Upcoming Dividend • May 09
Upcoming dividend of US$0.58 per share Eligible shareholders must have bought the stock before 15 May 2026. Payment date: 05 June 2026. Payout ratio is a comfortable 45% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of Mexican dividend payers (5.6%). Lower than average of industry peers (4.1%). Board Change • May 07
Less than half of directors are independent Following the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. independent director Yue Zhuge was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Annuncio • Mar 31
New Oriental Education & Technology Group Inc. to Report Q3, 2026 Results on Apr 22, 2026 New Oriental Education & Technology Group Inc. announced that they will report Q3, 2026 results Pre-Market on Apr 22, 2026 Board Change • Mar 12
Less than half of directors are independent Following the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. independent director Yue Zhuge was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Board Change • Feb 19
Less than half of directors are independent Following the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. independent director Yue Zhuge was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Annuncio • Jan 28
New Oriental Education & Technology Group Inc. Provides Earnings Guidance for the Third Quarter and Full Year of the Fiscal Year 2026 New Oriental Education & Technology Group Inc. provided earnings guidance for the Third Quarter and Full Year of the Fiscal Year 2026, For the quarter, the company expects total net revenues to be in the range of USD 1,313.2 million to USD 1,348.7 million, representing year over year increase in the range of 11% to 14%.
For the year, the company expects total net revenues to be in the range of USD 5,292.3 million to USD 5,488.3 million, representing a year over year increase in the range of 8% to 12%. Annuncio • Dec 30
New Oriental Education & Technology Group Inc. to Report Q2, 2026 Results on Jan 28, 2026 New Oriental Education & Technology Group Inc. announced that they will report Q2, 2026 results Pre-Market on Jan 28, 2026 Board Change • Dec 16
Less than half of directors are independent Following the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. independent director Yue Zhuge was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Upcoming Dividend • Nov 11
Upcoming dividend of US$0.58 per share Eligible shareholders must have bought the stock before 18 November 2025. Payment date: 05 December 2025. Payout ratio is a comfortable 52% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of Mexican dividend payers (6.1%). Lower than average of industry peers (2.9%). Annuncio • Oct 29
New Oriental Education & Technology Group Inc. (NYSE:EDU) announces an Equity Buyback for $300 million worth of its shares. New Oriental Education & Technology Group Inc. (NYSE:EDU) announces a share repurchase program. Under the program, the company will repurchase up to $300 million worth of its shares. The plan will be funded from company's existing cash balance. The plan will be valid for 12 months. Reported Earnings • Oct 29
First quarter 2026 earnings released: EPS: US$1.52 (vs US$1.49 in 1Q 2025) First quarter 2026 results: EPS: US$1.52. Revenue: US$1.52b (up 6.1% from 1Q 2025). Net income: US$240.7m (down 1.9% from 1Q 2025). Profit margin: 16% (down from 17% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.7% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Consumer Services industry in South America. Annuncio • Oct 18
New Oriental Education & Technology Group Inc., Annual General Meeting, Nov 21, 2025 New Oriental Education & Technology Group Inc., Annual General Meeting, Nov 21, 2025, at 17:00 China Standard Time. Location: no. 6, hai dian zhong street, haidian district, beijing China Annuncio • Sep 30
New Oriental Education & Technology Group Inc. to Report Q1, 2026 Results on Oct 28, 2025 New Oriental Education & Technology Group Inc. announced that they will report Q1, 2026 results Pre-Market on Oct 28, 2025 Reported Earnings • Sep 29
Full year 2025 earnings released: EPS: US$2.30 (vs US$1.87 in FY 2024) Full year 2025 results: EPS: US$2.30 (up from US$1.87 in FY 2024). Revenue: US$4.90b (up 14% from FY 2024). Net income: US$371.7m (up 20% from FY 2024). Profit margin: 7.6% (up from 7.2% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.4% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Consumer Services industry in South America. Over the last 3 years on average, earnings per share has increased by 109% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth. Board Change • Sep 29
Less than half of directors are independent Following the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. independent director Yue Zhuge was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Board Change • Sep 05
Less than half of directors are independent Following the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. independent director Yue Zhuge was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Board Change • Aug 15
Less than half of directors are independent Following the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. independent director Yue Zhuge was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Reported Earnings • Jul 31
Full year 2025 earnings released: EPS: US$2.30 (vs US$1.87 in FY 2024) Full year 2025 results: EPS: US$2.30 (up from US$1.87 in FY 2024). Revenue: US$4.90b (up 14% from FY 2024). Net income: US$371.7m (up 20% from FY 2024). Profit margin: 7.6% (up from 7.2% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Consumer Services industry in South America. Over the last 3 years on average, earnings per share has increased by 109% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth. Board Change • Jul 28
Less than half of directors are independent Following the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. independent director Yue Zhuge was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Annuncio • Jul 02
New Oriental Education & Technology Group Inc. to Report Q4, 2025 Results on Jul 30, 2025 New Oriental Education & Technology Group Inc. announced that they will report Q4, 2025 results Pre-Market on Jul 30, 2025 Annuncio • Mar 31
New Oriental Education & Technology Group Inc. to Report Q3, 2025 Results on Apr 23, 2025 New Oriental Education & Technology Group Inc. announced that they will report Q3, 2025 results Pre-Market on Apr 23, 2025 Board Change • Feb 27
Less than half of directors are independent Following the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. independent director Yue Zhuge was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Reported Earnings • Jan 22
Second quarter 2025 earnings released: EPS: US$0.20 (vs US$0.18 in 2Q 2024) Second quarter 2025 results: EPS: US$0.20 (up from US$0.18 in 2Q 2024). Revenue: US$1.04b (up 19% from 2Q 2024). Net income: US$31.9m (up 6.2% from 2Q 2024). Profit margin: 3.1% (down from 3.5% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Consumer Services industry in South America. Over the last 3 years on average, earnings per share has increased by 112% per year but the company’s share price has only increased by 63% per year, which means it is significantly lagging earnings growth. Annuncio • Jan 21
New Oriental Education & Technology Group Inc. Provides Earning Guidance for the Third Quarter of the Fiscal Year 2025 New Oriental Education & Technology Group Inc. provided earning guidance for the third quarter of the fiscal year 2025. For the quarter, the company expects total net revenues, excluding revenues generated from East Buy private label products and livestreaming business to be in the range of USD 1,007.3 million to USD 1,032.5 million, representing year over year increase in the range of 18% to 21%. The projected increase of revenue in functional currency Renminbi is expected to be in the range of 20% to 23%. Board Change • Jan 11
Less than half of directors are independent Following the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. independent director Yue Zhuge was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Annuncio • Dec 31
New Oriental Education & Technology Group Inc. to Report Q2, 2025 Results on Jan 21, 2025 New Oriental Education & Technology Group Inc. announced that they will report Q2, 2025 results Pre-Market on Jan 21, 2025 Annuncio • Dec 11
New Oriental Education & Technology Group Inc. Announces Changes in Board and Committee Composition New Oriental Education & Technology Group Inc. announced that Dr. John Zhuang Yang has tendered his resignation as an independent director of the Company, effective on December 16, 2024. Dr. Yang also stepped down as a member of the audit committee, a member of the compensation committee, and the chairperson of the nominating and corporate governance committee on the same date. The Company further announced the appointment of Dr. Yue Zhuge as an independent director of the Company, effective on December 16, 2024. Dr. Zhuge has also been appointed as a member of the audit committee, a member of the compensation committee, and the chairperson of the nominating and corporate governance committee. Dr. Yue Zhuge has served as a partner at NGP Capital since June 2023 and as a founding partner of QuarkStar since January 2022. Prior to that, Dr. Zhuge was the General Manager and VP of R&D at Hulu Beijing from May 2015 to May 2021, where her team developed key technologies in machine learning, AI, video, advertising, search, and data science. Dr. Zhuge also served as the chief executive officer and co-founder of Landscape Mobile from May 2013 to May 2015. As a seasoned executive and technologist, Dr. Zhuge has worked at Yahoo! and Microsoft during the early years of her career. She served as a Board Member of Trustees at Dulwich College Beijing and as a mentor for Schwarzman Scholars at Tsinghua University. She studied in the computer science department at Tsinghua University, and she received her first master's degree in applied mathematics from Stony Brook University, her second master's degree in computer science from Stanford University, and her Ph.D. in computer science from Stanford University. Dr. Zhuge is the chief editor of the books The Quest for Machine Learning and The Quest for Deep Learning. She is also the author of the popular science book Computational Thinking and two parenting books My Two Boys: A Devil and an Angel and Growing Tree: A Guide for the Future of Parenting. According to the Company's current articles of association, Dr. Zhuge will hold office as a director of the Company until the first annual general meeting following her appointment, at which point she will be eligible for re-election. Board Change • Dec 03
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 6 highly experienced directors. CEO & Director Chenggang Zhou was the last director to join the board, commencing their role in 2010. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Reported Earnings • Oct 24
First quarter 2025 earnings released: EPS: US$1.50 (vs US$1.00 in 1Q 2024) First quarter 2025 results: EPS: US$1.50 (up from US$1.00 in 1Q 2024). Revenue: US$1.44b (up 31% from 1Q 2024). Net income: US$245.4m (up 48% from 1Q 2024). Profit margin: 17% (up from 15% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Consumer Services industry in South America. Over the last 3 years on average, earnings per share has increased by 87% per year but the company’s share price has only increased by 41% per year, which means it is significantly lagging earnings growth. Annuncio • Oct 23
New Oriental Education & Technology Group Inc. Provides Revenue Guidance for the Second Quarter Ending November 30, 2024 New Oriental Education & Technology Group Inc. provided revenue guidance for the second quarter ending November 30, 2024. For the quarter, the company expects total net revenues, excluding revenues generated from East Buy private label products and livestreaming business, in the second quarter of the fiscal year 2025 (September 1, 2024 to November 30, 2024) to be in the range of USD 851.4 million to USD 871.8 million, representing year over year increase in the range of 25% to 28%. Annuncio • Oct 18
New Oriental Education & Technology Group Inc., Annual General Meeting, Nov 25, 2024 New Oriental Education & Technology Group Inc., Annual General Meeting, Nov 25, 2024, at 17:00 China Standard Time. Location: no. 6, hai dian zhong street, haidian district, beijing China Board Change • Oct 11
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 6 highly experienced directors. CEO & Director Chenggang Zhou was the last director to join the board, commencing their role in 2010. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Annuncio • Oct 01
New Oriental Education & Technology Group Inc. to Report Q1, 2025 Results on Oct 23, 2024 New Oriental Education & Technology Group Inc. announced that they will report Q1, 2025 results Pre-Market on Oct 23, 2024 Upcoming Dividend • Sep 02
Inaugural dividend of US$0.58 per share Eligible shareholders must have bought the stock before 09 September 2024. Payment date: 23 September 2024. This is the first dividend for New Oriental Education & Technology Group since going public. The average dividend yield among industry peers is 3.0%. Annuncio • Aug 20
New Oriental Education & Technology Group Inc. Announces Special Cash Dividend, Payable on or Around September 23, 2024 New Oriental Education & Technology Group Inc. announced that its board of directors has approved a special cash dividend of USD 0.06 per common share, or USD 0.6 per ADS, to holders of common shares and ADSs of record as of the close of business on September 9, 2024, The payment date is expected to be on or around September 23, 2024 and September 26, 2024 for holders of common shares and holders of ADSs, respectively. Ex-dividend date is September 6, 2024. Reported Earnings • Aug 01
Full year 2024 earnings released: EPS: US$1.87 (vs US$1.06 in FY 2023) Full year 2024 results: EPS: US$1.87 (up from US$1.06 in FY 2023). Revenue: US$4.31b (up 44% from FY 2023). Net income: US$309.6m (up 75% from FY 2023). Profit margin: 7.2% (up from 5.9% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Consumer Services industry in South America. Over the last 3 years on average, earnings per share has increased by 56% per year but the company’s share price has only increased by 37% per year, which means it is significantly lagging earnings growth. Annuncio • Jul 31
New Oriental Education & Technology Group Inc. Provides Earnings Guidance for the First Quarter Ending August 31, 2024 New Oriental Education & Technology Group Inc. provided earnings guidance for the First Quarter ending August 31, 2024. For the quarter, the company expects total net revenues, excluding revenues generated from East Buy private label products and livestreaming business to be in the range of USD 1,254.7 million to USD 1,283.5 million, representing year over year increase in the range of 31% to 34%. Annuncio • Jul 04
New Oriental Education & Technology Group Inc. to Report Q4, 2024 Results on Jul 31, 2024 New Oriental Education & Technology Group Inc. announced that they will report Q4, 2024 results Pre-Market on Jul 31, 2024 Board Change • May 22
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 6 highly experienced directors. CEO & Director Chenggang Zhou was the last director to join the board, commencing their role in 2010. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Reported Earnings • Apr 25
Third quarter 2024 earnings released: EPS: US$0.53 (vs US$0.49 in 3Q 2023) Third quarter 2024 results: EPS: US$0.53 (up from US$0.49 in 3Q 2023). Revenue: US$1.21b (up 60% from 3Q 2023). Net income: US$87.2m (up 6.8% from 3Q 2023). Profit margin: 7.2% (down from 11% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Consumer Services industry in South America. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has fallen by 22% per year, which means it is significantly lagging earnings. Annuncio • Apr 24
New Oriental Education & Technology Group Inc. Provides Revenue Guidance for the Fourth Quarter Ending May 31, 2024 New Oriental Education & Technology Group Inc. provided revenue guidance for the fourth quarter ending May 31, 2024. For the quarter, the company expects total net revenues to be in the range of $1,101.5 million to $1,127.3 million, representing year over year increase in the range of 28% to 31%. Board Change • Apr 15
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 6 highly experienced directors. CEO & Director Chenggang Zhou was the last director to join the board, commencing their role in 2010. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Annuncio • Mar 29
New Oriental Education & Technology Group Inc. to Report Q3, 2024 Results on Apr 24, 2024 New Oriental Education & Technology Group Inc. announced that they will report Q3, 2024 results Pre-Market on Apr 24, 2024 Board Change • Mar 16
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 6 highly experienced directors. CEO & Director Chenggang Zhou was the last director to join the board, commencing their role in 2010. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Valuation Update With 7 Day Price Move • Feb 10
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to Mex$1,522, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 7x in the Consumer Services industry in South America. Total loss to shareholders of 61% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$2,067 per share. Reported Earnings • Jan 24
Second quarter 2024 earnings released: EPS: US$0.20 (vs US$0.004 in 2Q 2023) Second quarter 2024 results: EPS: US$0.20 (up from US$0.004 in 2Q 2023). Revenue: US$869.6m (up 36% from 2Q 2023). Net income: US$30.1m (up US$29.3m from 2Q 2023). Profit margin: 3.5% (up from 0.1% in 2Q 2023). 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 8.3% growth forecast for the Consumer Services industry in South America. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has fallen by 29% per year, which means it is performing significantly worse than earnings. Annuncio • Dec 28
New Oriental Education & Technology Group Inc. to Report Q2, 2024 Results on Jan 24, 2024 New Oriental Education & Technology Group Inc. announced that they will report Q2, 2024 results Pre-Market on Jan 24, 2024 Valuation Update With 7 Day Price Move • Dec 02
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to Mex$1,336, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 16x in the Consumer Services industry globally. Total loss to shareholders of 64% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$1,723 per share. Board Change • Nov 28
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 6 highly experienced directors. CEO & Director Chenggang Zhou was the last director to join the board, commencing their role in 2010. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Annuncio • Oct 28
New Oriental Education & Technology Group Inc., Annual General Meeting, Nov 28, 2023 New Oriental Education & Technology Group Inc., Annual General Meeting, Nov 28, 2023, at 17:00 China Standard Time. Location: at No. 6 Hai Dian Zhong Street Haidian District Beijing China Agenda: To consider the Company’s Second Amended and Restated Memorandum of Association and Articles of Association; and to consider other business matters. Reported Earnings • Oct 27
First quarter 2024 earnings released: EPS: US$1.00 (vs US$0.39 in 1Q 2023) First quarter 2024 results: EPS: US$1.00 (up from US$0.39 in 1Q 2023). Revenue: US$1.10b (up 48% from 1Q 2023). Net income: US$165.4m (up 151% from 1Q 2023). Profit margin: 15% (up from 8.9% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Consumer Services industry in South America. Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has only fallen by 31% per year, which means it has not declined as severely as earnings. Annuncio • Oct 26
New Oriental Education & Technology Group Inc. Provides Revenue Guidance for the Second Quarter Ending November 30, 2023 New Oriental Education & Technology Group Inc. provided revenue guidance for the second quarter ending November 30, 2023. For the quarter, the company expects total net revenues to be in the range of USD 785.0 million to USD 804.2 million, representing year-over-year increase in the range of 23% to 26%. Annuncio • Sep 29
New Oriental Education & Technology Group Inc. to Report Q1, 2024 Results on Oct 25, 2023 New Oriental Education & Technology Group Inc. announced that they will report Q1, 2024 results at 9:30 AM, US Eastern Standard Time on Oct 25, 2023 Board Change • Sep 27
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 6 highly experienced directors. CEO & Director Chenggang Zhou was the last director to join the board, commencing their role in 2010. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Board Change • Aug 30
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 6 highly experienced directors. CEO & Director Chenggang Zhou was the last director to join the board, commencing their role in 2010. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Annuncio • Jul 27
New Oriental Education & Technology Group Inc. Provides Revenue Guidance for the First Quarter Ending August 31, 2023 New Oriental Education & Technology Group Inc. Provided Revenue Guidance for the First Quarter Ending August 31, 2023. The company expects total net revenues in the first quarter of the fiscal year 2024 (June 1, 2023 to August 31, 2023) to be in the range of USD 983.2 million to USD 1,005.5 million, representing year over year increase in the range of 32% to 35%. Reported Earnings • Jul 26
Full year 2023 earnings released: EPS: US$1.06 (vs US$7.00 loss in FY 2022) Full year 2023 results: EPS: US$1.06 (up from US$7.00 loss in FY 2022). Revenue: US$3.00b (down 3.5% from FY 2022). Net income: US$177.3m (up US$1.37b from FY 2022). Profit margin: 5.9% (up from net loss in FY 2022). The move to profitability was driven by lower expenses. 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. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 30 percentage points per year, which is a significant difference in performance. Board Change • Jul 10
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 6 highly experienced directors. CEO & Director Chenggang Zhou was the last director to join the board, commencing their role in 2010. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Annuncio • Jul 01
New Oriental Education & Technology Group Inc. to Report Q4, 2023 Results on Jul 26, 2023 New Oriental Education & Technology Group Inc. announced that they will report Q4, 2023 results at 9:30 AM, US Eastern Standard Time on Jul 26, 2023 Board Change • May 11
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 6 highly experienced directors. CEO & Director Chenggang Zhou was the last director to join the board, commencing their role in 2010. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Reported Earnings • Apr 20
Third quarter 2023 earnings released: EPS: US$0.50 (vs US$0.72 loss in 3Q 2022) Third quarter 2023 results: EPS: US$0.50 (up from US$0.72 loss in 3Q 2022). Revenue: US$754.2m (up 23% from 3Q 2022). Net income: US$81.6m (up US$204.1m from 3Q 2022). Profit margin: 11% (up from net loss in 3Q 2022). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Consumer Services industry in South America. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 53 percentage points per year, which is a significant difference in performance. Board Change • Feb 23
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 6 highly experienced directors. CEO & Director Chenggang Zhou was the last director to join the board, commencing their role in 2010. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Reported Earnings • Jan 19
Second quarter 2023 earnings released Second quarter 2023 results: Net income: US$732.0k (up US$732.0k from 2Q 2022). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 8.7% growth forecast for the Consumer Services industry in South America. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 82 percentage points per year, which is a significant difference in performance. Annuncio • Jan 18
New Oriental Education & Technology Group Inc. Provides Revenue Guidance for the Third Quarter Ending February 28, 2023 New Oriental Education & Technology Group Inc. provided revenue guidance for the third quarter ending February 28, 2023. For the quarter, the company expects total net revenues to be in the range of $702.8 million to $719.8 million, representing year-over-year increase in the range of 14% to 17%. Annuncio • Dec 30
New Oriental Education & Technology Group Inc. to Report Q2, 2023 Results on Jan 17, 2023 New Oriental Education & Technology Group Inc. announced that they will report Q2, 2023 results Pre-Market on Jan 17, 2023 Board Change • Nov 18
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 6 highly experienced directors. CEO & Director Chenggang Zhou was the last director to join the board, commencing their role in 2010. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Reported Earnings • Oct 01
Full year 2022 earnings released: US$7.00 loss per share (vs US$2.03 profit in FY 2021) Full year 2022 results: US$7.00 loss per share (down from US$2.03 profit in FY 2021). Revenue: US$3.11b (down 27% from FY 2021). Net loss: US$1.19b (down 455% from profit in FY 2021). Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 9.4% growth forecast for the Consumer Services industry in South America. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 59 percentage points per year, which is a significant difference in performance. Buying Opportunity • Sep 06
Now 21% undervalued Over the last 90 days, the stock is up 60%. The fair value is estimated to be Mex$682, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.8% over the last 3 years. Meanwhile, the company became loss making. Buying Opportunity • Aug 01
Now 21% undervalued Over the last 90 days, the stock is up 96%. The fair value is estimated to be Mex$670, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.8% over the last 3 years. Meanwhile, the company became loss making. Revenue is forecast to decline by 22% in a year. Earnings is forecast to grow by 99% in the next year. Reported Earnings • Jul 28
Full year 2022 earnings released: US$7.00 loss per share (vs US$2.03 profit in FY 2021) Full year 2022 results: US$7.00 loss per share (down from US$2.03 profit in FY 2021). Revenue: US$3.11b (down 27% from FY 2021). Net loss: US$1.19b (down 455% from profit in FY 2021). Over the next year, revenue is expected to shrink by 27% compared to a 10% growth forecast for the industry in Mexico. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 62 percentage points per year, which is a significant difference in performance. Buying Opportunity • Jun 23
Now 24% undervalued Over the last 90 days, the stock is up 48%. The fair value is estimated to be Mex$489, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Meanwhile, the company became loss making. Revenue is forecast to decline by 37% in a year. Earnings is forecast to grow by 72% in the next year. Board Change • Apr 27
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 6 highly experienced directors. CEO & Director Chenggang Zhou was the last director to join the board, commencing their role in 2010. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Reported Earnings • Feb 24
First half 2022 earnings: EPS in line with analyst expectations despite revenue beat First half 2022 results: US$0.52 loss per share (down from US$0.14 profit in 1H 2021). Revenue: US$1.97b (up 5.0% from 1H 2021). Net loss: US$876.0m (down 483% from profit in 1H 2021). Revenue exceeded analyst estimates by 2.2%. Over the next year, revenue is expected to shrink by 48% compared to a 18% growth forecast for the industry in Mexico. Over the last 3 years on average, earnings per share has fallen by 48% per year but the company’s share price has only fallen by 42% per year, which means it has not declined as severely as earnings. Valuation Update With 7 Day Price Move • Feb 10
Investor sentiment improved over the past week After last week's 19% share price gain to Mex$34.49, the stock trades at a trailing P/E ratio of 8.3x. Average forward P/E is 14x in the Consumer Services industry in South America. Total loss to shareholders of 77% over the past three years. Valuation Update With 7 Day Price Move • Jan 25
Investor sentiment deteriorated over the past week After last week's 16% share price decline to Mex$31.00, the stock trades at a trailing P/E ratio of 8x. Average forward P/E is 13x in the Consumer Services industry in South America. Total loss to shareholders of 79% over the past three years. Valuation Update With 7 Day Price Move • Dec 04
Investor sentiment deteriorated over the past week After last week's 16% share price decline to Mex$40.00, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 12x in the Consumer Services industry in South America. Total loss to shareholders of 66% over the past three years. Valuation Update With 7 Day Price Move • Oct 06
Investor sentiment improved over the past week After last week's 16% share price gain to Mex$44.00, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 16x in the Consumer Services industry globally. Total loss to shareholders of 61% over the past three years. Reported Earnings • Sep 25
Full year 2021 earnings released: EPS US$0.20 (vs US$0.26 in FY 2020) The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2021 results: Revenue: US$4.28b (up 20% from FY 2020). Net income: US$334.4m (down 19% from FY 2020). Profit margin: 7.8% (down from 12% in FY 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 35% per year, which means it is significantly lagging earnings. Valuation Update With 7 Day Price Move • Aug 16
Investor sentiment deteriorated over the past week After last week's 16% share price decline to US$37.80, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 17x in the Consumer Services industry globally. Total loss to shareholders of 77% over the past three years. Valuation Update With 7 Day Price Move • Jul 24
Investor sentiment deteriorated over the past week After last week's 58% share price decline to US$54.01, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 19x in the Consumer Services industry globally. Total loss to shareholders of 68% over the past three years. Valuation Update With 7 Day Price Move • Jul 09
Investor sentiment deteriorated over the past week After last week's 18% share price decline to US$126, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 19x in the Consumer Services industry globally. Total loss to shareholders of 31% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$151 per share. Valuation Update With 7 Day Price Move • Jun 08
Investor sentiment deteriorated over the past week After last week's 17% share price decline to US$175, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 20x in the Consumer Services industry globally. Total loss to shareholders of 18% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$143 per share. Valuation Update With 7 Day Price Move • May 14
Investor sentiment deteriorated over the past week After last week's 22% share price decline to US$232, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 19x in the Consumer Services industry globally. Total returns to shareholders of 24% over the past three years. Reported Earnings • Apr 25
Third quarter 2021 earnings released: EPS US$0.09 (vs US$0.087 in 3Q 2020) The company reported a solid third quarter result with improved earnings and revenues, although profit margins were weaker. Third quarter 2021 results: Revenue: US$1.19b (up 29% from 3Q 2020). Net income: US$151.3m (up 9.9% from 3Q 2020). Profit margin: 13% (down from 15% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 25% per year, which means it is tracking significantly ahead of earnings growth. Valuation Update With 7 Day Price Move • Mar 27
Investor sentiment deteriorated over the past week After last week's 17% share price decline to US$280, the stock trades at a forward P/E ratio of 41x. Average forward P/E is 21x in the Consumer Services industry globally. Total returns to shareholders of 59% over the past three years. Reported Earnings • Jan 23
Second quarter 2021 earnings released: EPS US$0.33 The company reported a mediocre second quarter result with weaker profit margins, although earnings were flat and revenues were improved. Second quarter 2021 results: Revenue: US$887.7m (up 13% from 2Q 2020). Net income: US$53.9m (flat on 2Q 2020). Profit margin: 6.1% (down from 6.8% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has increased by 25% per year, which means it is tracking significantly ahead of earnings growth. Analyst Estimate Surprise Post Earnings • Jan 23
Revenue beats expectations Revenue exceeded analyst estimates by 0.6%. Over the next year, revenue is forecast to grow 37%, compared to a 36% growth forecast for the Consumer Services industry in Mexico. Reported Earnings • Oct 14
First quarter earnings released Over the last 12 months the company has reported total profits of US$379.0m, up 17% from the prior year. Total revenue was US$3.49b over the last 12 months, up 5.5% from the prior year. Analyst Estimate Surprise Post Earnings • Oct 14
First-quarter earnings released: Revenue beats expectations First-quarter revenue exceeded analyst estimates by 3.3% at US$986.4m. Revenue is forecast to grow 29% over the next year, compared to a 41% growth forecast for the Consumer Services industry in Mexico. Reported Earnings • Sep 18
Full year earnings released - EPS Mex$2.61 Over the last 12 months the company has reported total profits of US$413.3m, up 73% from the prior year. Total revenue was US$3.58b over the last 12 months, up 16% from the prior year. Profit margins were 12%, which is higher than the 7.7% margin from last year. The increase in margin was driven by higher revenue. 
