earnings
confidence high
sentiment positive
materiality 0.85
Wiley beats FY2025 adjusted EPS guidance; revenue up 3% ex-divestitures; AI licensing grows to $40M
JOHN WILEY & SONS, INC.
2025-FY EPS
reported $1.53
vs consensus $0.98
▲ beat
(+56.2%)
- GAAP EPS $1.53 vs ($3.65); Adjusted EPS $3.64, +31% YoY, exceeds guidance.
- Adjusted revenue +3% constant currency ex-divestitures; Research +3%, Learning +2%.
- AI licensing revenue $40M in FY2025 vs $23M prior year; deal with third large tech company.
- FY2026 outlook: Adj. EPS $3.90-$4.35, Adj. EBITDA margin 25.5-26.5%, FCF ~$200M.
- Net debt-to-EBITDA 1.8x; $137M returned to shareholders via dividends and buybacks.