TAL climbs as Q4 results show 31.5% revenue growth and big profit swing

TALTAL

TAL Education Group shares rose after it reported fiscal Q4 and full-year 2026 results showing a sharp swing to profitability. The company posted Q4 net revenue of $802.4 million and net income attributable to TAL of $244.8 million, up from a loss a year earlier.

1. What’s moving the stock

TAL Education Group (TAL) is trading higher as investors digest fresh earnings released Thursday, April 23, 2026, covering the company’s fourth fiscal quarter and full fiscal year ended February 28, 2026. The report highlighted continued top-line growth and a sharp move into profitability versus the year-ago period, helping support risk-on sentiment in the name.

2. Key numbers investors are reacting to

For fiscal Q4 2026, TAL reported net revenues of $802.4 million, up from $610.2 million a year earlier (+31.5%). Operating income was $72.5 million versus an operating loss of $16.0 million in the prior-year quarter, while net income attributable to TAL was $244.8 million compared with a $7.3 million loss a year earlier; basic and diluted EPS were $0.44 per ADS. For the full fiscal year 2026, TAL reported net revenues of $3.01 billion versus $2.25 billion in fiscal 2025 and operating income of $276.0 million versus a loss of $3.2 million in the prior year.

3. Other notable takeaways and items to watch next

The company flagged that other income was $275.0 million in Q4 2026, driven mainly by fair-value fluctuations in certain investments, a line item investors may adjust for when evaluating underlying operating performance. TAL also disclosed a leadership update effective April 22, 2026, with Mi Tian stepping down as Chief Technology Officer and transitioning to Senior Vice President. Investors will also watch execution into fiscal 2027 as management emphasized “quality growth” priorities and ongoing operational efficiency efforts.