earnings
confidence high
sentiment positive
materiality 0.75
Wiley Q3 adjusted revenue +1.2% constant currency; Research +5%; raised FY2026 margin target to 25%+
JOHN WILEY & SONS, INC.
2025-Q3 EPS
reported $0.29
vs consensus $0.51
▼ miss
(-42.6%)
- GAAP EPS loss ($0.43) vs ($2.08) a year ago; Adjusted EPS $0.84, +39% YoY at constant currency.
- Research revenue $268M (+5% cc) driven by open access and AI licensing; landmark agreements in India and Brazil.
- Adjusted EBITDA margin in Research rose to 32.7% from 30.9%; FY2026 margin target raised to 25%+ from 24-25%.
- FY2025 outlook reaffirmed: revenue ~3% growth, adjusted EBITDA at high end of 23-24% margin, FCF $125M.
- Expanded AI content licensing project valued at $9M in the quarter.