China's TAL Education Q3 revenue up 27%, slightly misses estimates

TAL Education

29/01/2026 09:08

Overview

China's smart learning provider's fiscal Q3 revenue rose 27% yr/yr, slightly missing expectations

U.S.-listed company's Q3 net income surged 466.1% from the prior year

Outlook

Company did not provide specific guidance for future quarters or the full year

Result Drivers

TECHNOLOGY INTEGRATION - TAL Education focused on integrating technology into learning experiences, contributing to revenue growth

COST MANAGEMENT - Selling and marketing expenses decreased by 2.8%, aiding in improved gross profit margins

STRATEGIC INITIATIVES - Company emphasized strategic initiatives and resource allocation to build competitive advantages

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q3 Revenue
Slight Miss*
$770.20 mln
$773.60 mln (7 Analysts)
Q3 Net Income
$130.60 mln


*Applies to a deviation of less than 1%; not applicable for per-share numbers.

Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 19 "strong buy" or "buy", 3 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the miscellaneous educational service providers peer group is "buy"

Wall Street's median 12-month price target for TAL Education Group is $14.50, about 34.8% above its January 28 closing price of $10.76

The stock recently traded at 18 times the next 12-month earnings vs. a P/E of 22 three months ago

Press Release: ID:nPn2dC0WYa

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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.)