NYSE$GOTU

Gaotu Techedu Inc. · Q4 2025 earnings

Q4 2025 earnings · · Investor relations

Briefing

Gaotu Techedu reported FY 2025 net revenues of RMB 6.15B ($879M) with a net loss attributable to ordinary shareholders of $46.2M, or $(0.28) diluted EPS per ADS.

For the year ended December 31, 2025, Gaotu posted net revenues of RMB 6.15 billion (US$879 million) versus RMB 4.55 billion. Net loss attributable to ordinary shareholders was US$46.2 million, or $(0.28) diluted EPS, improved from a US$1.05 billion loss in 2024 as the company navigates post-regulation education services.

  • Net revenues RMB 6.15B (+35% YoY).
  • US$ net loss $46.2M vs $1.05B prior year.
  • Diluted EPS $(0.28) per ADS.
  • Learning services transition.
  • Operating loss narrowed vs 2024.

Headline financials

Total Revenue

$879M

No prior period
EPS (adj)

-$0.28

No prior period
Non-GAAP Net Income

-$11M

No prior period
Net Operating Cash Flow

$965M

No prior period
Deferred Revenue

$367M

No prior period
Gross Billings

$368M

No prior period
Net Income

-$46.2M

No prior period
Operating Income

-$16.9M

No prior period
Gross Profit

$163M

No prior period

Revenue & EPS history

Gaotu · Revenue · Quarterly

$879M

Q4 2025
Beat estimate in 9 of 14 quarters(64%)
ActualEstimate

Forward guidance

The 20-F discusses operating trends, capital priorities, and sector risks; management does not provide numeric quarterly EPS bridges in the filing body.

Tailwinds

  • Net revenues RMB 6.15B (+35% YoY).
  • US$ net loss $46.2M vs $1.05B prior year.

Headwinds

  • Learning services transition.
  • Operating loss narrowed vs 2024.

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

Historical avgQ4 2025

-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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