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TAL Education Group
TAL Education Group (TAL) investor relations material
TAL Education Group Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary29 Jan, 2026
Executive summary
Achieved 27.0% year-over-year revenue growth in Q3 FY2026 to $770.2 million, with strong performance in both offline Peiyou and online enrichment programs, and nine-month revenues up 34.5% to $2,206.5 million.
Q3 income from operations reached $93.1 million, reversing a $17.4 million loss in the prior year; non-GAAP income from operations was $104.0 million.
Net income attributable to shareholders for Q3 was $130.6 million, up from $23.1 million; non-GAAP net income was $141.4 million.
Management emphasized ongoing technology integration, innovation, and strategic resource allocation to drive growth and user engagement.
Maintained disciplined expansion of the Peiyou learning center network, balancing growth with operational efficiency and long-term sustainability.
Financial highlights
Net revenues reached $770.2 million for Q3, up 27.0% year-over-year; nine-month revenues totaled $2,206.5 million.
Gross profit increased 35.0% year-over-year to $431.8 million, with gross margin rising to 56.1% from 52.7%.
Income from operations was $93.1 million, compared to a loss of $17.4 million in the prior year; non-GAAP income from operations was $104.0 million.
Net income attributable to shareholders was $130.6 million, with non-GAAP net income at $141.4 million; non-GAAP EPS per ADS was $0.25.
Net cash provided by operating activities was $526.7 million for Q3 and $816.4 million for the nine months.
Outlook and guidance
Expects year-over-year growth rate to moderate in the second half of the fiscal year due to a higher comparison base and normalization of growth.
Will continue to prioritize long-term sustainable development, innovation, and profitability, while remaining mindful of near-term variability from market and seasonal factors.
Learning device revenue expected to fluctuate due to market conditions, investment cycles, and product launch timing.
Management reiterated commitment to strategic initiatives, technology, talent retention, and content improvement.
Analyze Q3 operating margin expansion drivers
How will strong operating cash flow be deployed?
Explain the low utilization of share repurchase
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Next TAL Education Group earnings date
Q4 202623 Apr, 2026
TAL Education Group
Next TAL Education Group earnings date
Q4 202623 Apr, 2026
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Frequently asked questions
TAL Education Group is a Chinese educational services provider that offers a wide range of tutoring services covering academic subjects for K-12 students. The company's services include small group tutoring, personalized premium services, and online courses. TAL Education Group primarily operates through its learning centers across China and provides both in-person and online education. The company is headquartered in Beijing, China, and its shares are listed on the NYSE.
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