earnings
confidence high
sentiment neutral
materiality 0.75
Wiley Q1 FY27 revenue down 3%; EPS loss $0.23; reaffirms FY27 outlook
JOHN WILEY & SONS, INC.
- Q1 revenue $386M, -3% YoY; operating income $3M vs $31M; diluted EPS -$0.23 vs $0.22.
- Adjusted EPS $0.44 (-10%); adjusted op income $31M (-9%); AI licensing revenue $14M vs $29M prior year.
- Research revenue +4% to $293M, publishing +12% incl. $13M Emerald; Learning revenue -19% to $93M.
- Closed $450M Emerald acquisition (June 1); net debt $1,185M, leverage 2.7x TTM (proforma 2.1x).
- Reaffirms FY27 outlook: adjusted EPS $4.60-$5.05, EBITDA margin 26.5-27.5%, FCF $205M.