Academic publishing firm John Wiley's Q1 revenue beats estimates

John Wiley & Sons

04/09/2025 12:45

Corrects Key Details table to say company reported adjusted EBITDA of $70.4 mln, not $80 mln, which missed, not beat, analysts' estimates

Overview

John Wiley Q1 revenue falls to $397 mln, but beats analyst expectations, per LSEG data

Adjusted EPS for Q1 rises 2%

Co's research revenue grows 5% at constant currency driven by AI licensing and open access growth

Outlook

Wiley reaffirms fiscal 2026 outlook with low to mid-single digit adjusted revenue growth

Company expects fiscal 2026 adjusted EBITDA margin of 25.5% to 26.5%

Wiley anticipates fiscal 2026 adjusted EPS between $3.90 and $4.35

Company projects fiscal 2026 free cash flow of approximately $200 mln

Result Drivers

AI LICENSING - Growth in research revenue driven by AI licensing projects, contributing $16 mln compared to $1 mln in prior year

OPEN ACCESS - Open access growth helped offset timing issues with journal renewals, supporting research revenue increase

LEARNING SEGMENT DECLINE - Learning revenue fell due to reduced AI licensing revenue and market softness in Professional sector

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q1 Revenue
Beat
$396.8 mln
$375 mln (1 Analyst)
Q1 Adjusted EPS
$0.49
$0.5 (1 Analyst)
Q1 EPS
$0.22
Q1 Adjusted EBITDA
Miss
$70.4 mln
$73.20 mln (1 Analyst)

Analyst Coverage

The one available analyst rating on the shares is "buy"

The average consensus recommendation for the professional information services peer group is "buy"

Wall Street's median 12-month price target for John Wiley & Sons Inc is $60.00, about 33.7% above its September 3 closing price of $39.77

The stock recently traded at 10 times the next 12-month earnings vs. a P/E of 10 three months ago

Press Release: ID:nBwb9bYdCa

 (This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)