新东方(EDU)于1月21日公布2025财年第二季度业绩。财报显示,第二季度净营收同比增长19.4%至10.4亿美元,但净利润只增长6.2%,远低于预期。其中,新东方旗下子公司东方甄选亏损严重,报告期内亏损超过9600万元人民币,去年同期则盈利1.6亿元。
东方甄选在7月25日剥离了"与辉同行"业务线,对财务造成较大影响。数据显示,"与辉同行"自2023年12月22日成立至2024年6月30日的6个月内,实现净利1.41亿元,这部分利润被切割后导致东方甄选本期转亏。
与此同时,新东方第二季度经营成本及开支较上年同期增长20.2%,经营利润同比降9.8%,利润率仅为1.9%,主要系扩张信学习空间以及新整合文旅业务导致成本增加。对于未来一季,新东方给出净营收指引较分析师预期低。
业绩逊色以及暗示潜在业务增长放缓,引发市场担忧新东方增长前景,股价在盘后暴跌逾23%,创三年半最大单日跌幅。
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