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TALTAL Education Group
$10.00$1.9B
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TAL logoTAL Education Group(TAL)Earnings, Financials & Key Ratios

TAL•NYSE
$10.00
3.6× P/E·Price updated Jul 7, 2026
SectorConsumer DefensiveIndustryEducation & TrainingSub-IndustryTutoring and Test Preparation
AboutTAL Education Group provides K-12 after-school tutoring services in the People's Republic of China. The company offers tutoring services to K-12 students covering various academic subjects, including mathematics, physics, chemistry, biology, history, geography, political science, English, and Chinese. It provides tutoring services primarily through small-class services under the Xueersi, Xueersi Online School, First Leap, Tipaipai, Xiaohou AI, Xiaohoucode, Aiqidao, Mamabang, Kaoyanbang, and Shunshunliuxue brand names; and personalized premium services under Izhikang name. The company also operates jzb.com, an online education platform; provides investment management and consulting services; develops and sells software and networks, as well as related consulting services; and sells educational materials and products. TAL Education Group was founded in 2003 and is headquartered in Beijing, the People's Republic of China.Show more
  • Revenue$3.02B+34.2%
  • EBITDA$350M+611.7%
  • Net Income$533M+529.8%
  • EPS (Diluted)2.76+119.0%
  • Gross Margin55.35%+3.8%
  • EBITDA Margin11.58%+430.3%
  • Operating Margin9.17%+6643.6%
  • Net Margin17.64%+369.2%
  • ROE14.13%+518.5%

TAL Price & Volume

TAL Education Group (TAL) stock price & volume — 10-year historical chart

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Hardware Pivot Drives Growth Amid Cash Volatility

Investment Thesis • Updated 2026Q4

VerdictNeutral
Growth:Expanding
Profitability:Moderate
Financial:Fortress
Cash Flow:Mixed
Primary Risk:Regulatory and Policy Sensitivity

Key Thesis Takeaways

  • TAL Education Group is successfully navigating a strategic pivot toward hardware-integrated learning, evidenced by a 32.4% year-over-year revenue increase in 2026Q4.
  • While the company maintains a fortress balance sheet with $1.8 billion in cash, investors should monitor the decoupling of net income from operating cash flow, which saw a $214.5 million outflow in the most recent quarter.
  • The long-term outlook remains contingent on the sustainability of hardware-led revenue streams and the company's ability to convert deferred revenue of $882.2 million into consistent operational profitability.

Verdict Logic

while the stock trades at a low 3.43 P/E TTM, the aggressive $646.5 million share repurchase program during a period of negative operating cash flow warrants significant caution regarding capital allocation sustainability.

TAL Growth Metrics

TAL Education Group (TAL) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR

Revenue CAGR

10 Years17.16%
5 Years-7.71%
3 Years43.78%
TTM37.88%

Profit CAGR

10 Years17.87%
5 Years-
3 Years-
TTM230.29%

EPS CAGR

10 Years4.48%
5 Years-
3 Years-
TTM16.76%

Return on Capital

10 Years4.16%
5 Years-0.07%
3 Years1.48%
Last Year6.73%

TAL Recent Earnings

TAL Education Group (TAL) EPS & revenue vs analyst estimates — last 4 quarters

Full history →
●Beat EPS 7/12 qtrs (70%)●Beat Revenue 7/12 qtrs (70%)
Q2 2026Latest
Apr 23, 2026
Metric
Actual
Est
EPS
$0.45+104.5%
$0.22
Rev
$802M+2.2%
$785M
Q1 2026
Jan 29, 2026
Metric
Actual
Est
EPS
$0.25+224.5%
$0.08
Rev
$770M-0.3%
$773M
Q4 2025
Oct 30, 2025
Metric
Actual
Est
EPS
$0.24+49.3%
$0.16
Rev
$861M+3.9%
$829M
Q3 2025
Jul 31, 2025
Metric
Actual
Est
EPS
$0.07-4.5%
$0.07
Rev
$577M-26.7%
$786M
QuarterDateEPS (Act vs Est)Revenue (Act vs Est)
Q2 2026LatestApr 23, 2026
$0.45vs $0.22+104.5%
$802Mvs $785M+2.2%
Q1 2026Jan 29, 2026
$0.25vs $0.08+224.5%
$770Mvs $773M-0.3%
Q4 2025Oct 30, 2025
$0.24vs $0.16+49.3%
$861Mvs $829M+3.9%
Q3 2025Jul 31, 2025
$0.07vs $0.07-4.5%
$577Mvs $786M-26.7%
Based on last 12 quarters of dataView full earnings history →

Latest TAL News

Recent stock market news and headlines for TAL Education Group (TAL)

PRNewsWire·1 day ago
TAL Education Group to Announce First Quarter of Fiscal Year 2027 Financial Results on July 30, 2026

BEIJING, July 7, 2026 /PRNewswire/ -- TAL Education Group ("TAL" or the "Company") (NYSE: TAL), a smart learning solutions provider in China, today announced that it will release its unaudited financial results for the first quarter of fiscal year 2027 ended May 31, 2026,  before the market opens on Thursday, July 30, 2026. The Company will host a corresponding conference call and live webcast at 8:00 a.m.

PRNewsWire·Jun 30, 2026
INTURAI SIGNS DEFINITIVE MASTER SERVICES AGREEMENT WITH TALIUS GROUP

(CSE: URAI / OTC: URAIF / FSE: 3QG0) [email protected] Highlights Inturai Ventures Corp. has executed a binding Master Services Agreement with Talius Group Limited (ASX:TAL), converting the companies' January 2026 Letter of Intent into a definitive commercial agreement. The Agreement establishes a three-year framework under which the Company's spatial intelligence platform will be integrated into the Talius Smart Care ecosystem and packaged for deployment across Talius's established healthcare and aged-care footprint in the Asia-Pacific and Europe and Inturai's global footprint.

Peers Comparison

Key metrics vs top competitors for TAL Education Group (TAL)

Full Screener →
CompanyPriceMarket CapP/E RatioRev Growth (1Y)Net MarginROEDiv Yield
TAL logoTALTAL Education GroupCurrent
$10.00$1.87B3.6234.21%17.64%14.13%—
EDU logoEDUNew Oriental Education & Technology Group Inc.
$47.81$7.64B20.7913.6%7.37%9.09%—
GOTU logoGOTUGaotu Techedu Inc.
$1.76$638.43M-14.2334.99%-5.26%-20.84%—
CHGG logoCHGGChegg, Inc.
$0.94$105.11M-0.98-38.97%-26.89%-62.94%—
LOPE logoLOPEGrand Canyon Education, Inc.
$152.96$4.15B19.847.07%26.92%29.53%—
PRDO logoPRDOPerdoceo Education Corporation
$35.16$2.2B14.5324.2%19.91%17.21%—

Compare TAL vs Peers

TAL Education Group (TAL) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.

Closest Rival

vs EDU

Most directly comparable listed peer for TAL.

Scale Benchmark

vs GOOG

Larger-name benchmark to compare TAL against a more recognizable public peer.

Peer Set

Compare Top 5

vs EDU, GOTU, CHGG, LOPE

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TAL Frequently Asked Questions

TAL Education Group (TAL) stock FAQ — growth, dividends, profitability & financials explained

Growth & Financials
What is TAL Education Group's revenue?

TAL Education Group (TAL) reported $2.85B in revenue for fiscal year 2026. This represents a 7501% increase from $37.6M in 2009.

How fast is TAL Education Group growing?

TAL Education Group (TAL) grew revenue by 34.2% over the past year. This is strong growth.

Is TAL profitable?

Yes, TAL Education Group (TAL) is profitable, generating $394.6M in net income for fiscal year 2026 (17.6% net margin).

Dividend & Returns
What is TAL's return on equity?

TAL Education Group (TAL) has a return on equity (ROE) of 14.1%. This is reasonable for most industries.

What is TAL Education Group's free cash flow?

TAL Education Group (TAL) had negative free cash flow of $48.4M in fiscal year 2026, likely due to heavy capital investments.

What if you invested $1,000 in TAL back in 2009?

Total return calculator · dividends reinvested · 17+ years of data

See returns →