Q1 26 EPS
$-2.83
MISS 17.43%
Est. $-2.41
Q1 26 Revenue
$225.6M
MISS 5.57%
Est. $238.9M
vs S&P Since Q1 26
+71.9%
BEATING MARKET
SCHL +85.2% vs S&P +13.3%
Market Reaction
Did SCHL Beat Earnings? Q1 2026 Results
Scholastic Corporation delivered a disappointing start to fiscal 2026, missing on both the top and bottom lines as its seasonally soft first quarter was further pressured by a sharp pullback in school spending. The children's publishing and education… Read more Scholastic Corporation delivered a disappointing start to fiscal 2026, missing on both the top and bottom lines as its seasonally soft first quarter was further pressured by a sharp pullback in school spending. The children's publishing and education giant reported a loss of $2.83 per share for the quarter ended August 31, 2025, falling short of the consensus estimate of $2.41 by 17.43%, while revenue slid 4.9% year-over-year to $225.60 million, missing analyst expectations of $238.91 million by 5.57%. The primary culprit was a 28% collapse in Education Solutions revenue, as volatile federal and state funding environments prompted schools to delay or reduce purchases of supplemental curriculum materials. Offsetting some of the pain, Children's Book Publishing and Distribution posted a 4% revenue gain, with Book Fairs surging 18% to $34.10 million on strong host engagement. Despite the headline misses, Scholastic affirmed its fiscal 2026 guidance, pointing to fall book fair bookings ahead of prior year levels and the anticipated November release of Dog Man: Big Jim Believes as catalysts for improvement. The company also flagged a potential sale-leaseback of key real estate assets as a source of additional liquidity, even as scrutiny of executive compensation amid multi-year earnings declines adds an uncomfortable backdrop heading into the rest of the year.
Key Takeaways
- • Book Fairs revenues up 18% driven by increased Scholastic Dollars redemptions indicating strong host engagement
- • Fall book fair bookings exceeding prior year levels
- • Continued strength in Hunger Games and Harry Potter franchises in Trade publishing
- • International revenue growth of 4% on constant-currency basis led by Australia, U.K., and Asia
- • Reduction in discretionary overhead expenses improving adjusted operating loss
SCHL YoY Financials
Q1 2026 vs Q1 2025, source: SEC Filings
SCHL Revenue by Segment
With YoY comparisons, source: SEC Filings
“Scholastic made steady progress in the first quarter of fiscal 2026, advancing strategic initiatives across all segments. The seasonally quiet summer period resulted in an operating loss consistent with expectations.”
— Peter Warwick, Q1 2026 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% |