New Oriental stock gains on strong fiscal 2026 growth

New Oriental stock benefits from solid fiscal 2026 revenue and profit growth, with investors watching how its AI-enhanced education services can sustain margins after China’s regulatory reset.

New Oriental Education & Technology Group stock (ISIN US6475811070) is drawing investor attention after the company reported double-digit revenue and profit growth for its fiscal year 2026, ended May 31, 2026, according to an analysis of its latest performance figures published on September 3, 2026.

Fiscal 2026 results show renewed growth

According to a detailed performance report by 36Kr dated September 3, 2026, New Oriental achieved net revenue of 5.661 billion USD in fiscal year 2026, up 15.5% year on year compared with the prior fiscal year.

The same source notes that net profit attributable to shareholders reached 475 million USD in fiscal 2026, an increase of 27.8% versus the previous year, indicating that profit grew faster than revenue and that the company is rebuilding profitability after China’s education crackdown.

Operating profit was reported at 643 million USD for fiscal 2026, surging 50.2% year on year, while the company’s full-year Non-GAAP operating margin improved to 13.0%, up 170 basis points from the prior year, highlighting more efficient cost control and a richer mix of higher-margin services.

Quarterly margins and AI-driven resilience

Even in the seasonally weaker fourth quarter of fiscal 2026, New Oriental’s Non-GAAP operating margin reached 7.2%, rising 60 basis points year on year, according to the same 36Kr analysis, which underscores that margin improvement is not limited to peak enrollment periods.

The report places New Oriental alongside TAL Education, NetEase Youdao and Gaotu in a comparison of major Chinese education technology firms, stressing that New Oriental’s profit quality has been continuously improving as it leans more on AI-enhanced learning products, live-streaming commerce and overseas test preparation services.

For retail investors, the key takeaway from these figures is that New Oriental is not just growing again in absolute terms, but is also delivering faster profit growth than revenue growth, which can support valuation metrics if the company maintains double-digit top-line expansion and keeps Non-GAAP operating margins above 10%.

Representative product: AI-powered online tutoring

One representative area of New Oriental’s business is its AI-powered online tutoring and smart learning platform, which combines recorded and live lessons with adaptive exercises for K-12 and test-preparation students in China and abroad.

According to the 36Kr overview of 2024 and 2026 performance trends among Chinese education companies, AI technology is increasingly rewriting growth logic in the sector by enabling personalized study plans, automated grading and interactive question-and-answer sessions, which helps New Oriental scale services without a proportional increase in staff costs.

Stock and investor perspective

New Oriental stock (ticker EDU) is listed on the New York Stock Exchange in USD; market data snapshots compiled on September 3, 2026 by regional broker platforms show EDU among Chinese education names with a positive five-day performance, with New Oriental up 2.48% over that period compared with peers such as TAL Education.

New Oriental stock key data

• Company: New Oriental Education & Technology Group Inc.
• ISIN: US6475811070
• Ticker: EDU
• Trading venue: NYSE
• Sector / Industry: Consumer Services / Education Services
• Index membership: Major China education ADR peer group on NYSE