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John Wiley Sons Cl (WLY)
NYSE:WLY
Earnings Data
Report Date
Jun 11, 2026Before Open (Confirmed)
Period Ending
2026 (Q4)Consensus EPS Forecast
1.65Last Year’s EPS
1.37Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call highlighted strong progress on profitability, cash generation, and AI commercialization with multiple strategic partnerships and clear product traction (Research Exchange, Gateway, Nexus). Research publishing and AI/data services are clear growth engines, with AI revenue already exceeding prior-year totals and large partnerships underway. Offsetting these positives are persistent near-term headwinds in the Learning segment, modest overall revenue growth (low single digits guidance), and some execution/legal uncertainties around AI commercialization and copyrights. On balance, the positive operational momentum, margin expansion, improving cash flow, and accelerating AI pipeline outweigh the current pockets of weakness.Company Guidance
Margin Expansion and Profitability
Adjusted operating margin improved 280 basis points and adjusted EBITDA margin improved 250 basis points; adjusted operating income, adjusted EPS, and adjusted EBITDA were up 22%, 19%, and 12% year-over-year respectively, demonstrating strong profit expansion despite revenue softness.
Strong Cash Generation and Balance Sheet
Operating cash flow nearly doubled to $103,000,000; free cash flow is up $57,000,000 year-to-date; leverage reduced to 1.7x from 2.0x; CapEx down 11% and the company is tracking to roughly $200,000,000 free cash flow for the year.
AI Revenue Momentum
Year-to-date AI revenue reached $42,000,000 (above FY2025 total of $40,000,000) with $7,000,000 realized in the quarter; company expects $45,000,000–$50,000,000 in AI revenue for fiscal 2026 and expects further acceleration in fiscal 2027; recurring AI revenue represented under 10% of FY2026 AI guidance today and is expected to triple next year.
Research Publishing Growth and Output
Research publishing excluding prior-period AI revenues grew ~4% with global research output up ~11% and article submissions up ~26%; customer retention remains above 99% and ~82% of journal renewals for calendar 2026 are complete.
Platform and Product Progress (Gateway & Research Exchange)
Over 80% of journals migrated to the Research Exchange platform; Gateway signups reached 9,000 researchers in four months; Nexus content licensing has 36 publishing partners, advancing the company's AI/data strategy and enabling subscription knowledge feeds.
Major Strategic Partnerships and Commercial Wins
Executed multiyear partnerships including IQVIA (clinical outcome assessments), a strategic multiyear licensing and equity partnership with Open Evidence (five-year multimillion-dollar deal covering 400+ journals and Cochrane), and a five-year $150,000,000 managed services partnership with Virtusa to accelerate tech transformation.
Open Access and High-Value Journal Performance
Author-funded open access is growing consistently above 20%; Advanced portfolio expected to exceed $70,000,000 in revenue in fiscal 2026 and Advanced Science revenue grew ~50%, indicating strong double-digit growth in flagship OA titles.
Cost Reductions and Corporate Expense Discipline
Corporate expenses (on an adjusted EBITDA basis) down 21% in the quarter and 12% year-to-date; total corporate costs before allocations reduced by $17,000,000 year-to-date with tech transformation responsible for approximately 85% of those savings.
Shareholder Returns
Repurchases doubled in Q3 to $70,000,000 year-to-date with a full-year repurchase target of $100,000,000; $120,000,000 returned in dividends and buybacks in nine months (a 37% increase year-over-year); dividend yield around 4.5% supported by a healthy payout ratio.
WLY Earnings History
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
WLY Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 05, 2026 | $30.45 | $34.73 | +14.06% |
Dec 04, 2025 | $37.46 | $34.22 | -8.63% |
Sep 04, 2025 | $38.95 | $37.46 | -3.82% |
Jun 17, 2025 | $35.96 | $39.55 | +9.96% |
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.
FAQ
When does John Wiley Sons Cl (WLY) report earnings?
John Wiley Sons Cl (WLY) is schdueled to report earning on Jun 11, 2026, Before Open (Confirmed).
What is John Wiley Sons Cl (WLY) earnings time?
John Wiley Sons Cl (WLY) earnings time is at Jun 11, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is WLY EPS forecast?
WLY EPS forecast for the fiscal quarter 2026 (Q4) is 1.65.
