NYSE$GOTU
Gaotu Techedu Inc. · Q4 2025 earnings
Q4 2025 earnings · · Investor relations
Briefing
Gaotu Techedu Inc. reported a 21.4% increase in revenue for Q4 2025 and narrowed its net loss compared to the prior year.
Gaotu achieved high-quality growth in Q4 2025, with net revenues reaching RMB1,685.3 million. The company successfully narrowed its operating and net losses through improved efficiency and operating leverage, while maintaining a strong net operating cash inflow of RMB964.8 million.
- Net revenues grew 21.4% year-over-year to RMB1,685.3 million, driven by strong market demand and improved product recognition.
- Net loss narrowed significantly to RMB84.2 million from RMB135.8 million in the same period of 2024.
- The company realized operating leverage for five consecutive quarters, with operating loss improving by 20.9% year-over-year.
- Net operating cash inflow remained robust at RMB964.8 million, representing a 23.1% increase from the prior year period.
Headline financials
Revenue & EPS history
Gaotu · Revenue · Quarterly
$241M
Forward guidance
For Q1 2026, Gaotu expects continued revenue growth, though at a decelerated rate compared to FY 2025.
Tailwinds
- Expected Q1 2026 revenue between RMB1,578 million and RMB1,598 million.
- Year-over-year revenue growth forecast of 5.7% to 7.0%.
- Strategic focus on 'All with AI, always AI' to drive future efficiency.
- Commitment to profitable growth and business health.
- Ongoing share repurchase program to enhance shareholder value.
Headwinds
- Projected growth rate (5.7%-7.0%) is lower than the 21.4% achieved in Q4 2025.
- Continued expansion of instructor workforce may pressure margins.
- Higher expenditure on marketing and branding activities expected.
- Increased rental and depreciation costs.
- Inherent risks in recruiting and retaining qualified teachers.
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 Q4 2025
-1.9%
Avg return
Earnings day
-1.2%
Avg return
5 days after
+7.8%
Avg return
30 days after
29%
8 / 28 earnings
Positive
+34.7%
Q4 2021
Best reaction
-33.8%
Q2 2024
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q4 2025 | +0.0% | -4.1% | — | |
| 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 | — | — | — |
Discussion
Share your read of this quarter. Sign-in carries your eToro identity.
Join the conversation
Sign in with eToro to post your read of this quarter and vote on others'.
Sign in with eToro