投资要点:我们预计新东方2QFY26收入11.65亿美元,同比增长12.2%。其中教育业务(含文旅)实现收入9.57亿美元,同比增长11%。其他业务(主要为东方甄选)收入2.08亿美元,同比增长18%。我们预计归属母公司的Non-GAAP净利润为0.63亿美元,同比增长77.8%。Non-GAAP净利率为5.4%,同比扩张2个百分点。留学业务增速触底。我们预计2QFY26出国考试培训及咨询业务收入...
Source Link投资要点:我们预计新东方2QFY26收入11.65亿美元,同比增长12.2%。其中教育业务(含文旅)实现收入9.57亿美元,同比增长11%。其他业务(主要为东方甄选)收入2.08亿美元,同比增长18%。我们预计归属母公司的Non-GAAP净利润为0.63亿美元,同比增长77.8%。Non-GAAP净利率为5.4%,同比扩张2个百分点。留学业务增速触底。我们预计2QFY26出国考试培训及咨询业务收入...
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