New Oriental Education & Technology Group 過去の業績
過去 基準チェック /26
New Oriental Education & Technology Groupは、平均年間40.3%の収益成長を遂げていますが、 Consumer Services業界の収益は、年間 成長しています。収益は、平均年間25.1% 7.9%収益成長率で 成長しています。 New Oriental Education & Technology Groupの自己資本利益率は10.3%であり、純利益率は7.8%です。
主要情報
40.31%
収益成長率
40.38%
EPS成長率
| Consumer Services 業界の成長 | 20.27% |
| 収益成長率 | 7.92% |
| 株主資本利益率 | 10.30% |
| ネット・マージン | 7.82% |
| 前回の決算情報 | 28 Feb 2026 |
最近の業績更新
Recent updates
ナラティブの更新 • Jun 02
EDU: Raised Guidance And Completed Buybacks Will Support Higher Future Earnings Multiple
Analyst price targets for New Oriental Education & Technology Group have been raised by $1.90, with analysts pointing to updated assumptions around discount rates, revenue growth, profit margins, and future P/E to support the new valuation view. What's in the News New Oriental Education & Technology Group raised earnings guidance for the full fiscal year 2026.ナラティブの更新 • May 17
EDU: Lower Discount Rate And Buybacks Will Support Higher Earnings Multiple
Analysts have increased their price target on New Oriental Education & Technology Group by $1.90, citing updated assumptions for the discount rate, revenue growth, profit margin, and future P/E, which slightly adjust their longer term outlook for the stock. Analyst Commentary Recent research around the US$1.90 price target adjustment focuses less on short term trading and more on how updated assumptions for discount rate, revenue growth, profit margins, and future P/E feed into a refreshed valuation framework for New Oriental Education & Technology Group.ナラティブの更新 • Apr 30
EDU: Lower Discount Rate And Buybacks Will Support Higher Future P/E
The analyst price target for New Oriental Education & Technology Group has shifted to $70.80 from $68.34, with analysts pointing to updated fair value estimates, a slightly lower discount rate, and an adjusted future P/E assumption around $20.38 as key drivers of the change. Analyst Commentary Recent Street research points to a modest price target increase of $1.90, which aligns with the updated $70.80 target and reflects refined assumptions on fair value, discount rate, and future P/E around 20.38.
ナラティブの更新 • Apr 16
EDU: Higher Guidance And Mixed Sentiment Will Test Earnings Execution
Analysts have raised their price targets on New Oriental Education & Technology Group by about $3. This reflects updated assumptions that include higher potential revenue growth, stronger profit margins, and a slightly lower future P/E, supported by recent positive Street research.ナラティブの更新 • Apr 02
EDU: Margin Discipline And Buybacks Will Support Higher Forward Earnings Multiple
Analysts have lifted their price target on New Oriental Education & Technology Group by $4.20, citing updated valuation work and recent supportive research that reflects slightly adjusted assumptions for the discount rate, revenue growth, profit margin and future P/E. Analyst Commentary Bullish Takeaways Bullish analysts view the higher price target as reflecting updated work on valuation inputs, including discount rate assumptions and future P/E levels that they see as more in line with current research.ナラティブの更新 • Mar 18
EDU: Margin Assumptions And Buybacks Will Support Higher Future Earnings Multiple
Analysts have increased their price target on New Oriental Education & Technology Group by about $4, reflecting updated views on fair value, profit margin assumptions and a slightly higher future P/E multiple. Analyst Commentary Bullish Takeaways Bullish analysts point to the higher price target as a reflection of confidence in the company’s ability to support current valuation through profit margin assumptions that they see as achievable.
ナラティブの更新 • Mar 04
EDU: Higher Margins And Buybacks Will Support Future Upside Potential
Analysts have raised their price target on New Oriental Education & Technology Group by $4.20, citing updated assumptions around revenue growth, margins and discount rates. These changes modestly adjust their P/E outlook while keeping fair value unchanged at $80.00.ナラティブの更新 • Feb 18
EDU: Elevated Expectations Around New Offerings Will Expose Execution Risks
Analysts have raised their price target for New Oriental Education & Technology Group to $51.33 from $38.90, citing updated assumptions around revenue growth, profit margins and future P/E that they say are now more in line with recent Street research from major banks. Analyst Commentary Recent Street research highlights a mix of optimism and caution around New Oriental Education & Technology Group, with some analysts focusing on upside scenarios while others flag execution and valuation risks at the updated US$51.33 price target.ナラティブの更新 • Feb 04
EDU: Higher Margin Outlook And Buyback Activity Will Support Upside Potential
Analysts have lifted their fair value estimate for New Oriental Education & Technology Group from US$76.15 to US$80.00, citing updated assumptions for discount rate, revenue growth, profit margins, and future P/E multiples, supported by recent price target increases and upgrades from the Street. Analyst Commentary Recent Street research points to a more constructive stance on New Oriental Education & Technology Group, with bullish analysts highlighting a mix of valuation support and execution on core priorities.分析記事 • Jan 31
Results: New Oriental Education & Technology Group Inc. Exceeded Expectations And The Consensus Has Updated Its Estimates
New Oriental Education & Technology Group Inc. ( NYSE:EDU ) just released its latest quarterly results and things are...Seeking Alpha • Jan 30
New Oriental Education: A 'Buy' With Beat And Raise Quarter (Rating Upgrade)
Summary New Oriental Education's rating is upgraded from 'Hold' to 'Buy' after a strong earnings beat and upwardly revised full-year sales guidance. EDU's net profit rose +69% YoY and surpassed the consensus estimate by 31% in 2QFY26. The "word-of-mouth" marketing strategy worked well to support non-academic tutoring services growth. Management has also raised the mid-point of its FY26 revenue growth guide from 7.5% to 10%. The overseas study operations' turnaround will be a key driver of the improved outlook. Read the full article on Seeking Alphaナラティブの更新 • Jan 21
EDU: Margin Expansion And Buybacks Will Drive High Visibility Earnings Compounding
Analysts have lifted their price target on New Oriental Education & Technology Group to $68 from $60, citing faster revenue growth, expanding margins, and what they view as a return to more predictable earnings compounding. Analyst Commentary Bullish Takeaways Bullish analysts point to faster revenue growth in fiscal Q1 as a key support for the higher US$68 price target, suggesting the business is executing well against its current model.ナラティブの更新 • Jan 06
EDU: Margin Expansion And Buybacks Will Support High Visibility Earnings Compounding
Analysts have raised their 12 month price target for New Oriental Education & Technology Group to about US$68 from around US$60, citing faster fiscal Q1 revenue growth, margin expansion, and what they view as strong visibility on the company compounding earnings. Analyst Commentary Bullish Takeaways Bullish analysts point to the higher 12 month price target of about US$68 as a reflection of improved confidence in the company execution and earnings power.ナラティブの更新 • Dec 19
EDU: Expanding Margins Will Drive High Visibility Earnings Compounding Ahead
Analysts have nudged their price target on New Oriental Education & Technology Group higher to approximately $68 from about $60, citing accelerating revenue growth, expanding margins, and growing confidence that the company can consistently compound earnings with better than expected overseas performance. Analyst Commentary Recent research updates highlight a constructive shift in sentiment toward New Oriental Education & Technology Group, driven by faster top line growth, improving profitability, and better earnings visibility.ナラティブの更新 • Dec 05
EDU: Expanding Margins Will Drive High Visibility Earnings Compounding Ahead
Analysts have modestly lifted their price targets on New Oriental Education & Technology Group, with increases ranging from about $2 to $8 per share, citing accelerating revenue growth, expanding margins, and resilient earnings visibility despite pockets of structural weakness in overseas study programs. Analyst Commentary Street research remains broadly constructive on New Oriental Education & Technology Group, with most recent target price revisions modestly upward and accompanied by reinforcing commentary on growth durability, margin trajectory, and earnings visibility.ナラティブの更新 • Nov 20
EDU: Accelerating Revenue And Expanding Margins Will Sustain Strong Earnings Momentum
Analysts have modestly increased their price target for New Oriental Education & Technology Group, raising it by approximately $0.72 to $64.49. They cite improved revenue growth, resilient domestic operations, and expanding margins as factors supporting their outlook.ナラティブの更新 • Nov 06
EDU: Core Business Resilience And Expanding Margins Will Drive Renewed Earnings Compounding
Analysts have raised their price target for New Oriental Education & Technology Group from approximately $58.31 to $63.77. They highlight accelerated revenue growth, improved margins, and resilience in core business units as primary drivers for the upward revision.分析記事 • Oct 31
New Oriental Education & Technology Group Inc. (NYSE:EDU) Analysts Are Pretty Bullish On The Stock After Recent Results
As you might know, New Oriental Education & Technology Group Inc. ( NYSE:EDU ) recently reported its first-quarter...ナラティブの更新 • Oct 22
Analysts Raise Price Target for New Oriental Amid Resilient Margins and Mixed Growth Outlook
Analysts have modestly raised their price target for New Oriental Education & Technology Group to approximately $58, reflecting expectations for higher margins and resilient domestic revenues, even with overseas headwinds. Analyst Commentary Analyst outlooks on New Oriental Education & Technology Group reflect a mix of optimism and caution, shaped by both promising developments and ongoing structural challenges.分析記事 • Jul 26
Take Care Before Diving Into The Deep End On New Oriental Education & Technology Group Inc. (NYSE:EDU)
There wouldn't be many who think New Oriental Education & Technology Group Inc.'s ( NYSE:EDU ) price-to-earnings (or...分析記事 • Jul 11
New Oriental Education & Technology Group (NYSE:EDU) Has A Rock Solid Balance Sheet
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Seeking Alpha • Apr 29
New Oriental Education: Learning The Hard Lessons Of A Tougher Market
Summary New Oriental Education's Q3 FY25 results show deceleration in core education business and impact from Sino-US tensions on overseas business, with a focus on profitability over growth. We maintain a SELL rating due to macroeconomic challenges, discretionary nature of EDU services, and increasing competition in K-12 and AST segments. Sino-US tensions pose risks to overseas test prep and consulting, with potential downside to EDU's revenue and earnings growth. EDU trades at 6x forward EBITDA, but we assign a 5x target multiple, implying a 10% downside from the current level. Read the full article on Seeking AlphaSeeking Alpha • Jan 29
New Oriental Education: The Defensive Illusion Unravels Amid Macro Struggles
Summary New Oriental Education reported weaker-than-expected Q3 and FY2025 guidance, reflecting a significant impact from the soft macroeconomic backdrop, leading to a 25% stock decline since October. The diminishing hype around China's stimulus measures, declining demand, and management's unfocused expansion into non-core sectors like tourism are key reasons to avoid EDU. The stock faces structural de-rating due to unsustainable supply-side growth and weak demand for premium education segments, with no clear macro recovery in sight. With a valuation at 15x earnings and limited upside catalysts, investors should avoid EDU until there is clear evidence of demand recovery in the broader Chinese market. Read the full article on Seeking AlphaSeeking Alpha • Oct 29
New Oriental Education: Not As Defensive As It Seems
Summary New Oriental Education's Q1FY25 revenue met expectations, but weaker-than-expected FYQ2 guidance led to a stock sell-off. Macro uncertainties and weak economic conditions in China are likely to weigh on EDU’s enrollment and spending growth. Management’s focus on expanding learning centers and branching into non-core businesses like tourism may not yield high-quality earnings. We are cautious about EDU’s growth prospects and believe the company should focus on enhancing its core education business. Read the full article on Seeking AlphaSeeking Alpha • Sep 20
New Oriental Education: Capital Return Improvement And Margin Expansion Are Potential Catalysts
Summary New Oriental Education is assigned a Buy rating, considering the stock's attractive valuations and the presence of potential re-rating catalysts. EDU's capital return outlook is positive, with a significant increase in its share repurchase authorization and the potential for additional special or regular dividends. The company is expected to achieve significant operating margin expansion in Q1 FY 2025 and beyond, driven by strong revenue growth and the improved utilization rate for new learning centers. Read the full article on Seeking Alpha
新しいナラティブ • Aug 22
Oriental's Critical Expansion And Innovation Fuel Revenue And Market Share Growth
Strategic initiatives like expanding into non-academic tutoring and tourism-related businesses, alongside technology investments, aim to boost growth and market share.Seeking Alpha • Jul 12
New Oriental Education: Anticipating A Q4 Results Beat (Rating Upgrade)
Summary New Oriental Education is likely to deliver a Q4 FY 2024 results beat, thanks to faster-than-expected learning center expansion, lower-than-expected marketing costs, and positive operating leverage. New Oriental Education is attractively valued at a PEG multiple of 0.74 times. My rating for EDU stock is revised to a Buy, considering the stock's current valuations and its fourth quarter results preview. Read the full article on Seeking AlphaSeeking Alpha • Apr 10
New Oriental Education: Emerges Stronger After Regulation Reset, Initiate With Buy
Summary New Oriental Education revived from 2 years of policy-induced downturn with a stronger competitive position to tap into China’s vast after-school tutoring market. Investors have yet to fully recognize the business potential of EDU’s large and loyal client base, which it accumulated over 3 decades. EDU is undervalued at 21x FY25, with EPS growing at over 40%. 3Q24 earnings, due on April 20th, can lead to another leg up. The recent price pullback for EDU is a healthy correction, easing pressures from profit-taking pressures from crowded long positions. Read the full article on Seeking Alpha収支内訳
収支内訳
New Oriental Education & Technology Group の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。
収益と収入の歴史
| 日付 | 収益 | 収益 | G+A経費 | 研究開発費 |
|---|---|---|---|---|
| 28 Feb 26 | 5,375 | 420 | 2,345 | 0 |
| 30 Nov 25 | 5,141 | 381 | 2,291 | 0 |
| 31 Aug 25 | 4,988 | 367 | 2,244 | 0 |
| 31 May 25 | 4,900 | 372 | 2,228 | 0 |
| 28 Feb 25 | 4,794 | 392 | 2,191 | 0 |
| 30 Nov 24 | 4,818 | 392 | 2,113 | 0 |
| 31 Aug 24 | 4,649 | 390 | 2,017 | 0 |
| 31 May 24 | 4,314 | 310 | 1,912 | 0 |
| 29 Feb 24 | 4,037 | 312 | 1,749 | 0 |
| 30 Nov 23 | 3,584 | 306 | 1,618 | 0 |
| 31 Aug 23 | 3,353 | 277 | 1,497 | 0 |
| 31 May 23 | 2,998 | 177 | 1,398 | 0 |
| 28 Feb 23 | 2,661 | -41 | 904 | 0 |
| 30 Nov 22 | 2,521 | -245 | 988 | 0 |
| 31 Aug 22 | 2,541 | -1,182 | 1,599 | 0 |
| 31 May 22 | 3,105 | -1,188 | 1,878 | 0 |
| 28 Feb 22 | 3,793 | -1,044 | 2,651 | 0 |
| 30 Nov 21 | 4,370 | -770 | 2,822 | 0 |
| 31 Aug 21 | 4,599 | 220 | 2,350 | 0 |
| 31 May 21 | 4,277 | 334 | 2,086 | 0 |
| 28 Feb 21 | 3,863 | 393 | 1,784 | 0 |
| 30 Nov 20 | 3,596 | 379 | 1,642 | 0 |
| 31 Aug 20 | 3,493 | 379 | 1,577 | 0 |
| 31 May 20 | 3,579 | 413 | 1,591 | 0 |
| 29 Feb 20 | 3,623 | 443 | 1,588 | 0 |
| 30 Nov 19 | 3,497 | 403 | 1,544 | 0 |
| 31 Aug 19 | 3,308 | 324 | 1,471 | 0 |
| 31 May 19 | 3,096 | 238 | 1,413 | 0 |
| 28 Feb 19 | 2,955 | 260 | 1,369 | 0 |
| 30 Nov 18 | 2,776 | 231 | 1,296 | 0 |
| 31 Aug 18 | 2,646 | 261 | 1,222 | 0 |
| 31 May 18 | 2,447 | 296 | 1,119 | 0 |
| 28 Feb 18 | 2,233 | 286 | 1,009 | 0 |
| 30 Nov 17 | 2,053 | 286 | 915 | 0 |
| 31 Aug 17 | 1,927 | 292 | 840 | 0 |
| 31 May 17 | 1,800 | 274 | 788 | 0 |
| 28 Feb 17 | 1,708 | 261 | 751 | 0 |
| 30 Nov 16 | 1,617 | 242 | 713 | 0 |
| 31 Aug 16 | 1,554 | 237 | 690 | 0 |
| 31 May 16 | 1,478 | 225 | 669 | 0 |
| 29 Feb 16 | 1,412 | 219 | 639 | 0 |
| 30 Nov 15 | 1,353 | 212 | 609 | 0 |
| 31 Aug 15 | 1,311 | 209 | 589 | 0 |
質の高い収益: EDUは 高品質の収益 を持っています。
利益率の向上: EDUの現在の純利益率 (7.8%)は、昨年(8.2%)よりも低くなっています。
フリー・キャッシュフローと収益の比較
過去の収益成長分析
収益動向: EDUの収益は過去 5 年間で年間40.3%増加しました。
成長の加速: EDUの過去 1 年間の収益成長率 ( 7.3% ) は、5 年間の平均 ( 年間40.3%を下回っています。
収益対業界: EDUの過去 1 年間の収益成長率 ( 7.3% ) Consumer Services業界11.7%を上回りませんでした。
株主資本利益率
高いROE: EDUの 自己資本利益率 ( 10.3% ) は 低い とみなされます。
総資産利益率
使用総資本利益率
過去の好業績企業の発掘
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 | 2026/06/15 18:29 |
| 終値 | 2026/06/12 00:00 |
| 収益 | 2026/02/28 |
| 年間収益 | 2025/05/31 |
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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
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| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
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* 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
New Oriental Education & Technology Group Inc. 24 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。48
| アナリスト | 機関 |
|---|---|
| Amy Junker | Baird |
| Yanfang Jiang | Benchmark Company |
| Lucy Yu | BofA Global Research |