新东方(纪要):指引为保守估计,明年重点是提效
海豚投研·2025-04-26 19:18
以下是新东方 FY25 Q1 的财报电话会纪要,财报解读请移步《 新东方:才出 "分手坑" 又挨 "关税锤",素培能撑家底吗? 》 一、财报核心信息回顾 | | | | | | New Oriental(EDU.N) FY3Q25 Financial Performance | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | USD 100 millions | 1Q24 | 2Q24 | 3Q24 | 4Q24 | 1025 | 2025 | 3025 | 4025 | Consensus | A vs Cons | | Total revenues | 11.00 | 8.70 | 12.07 | 11.37 | 14.35 | 10.39 | 11.83 | | 12.36 | -4.26% miss | | Yor | 47.796 | 36.3% | 60. 7% | 32.1% | 30.5% | 19.4% | -2.0% | | 24% | | | Core education re ...