Seeking Alpha·Oct 29, 2026
TAL Education Group (TAL) Q2 2027 Earnings Call TranscriptTAL Education Group (TAL) Q2 2027 Earnings Call Transcript
TAL's gross margin expanded from roughly 52% in late 2025 to 59.8% in 2027Q2 and revenue grew 34.2% year over year, suggesting the post-regulation rebound has real operating leverage behind it.
Price trend, volume and key moving averages
Trailing total returns as of 11/8/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Oct 29, 2026 | -$0.06-133.7% vs $0.18 | $995M-8.4% vs $1.1B |
Q3 2026 Jul 30, 2026 | $0.75+368.8% vs $0.16 | $758M+5.4% vs $719M |
Q2 2026 Apr 23, 2026 | $0.45+104.5% vs $0.22 | $802M+2.2% vs $785M |
Q1 2026 Jan 29, 2026 | $0.25+224.5% vs $0.08 | $770M-0.3% vs $773M |
TAL Education Group (TAL) Q2 2027 Earnings Call Transcript
TAL Education Group NYSE: TAL reported fiscal 2027 second-quarter revenue growth of 15% in U.S. dollar terms, while management said growth moderated as the company expanded in scale and its Learning Device business faced a more difficult market environment.
BEIJING, Oct. 29, 2026 /PRNewswire/ -- TAL Education Group (NYSE: TAL) ("TAL" or the "Company"), a smart learning solutions provider in China, today announced its unaudited financial results for the second quarter of fiscal year 2027 ended August 31, 2026 and issued notice of Annual General Meeting. Highlights for the Second Quarter of Fiscal Year 2027 Net revenues were US$994.6 million, compared to net revenues of US$861.4 million in the same period of the prior year.
Investors interested in stocks from the Schools sector have probably already heard of TAL Education (TAL) and Laureate Education (LAUR). But which of these two stocks is more attractive to value investors?
Benchmark TAL against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for TAL Education Group (TAL)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $10.16 | $1.87B | 2.53 | 34.21% | 22.13% | 19.01% | — | |
| $54.99 | $8.63B | 16.99 | 15.94% | 8.44% | 11.57% | — | |
| $2.32 | $841.57M | -16.54 | 34.99% | -5.03% | -26.92% | — | |
| $0.61 | $68.32M | -1.68 | -38.97% | -17.17% | -33.87% | — | |
| $117.69 | $3.12B | 12.09 | 7.07% | 21.85% | 36.47% | — | |
| $26.88 | $1.69B | 9.36 | 24.2% | 21.06% | 17.93% | 2.07% |
TAL Education Group (TAL) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
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TAL Education Group (TAL) stock FAQ — growth, dividends, profitability & financials explained
TAL Education Group (TAL) reported $3.33B in revenue over the trailing twelve months. Revenue was $3.02B in fiscal year 2026. That is 7942% more than the $37.6M of fiscal year 2009.
TAL Education Group (TAL) grew revenue by 25.6% over the trailing twelve months, compared with the twelve months before.
Yes. TAL Education Group (TAL) earned $737.6M in net income over the trailing twelve months (a 22.1% net margin).
TAL Education Group (TAL) had a return on equity (ROE) of 19.0% over the trailing twelve months. That is above the market's typical 10-15%.
TAL Education Group (TAL) generated $517.4M in free cash flow over the trailing twelve months.
