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EDU Q2 FY2026: Profitability Inflection via Quality-Over-Expansion Playbook
EDU has successfully navigated China's tutoring crackdown and discovered a compounding operating leverage loop: slowing expansion improved retention and word-of-mouth, which lowered CAC while accelerating growth. This quality-over-expansion playbook is generating massive margin expansion (470 bps) a
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