新東方-S(09901.HK):第四財季淨營收同比上升9.4%至12.43億美元
格隆匯7月30日丨新東方-S(09901.HK)發佈公吿,2025財年第四季度的淨營收同比上升9.4%至12.432億美元,淨營收(不包括東方甄選自營產品及直播電商業務實現的營收)則同比上升18.7%至10.885億美元。2025財年第四季度的經營虧損為870萬美元,去年同期經營利潤為1050萬美元。經營虧損(不包括東方甄選自營產品及直播電商業務產生的經營利潤)為1590萬美元,去年同期經營利潤(不包括東方甄選自營產品及直播電商業務產生的經營利潤)為750萬美元。2025財年第四季度的新東方股東應占淨利潤同比下跌73.7%至710萬美元。
在截至2025年5月31日止財政年度,新東方的淨營收為49.003億美元,同比增加13.6%。經營利潤為4.283億美元,同比增加22.2%。2025財年的Non-GAAP經營利潤(不含以股份為基礎的薪酬開支、業務收購產生的無形資產攤銷及商譽減值)為5.542億美元,同比增加15.8%。2025財年的新東方股東應占淨利潤為3.717億美元,同比增加20.1%。2025財年的新東方股東應占每ADS基本和攤薄淨利潤分別為2.29美元和2.28美元。新東方預計2026財年第一季度(2025年6月1日至2025年8月31日)的淨營收將為14.641億美元至15.072億美元之間,同比上升率為2%到5%之間。
新東方董事會執行主席俞敏洪表示:“我們很高興本季度淨營收以同比上升9.4%的健康增長來結束2025財年。淨營收(不包括東方甄選自營產品及直播電商業務實現的營收)同比增長18.7%。出國考試準備和出國諮詢業務營收分別同比增長約14.6%和8.2%。此外,針對成人及大學生的國內考試準備業務錄得同比增長約17.0%。另一方面,我們的教育新業務全都在本季度維持強勁增長勢頭,錄得營收同比增長32.5%。其中,非學科類輔導業務在近60個城市開展,本財季報名人次約918,000;智能學習系統及設備亦在約60個城市中採用,本季度活躍付費用户約為255,000。過去一年,我們逐步鞏固了長期發展戰略。在新的財年,我們將加大對核心教育業務的管理力度,優先提升產品能力和質量,有系統地開發教育資源,及提高營運效率。我們將繼續堅守承諾,為客户提供卓越服務,提升品牌影響力,為股東創造可持續的長期價值。”
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