Overview
TAL fiscal Q2 2026 revenue grows 39.1% yr/yr, beating analyst expectations
Net income for fiscal Q2 more than doubles compared to prior year
Company announces $600 mln share repurchase program, indicating confidence in future growth
Outlook
TAL Education focuses on sustainable growth through strategic resource allocation
TAL Education invests in user experience, technology, and educational model innovations
Result Drivers
CORE BUSINESSES - Revenue growth driven by enrichment learning programs and learning devices
INVESTMENTS IN INNOVATION - Ongoing investments in user experience, technology, and educational model innovations drive momentum
STRATEGIC RESOURCE ALLOCATION - Co focuses on key areas critical to achieving sustainable growth
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q2 Revenue | Beat | $861.40 mln | $822.30 mln (8 Analysts) |
Q2 Net Income | $124.10 mln | ||
Q2 Operating Income | $96.10 mln |
Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 16 "strong buy" or "buy", 5 "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 $12.68, about 5.1% above its October 29 closing price of $12.03
The stock recently traded at 23 times the next 12-month earnings vs. a P/E of 20 three months ago
Press Release: ID:nPn5zw8p0a
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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.)