2025财年2季度业绩:收入10.4亿美元,略高于我们/彭博市场预期,同比增19%;不包含东方甄选,教育及文旅收入增31%,主要受教育K9相关业务的强劲增长拉动。调整后运营利润2800万美元,对应运营利润率2.7%,不包含东方甄选运营利润率3.2%,同比优化12个基点。调整后归母净利润3600万美元,低于我们/彭博市场预期的4200万/4500万美元,对应净利率3.4%,主要因营销支出超预期。核心...
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