The earnings call highlighted Scholastic's strong performance in several key areas, including Children's Book Publishing, strategic acquisitions, and cost management, which contributed to positive financial results. However, challenges in the Education segment and external pressures such as tariffs and inflation were notable concerns.

Company Guidance

During the Scholastic Fiscal Year 2025 Fourth Quarter Earnings Call, the company reported robust growth in adjusted EBITDA, aligning with their original guidance. Revenue for the fourth quarter increased by 7% to $508.3 million, bringing the fiscal year's total to $1,625.5 million, a 2% growth. The Children's Book Publishing and Distribution segment saw a 9% rise in revenue for the quarter, driven by the success of new releases like "Sunrise on the Reaping." Despite a decline in the Education segment's revenue by 7% for the quarter, the Entertainment segment's revenue surged to $14.8 million due to the integration of 9 Story Media Group. Scholastic's strategic initiatives, including organizational changes, have positioned them for continued earnings growth in fiscal 2026, with a projected adjusted EBITDA increase of 20%, excluding $10 million in anticipated tariff expenses. The company also returned $92 million to shareholders through dividends and share repurchases in fiscal 2025 and plans to explore potential monetization of real estate assets.

Strong Financial and Strategic Results

Adjusted EBITDA grew robustly, in line with original guidance range. Revenue growth was driven by strong performance in the Children's Book Publishing and Distribution segment and the strategic acquisition of 9 Story Media Group.

Successful Book Launches

Sunrise on the Reaping, the newest Hunger Games series installment, became a global best-seller, selling over 2 million copies in its first month in the U.S. alone.

Book Fairs and Book Clubs Performance

Higher fair counts with over 100,000 fairs for the year and profit contributions from clubs rose.

Shareholder Returns

Invested over $35 million in dividends and share repurchases in the fourth quarter, totaling $92 million for fiscal 2025.

Entertainment Segment Growth

Fourth quarter revenue increased due to the integration of 9 Story Media Group, enhancing content reach and monetization.

International Segment Growth

Revenue and profit increased due to strong trade channel performance.

Cost Savings and Efficiency Initiatives

Achieved $25 million in cost savings on an annualized basis, with $15 million realized during fiscal 2025.

Scholastic (SCHL) Earnings, Revenues Date & History

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SCHL Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Sep 18, 2025	2026 (Q1)	-2.42 / -	-2.13	―	―	―
Jul 24, 2025	2025 (Q4)	0.85 / 0.87	1.73	-49.71% (-0.86)
Mar 20, 2025	2025 (Q3)	-0.78 / -0.05	-0.8	93.75% (+0.75)
Dec 19, 2024	2025 (Q2)	2.30 / 1.82	2.45	-25.71% (-0.63)
Sep 26, 2024	2025 (Q1)	-2.48 / -2.13	-2.2	3.18% (+0.07)
Jul 18, 2024	2024 (Q4)	2.66 / 1.73	2.26	-23.45% (-0.53)
Mar 21, 2024	2024 (Q3)	-0.80 / -0.80	-0.55	-45.45% (-0.25)
Dec 14, 2023	2024 (Q2)	2.65 / 2.45	2.113	15.95% (+0.34)
Sep 21, 2023	2024 (Q1)	-1.35 / -2.20	-1.326	-65.91% (-0.87)
Jul 20, 2023	2023 (Q4)	1.70 / 2.26	1.72	31.40% (+0.54)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

SCHL Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 24, 2025	$21.55	$26.70	+23.90%
Mar 20, 2025	$18.59	$20.99	+12.91%
Dec 19, 2024	$24.32	$19.40	-20.23%
Sep 26, 2024	$29.32	$31.12	+6.14%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.