filecrux
Oct 28, 9:29 AM
$EDU Is New Oriental's unchanged 14%–18% revenue guide too low after a 23.1% jump in Q1?
🏢 New Oriental, a Chinese private education provider worth about
$8.98B at
$57.99 per ADS at the 16:00 ET close on October 27, 2026, that also runs the East Buy livestream shop, grew revenue 23.1% to
$1,874.5M in the quarter ended August 31, 2026, its fiscal Q1, and kept its full-year guide at 14% to 18% growth
⚠️ Holding the
$6,453.9M to
$6,680.3M full-year range means only about 11% to 16% growth over the remaining three quarters, so the guide is either cautious or builds in a slowdown
⚠️ Deferred revenue, cash collected upfront for classes and goods not yet delivered, rose just 11.2% to
$2,121.1M, which is slower than revenue and fits the guide's slower path
📅 Next: The first
$1.0 per ADS dividend installment goes to ADS holders of record on November 18, 2026, and is to be paid on or around December 4, 2026
Source: PR Newswire release, Oct 28, 2026
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