China's TAL Education beats Q4 revenue, profit estimates

TAL Education

23/04/2026 10:09

Overview

Chinese smart learning provider's fiscal Q4 revenue rose 31.5%, beating analyst expectations

Adjusted net income for beat analyst expectations

Company cites expanded user reach and enhanced offerings for quarterly growth

Outlook

Company says it will focus on quality growth and operational efficiency in fiscal year 2027

Result Drivers

GROSS PROFIT GROWTH - Gross profit rose 34.5% year-on-year, outpacing revenue growth, as gross margin improved to 53.2% from 52.0%

OTHER INCOME - Other income surged, mainly due to fair value changes in investments, supporting net income growth

LOWER SHARE-BASED COMPENSATION - Share-based compensation expenses fell 31.9%, contributing to higher non-GAAP profitability

Company press release: ID:nPn34TXmTa

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Beat
$802.4 mln
$776.55 mln (6 Analysts)
Q4 Adjusted Net Income
Beat
$254.5 mln
$83.13 mln (5 Analysts)
Q4 Net Income
$244.8 mln


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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)