View ValuationTAL Education Group 将来の成長Future 基準チェック /26TAL Education Group利益と収益がそれぞれ年間5.6%と13.7%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に13.5% 10%なると予測されています。主要情報5.6%収益成長率10.04%EPS成長率Consumer Services 収益成長15.6%収益成長率13.7%将来の株主資本利益率13.55%アナリストカバレッジGood最終更新日21 May 2026今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesRecent Insider Transactions • Apr 30President & CFO recently sold US$626k worth of stockOn the 27th of April, Zhuangzhuang Peng sold around 58k shares on-market at roughly US$10.86 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 24Full 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 4.9% growth forecast for the Consumer Services industry in Europe. 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 24% per year, which means it is significantly lagging earnings growth.お知らせ • Apr 23TAL Education Group Transitions Mi Tian from Chief Technology Officer to Senior Vice President, Effective April 22, 2026TAL 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.Valuation Update With 7 Day Price Move • Apr 17Investor sentiment improves as stock rises 16%After last week's 16% share price gain to US$12.72, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 13x in the Consumer Services industry in Europe. Total returns to shareholders of 103% over the past three years.お知らせ • Apr 09TAL Education Group to Report Q4, 2026 Results on Apr 23, 2026TAL Education Group announced that they will report Q4, 2026 results Pre-Market on Apr 23, 2026Reported Earnings • Jan 30Second 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 4.6% growth forecast for the Consumer Services industry in Europe. 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 20% per year, which means it is significantly lagging earnings growth.New Risk • Jan 29New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of British stocks, typically moving 7.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.お知らせ • Jan 12TAL Education Group to Report Q3, 2026 Results on Jan 29, 2026TAL Education Group announced that they will report Q3, 2026 results at 9:30 AM, US Eastern Standard Time on Jan 29, 2026お知らせ • Oct 31TAL Education Group, Annual General Meeting, Nov 14, 2025TAL 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., ChinaReported Earnings • Oct 31Second 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 5.6% growth forecast for the Consumer Services industry in Europe. 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 31% per year, which means it is significantly lagging earnings growth.お知らせ • Oct 14TAL Education Group to Report Q2, 2026 Results on Oct 30, 2025TAL Education Group announced that they will report Q2, 2026 results Pre-Market on Oct 30, 2025Reported Earnings • Aug 01First 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 4.4% growth forecast for the Consumer Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 132% per year but the company’s share price has only increased by 32% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 31TAL 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.お知らせ • Jul 08TAL Education Group to Report Q1, 2026 Results on Jul 31, 2025TAL Education Group announced that they will report Q1, 2026 results Pre-Market on Jul 31, 2025Reported Earnings • Jun 17Full 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). Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Consumer Services industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 130% per year but the company’s share price has only increased by 29% per year, which means it is significantly lagging earnings growth.New Risk • Jun 17New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 32% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (9.6% average weekly change). Large one-off items impacting financial results.お知らせ • Apr 25TAL Education Group Appoints Yi Wang as Independent Director, Effective April 22, 2025TAL 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.お知らせ • Apr 03TAL Education Group to Report Q4, 2025 Results on Apr 24, 2025TAL Education Group announced that they will report Q4, 2025 results Pre-Market on Apr 24, 2025Valuation Update With 7 Day Price Move • Feb 12Investor sentiment improves as stock rises 20%After last week's 20% share price gain to US$14.60, the stock trades at a forward P/E ratio of 44x. Average forward P/E is 13x in the Consumer Services industry in Europe. Total returns to shareholders of 304% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$22.34 per share.お知らせ • Jan 03TAL Education Group to Report Q3, 2025 Results on Jan 23, 2025TAL Education Group announced that they will report Q3, 2025 results at 9:30 AM, US Eastern Standard Time on Jan 23, 2025Valuation Update With 7 Day Price Move • Nov 14Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to US$9.62, the stock trades at a forward P/E ratio of 38x. Average forward P/E is 15x in the Consumer Services industry in the United Kingdom. Total returns to shareholders of 111% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$15.93 per share.Reported Earnings • Oct 24Second 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 4.3% growth forecast for the Consumer Services industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 110% per year but the company’s share price has only increased by 34% per year, which means it is significantly lagging earnings growth.お知らせ • Oct 02TAL Education Group to Report Q2, 2025 Results on Oct 24, 2024TAL Education Group announced that they will report Q2, 2025 results Pre-Market on Oct 24, 2024New Risk • Sep 26New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of British stocks, typically moving 9.7% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (9.7% average weekly change). Minor Risk Large one-off items impacting financial results.Reported Earnings • Aug 02First 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 4.8% growth forecast for the Consumer Services industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 86% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 04TAL Education Group to Report Q1, 2025 Results on Aug 01, 2024TAL Education Group announced that they will report Q1, 2025 results Pre-Market on Aug 01, 2024Reported Earnings • Jun 04Full 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 3.8% growth forecast for the Consumer Services industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 59% per year but the company’s share price has fallen by 26% per year, which means it is significantly lagging earnings.Reported Earnings • Apr 26Full 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 3.7% growth forecast for the Consumer Services industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 59% per year but the company’s share price has fallen by 39% per year, which means it is significantly lagging earnings.Buy Or Sell Opportunity • Apr 12Now 22% overvaluedThe stock has been flat over the last 90 days, currently trading at US$12.10. The fair value is estimated to be US$9.92, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 51% over the last 3 years. Earnings per share has grown by 31%.お知らせ • Mar 30TAL Education Group to Report Q4, 2024 Results on Apr 25, 2024TAL Education Group announced that they will report Q4, 2024 results at 9:30 AM, US Eastern Standard Time on Apr 25, 2024Buy Or Sell Opportunity • Mar 07Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 8.7% to US$12.19. The fair value is estimated to be US$10.14, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 51% over the last 3 years. Earnings per share has grown by 31%.Buy Or Sell Opportunity • Feb 09Now 32% overvalued after recent price riseOver the last 90 days, the stock has risen 40% to US$13.23. The fair value is estimated to be US$9.99, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 51% over the last 3 years. Earnings per share has grown by 31%.Reported Earnings • Jan 26Third 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 2.7% growth forecast for the Consumer Services industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has fallen by 46% per year, which means it is significantly lagging earnings.お知らせ • Jan 09Tal Education Group Unveils Pioneering EdTech Innovations At CES 2024TAL 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.お知らせ • Dec 30TAL Education Group to Report Q3, 2024 Results on Jan 25, 2024TAL Education Group announced that they will report Q3, 2024 results Pre-Market on Jan 25, 2024お知らせ • Nov 18TAL Education Group, Annual General Meeting, Nov 29, 2023TAL 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 ChinaReported Earnings • Oct 27Second 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 15% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Consumer Services industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 51% per year, which means it is significantly lagging earnings.お知らせ • Sep 29TAL Education Group to Report Q2, 2024 Results on Oct 26, 2023TAL Education Group announced that they will report Q2, 2024 results on Oct 26, 2023Buying Opportunity • Aug 25Now 21% undervaluedOver the last 90 days, the stock is up 9.9%. The fair value is estimated to be US$8.24, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 33% over the last 3 years. Earnings per share has declined by 20%. Revenue is forecast to grow by 59% in 2 years. Earnings is forecast to grow by 78% in the next 2 years.New Risk • Jul 28New minor risk - ProfitabilityThe 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$28m 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: Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (US$28m net loss in 2 years). Share price has been volatile over the past 3 months (9.9% average weekly change).Reported Earnings • Jul 28First 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 4.0% growth forecast for the Consumer Services industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has fallen by 56% per year, which means it is performing significantly worse than earnings.お知らせ • Jul 08TAL Education Group to Report Q1, 2024 Results on Jul 27, 2023TAL Education Group announced that they will report Q1, 2024 results Pre-Market on Jul 27, 2023Reported Earnings • Jun 02Full 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 4.3% growth forecast for the Consumer Services industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 40% per year but the company’s share price has fallen by 52% per year, which means it is performing significantly worse than earnings.Reported Earnings • Apr 28Full 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 4.4% growth forecast for the Consumer Services industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 40% per year but the company’s share price has fallen by 52% per year, which means it is performing significantly worse than earnings.Reported Earnings • Jan 20Third 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 12% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Consumer Services industry in the United Kingdom. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 20 percentage points per year, which is a significant difference in performance.Buying Opportunity • Jan 18Now 24% undervaluedOver the last 90 days, the stock is up 110%. The fair value is estimated to be US$10.66, 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.お知らせ • Jan 05TAL Education Group to Report Q3, 2023 Results on Jan 19, 2023TAL Education Group announced that they will report Q3, 2023 results Pre-Market on Jan 19, 2023Reported Earnings • Oct 28Second quarter 2023 earnings releasedSecond 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 14% growth forecast for the Consumer Services industry in the United Kingdom. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 41 percentage points per year, which is a significant difference in performance.Reported Earnings • Jul 29First quarter 2023 earnings released: US$0.16 loss per share (vs US$0.72 loss in 1Q 2022)First quarter 2023 results: US$0.16 loss per share (up from US$0.72 loss in 1Q 2022). Revenue: US$1.38b (down 2.1% from 1Q 2022). Net loss: US$102.1m (loss narrowed 78% from 1Q 2022). Over the next year, revenue is expected to shrink by 82% compared to a 20% growth forecast for the industry in the United Kingdom.Reported Earnings • Jun 17Full year 2022 earnings released: US$1.76 loss per share (vs US$0.19 loss in FY 2021)Full year 2022 results: US$1.76 loss per share (down from US$0.19 loss in FY 2021). Revenue: US$4.39b (down 2.3% from FY 2021). Net loss: US$1.14b (loss widened US$1.02b from FY 2021). Over the next year, revenue is expected to shrink by 79% compared to a 26% growth forecast for the industry in the United Kingdom.Reported Earnings • May 01Full year 2022 earnings released: US$1.76 loss per share (vs US$0.19 loss in FY 2021)Full year 2022 results: US$1.76 loss per share (down from US$0.19 loss in FY 2021). Revenue: US$4.39b (down 2.3% from FY 2021). Net loss: US$1.14b (loss widened US$1.02b from FY 2021). Over the next year, revenue is expected to shrink by 62% compared to a 31% growth forecast for the industry in the United Kingdom.Board Change • May 01Less than half of directors are independentFollowing 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. 3 non-independent directors. Independent Director Kaifu Zhang was the last independent director to join the board, commencing their role in 2016. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Feb 22Third quarter 2022 earnings: Revenues exceed analyst expectationsThird quarter 2022 results: Revenue: US$1.02b (down 8.8% from 3Q 2021). Net loss: US$99.4m (loss widened 128% from 3Q 2021). Revenue exceeded analyst estimates by 9.8%. Over the next year, revenue is expected to shrink by 45% compared to a 23% growth forecast for the industry in the United Kingdom.Reported Earnings • Jan 16First half 2022 earnings: EPS in line with analyst expectations despite revenue beatFirst half 2022 results: US$1.44 loss per share (down from US$0.16 profit in 1H 2021). Revenue: US$2.83b (up 41% from 1H 2021). Net loss: US$928.6m (down US$1.03b from profit in 1H 2021). Revenue exceeded analyst estimates by 3.5%. Over the next year, revenue is expected to shrink by 40% compared to a 18% growth forecast for the industry in the United Kingdom.Reported Earnings • May 09Full year 2021 earnings released: US$0.19 loss per share (vs US$0.18 loss in FY 2020)The company reported a solid full year result with improved revenues and control over costs, although losses increased. Full year 2021 results: Revenue: US$4.50b (up 37% from FY 2020). Net loss: US$116.0m (loss widened 5.3% from FY 2020).Reported Earnings • Apr 24Full year 2021 earnings released: US$0.19 loss per share (vs US$0.18 loss in FY 2020)The company reported a solid full year result with improved revenues and control over costs, although losses increased. Full year 2021 results: Revenue: US$4.50b (up 37% from FY 2020). Net loss: US$116.0m (loss widened 5.3% from FY 2020).Reported Earnings • Jan 22Third quarter 2021 earnings released: US$0.072 loss per shareThe company reported a soft third quarter result with weaker earnings and control over expenses, although revenues were improved. Third quarter 2021 results: Revenue: US$1.12b (up 30% from 3Q 2020). Net loss: US$43.6m (down 255% from profit in 3Q 2020).Analyst Estimate Surprise Post Earnings • Jan 22Revenue beats expectationsRevenue exceeded analyst estimates by 3.5%. Over the next year, revenue is forecast to grow 44%, compared to a 9.4% growth forecast for the Consumer Services industry in the United Kingdom.Analyst Estimate Surprise Post Earnings • Oct 22Second-quarter earnings released: Revenue misses expectationsSecond-quarter revenue missed analyst estimates by 1.9% at US$1.10b. Revenue is forecast to grow 47% over the next year, compared to a 7.3% growth forecast for the Consumer Services industry in the United Kingdom.Reported Earnings • Oct 22First half earnings releasedOver the last 12 months the company has reported total profits of US$26.1m, down 87% from the prior year. Total revenue was US$3.70b over the last 12 months, up 25% from the prior year.業績と収益の成長予測LSE:0A2X - アナリストの将来予測と過去の財務データ ( )USD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数2/28/20294,9296729951,067112/29/20284,391550771864182/28/20273,691431763863172/28/20263,009531601601N/A11/30/20252,817279478590N/A8/31/20252,653171329441N/A5/31/20252,411104386499N/A2/28/20252,25085285398N/A11/30/20242,070119479601N/A8/31/20241,83772N/AN/AN/A5/31/20241,62953306427N/A2/29/20241,490-4185306N/A11/30/20231,330-70179289N/A8/31/20231,189-9827138N/A5/31/20231,071-13767178N/A2/28/20231,020-136-1037N/A11/30/20221,292-204N/AN/AN/A8/31/20222,080-252N/AN/AN/A5/31/20223,230-1,078N/AN/AN/A2/28/20224,391-1,136-1,186-939N/A11/30/20215,212-1,197N/AN/AN/A8/31/20215,311-1,141N/AN/AN/A5/31/20214,970-300N/AN/AN/A2/28/20214,496-116709955N/A11/30/20203,991-379721,198N/A8/31/20203,701261,0691,293N/A5/31/20203,511-128801,080N/A2/29/20203,273-110668856N/A11/30/20193,14279N/AN/AN/A8/31/20192,952202N/AN/AN/A5/31/20192,686284N/AN/AN/A2/28/20192,563367N/A194N/A11/30/20182,341337N/AN/AN/A8/31/20182,188254N/AN/AN/A5/31/20181,944236N/AN/AN/A2/28/20181,715198N/A685N/A11/30/20171,527163N/AN/AN/A8/31/20171,355136N/AN/AN/A5/31/20171,170132N/AN/AN/A2/28/20171,043117N/A379N/A11/30/201690293N/AN/AN/A8/31/201678389N/AN/AN/A5/31/201668697N/AN/AN/A2/29/2016620103N/A197N/A11/30/2015568106N/AN/AN/A8/31/2015525107N/AN/AN/A5/31/201547473N/AN/AN/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 0A2Xの予測収益成長率 (年間5.6% ) は 貯蓄率 ( 3.4% ) を上回っています。収益対市場: 0A2Xの収益 ( 5.6% ) UK市場 ( 11.5% ) よりも低い成長が予測されています。高成長収益: 0A2Xの収益は増加すると予測されていますが、大幅には増加しません。収益対市場: 0A2Xの収益 ( 13.7% ) UK市場 ( 4.5% ) よりも速いペースで成長すると予測されています。高い収益成長: 0A2Xの収益 ( 13.7% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 0A2Xの 自己資本利益率 は、3年後には低くなると予測されています ( 13.5 %)。成長企業の発掘7D1Y7D1Y7D1YConsumer-services 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/24 17:31終値2026/05/22 00:00収益2026/02/28年間収益2026/02/28データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋TAL Education Group 18 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。35 アナリスト機関Yanfang JiangBenchmark CompanyLucy YuBofA Global ResearchLei YangCGS International32 その他のアナリストを表示
Recent Insider Transactions • Apr 30President & CFO recently sold US$626k worth of stockOn the 27th of April, Zhuangzhuang Peng sold around 58k shares on-market at roughly US$10.86 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 24Full 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 4.9% growth forecast for the Consumer Services industry in Europe. 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 24% per year, which means it is significantly lagging earnings growth.
お知らせ • Apr 23TAL Education Group Transitions Mi Tian from Chief Technology Officer to Senior Vice President, Effective April 22, 2026TAL 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.
Valuation Update With 7 Day Price Move • Apr 17Investor sentiment improves as stock rises 16%After last week's 16% share price gain to US$12.72, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 13x in the Consumer Services industry in Europe. Total returns to shareholders of 103% over the past three years.
お知らせ • Apr 09TAL Education Group to Report Q4, 2026 Results on Apr 23, 2026TAL Education Group announced that they will report Q4, 2026 results Pre-Market on Apr 23, 2026
Reported Earnings • Jan 30Second 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 4.6% growth forecast for the Consumer Services industry in Europe. 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 20% per year, which means it is significantly lagging earnings growth.
New Risk • Jan 29New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of British stocks, typically moving 7.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
お知らせ • Jan 12TAL Education Group to Report Q3, 2026 Results on Jan 29, 2026TAL Education Group announced that they will report Q3, 2026 results at 9:30 AM, US Eastern Standard Time on Jan 29, 2026
お知らせ • Oct 31TAL Education Group, Annual General Meeting, Nov 14, 2025TAL 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
Reported Earnings • Oct 31Second 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 5.6% growth forecast for the Consumer Services industry in Europe. 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 31% per year, which means it is significantly lagging earnings growth.
お知らせ • Oct 14TAL Education Group to Report Q2, 2026 Results on Oct 30, 2025TAL Education Group announced that they will report Q2, 2026 results Pre-Market on Oct 30, 2025
Reported Earnings • Aug 01First 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 4.4% growth forecast for the Consumer Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 132% per year but the company’s share price has only increased by 32% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 31TAL 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.
お知らせ • Jul 08TAL Education Group to Report Q1, 2026 Results on Jul 31, 2025TAL Education Group announced that they will report Q1, 2026 results Pre-Market on Jul 31, 2025
Reported Earnings • Jun 17Full 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). Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Consumer Services industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 130% per year but the company’s share price has only increased by 29% per year, which means it is significantly lagging earnings growth.
New Risk • Jun 17New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 32% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (9.6% average weekly change). Large one-off items impacting financial results.
お知らせ • Apr 25TAL Education Group Appoints Yi Wang as Independent Director, Effective April 22, 2025TAL 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.
お知らせ • Apr 03TAL Education Group to Report Q4, 2025 Results on Apr 24, 2025TAL Education Group announced that they will report Q4, 2025 results Pre-Market on Apr 24, 2025
Valuation Update With 7 Day Price Move • Feb 12Investor sentiment improves as stock rises 20%After last week's 20% share price gain to US$14.60, the stock trades at a forward P/E ratio of 44x. Average forward P/E is 13x in the Consumer Services industry in Europe. Total returns to shareholders of 304% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$22.34 per share.
お知らせ • Jan 03TAL Education Group to Report Q3, 2025 Results on Jan 23, 2025TAL Education Group announced that they will report Q3, 2025 results at 9:30 AM, US Eastern Standard Time on Jan 23, 2025
Valuation Update With 7 Day Price Move • Nov 14Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to US$9.62, the stock trades at a forward P/E ratio of 38x. Average forward P/E is 15x in the Consumer Services industry in the United Kingdom. Total returns to shareholders of 111% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$15.93 per share.
Reported Earnings • Oct 24Second 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 4.3% growth forecast for the Consumer Services industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 110% per year but the company’s share price has only increased by 34% per year, which means it is significantly lagging earnings growth.
お知らせ • Oct 02TAL Education Group to Report Q2, 2025 Results on Oct 24, 2024TAL Education Group announced that they will report Q2, 2025 results Pre-Market on Oct 24, 2024
New Risk • Sep 26New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of British stocks, typically moving 9.7% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (9.7% average weekly change). Minor Risk Large one-off items impacting financial results.
Reported Earnings • Aug 02First 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 4.8% growth forecast for the Consumer Services industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 86% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 04TAL Education Group to Report Q1, 2025 Results on Aug 01, 2024TAL Education Group announced that they will report Q1, 2025 results Pre-Market on Aug 01, 2024
Reported Earnings • Jun 04Full 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 3.8% growth forecast for the Consumer Services industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 59% per year but the company’s share price has fallen by 26% per year, which means it is significantly lagging earnings.
Reported Earnings • Apr 26Full 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 3.7% growth forecast for the Consumer Services industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 59% per year but the company’s share price has fallen by 39% per year, which means it is significantly lagging earnings.
Buy Or Sell Opportunity • Apr 12Now 22% overvaluedThe stock has been flat over the last 90 days, currently trading at US$12.10. The fair value is estimated to be US$9.92, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 51% over the last 3 years. Earnings per share has grown by 31%.
お知らせ • Mar 30TAL Education Group to Report Q4, 2024 Results on Apr 25, 2024TAL Education Group announced that they will report Q4, 2024 results at 9:30 AM, US Eastern Standard Time on Apr 25, 2024
Buy Or Sell Opportunity • Mar 07Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 8.7% to US$12.19. The fair value is estimated to be US$10.14, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 51% over the last 3 years. Earnings per share has grown by 31%.
Buy Or Sell Opportunity • Feb 09Now 32% overvalued after recent price riseOver the last 90 days, the stock has risen 40% to US$13.23. The fair value is estimated to be US$9.99, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 51% over the last 3 years. Earnings per share has grown by 31%.
Reported Earnings • Jan 26Third 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 2.7% growth forecast for the Consumer Services industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has fallen by 46% per year, which means it is significantly lagging earnings.
お知らせ • Jan 09Tal Education Group Unveils Pioneering EdTech Innovations At CES 2024TAL 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.
お知らせ • Dec 30TAL Education Group to Report Q3, 2024 Results on Jan 25, 2024TAL Education Group announced that they will report Q3, 2024 results Pre-Market on Jan 25, 2024
お知らせ • Nov 18TAL Education Group, Annual General Meeting, Nov 29, 2023TAL 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 27Second 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 15% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Consumer Services industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 51% per year, which means it is significantly lagging earnings.
お知らせ • Sep 29TAL Education Group to Report Q2, 2024 Results on Oct 26, 2023TAL Education Group announced that they will report Q2, 2024 results on Oct 26, 2023
Buying Opportunity • Aug 25Now 21% undervaluedOver the last 90 days, the stock is up 9.9%. The fair value is estimated to be US$8.24, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 33% over the last 3 years. Earnings per share has declined by 20%. Revenue is forecast to grow by 59% in 2 years. Earnings is forecast to grow by 78% in the next 2 years.
New Risk • Jul 28New minor risk - ProfitabilityThe 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$28m 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: Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (US$28m net loss in 2 years). Share price has been volatile over the past 3 months (9.9% average weekly change).
Reported Earnings • Jul 28First 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 4.0% growth forecast for the Consumer Services industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has fallen by 56% per year, which means it is performing significantly worse than earnings.
お知らせ • Jul 08TAL Education Group to Report Q1, 2024 Results on Jul 27, 2023TAL Education Group announced that they will report Q1, 2024 results Pre-Market on Jul 27, 2023
Reported Earnings • Jun 02Full 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 4.3% growth forecast for the Consumer Services industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 40% per year but the company’s share price has fallen by 52% per year, which means it is performing significantly worse than earnings.
Reported Earnings • Apr 28Full 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 4.4% growth forecast for the Consumer Services industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 40% per year but the company’s share price has fallen by 52% per year, which means it is performing significantly worse than earnings.
Reported Earnings • Jan 20Third 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 12% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Consumer Services industry in the United Kingdom. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 20 percentage points per year, which is a significant difference in performance.
Buying Opportunity • Jan 18Now 24% undervaluedOver the last 90 days, the stock is up 110%. The fair value is estimated to be US$10.66, 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.
お知らせ • Jan 05TAL Education Group to Report Q3, 2023 Results on Jan 19, 2023TAL Education Group announced that they will report Q3, 2023 results Pre-Market on Jan 19, 2023
Reported Earnings • Oct 28Second quarter 2023 earnings releasedSecond 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 14% growth forecast for the Consumer Services industry in the United Kingdom. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 41 percentage points per year, which is a significant difference in performance.
Reported Earnings • Jul 29First quarter 2023 earnings released: US$0.16 loss per share (vs US$0.72 loss in 1Q 2022)First quarter 2023 results: US$0.16 loss per share (up from US$0.72 loss in 1Q 2022). Revenue: US$1.38b (down 2.1% from 1Q 2022). Net loss: US$102.1m (loss narrowed 78% from 1Q 2022). Over the next year, revenue is expected to shrink by 82% compared to a 20% growth forecast for the industry in the United Kingdom.
Reported Earnings • Jun 17Full year 2022 earnings released: US$1.76 loss per share (vs US$0.19 loss in FY 2021)Full year 2022 results: US$1.76 loss per share (down from US$0.19 loss in FY 2021). Revenue: US$4.39b (down 2.3% from FY 2021). Net loss: US$1.14b (loss widened US$1.02b from FY 2021). Over the next year, revenue is expected to shrink by 79% compared to a 26% growth forecast for the industry in the United Kingdom.
Reported Earnings • May 01Full year 2022 earnings released: US$1.76 loss per share (vs US$0.19 loss in FY 2021)Full year 2022 results: US$1.76 loss per share (down from US$0.19 loss in FY 2021). Revenue: US$4.39b (down 2.3% from FY 2021). Net loss: US$1.14b (loss widened US$1.02b from FY 2021). Over the next year, revenue is expected to shrink by 62% compared to a 31% growth forecast for the industry in the United Kingdom.
Board Change • May 01Less than half of directors are independentFollowing 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. 3 non-independent directors. Independent Director Kaifu Zhang was the last independent director to join the board, commencing their role in 2016. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Feb 22Third quarter 2022 earnings: Revenues exceed analyst expectationsThird quarter 2022 results: Revenue: US$1.02b (down 8.8% from 3Q 2021). Net loss: US$99.4m (loss widened 128% from 3Q 2021). Revenue exceeded analyst estimates by 9.8%. Over the next year, revenue is expected to shrink by 45% compared to a 23% growth forecast for the industry in the United Kingdom.
Reported Earnings • Jan 16First half 2022 earnings: EPS in line with analyst expectations despite revenue beatFirst half 2022 results: US$1.44 loss per share (down from US$0.16 profit in 1H 2021). Revenue: US$2.83b (up 41% from 1H 2021). Net loss: US$928.6m (down US$1.03b from profit in 1H 2021). Revenue exceeded analyst estimates by 3.5%. Over the next year, revenue is expected to shrink by 40% compared to a 18% growth forecast for the industry in the United Kingdom.
Reported Earnings • May 09Full year 2021 earnings released: US$0.19 loss per share (vs US$0.18 loss in FY 2020)The company reported a solid full year result with improved revenues and control over costs, although losses increased. Full year 2021 results: Revenue: US$4.50b (up 37% from FY 2020). Net loss: US$116.0m (loss widened 5.3% from FY 2020).
Reported Earnings • Apr 24Full year 2021 earnings released: US$0.19 loss per share (vs US$0.18 loss in FY 2020)The company reported a solid full year result with improved revenues and control over costs, although losses increased. Full year 2021 results: Revenue: US$4.50b (up 37% from FY 2020). Net loss: US$116.0m (loss widened 5.3% from FY 2020).
Reported Earnings • Jan 22Third quarter 2021 earnings released: US$0.072 loss per shareThe company reported a soft third quarter result with weaker earnings and control over expenses, although revenues were improved. Third quarter 2021 results: Revenue: US$1.12b (up 30% from 3Q 2020). Net loss: US$43.6m (down 255% from profit in 3Q 2020).
Analyst Estimate Surprise Post Earnings • Jan 22Revenue beats expectationsRevenue exceeded analyst estimates by 3.5%. Over the next year, revenue is forecast to grow 44%, compared to a 9.4% growth forecast for the Consumer Services industry in the United Kingdom.
Analyst Estimate Surprise Post Earnings • Oct 22Second-quarter earnings released: Revenue misses expectationsSecond-quarter revenue missed analyst estimates by 1.9% at US$1.10b. Revenue is forecast to grow 47% over the next year, compared to a 7.3% growth forecast for the Consumer Services industry in the United Kingdom.
Reported Earnings • Oct 22First half earnings releasedOver the last 12 months the company has reported total profits of US$26.1m, down 87% from the prior year. Total revenue was US$3.70b over the last 12 months, up 25% from the prior year.