research and development favor, bringing a surprise factor to the American market. By participating in CES, TAL underscores its commitment to contributing to the overall educational landscape through innovation. Following their 16 years of academic innovation and content R&D expertise, TAL will showcase Mobby Kids' Learning Pad, a multisensory approach to early education enlightenment; directly showcasing how children can benefit from developing their mode of thought through technology, enhancing learning abilities through incorporating developmental psychology, brain science, and academic research. With a proprietary multi-subject Artificial Intelligence support system, the other Xueersi xPad Model will showcase adaptive learning experiences through interactive AI elements like image recognition, personalized recommendations, and a real-time AI voice assistant. Visiting booth #54768 in The Venetian Expo Hall provides a unique opportunity to immerse yourself interactively in Chinese culture and witness firsthand TAL Education Group's leading edge in new technologies and experiential innovations. Immerse yourself in a unique learning experience, where attendees can interact with learning pads to learn and write their Chinese zodiac characters using gestures. Explore the intersection of Chinese cultural elements with education technology, and experience how TAL's learning machines transcend conventional boundaries, providing an insightful glimpse into the future of education. Ankündigung • Dec 30
TAL Education Group to Report Q3, 2024 Results on Jan 25, 2024 TAL Education Group announced that they will report Q3, 2024 results Pre-Market on Jan 25, 2024 Ankündigung • Nov 18
TAL Education Group, Annual General Meeting, Nov 29, 2023 TAL Education Group, Annual General Meeting, Nov 29, 2023, at 11:00 China Standard Time. Location: 4/F Heying Center, Xiaoying West Street Haidian District Beijing Province China Reported Earnings • Oct 27
Second quarter 2024 earnings released: EPS: US$0.063 (vs US$0.001 loss in 2Q 2023) Second quarter 2024 results: EPS: US$0.063 (up from US$0.001 loss in 2Q 2023). Revenue: US$411.9m (up 40% from 2Q 2023). Net income: US$37.9m (up US$38.7m from 2Q 2023). Profit margin: 9.2% (up from net loss in 2Q 2023). Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Consumer Services industry in South America. Ankündigung • Sep 29
TAL Education Group to Report Q2, 2024 Results on Oct 26, 2023 TAL Education Group announced that they will report Q2, 2024 results on Oct 26, 2023 New Risk • Jul 28
New minor risk - Profitability The company is currently unprofitable and not forecast to become profitable over the next 2 years. Trailing 12-month net loss: US$137m Forecast net loss in 2 years: US$20m This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (9.2% average weekly change). Minor Risk Currently unprofitable and not forecast to become profitable over next 2 years (US$20m net loss in 2 years). Reported Earnings • Jul 28
First quarter 2024 earnings released: US$0.071 loss per share (vs US$0.068 loss in 1Q 2023) First quarter 2024 results: US$0.071 loss per share (further deteriorated from US$0.068 loss in 1Q 2023). Revenue: US$275.4m (up 23% from 1Q 2023). Net loss: US$45.0m (loss widened 2.8% from 1Q 2023). Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the Consumer Services industry in South America. Ankündigung • Jul 08
TAL Education Group to Report Q1, 2024 Results on Jul 27, 2023 TAL Education Group announced that they will report Q1, 2024 results Pre-Market on Jul 27, 2023 Reported Earnings • Jun 03
Full year 2023 earnings released: US$0.21 loss per share (vs US$1.76 loss in FY 2022) Full year 2023 results: US$0.21 loss per share (improved from US$1.76 loss in FY 2022). Revenue: US$1.02b (down 77% from FY 2022). Net loss: US$135.6m (loss narrowed 88% from FY 2022). Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Consumer Services industry in South America. Reported Earnings • Apr 28
Full year 2023 earnings released: US$0.21 loss per share (vs US$1.76 loss in FY 2022) Full year 2023 results: US$0.21 loss per share (improved from US$1.76 loss in FY 2022). Revenue: US$1.02b (down 77% from FY 2022). Net loss: US$135.6m (loss narrowed 88% from FY 2022). Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the Consumer Services industry in South America. Reported Earnings • Jan 20
Third quarter 2023 earnings released: US$0.081 loss per share (vs US$0.15 loss in 3Q 2022) Third quarter 2023 results: US$0.081 loss per share (improved from US$0.15 loss in 3Q 2022). Revenue: US$232.7m (down 77% from 3Q 2022). Net loss: US$51.6m (loss narrowed 48% from 3Q 2022). Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Consumer Services industry in South America. Ankündigung • Jan 05
TAL Education Group to Report Q3, 2023 Results on Jan 19, 2023 TAL Education Group announced that they will report Q3, 2023 results Pre-Market on Jan 19, 2023 Buying Opportunity • Dec 29
Now 28% undervalued Over the last 90 days, the stock is up 47%. The fair value is estimated to be Mex$199, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.1% over the last 3 years. Meanwhile, the company became loss making. Revenue is forecast to decline by 48% in a year. Earnings is forecast to grow by 82% in the next year. Reported Earnings • Oct 28
Second quarter 2023 earnings released Second quarter 2023 results: US$0.001 loss per share. Net loss: US$787.0k (flat on 2Q 2022). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Consumer Services industry in South America.