10-Q · March 6, 2026
John Wiley & Sons reported quarterly revenue of $410,036,000 (three months ended January 31, 2026), up $5,410,000 (≈1.3%) versus $404,626,000 in the prior-year quarter. Operating income improved to $62,758,000…
Earnings analysis · 10-K
WLY earnings analysis
Filed June 24, 2026 · Our reading of the company's report
The latest report
Wiley reported stable revenue of $1.68 billion for fiscal year 2026, consistent with 2025, while achieving a substantial 25% increase in operating income due to effective cost management and restructuring initiatives.…
Read full summary
Wiley reported stable revenue of $1.68 billion for fiscal year 2026, consistent with 2025, while achieving a substantial 25% increase in operating income due to effective cost management and restructuring initiatives. The gross margin remained strong at 74%, and EPS rose significantly to $4.16, reflecting a strategic focus on digital growth and AI applications. The company intends to continue investing in pertinent growth sectors, including its recent acquisition of Emerald Publishing for $452 million to bolster research capabilities.
Gross and operating margin
How much of each revenue dollar the business keeps.
One point per quarterly or annual filing. Both margins are shares of that report's revenue.
From revenue to operating profit
Where each $100 of revenue went in this report.
Cost of sales, operating expenses, and what remained. Figures are rounded to whole dollars.
How we read each report
Our analysis across the last few reports.
Our model's reading of each filing, not the share price or the market's reaction. Annual and quarterly reports each occupy one position.
Reported figures
- Earnings per share
- $4.16
- Segment
- Research
- Segment
- Learning
- Segment
- Held for Sale or Sold
What stood out
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Flat Revenue with Improved Operating Income
Revenue for FY 2026 was $1.68 billion, consistent with FY 2025, while operating income increased by 25% to $276.9 million.
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Record Adjusted EPS Growth
Reported diluted EPS of $4.16, up from $1.53 in the previous year, reflecting a solid earnings recovery.
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Strong Free Cash Flow
Free cash flow less product development spending rose to $195.3 million, up $69.5 million from FY 2025.
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Successful Cost Saving Initiatives
Operating and administrative expenses decreased by 5%, mostly due to restructuring efforts.
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Growth in AI License Revenue
AI license revenue reached $49.1 million, up from $40 million the previous year.
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Strategic Acquisition of Emerald Publishing
The acquisition of Emerald Publishing for £337.5 million aims to enhance growth in the research segment.
What to watch
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Litigation Exposure
Ongoing legal proceedings could affect financial results; claims related to a $1.5 billion AI copyright settlement are pending.
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Macroeconomic Pressures
Potential economic downturns, highlighted by fluctuating consumer demand and inflationary pressures, may impact revenue.
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Cybersecurity Threats
The risk of cyberattacks remains high; the company is implementing measures to safeguard against potential breaches.
Management's outlook
Guidance for Q1 2027 reflects anticipated revenue between $460 million and $480 million and EPS expectations of $1.75 to $1.85.
Earlier filings 4
10-Q · December 5, 2025
Wiley reported quarterly revenue of $421,751,000 (three months ended October 31, 2025), down from $426,595,000 a year ago, while operating income improved to $72,996,000 from $64,133,000 and diluted EPS rose to $0.84…
10-K · June 25, 2025
John Wiley & Sons positions itself as a predominantly digital, subscription-driven publisher: for fiscal year 2025 the company reports 83% of Adjusted Revenue from digital products and 48% of Adjusted Revenue as…
10-Q · March 7, 2025
John Wiley & Sons reported revenue of $404.626M for the three months ended January 31, 2025, down from $460.705M a year earlier, but delivered an operating income turnaround to $51.831M versus an operating loss of…
This is our reading of a public filing, not the filing itself. Analysis can contain errors; check the source document for full context.