TAL (TAL) Q4 2026 Earnings Call Transcript

Motley Fool Transcribing, The Motley Fool

Thu, April 23, 2026 astatine 8:36 AM CDT 22 min read

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Thursday, April 23, 2026 astatine 8 a.m. ET

• Chief Executive Officer — Alex Peng

• Chief Financial Officer — Jackson Ding

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Alex Peng: Thank you, Fang, and acknowledgment to each of you for joining today's league call. As we bespeak connected fiscal twelvemonth 2026, it is worthy stepping backmost to see the advancement we person made implicit the past respective years. That advancement has been built connected much than 2 decades of acquisition successful acquisition on with continued concern successful our capabilities and innovation. Together, these efforts person enabled america to continuously refine our offerings and amended service the evolving needs of students and society. So with that discourse successful mind, fto maine present crook to our learning services business. Learning services remains our largest gross contributor. We are committed to delivering prime learning work experiences to our idiosyncratic base.

We are besides gathering our contented solutions business, including learning devices. These products importantly grow the accessibility and lawsuit scope of our proprietary and third-party content. They enactment alongside our learning services to make a much integrated learning experience, driving longer, deeper, and stronger idiosyncratic engagement. Beyond our home operations, we besides expanded into prime planetary markets, leveraging our R&D capabilities and operational know-how to service acquisition needs globally. While our businesses are astatine antithetic stages of maturity, we are opening to spot meaningful betterment successful company-level profitability. This underscores our quality to optimize halfway operations and physique a much businesslike operating model, further strengthening our instauration for sustainable maturation and semipermanent worth creation.

So with that overview, fto maine locomotion you done our concern advancement for the 4th fiscal 4th and afloat twelvemonth 2026. Our offline Peiyou enrichment programs demonstrated continued year-over-year maturation successful some the 4th fourth and the afloat fiscal year. Throughout the past year, we maintained a disciplined and accordant attack to expanding our offline learning halfway network, with a beardown absorption connected work quality, operational health, and sustainable growth. Our enlargement decisions are guided by a holistic appraisal of factors including section marketplace demand, receptivity to our offerings, our operational capabilities, and our committedness to maintaining precocious work quality. This attack supported coagulated maturation and steadfast operating show passim fiscal twelvemonth 2026.