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TALTAL Education GroupHold7.3·$11.99-1.15%

TAL Education (TAL) Q2 2026 earnings — TrendMatrix coverage

BEAT+161.6% vs estimateEPS $0.75 vs $0.29 estVerdict Buy (Wait)Hold

Reported

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Full disclosure

Event detail · Q2 2026

Key numbers

Reported EPS
$0.75
Estimate
$0.29
Surprise
+161.6%
Revenue (period 2026-05-31)
$758.4M
Score at report (before → after)
7.57.6/10

Revenue source: yfinance_provisional (provisional — SEC XBRL not yet filed for this period).

Report record · Q2 2026

How the report landed

TAL Education (TAL) beat the $0.29 estimate with diluted EPS of $0.75 — a large 161.6% upside surprise. TrendMatrix's engine moved from Buy (Wait) (7.5/10) to Hold at 7.6/10 after the report.

Current read · as of 2026-09-04

Where TrendMatrix's rating stands now

TrendMatrix currently rates TAL Hold at 7.3/10.

4 of the last 4 quarters beat the estimate; this quarter's +161.6% surprise compares with a +156.6% four-quarter average. Next scheduled report: 2026-10-29.

What supports the rating

  • Sector modifier (Consumer Defensive): +0.8
  • Strong earnings beat streak (4/4)

What argues against it

  • Earnings estimates trending DOWN

This section and the ones below it reflect TrendMatrix’s latest engine read — they update after the report date and are not frozen to it.

Current engine read

The levels TrendMatrix's engine tracks

Current price
$11.99
Price target
$14.51
Stop
$11.23
Upside to target
+21.0%
Reward-to-risk
3.1:1

Forward estimates sit below the trailing run-rate (10.3× forward vs 7.7× trailing) — consensus expects earnings to decline from here.

Risk check: trading volume is running 1.6× its average — elevated turnover around the report window.

Model outputs from TrendMatrix’s engine as of 2026-09-04 — shown for context, not personalized investment advice.

Consumer Defensive context

TAL at TrendMatrix's latest read

Defensive staples are judged on margin resilience: pricing power against input costs matters more here than top-line drama.

Industry
Education & Training Services
Market cap
$6.73B
P/E (fwd)
10.3
P/E (ttm)
7.7
52-week range
$8.88$13.37
Off 52-week high
10.3%
RSI (14)
56
Volume vs avg
1.63×
Score today
7.3/10

Earnings figures are sourced from TrendMatrix’s pipeline (EPS: existing earnings extraction; revenue: SEC XBRL company facts where available, yfinance-provisional otherwise). Not a buy/sell rating, a price target, or investment advice — see the current verdict on the stock’s main page for TrendMatrix’s live read.

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