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Scholastic

Scholastic (SCHL) Q4 2026 Earnings

Reported Jul 23, 2026 at 4:01 PM ET · SEC Source

Q4 26 EPS

$2.19

BEAT +1.39%

Est. $2.16

Q4 26 Revenue

$476.1M

MISS 7.92%

Est. $517.1M

vs S&P Since Q4 26

-14.1%

TRAILING MARKET

SCHL -9.4% vs S&P +4.6%

Full Year 2026 Results

FY 26 EPS

$1.87

BEAT +4.47%

Est. $1.79

FY 26 Revenue

$1.58B

MISS 2.52%

Est. $1.62B

Market Reaction

Did SCHL Beat Earnings? Q4 2026 Results

Scholastic Corporation delivered a mixed fiscal Q4 2026 result, narrowly beating earnings expectations while falling short on revenue as the children's media and publishing company navigated a year of sweeping structural change. Adjusted diluted EPS … Read more Scholastic Corporation delivered a mixed fiscal Q4 2026 result, narrowly beating earnings expectations while falling short on revenue as the children's media and publishing company navigated a year of sweeping structural change. Adjusted diluted EPS came in at $2.19, edging past the $2.16 consensus estimate by 1.39%, but revenue of $476.10 million trailed the $517.06 million analyst forecast by 7.92%, declining 6.3% year-over-year as tough comparisons in Trade publishing, where the prior year benefited from a Hunger Games release, weighed heavily on the top line. Education revenues also fell 13% in the quarter to $109.20 million amid school funding volatility. Book Fairs provided a rare bright spot, growing 5% to $186.60 million on higher fair counts. The company's aggressive capital return program, funded by more than $400.00 million in sale-leaseback proceeds, pushed share counts sharply lower and amplified per-share earnings; management also raised the quarterly dividend by 25%. Looking ahead, Scholastic guided for fiscal 2027 revenue growth of 2% to 4% and Adjusted EBITDA of $135.00 million to $145.00 million.

Key Takeaways

  • • Book Fairs growth driven by higher fair count
  • • Entertainment revenue growth from higher production services revenues
  • • Challenging Trade comparison against prior-year Hunger Games release (Sunrise on the Reaping)
  • • Education pressured by continued school and district funding volatility for supplemental curriculum
  • • Sale-leaseback transactions generated over $400 million in net proceeds
  • • Disciplined cost management across the Company
  • • Reduced share count from aggressive buybacks boosted adjusted EPS

SCHL Forward Guidance & Outlook

For fiscal 2027, Scholastic expects revenue growth of approximately 2% to 4% and Adjusted EBITDA of approximately $135 million to $145 million, representing growth compared with fiscal 2026 on a comparable basis reflecting the full-year impact of sale-leaseback transactions in both periods. The company also expects free cash flow of approximately $35 million to $40 million. The outlook reflects expected growth in Children's Books, Entertainment and International, improved performance in Education, disciplined cost management and targeted investment in long-term growth opportunities.

24/7 Wall St

SCHL YoY Financials

Q4 2026 vs Q4 2025, source: SEC Filings

24/7 Wall St

SCHL Revenue by Segment

With YoY comparisons, source: SEC Filings

Q3 25 Q4 26

“Fiscal 2026 demonstrated the earnings power of a more focused Scholastic, as the Company made substantial progress in a multi-year transformation of its governance, organization, strategy and balance sheet. Adjusted EBITDA rose, in line with guidance, positioning the Company for growth in fiscal 2027.”

— Peter Warwick, Q4 2026 Earnings Press Release

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