Scholastic's Q2 revenue rises on Book Fairs and Trade publishing strength

Scholastic

18/12/2025 21:14

Overview

Children's publishing firm's Q2 revenue rose 1% yr/yr

Company announced $150 mln expanded share repurchase authorization

Outlook

Scholastic expects fiscal 2026 Adjusted EBITDA of $146 mln to $156 mln

Company forecasts fiscal 2026 free cash flow to exceed $430 mln

Scholastic anticipates full-year revenue in line or modestly above prior year

Result Drivers

BOOK FAIRS SUCCESS - Scholastic reported a successful back-to-school season with higher fair count and increased revenue per fair

TRADE PUBLISHING GROWTH - Trade publishing saw strong results, led by best-selling titles in the Dog Man series and special editions of The Hunger Games and Harry Potter

DIGITAL ENGAGEMENT - Scholastic expanded its IP reach with growing engagement on digital platforms, including YouTube and a new streaming app

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Revenue
Miss
$551.10 mln
$556.72 mln (2 Analysts)
Q2 Adjusted EPS
Beat
$2.57
$2.07 (2 Analysts)
Q2 EPS
$2.17
Q2 Adjusted EBITDA
Beat
$122.50 mln
$109.76 mln (2 Analysts)
Q2 Adjusted Operating Income
Beat
$95 mln
$84.90 mln (1 Analyst)
Q2 Operating Income
$82.90 mln
Q2 Pretax Profit
$75.90 mln


Analyst Coverage

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

The average consensus recommendation for the consumer publishing peer group is "hold."

Wall Street's median 12-month price target for Scholastic Corp is $36.00, about 25.7% above its December 17 closing price of $28.65

The stock recently traded at 23 times the next 12-month earnings vs. a P/E of 16 three months ago

Press Release: ID:nPn1Kcj0Pa

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(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.)