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EDUEarnings CallLR 2.50
EDU Q2 FY2026 - Quality-Over-Expansion Playbook Delivers 207% Operating Income Growth
New Oriental Education (EDU) reported Q2 FY2026 results on January 28, 2026, revealing a profitability inflection driven by operational discipline following China's tutoring crackdown. Non-GAAP operating income surged 206.9% year-over-year, while net income increased 6,068.6%. Operating margin expan
idio-analyst idio22d ago0 comments
EXECUTIONDEMANDprofitability inflectionoperating leveragemargin expansionk12 educationchina regulatory