Earnings summaries and quarterly performance for TAL Education.
Research analysts who have asked questions during TAL Education earnings calls.
Felix Liu
UBS
4 questions for TAL
Also covers: BILI, EDU, NTES +1 more
TZ
Timothy Zhao
Goldman Sachs
4 questions for TAL
Also covers: BEKE, BZ, EDU +5 more
Eddy Wang
Morgan Stanley
2 questions for TAL
Also covers: BEKE, BZ, VIPS +1 more
LZ
Liping Zhao
China International Capital Corporation (CICC)
2 questions for TAL
Also covers: API, DAO, HERE +1 more
YC
Yijing Cai
Citigroup
2 questions for TAL
Also covers: EDU
AC
Alice Cai
Citigroup Global Markets Inc.
1 question for TAL
Also covers: EDU, GOTU, QSG
Candis Chan
Daiwa
1 question for TAL
DS
D. S. Kim
JPMorgan Chase & Co.
1 question for TAL
Also covers: EDU
EZ
Ewan Zhang
China Renaissance
1 question for TAL
JY
Jing Yuan
China International Capital Corporation
1 question for TAL
Also covers: DAO
Sophia Zhang
CICC
1 question for TAL
Recent press releases and 8-K filings for TAL.
TAL Education Group Announces Q3 FY2026 Financial Results
TAL
Earnings
Revenue Acceleration/Inflection
Share Buyback
- For the third fiscal quarter ended November 30, 2025, TAL Education Group reported net revenues of US$770.2 million, representing a 27.0% increase from US$606.4 million in the same period of the prior year.
- Net income attributable to TAL was US$130.6 million for the third fiscal quarter of 2026, compared to US$23.1 million in the same period of the prior year.
- Basic and diluted net income per American Depositary Share (ADS) were US$0.24 and US$0.23, respectively, for the third fiscal quarter ended November 30, 2025.
- As of November 30, 2025, cash, cash equivalents, and short-term investments totaled US$3,617.4 million.
- The company repurchased 844,856 common shares for approximately US$27.7 million between October 30, 2025, and January 28, 2026, as part of a US$600 million share repurchase program authorized on July 28, 2025.
6 hours ago
TAL Education Group Announces Q3 FY 2026 Financial Results
TAL
Earnings
Share Buyback
Guidance Update
- TAL Education Group reported net revenues of $770.2 million for Q3 FY 2026, representing a 27.0% year-over-year increase in USD terms, and a non-GAAP net income attributable to TAL of $141.4 million.
- The company's gross margin increased to 56.1% from 52.7% in the same period last year, driven by a 35.0% year-over-year increase in gross profit to $431.8 million.
- The learning device business achieved year-over-year growth in revenue and sales volume but reported an adjusted operating loss, indicating it remains in an investment phase.
- Peiyou offline enrichment programs delivered year-over-year revenue growth, primarily due to increased enrollments, though a gradual moderation in revenue growth is anticipated for FY 2026 due to a higher comparison base.
- Between October 30, 2025, and January 28, 2026, the company repurchased 844,856 common shares for approximately $27.7 million under its $600 million share repurchase program.
12 hours ago
TAL Education Group Reports Strong Q3 FY2026 Financial Results
TAL
Earnings
Share Buyback
New Projects/Investments
- TAL Education Group reported net revenues of $770.2 million, representing a 27.0% year-over-year increase, and non-GAAP net income attributable to TAL of $141.4 million for the third quarter of fiscal year 2026.
- The company's gross margin increased to 56.1% from 52.7% in the prior year, with non-GAAP selling and marketing expenses decreasing to 28.3% of total net revenues year-over-year.
- The learning device business delivered year-over-year growth in revenue and sales volume but reported an adjusted operating loss as it remains in an investment phase, contributing to an expected moderation in overall top-line growth for the second half of fiscal year 2026 due to a higher comparison base.
- As of November 30, 2025, cash and cash equivalents stood at $2,146.3 million, and the company repurchased 844,856 common shares for approximately $27.7 million between October 30, 2025, and January 28, 2026, under a $600 million share repurchase program.
13 hours ago
TAL Education Group Announces Q3 FY 2026 Financial Results
TAL
Earnings
Share Buyback
New Projects/Investments
- TAL Education Group reported net revenues of $770.2 million, representing a 27.0% year-over-year increase, and non-GAAP net income attributable to TAL of $141.4 million for the third fiscal quarter of 2026.
- The company achieved a gross margin of 56.1% for the quarter, an increase from 52.7% in the same period last year, driven by a 35.0% year-over-year increase in gross profit.
- Learning services, including offline Peiyou programs and online enrichment offerings, recorded year-over-year revenue growth, while the learning device business also delivered year-over-year growth in both revenue and sales volume.
- The learning device business reported an adjusted operating loss as it remains in an investment phase, with management prioritizing long-term competitiveness over short-term profitability.
- Between October 30, 2025, and January 28, 2026, the company repurchased 844,856 common shares for approximately $27.7 million under a $600 million share repurchase program authorized in July 2025.
14 hours ago
TAL Education Group Announces Third Fiscal Quarter 2026 Financial Results
TAL
Earnings
Share Buyback
- TAL Education Group reported net revenues of US$770.2 million for the third fiscal quarter ended November 30, 2025, representing a 27.0% increase compared to the same period in the prior year.
- Net income attributable to TAL was US$130.6 million for the third fiscal quarter ended November 30, 2025, a 466.1% increase from the prior year's US$23.1 million.
- Basic net income per American Depositary Share ("ADS") was US$0.24 for the third fiscal quarter ended November 30, 2025.
- As of November 30, 2025, the company held cash, cash equivalents, and short-term investments totaling US$3,617.4 million.
- Between October 30, 2025, and January 28, 2026, the company repurchased 844,856 common shares for approximately US$27.7 million under a share repurchase program authorized on July 28, 2025.
18 hours ago
TAL Education Group Announces Second Fiscal Quarter and First Six Months 2026 Financial Results
TAL
Earnings
Revenue Acceleration/Inflection
- TAL Education Group reported net revenues of US$861.4 million for the second fiscal quarter ended August 31, 2025, representing a 39.1% increase compared to US$619.4 million in the same period of the prior year.
- Net income attributable to TAL for the second fiscal quarter was US$124.1 million, a significant increase from US$57.4 million in the prior year period.
- Basic net income per American Depositary Share (ADS) for the second fiscal quarter was US$0.22, up from US$0.09 in the same period of the prior year.
- For the first six months of fiscal year 2026, net revenues reached US$1,436.4 million, and net income attributable to TAL was US$155.4 million.
- As of August 31, 2025, the company's cash, cash equivalents, and short-term investments totaled US$3,248.8 million.
Oct 30, 2025, 8:00 PM
TAL Education Group Reports Strong Q2 2026 Financial Results and Share Repurchase Activity
TAL
Earnings
Share Buyback
New Projects/Investments
- TAL Education Group reported net revenues of $861.4 million for the second quarter of fiscal year 2026, marking a 39.1% year-over-year increase.
- Non-GAAP net income attributable to TAL reached $135.8 million for Q2 FY2026.
- As of August 31, 2025, the company maintained a strong liquidity position with approximately $3.5 billion in cash and cash equivalents, short-term investments, and restricted cash.
- Under a new $600 million share repurchase program authorized in July 2025, TAL repurchased approximately 4.2 million common shares for about $134.7 million between July 31 and October 29, 2025.
- Both learning services and the learning device business experienced year-over-year growth, with new product launches like AI Thinke 101 contributing to the learning device segment's expansion, though this segment is still incurring an adjusted operating loss as the company prioritizes long-term competitiveness and investments.
Oct 30, 2025, 12:00 PM
TAL Education Group Reports Q2 FY2026 Financial Results
TAL
Earnings
Share Buyback
Product Launch
- TAL Education Group reported net revenues of $861.4 million (RMB 6,180.4 million) for the second quarter of fiscal year 2026, representing a 39.1% year-over-year increase in U.S. dollar terms.
- The company achieved non-GAAP net income attributable to TAL of $135.8 million for the quarter.
- Gross profit increased by 40.8% year-over-year to $491.0 million, with the gross margin improving to 57.0% in Q2 FY2026.
- Both offline PAYU Small Class Enrichment Programs and online enrichment offerings experienced year-over-year growth, and the learning device business grew revenue year-over-year and sequentially, though it still incurred an adjusted operating loss.
- As of August 31, 2025, the company held approximately $3.5 billion in cash and cash equivalents, short-term investments, and restricted cash. A new $600 million share repurchase program was authorized in July 2025, under which 4.2 million common shares were repurchased for $134.7 million between July 31 and October 29, 2025.
Oct 30, 2025, 12:00 PM
TAL Education Group Announces Q2 FY2026 Financial Results and Share Repurchase Program
TAL
Earnings
Share Buyback
Revenue Acceleration/Inflection
- TAL Education Group reported net revenues of US$861.4 million for the second quarter of fiscal year 2026, representing a 39.1% increase compared to the same period in the prior year. For the first six months of fiscal year 2026, net revenues were US$1,436.4 million, up 39.0% from the prior year.
- Net income attributable to TAL for the second quarter of fiscal year 2026 was US$124.1 million, a 116.1% increase year-over-year, with basic net income per ADS at US$0.22.
- As of August 31, 2025, cash, cash equivalents, and short-term investments totaled US$3,248.8 million.
- The company's board authorized a US$600 million share repurchase program on July 28, 2025, and has repurchased US$134.7 million in common shares between July 31 and October 29, 2025.
Oct 30, 2025, 9:00 AM
Quarterly earnings call transcripts for TAL Education.
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