earnings
confidence high
sentiment positive
materiality 0.70
Wiley Q2 FY2026 adj EPS $1.10, up 12%; Research revenue up 5% cc; Learning down 11%
JOHN WILEY & SONS, INC.
2026-Q2 EPS reported
$1.05
revenue$818,551,000
- GAAP revenue $422M down 1% YoY; GAAP EPS $0.84 up 14% (from $0.74).
- Adjusted operating income $79M up 14%; margin 18.8% up 250 bps.
- Research revenue $279M up 5% cc; AI content licensing $6M in Q2, $35M YTD.
- Learning revenue $143M down 11% cc due to retail inventory drop and consumer slowdown.
- FY2026 outlook: revenue narrowed to low-single-digit growth; adj EBITDA margin 25.5-26.5%, adj EPS $3.90-$4.35, FCF ~$200M reaffirmed.