新东方-SFY26Q1指引较为保守,新股东回报计划提升信心(简体版)

第一上海
Aug 08

一、业绩概览与核心数据新东方(EDU/9901)在截至2025年5月31日的FY25Q4中,净收入同比增长9.4%,达到12.4亿美元,超出公司此前指引。尽管经营亏损为867万美元,但Non-GAAP归母净利润同比大幅增长59.4%至9808万美元。剔除东方甄选自营产品及电商业务后,营收同比增长18.7%至10.89亿美元,显示出公司在多元化业务布局中的潜力。二、分业务表现分析从细分业务来看,...

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