TAL
TAL Education Group
Q4 2025 Report
TAL Education Group (TAL) Q4 2025 Financial Results Analysis...
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Executive Summary
TAL Education Group delivered robust financial results for Q1 2026, characterized by impressive year-over-year revenue growth of 38.8% reaching USD 575 million. The surge in revenue was primarily driven by steady performance in both offline and online learning services. The company achieved a significant rebound in net income, which swelled to USD 31.3 million from USD 11.4 million in the previous year, reflecting strong operational execution and effective cost management. Management's focus on refining services and integrating AI into learning experiences positions TAL favorably in the competitive K-12 education market.
Key Performance Indicators
Revenue
576.53M
QoQ: -5.52% | YoY:39.19%
Gross Profit
316.27M
54.86% margin
QoQ: -0.42% | YoY:47.66%
Operating Income
13.57M
QoQ: 173.11% | YoY:178.32%
Net Income
31.37M
QoQ: 529.01% | YoY:175.08%
EPS
0.05
QoQ: 503.79% | YoY:186.56%
Revenue Trend
Margin Analysis
Key Insights
**Revenue Performance:** TAL reported net revenues of USD 576.5 million, a robust growth of **38.8% YoY**. This reflects strong sales in learning services and innovations in the product lineup. **Profitability Indicators:** Gross profit improved to USD 316.3 million with a gross margin of **54.9%**, up from 51.7% a year earlier. Operating income turned positive at USD 14.3 million, allowing for a **significant recovery from operational losses** seen in previous periods. Net income rose to USD 3...