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.
SCHL YoY Financials
Q4 2026 vs Q4 2025, source: SEC Filings
SCHL Revenue by Segment
With YoY comparisons, source: SEC Filings
“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
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
6 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q4 26 BEAT FY | $2.16 | $2.19 | +1.39% | $476.1M | -7.92% |
| FY Full Year | $1.79 | $1.87 | +4.47% | $1.58B | -2.52% |
| 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% |