Q4 25 EPS
$0.59
MISS 30.59%
Est. $0.85
Q4 25 Revenue
$508.3M
BEAT +2.77%
Est. $494.6M
vs S&P Since Q4 25
+73.8%
BEATING MARKET
SCHL +92.0% vs S&P +18.2%
Full Year 2025 Results
FY 25 EPS
$-0.07
MISS 114.29%
Est. $0.49
FY 25 Revenue
$1.63B
BEAT +0.85%
Est. $1.61B
Market Reaction
Did SCHL Beat Earnings? Q4 2025 Results
Scholastic delivered a mixed fiscal Q4 2025, beating revenue expectations while falling well short on the bottom line. The children's publishing giant posted revenue of $508.30 million, up 7.0% year over year and ahead of the $494.59 million consensu… Read more Scholastic delivered a mixed fiscal Q4 2025, beating revenue expectations while falling well short on the bottom line. The children's publishing giant posted revenue of $508.30 million, up 7.0% year over year and ahead of the $494.59 million consensus, but GAAP diluted EPS of $0.59 missed the $0.85 analyst estimate by 30.59%, weighed down by the ongoing drag in its Education Solutions segment, where revenues fell 7% to $125.70 million amid constrained school budgets. The clearest bright spot was the Children's Book Publishing and Distribution segment, where Suzanne Collins' "Sunrise on the Reaping" drove Consolidated Trade revenues up 19% to $97.30 million and helped lift the broader segment 9% to $288.20 million. As Scholastic pivots its strategy, the company is actively repositioning itself around IP creation, combining its publishing and book fairs businesses into a single Children's Book Group. Management set fiscal 2026 adjusted EBITDA guidance of $160 million to $170 million on revenue growth of 2% to 4%, though that outlook absorbs roughly $10 million in incremental tariff-related costs.
Key Takeaways
- • Strong performance of Suzanne Collins' Sunrise on the Reaping (Hunger Games series) boosted Consolidated Trade revenues 19%
- • Higher Book Fairs count drove 5% revenue growth in fairs
- • 9 Story Media Group acquisition contributed to Entertainment segment revenues
- • Disciplined cost management helped offset macroeconomic pressures
- • One-time charges of $9.9 million in Q4 FY2025 vs $19.6 million in Q4 FY2024
SCHL YoY Financials
Q4 2025 vs Q4 2024, source: SEC Filings
SCHL Revenue by Segment
With YoY comparisons, source: SEC Filings
“Scholastic delivered solid financial results in fiscal 2025, with strong Adjusted EBITDA in line with our original guidance. In the fourth quarter, continued strength in Children's Book Publishing and Distribution, combined with successful execution and disciplined cost management, helped offset macroeconomic pressures on school spending, which continued to impact the Education division.”
— Peter Warwick, Q4 2025 Earnings Press Release
SCHL Earnings Trends
SCHL vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
SCHL EPS Trend
Earnings per share: estimate vs actual
SCHL Revenue Trend
Quarterly revenue: estimate vs actual
SCHL Quarterly Results
5 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q3 26 BEAT | $-0.37 | $2.55 | +798.63% | $329.1M | -0.58% |
| Q2 26 BEAT | $2.07 | $2.57 | +24.15% | $551.1M | -1.01% |
| Q1 26 MISS | $-2.41 | $-2.83 | -17.43% | $225.6M | -5.57% |
| Q4 25 MISS FY | $0.85 | $0.59 | -30.59% | $508.3M | +2.77% |
| FY Full Year | $0.49 | $-0.07 | -114.29% | $1.63B | +0.85% |
| Q3 25 BEAT | $-0.78 | $-0.13 | +83.33% | $335.4M | -3.53% |