TAL International Group Beats Up on Analysts Yet Again

TAL International Group (NYSE: TAL  ) reported earnings on Feb. 13. Here are the numbers you need to know.

The 10-second takeaway
For the quarter ended Dec. 31 (Q4), TAL International Group beat expectations on revenues and beat expectations on earnings per share.

Compared to the prior-year quarter, revenue expanded significantly and GAAP earnings per share contracted.

Gross margins increased, operating margins shrank, net margins shrank.

Revenue details
TAL International Group booked revenue of $137.8 million. The eight analysts polled by S&P Capital IQ predicted revenue of $127.0 million on the same basis. GAAP reported sales were 29% higher than the prior-year quarter's $104.0 million.

Source: S&P Capital IQ. Quarterly periods. Dollar amounts in millions. Non-GAAP figures may vary to maintain comparability with estimates.

EPS details
Non-GAAP EPS came in at $1.01. The 10 earnings estimates compiled by S&P Capital IQ predicted $0.92 per share on the same basis. GAAP EPS of $1.07 for Q3 were 7.0% lower than the prior-year quarter's $1.15 per share.

Source: S&P Capital IQ. Quarterly periods. Non-GAAP figures may vary to maintain comparability with estimates.

Margin details
For the quarter, gross margin was 90.6%, 120 basis points better than the prior-year quarter. Operating margin was 50.4%, 610 basis points worse than the prior-year quarter. Net margin was 26.7%, 730 basis points worse than the prior-year quarter.

Looking ahead
Next quarter's average estimate for revenue is $139.7 million. On the bottom line, the average EPS estimate is $0.99.

Next year's average estimate for revenue is $519.5 million. The average EPS estimate is $3.88.

Investor sentiment
Of Wall Street recommendations tracked by S&P Capital IQ, the average opinion on TAL International Group is outperform, with an average price target of $38.00.

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