earnings
confidence high
sentiment positive
materiality 0.80
Wiley FY2026: revenue flat $1.677B, adj EPS $4.19 (+15%), record margins, AI rev $49M (+23%), FY2027 guidance raised
JOHN WILEY & SONS, INC.
- GAAP operating income $277M (+25%), diluted EPS $4.16 vs $1.53; adjusted EPS $4.19 (+15%).
- Research revenue $1.13B (+4% CC), AI revenue $49M (+23%) with recurring scaling; acquired Emerald Publishing post-year-end.
- Record adjusted EBITDA margin 26.2% (+220bps), free cash flow $195M (+55%), net debt/EBITDA improved to 1.4x.
- FY2027 guidance: adj EBITDA margin 26.5-27.5%, adj EPS $4.60-$5.05, FCF $205M.
- Appointed Chief AI & Data Analytics Officer (Jan) and new Research GM (May 2026).