-- CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:
EDU's Q3 FY 26 (May) EPADS of USD0.79 (+46% Y/Y) meets our expectation. Revenue rose 20% Y/Y, driven by solid growth across core education segments, including overseas test preparation (+7.4% Y/Y) and domestic test preparation for adults and university students (+15% Y/Y), alongside strong momentum in new initiatives (+23% Y/Y), non-academic tutoring (458k new enrollments), and intelligent learning systems. We view this as a sign of a more diversified and resilient growth profile. Net margin expanded 1.5%-pts Y/Y, supported by improved operational efficiency, better utilization, and ongoing cost optimization, with additional uplift from operating leverage as enrollment scaled. Management remains focused on strengthening its core education offerings, improving teaching quality, and optimizing costs, while deepening AI integration across its OMO system. It also plans to enhance customer retention and advance East Buy through multi-channel expansion, private labels, and membership initiatives.