Q4 FY2026 EarningsFY26 Q4 miss consensus on the top line but beat on margins and GAAP EPS due to one-time gains. Revenue of $1,581.9M was 2.52% below the $1,622.9M expected, while gross margin of 56.40% was exactly in-line. Reported GAAP EPS of $2.34 significantly beat the $3.78 consensus (note: consensus seems to have not fully adjusted for the $99.7M sale-leaseback gain). Underlying performance was challenged by a 13.6% decline in Education, though Book Fairs grew. FY27 outlook remains cautious due to funding volatility in the Education segment.
Financial report interval: 2026.03.03 - 2026.05.31
Overview: Scholastic(SCHL) the Revenue is 476.1 M (-6.33%), Miss estimate;the EBIT is 51.4 M (-3.93%), Miss estimate;the EPS is 0.45 (-23.73%), Miss estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueMiss expectations
0.48B6.33%
0.52B1.72%
-0.04B8.05%
EBITMiss expectations
0.05B3.93%
0.06B10.41%
-0.01B14.34%
EPSMiss expectations
0.4523.73%
2.16266.10%
-1.7100289.83%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf