行动教育(605098)：Q1业绩超预期新签订单延续高增

国泰君安04-27

本报告导读：2024Q1 业绩超预期，大客户战略成效显著，排课及到课率持续恢复，在手订单充裕、学费提价助力，业绩持续释放可期。投资要点：业绩超预期，维持“增持”评级。公司排课新签持续回暖，维持 2024-2026 年归母净利润为2.93/3.65/4.42 亿元，维持2024-2026 年EPS 为2.48/3.09/3.74 元，给予2024 年26 倍PE，上调目标价至64.48 元（原值...

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行动教育(605098)：Q1业绩超预期 新签订单延续高增

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行动教育(605098)：Q1业绩超预期新签订单延续高增