Pulling SEC filings + quote and writing the call…
Pulling SEC filings + quote and writing the call…

TAL Education Group
Next earnings Jul 29, 2026 · consensus $0.13 EPS, $735M rev
Chinese ed-tech roaring back — revenue +34% and net income up 5x — but a China VIE/ADR with unknowable regulatory risk caps the case.
Middling fundamentals offset by an attractive price (~1003% below fair value) — worth a look on the value angle.
Sources: SEC EDGAR (CIK 0001499620, latest 20-F filed 2026-06-12) · EODHD · analysis by claude-code · as of 6/21/2026, 8:58:28 PM.
Research and education only — not financial advice. Calls are generated from SEC filings and a delayed/third-party price feed, may be wrong or out of date, and are not a recommendation to buy or sell any security. Do your own research.
TAL Education is a Chinese education-services company that has staged a dramatic recovery from the 2021 regulatory crackdown that gutted its core tutoring business. The numbers show a powerful rebound: FY2026 revenue grew 33.7% to $3.01B (up from the $1.02B FY2023 trough), gross profit rose 38.8% to $1.67B (55.4% gross margin), and net income surged to $531M from $84.6M — a return on equity of 14.1% after years of heavy losses (-$1.14B in FY2022). The business is now solidly profitable and growing fast across its reconstituted offerings.
The risks, catalysts, 12-month price target and the cited SEC figures behind this rating — with Pro.
Unlock with Pro€15/mo · cancel anytime
| Line item | FY22 | FY23 | FY24 | FY25 | FY26 |
|---|---|---|---|---|---|
| Revenue | $4.39B | $1.02B | $1.49B | $2.25B | $3.01B |
| Gross profit | $2.19B | $583M | $806M | $1.20B | $1.67B |
| Operating income | -$615M | -$90.7M | -$69.2M | -$3.15M | $276M |
| Net income | -$1.14B | -$136M | -$3.57M | $84.6M | $531M |
| Diluted EPS | -$5.29 | -$0.64 | -$0.02 | $0.41 | $2.75 |
| Net margin | -25.9% | -13.3% | -0.2% | 3.8% | 17.6% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
1482 tracked peers · median
Source: EODHD. Yield = trailing-12-month dividends ÷ price.
Last 90 days: 0 open-market buys · 1 sale
| 2026-04-27 | LIU YACHAO See Remarks | Tax | 19.0K @ $10.80 | $205K |
| 2026-04-27 | PENG ALEX ZHUANGZHUANG See Remarks | Tax | 15.7K @ $10.80 | $169K |
| 2026-04-27 | PENG ALEX ZHUANGZHUANG See Remarks | Sell | 80.0K @ $10.86 | $868K |
| 2026-04-27 | WANG Edward Yi Director | Tax | 4.28K @ $10.80 | $46.2K |
| 2026-04-26 | LIU YACHAO See Remarks | Exercise | 39.7K | |
| 2026-04-26 | PENG ALEX ZHUANGZHUANG See Remarks | Exercise | 30.4K | |
| 2026-04-26 | PENG ALEX ZHUANGZHUANG See Remarks | Exercise | 7.59K | |
| 2026-04-26 | WANG Edward Yi Director | Exercise | 14.1K |
Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.