NYSE$GOTU

Gaotu Techedu Inc. · Q1 2026 earnings

Q1 2026 earnings · · Before market open · Investor relations

Briefing

Gaotu Techedu reported Q1 2026 net revenues of RMB1.69 billion, up 13.2% year-over-year.

Gaotu Techedu Inc. announced unaudited financial results for the first quarter ended March 31, 2026, showing revenue growth driven by increased gross billings and demand for AI-powered education services. Net income declined significantly due to higher operating expenses, while the company maintained a strong cash position and continued share repurchases. Forward guidance indicates continued revenue growth in Q2 2026.

  • Net revenues rose 13.2% YoY to RMB1,689.5 million, supported by 12.1% growth in gross billings to RMB996.3 million.
  • Net income fell 72.2% YoY to RMB34.5 million, with income from operations at RMB6.9 million.
  • Non-GAAP net income was RMB41.4 million; net operating cash outflow widened to RMB828.4 million.
  • Cash, restricted cash, and investments totaled RMB3,264.8 million as of March 31, 2026; Q2 2026 revenue guidance is RMB1,578-1,598 million (up 13.6-15.0% YoY).

Headline financials

Total Revenue

¥1.69B

Previous: ¥206M+720.7%
EPS (adj)

¥0.17

Previous: ¥0.08+112.5%
Non-GAAP Net Income

¥41.4M

Previous: ¥137M-69.8%
Net Operating Cash Flow

-¥828M

No prior period
Deferred Revenue

¥1.8B

Previous: ¥1.44B+24.6%
Gross Billings

¥996M

Previous: ¥889M+12.1%
Net Income

¥34.5M

Previous: ¥17.1M+101.9%
Operating Income

¥6.87M

Previous: ¥4.79M+43.4%
Gross Profit

¥1.17B

Previous: ¥143M+718.8%
Cash & Equivalents

¥3.26B

No prior period

Revenue & EPS history

Gaotu · Revenue · Quarterly

¥1.69B

Q1 2026+720.7%vs Q1 2025
Beat estimate in 9 of 14 quarters(64%)
ActualEstimate

Forward guidance

Q2 2026 net revenues expected between RMB1,578 million and RMB1,598 million, representing 13.6% to 15.0% YoY growth.

Tailwinds

  • Continued revenue growth expected from strong market demand and AI integration.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q1 2026

Historical avgQ1 2026

-2.2%

Avg return

Earnings day

-1.8%

Avg return

5 days after

+7.1%

Avg return

30 days after

28%

8 / 29 earnings

Positive

+34.7%

Q4 2021

Best reaction

-33.8%

Q2 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-10.4%-17.6%
Q4 2025+0.0%-4.1%-13.2%
Q3 2025-8.1%-7.3%-10.3%
Q2 2025-0.3%+3.2%-13.2%
Q1 2025+0.3%+0.3%+2.1%
Q3 2024-14.4%-11.7%-28.2%
Q2 2024-33.8%-22.1%-9.1%
Q1 2024-19.9%-23.8%-40.7%
Q4 2023+28.6%+36.2%+10.3%
Q3 2023-7.4%-10.3%+23.9%
Q2 2023-17.9%-16.2%-21.4%
Q1 2023-5.2%+12.0%+16.9%
Q4 2022-0.9%+47.0%+25.1%
Q3 2022+0.0%-0.9%+270.8%
Q2 2022+0.0%-6.1%-27.6%
Q1 2022+21.2%+35.6%+40.9%
Q4 2021+34.7%+6.9%+20.8%
Q3 2021-12.4%-16.5%+0.0%
Q2 2021+25.6%+28.0%+36.2%
Q1 2021-3.9%-7.1%-26.9%
Q4 2020+2.4%-3.5%-61.7%
Q3 2020-10.4%-12.7%-16.0%
Q2 2020-16.8%-15.5%-1.7%
Q1 2020+3.0%-0.1%+2.1%
Q4 2018-13.7%-21.8%-4.5%
Q4 2017-13.7%-21.8%-4.5%
Q4 2019+30.4%+23.8%+19.4%
Q3 2019-6.0%-5.6%+17.4%
Q2 2019-15.2%-20.1%-8.8%
Q1 2019
Q3 2018
Q2 2018
Q1 2018

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