TAL Education Group
TAL
$11.36 2.34%
Exchange: NYSE | Sector: Consumer Defensive | Industry: Education Training Services
Q4 2025
Published: Apr 24, 2025

Earnings Highlights

  • Revenue of $610.24M up 42.1% year-over-year
  • EPS of $-0.01 decreased by 129.3% from previous year
  • Gross margin of 52.0%
  • Net income of -7.31M
  • ""We are delighted to welcome Mr. Yi Wang as TAL's new Independent Director and Chairman of the Compensation Committee... we are confident that his insights will strengthen TAL's strategic direction." - Alex Peng" - Alex Peng
TAL
TAL Education Group

Executive Summary

TAL Education Group reported a strong performance in Q4 2025, with net revenues reaching $610.2 million, representing an impressive year-over-year growth of 42.1%. This positive trajectory reflects significant demand in both offline and online learning services. However, despite the growth in revenues, TAL reported a net income loss of $7.3 million, highlighting challenges in operational efficiency amid rising costs, particularly in selling and marketing. Management emphasized their commitment to enhancing product quality and expanding learning opportunities, showing optimism for future quarters. The company continues to maintain a robust cash position, allowing for strategic investments and shareholder returns.

Key Performance Indicators

Revenue
Increasing
610.24M
QoQ: 0.63% | YoY: 42.06%
Gross Profit
Increasing
317.59M
52.04% margin
QoQ: -0.68% | YoY: 39.71%
Operating Income
Decreasing
-18.57M
QoQ: -6.50% | YoY: -67.84%
Net Income
Decreasing
-7.31M
QoQ: -131.69% | YoY: -126.58%
EPS
Decreasing
-0.01
QoQ: -134.92% | YoY: -129.33%

Revenue Trend

Margin Analysis

Historical Earnings Comparison

PeriodRevenue ($M)EPS ($)YoY GrowthReport
Q1 2026 576.53 0.05 +39.2% View
Q4 2025 610.24 -0.01 +42.1% View
Q3 2025 606.45 0.04 +62.4% View
Q2 2025 619.36 0.09 +50.4% View
Q1 2025 414.19 0.02 +50.4% View