新东方（EDU）今日夜盘大涨5.01%，主要受到公司发布的第三季度财报及未来业绩指引超出市场预期的推动。
根据新东方披露的2025财年第三季度财报，剔除东方甄选业务后，公司核心教育收入同比增长21.2%至10.38亿美元。虽然总净营收同比下降2%至11.83亿美元，但经营利润同比上升9.8%至1.245亿美元，显示出公司的盈利能力有所提升。此外，公司预计2025财年第四季度净营收（不含东方甄选业务）同比增长10%到13%，彰显了管理层对未来业绩的信心。
具体来看，新东方在多个业务板块都取得了不错的增长。出国考试准备和出国咨询业务营收分别同比增长约7.1%和21.4%，针对成人及大学生的国内考试准备业务同比增长约17%。值得注意的是，新东方教育新业务表现强劲，营收同比增长34.5%。公司还在积极推进OMO教学系统，加大人工智能技术在教育领域的应用，以提升产品竞争力和运营效率。同时，新东方正在各业务线推进降本增效措施，预计将在未来几个季度缓解利润压力。这些积极因素共同推动了投资者对公司未来发展的信心，从而带动股价上涨。
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