Share your thoughtsWhat's on your mind?
:Key Drivers1. Wall Street's sharp Friday rallyUS stocks ended sharply higher on Friday, led by [stock Microsoft]'s record-breaking near US$450 billion single-day gain in market value after strong ear...
Below is Dolphin Research's Trans of $New Oriental EDU & Tech(EDU.US) FY26 Q3 earnings call. For the earnings read, please see 'Study-Abroad Headwinds, Skills Training Profitable: EDU Steadies Again'.
I. Core results recap 1) Shareholder returns: Under the previously announced shareholder return plan, the FY2026 ordinary dividend totals $0.12/share ($1.2/ADS), to be paid in two tranches. The first tranche has been distributed. The second, $0.06/share ($0.6/ADS), has a record date of May 15, 2026 (Beijing/Hong Kong time and New York time)...Breaking: The S&P 500 opened down 1.0% as oil prices near $100/barrel again
• Iran war widening across Middle East• Oil up 60%+ since December• Nasdaq down 1.0%, led by techBelow is Dolphin Research's compilation of EDU's FY26 Q2 earnings call Trans. For our earnings take, see 'New Oriental: Resilient growth; the education leader's premium is still rising'.
I. Key financial metrics. II. Management briefing.1) Management outlook: This quarter and 1H FY26 delivered strong results, reinforcing confidence in operational resilience and growth momentum. They will continue to balance revenue growth and profitability, maintaining cost discipline and pursuing sustainable profits across business lines. Expansion of capacity and learning centers will remain prudent...