NYSE$TAL

TAL Education Group ADR · Q1 2027 earnings

Q1 2027 earnings · · Before market open · Investor relations

Briefing

TAL Education Group ADR reported strong Q1 fiscal 2027 results with revenue growth of 31.9% year-over-year and significant profitability improvement.

TAL Education Group announced unaudited financial results for the first fiscal quarter ended May 31, 2026. Net revenues reached US$758.4 million, up 31.9% from the prior year, driven by solid execution across businesses. Income from operations surged to US$137.2 million, net income attributable to TAL was US$408.0 million, and non-GAAP net income was US$419.5 million, reflecting margin expansion and other income gains.

  • Net revenues of US$758.4 million, +31.9% YoY
  • Gross margin improved to 57.8% from 54.9%
  • Non-GAAP operating income US$148.7 million, up 492% YoY
  • Operating cash flow US$478.2 million; deferred revenue US$1.22 billion

Headline financials

Total Revenue

$758M

Previous: $575M+31.9%
EPS (adj)

$0.75

Previous: $0.07+971.4%
Gross Margin

57.8%

Previous: 54.9%+5.3%
Deferred Revenue

$1.22B

Previous: $968M+25.9%
Operating Cash Flow

$478M

Previous: $348M+37.5%
Free Cash Flow

$478M

No prior period
Net Income

$408M

Previous: $31.3M+1203.5%
Operating Income

$137M

Previous: $14.3M+859.5%
Gross Profit

$438M

Previous: $315M+38.9%
Cash & Equivalents

$2.87B

Previous: $1.27B+126.8%

Revenue & EPS history

TAL Education · Revenue · Quarterly

$758M

Q1 2027+31.9%vs Q1 2026
Beat estimate in 13 of 15 quarters(87%)
ActualEstimate

Forward guidance

Company remains focused on executing with discipline and operating with efficiency to strengthen the operating model and deliver shareholder value.

Tailwinds

  • Solid execution across businesses
  • Ongoing refinement of offerings and operational improvements

Historical earnings impact

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

Avg. return before/after earnings

Based on 19 quarterly earnings reports

Historical avg

+2.4%

Avg return

Earnings day

+1.7%

Avg return

5 days after

+4.6%

Avg return

30 days after

57%

35 / 61 earnings

Positive

+22.7%

Q2 2019

Best reaction

-15.7%

Q1 2019

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2027
Q4 2026-6.8%-10.5%-18.9%
Q3 2026+18.0%+13.8%-2.1%
Q2 2026+7.8%-3.2%-8.6%
Q1 2026+8.3%+10.3%+5.3%
Q4 2025+2.0%-14.9%+2.2%
Q3 2025+21.2%+41.8%+58.3%
Q2 2025+7.5%+4.5%-4.7%
Q1 2025-15.5%-6.7%-19.8%
Q4 2024+9.4%-1.8%-6.8%
Q3 2024+4.0%-4.8%+25.8%
Q2 2024-9.7%-14.3%+11.3%
Q1 2024+21.2%+18.9%+1.7%
Q4 2023-2.0%-12.0%-2.2%
Q3 2023-1.6%+1.6%-9.9%
Q2 2023+18.6%+24.9%+33.2%
Q1 2023-13.5%-9.4%+12.4%
Q4 2022+22.1%+28.4%+36.0%
Q3 2022+0.3%-13.1%-3.0%
Q1 2022-3.1%-2.4%-31.9%
Q4 2021-3.1%-2.4%-31.9%
Q3 2021+12.2%+16.3%+33.1%
Q2 2021-6.2%-11.2%-0.6%
Q1 2021-0.4%+0.5%-2.0%
Q4 2020+7.5%-2.9%+8.1%
Q3 2020-8.6%-13.6%+8.2%
Q2 2020+14.1%+11.2%+15.0%
Q1 2020-12.6%-14.3%-9.5%
Q4 2019+12.1%+11.8%-1.3%
Q3 2019-2.0%-2.2%+8.8%
Q2 2019+22.7%+21.3%+18.8%
Q1 2019-15.7%-21.6%-27.1%
Q4 2018+1.3%+3.2%+21.3%
Q3 2018+19.3%+13.8%+36.3%
Q2 2018-2.0%-2.5%-0.3%
Q1 2018+2.3%+4.0%+12.8%
Q4 2017+2.5%+0.8%+2.7%
Q3 2017+8.2%+5.9%+11.6%
Q2 2017+5.7%+2.9%-0.1%
Q1 2017-6.8%-6.6%-3.9%
Q4 2016+6.9%
Q3 2016-2.0%
Q2 2016-1.3%
Q1 2016-5.6%
Q4 2015-1.0%
Q3 2015+1.6%
Q2 2015-0.7%
Q1 2015+1.7%
Q4 2014+0.3%
Q3 2014+1.2%
Q2 2014+0.3%
Q1 2014-0.2%
Q4 2013+2.5%
Q3 2013-0.7%
Q2 2013-1.6%
Q4 2012+1.5%
Q4 2011+1.5%
Q4 2010+1.5%
Q1 2013+1.5%
Q3 2012-1.7%
Q3 2011-1.2%
Q1 2012+2.9%
Q2 2011
Q1 2011

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