Q2 26 EPS
$2.57
BEAT +24.15%
Est. $2.07
Q2 26 Revenue
$551.1M
MISS 1.01%
Est. $556.7M
vs S&P Since Q2 26
+49.3%
BEATING MARKET
SCHL +59.8% vs S&P +10.4%
Market Reaction
Did SCHL Beat Earnings? Q2 2026 Results
Scholastic Corporation delivered a strong earnings beat in fiscal Q2 2026, with adjusted diluted EPS of $2.57 clearing the $2.07 consensus estimate by 24.15%, even as revenue of $551.10 million edged just 1.01% below expectations while still rising 1… Read more Scholastic Corporation delivered a strong earnings beat in fiscal Q2 2026, with adjusted diluted EPS of $2.57 clearing the $2.07 consensus estimate by 24.15%, even as revenue of $551.10 million edged just 1.01% below expectations while still rising 1.2% year over year. The standout driver was the Children's Book Publishing and Distribution segment, where school book fairs posted a 5% revenue increase to $242.00 million on higher fair counts and spending per fair, and trade publishing climbed 7% to $110.40 million on the strength of the 14th Dog Man title alongside special editions of the Hunger Games and Harry Potter franchises. Partially offsetting those gains, Education Solutions remained a headwind, with revenue declining 13% to $62.20 million amid tight federal and state funding conditions. A transformative sale-leaseback of major real estate assets closed shortly after the quarter, generating roughly $401.00 million in net proceeds and prompting the Board to authorize a $150.00 million share repurchase program. Looking ahead, Scholastic affirmed full-year adjusted EBITDA guidance of $146.00 million to $156.00 million, though some analysts trimmed price targets on concerns about the broader growth outlook.
Key Takeaways
- • Higher Book Fairs fair count and revenue per fair drove 5% growth
- • Strong Trade publishing results led by Dog Man: Big Jim Believes (14th title in the series)
- • Special edition releases for Hunger Games and Harry Potter franchises
- • Reduction in discretionary overhead expenses
- • Operational efficiencies in the International segment
SCHL YoY Financials
Q2 2026 vs Q2 2025, source: SEC Filings
SCHL Revenue by Segment
With YoY comparisons, source: SEC Filings
“Scholastic delivered strong performance in the second quarter and successfully executed on key strategic and financial initiatives. Book Fairs delivered a successful back-to-school season, with higher fair count and increased revenue per fair. Trade publishing results were similarly strong, led by Dav Pilkey's best-selling Dog Man: Big Jim Believes, the 14th title in the global phenomenon, alongside new special edition releases for The Hunger Games® and Harry Potter® franchises.”
— Peter Warwick, Q2 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% |