TAL Education Group Reports Q2 FY2026 Results: Net Revenue Reaches $861 Million, Up 39.2% YoY

Deep News
10/30

TAL Education Group (NYSE: TAL) released its unaudited financial results for the second quarter and first half of fiscal year 2026, ended August 31, 2025. The company demonstrated strong performance with significant year-over-year growth in both revenue and profits.

In Q2 FY2026, TAL's net revenue reached $861 million, a 39.2% increase from $619 million in the same period last year. Operating profit surged to $96.1 million, more than doubling from $47.6 million year-over-year.

Net income attributable to TAL rose approximately 116% to $124 million, compared with $57.4 million in the prior-year quarter. On a non-GAAP basis (excluding share-based compensation expenses), net income grew 83% to $136 million from $74.3 million.

For earnings per share, basic and diluted net income per ADS were $0.22 and $0.21 respectively in Q2. Non-GAAP basic and diluted net income per ADS both stood at $0.24.

For the first half of FY2026 (six months ended August 31, 2025), TAL's cumulative net revenue totaled $1.436 billion, up 38.9% from $1.034 billion year-over-year. Operating profit for the period showed substantial growth, reaching $110 million.

First-half net income attributable to TAL was $155 million, with non-GAAP net income at $178 million. Basic and diluted net income per ADS both amounted to $0.26.

As of August 31, 2025, the company held $3.249 billion in cash, cash equivalents, and short-term investments.

"During this quarter, we made progress in our core businesses, with both quality curriculum and learning equipment segments achieving sequential and year-over-year revenue growth," said Peng Zhuangzhuang, President and CFO of TAL. "We continue investing in user experience, technology, and educational model innovation to support business development."

"Strategically, we prioritize allocating resources to core areas critical for long-term growth," Peng added. "We remain committed to delivering innovative learning solutions that support students' holistic development while bringing high-quality educational content to more users."

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