- TAL Education Group (TAL, Financial) reported a 42.1% increase in Q4 2025 net revenues to US$610.2 million.
- The company's FY2025 net revenues rose by 51% to US$2,250.2 million, with a net income of US$84.6 million.
- TAL's share repurchase program extension allows for up to US$490.7 million in repurchases through April 2026.
TAL Education Group (TAL), a leading provider of smart learning solutions in China, reported significant revenue growth for the fourth fiscal quarter and full fiscal year 2025. In Q4 2025, TAL's net revenues surged by 42.1% year-over-year to US$610.2 million, compared to US$429.6 million during the same period the previous year.
For the full fiscal year 2025, TAL Education saw an impressive 51% increase in net revenues, reaching US$2,250.2 million, up from US$1,490.4 million in fiscal 2024. This growth trajectory marks a substantial turnaround in profitability, with net income standing at US$84.6 million compared to a net loss of US$3.6 million in the previous fiscal year.
The company maintained a strong cash position, with total cash, cash equivalents, and short-term investments amounting to US$3,618.4 million as of February 28, 2025. TAL's deferred revenue also saw a significant jump, increasing by 56.7% to US$671.2 million, which indicates robust future revenue potential.
Operating costs rose by 43.2% to US$2,257.6 million for FY2025, reflecting TAL's strategic investments aimed at supporting growth and market penetration in the education sector. A 73.1% increase in selling and marketing expenses in Q4 underscores these efforts.
TAL's Board of Directors has extended the share repurchase program until April 2026, authorizing repurchases of up to US$490.7 million. The new appointment of Mr. Yi Wang as an independent director brings additional strategic and business insight to the Board, enhancing TAL's governance and operational strategy.
