Scholastic Q4 revenue falls on lower trade and international sales

Scholastic

23/07/2026 21:12

    

    Overview
  
Children's book publisher's fiscal Q4 revenue fell 6% yr/yr on lower trade and international sales
Fiscal Q4 adjusted EPS and adjusted EBITDA both rose yr/yr

    

    Outlook
  
Scholastic expects fiscal 2027 revenue growth of about 2% to 4%
Company sees fiscal 2027 Adjusted EBITDA of $135 mln to $145 mln
Scholastic expects fiscal 2027 free cash flow of $35 mln to $40 mln

    

    Result Drivers
  
BOOK FAIRS GROWTH - Book Fairs revenue rose 5% yr/yr in Q4, driven by higher fair count
TRADE AND INTERNATIONAL DECLINE - Lower Trade and International revenues due to challenging comparison with prior-year publishing schedule and lower Education sales
ENTERTAINMENT REBOUND - Entertainment segment revenue increased 42% yr/yr, reflecting higher production services revenues

    
Company press release: ID:nPn4rJPkda

    

    Key Details
  

            Metric
          

            Beat/Miss
          

            Actual
          

            Consensus Estimate
          
Q4 Revenue
 
$476.10 mln
$517.06 mln (2 Analysts)
Q4 Adjusted EPS
 
$2.19
$2.16 (2 Analysts)
Q4 EPS
 
$0.45
 
Q4 Adjusted EBITDA
 
$84.7 mln
$81.82 mln (2 Analysts)
Q4 Adjusted Operating Income
 
$58.3 mln
$59.30 mln (1 Analyst)
Q4 Operating Income
 
$51.4 mln
 
Q4 Pretax Profit
 
$14.5 mln
 

    

    Analyst Coverage
  
The one available analyst rating on the shares is "hold"
The average consensus recommendation for the consumer publishing peer group is "buy."
Wall Street's median 12-month price target for Scholastic Corp is $42.00, about 9.4% below its July 22 closing price of $46.36
The stock recently traded at 18 times the next 12-month earnings vs. a P/E of 16 three months ago

    

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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.)