How does EDU's 2024 EPS trend compare to 2025 forecasts?

New Oriental's 2024 EPS of $0.18 is significantly lower than the forecasted EPS of $0.16 for 2025. This indicates a potential improvement in earnings over the next year. 1. **Comparison of EPS**: The 2024 EPS of $0.18 is substantially less than the 2025 forecast of $0.16 per share. This suggests that the company's earnings are expected to increase in 2025 compared to 2024. 2. **Revenue and Profit Margin Trends**: Despite the lower EPS in 2024, New Oriental has shown a revenue increase from $870 million in Q2 2024 to $1.04 billion in Q2 2025. However, the profit margin has slightly decreased from 3.5% to 3.1% over the same period, indicating that the increased revenue has not yet translated to a proportional increase in net income. 3. **Market Expectations and Guidance**: Market expectations for Q2 2025 revenue are around $8.21 billion, which is significantly higher than the actual revenue reported in the same quarter of the previous year. This could be due to differences in accounting practices or market conditions. The company's earning guidance for Q3 2025 suggests a cautious outlook, with total net revenues expected to be in the range of $1.00 billion. 4. **Challenges and Future Prospects**: New Oriental has faced challenges, including a pre-market dip due to e-commerce challenges. Despite these challenges, the company's revenue growth and earnings forecast for 2025 suggest a positive outlook for the future. In conclusion, while New Oriental's 2024 EPS is lower than anticipated, the forecast for 2025 indicates a potential recovery and improvement in earnings. The company's strategic responses to challenges and market conditions will be crucial in determining the actual EPS in 2025.