New Oriental Education & Technology Group Inc. (EDU): Financial results for FY2026

New Oriental Education & Technology Group Inc. (NYSE: EDU, 9901.SEHK) reported unaudited results for the fourth quarter and fiscal year ended May 31, 2026. Q4 net revenues rose 23.0% to $1,529.5 million, operating income was $85.8 million, and net income attributable to the company increased 775.8% to $62.2 million. Non-GAAP operating margin reached 7.2% in Q4 and 13.0% for FY2026. The company also declared dividends and repurchased up to $300 million of ADSs/shares.

GameStop (GME) reported Q2 net income of $298.7M, up from $168.6M YoY, despite revenue falling to $790.2M. Collectibles revenue surged 57% to $356.3M, boosting gross margin to 43.7%. The company raised its full-year adjusted EBITDA outlook to over $650M and reduced long-term debt to $2.8B.

United Natural Foods (UNFI) reported Q4 adjusted EPS of $0.69, beating estimates, but revenue of $7.64B missed expectations. The company guided fiscal 2027 sales to $31.2B-$31.8B, up from $31.15B in 2026. Adjusted EBITDA rose 27% to $701M, and free cash flow hit a record $323M. Management expects fiscal 2027 adjusted EPS of $3.00-$3.50. Hedge fund interest declined in Q2.

SoFi Technologies reported FY 2025 revenue of $3.6B, up 35%, with net income of $481.3M. It maintained a debt-to-equity ratio of 0.2x and a negative free cash flow of $4.0B. The company faces competition and risks tied to its digital market and loan portfolios. JPMorgan Chase, with a slower growth rate, is compared for valuation and risk profile.

LuxExperience B.V. reported Q4 2026 earnings, highlighting EBITDA break-even 15 months post-acquisition. Mytheresa reached EUR 1 billion in sales, while NET-A-PORTER and MR PORTER returned to growth. YOOX cut losses by half. Management expects 2%-3% EBITDA margins in FY 2027 and EUR 4 billion in net sales by 2028. The company improved operational efficiency and strengthened its financial position.

Movado Group (NYSE: MOV) reported two consecutive quarters of earnings beats, with shares up 60% year-to-date. Analysts rate it a Strong Buy, with an average price target of $40, implying 22% upside. The company benefited from tariff refunds and a shift in consumer preferences toward traditional watches. However, investors should consider potential margin pressures and competition from smartwatches.