Scholastic (NasdaqGS:SCHL) Q1 2026 Earnings Call September 18, 2025 04:30 PM ET Company ParticipantsDrew Crum - Managing DirectorHaji Glover - CFO and EVPPeter Warwick - President and CEOJeffrey Mathews - EVP and Chief Growth OfficerConference Call ParticipantsBrendan McCarthy - Equity Research AnalystOperatorDay and thank you for standing by. Welcome to the Scholastic Corporation's first quarter fiscal year 2026 results. At this time, all participants are in a listen-only mode. Please be advised that today ...

Accessibility StatementSkip Navigation Company Affirms Fiscal 2026 Guidance on Improved Adjusted EBITDA NEW YORK, Sept. 18, 2025 /PRNewswire/ -- Scholastic Corporation (NASDAQ: SCHL), the global children's publishing, education and media company, today reported financial results for the Company's fiscal first quarter ended August 31, 2025. The Company typically generates an operating loss in the first quarter, when schools are not in session. Peter Warwick, President and Chief Executive Officer, said, "Sc ...

财务表现 - 2025财年第四季度营收同比增长7%至5.083亿美元，主要得益于儿童图书出版与分销业务增长及9 Story Media Group的贡献[7] - 调整后EBITDA同比增长1%至9120万美元，符合公司最初指引[2][8] - 全年营收增长2%至16.255亿美元，但净利润亏损190万美元，主要受教育解决方案业务下滑影响[17][18] 业务板块分析 - 儿童图书出版与分销部门营收增长9%至2.882亿美元，其中《饥饿游戏》新作《Sunrise on the Reaping》推动贸易出版收入增长19%[9][11] - 教育解决方案部门营收下降7%至1.257亿美元，反映补充课程市场的持续压力[13] - 娱乐部门因收购9 Story Media Group实现营收1480万美元，但运营亏损300万美元[14] 战略举措 - 将贸易出版与学校阅读活动部门合并为统一的儿童图书集团，以深化跨渠道用户参与[3] - 通过9 Story Media Group整合加强IP变现能力，预计2026年11月推出《Dog Man》系列新作[3] - 评估纽约办公物业和密苏里分销中心的售后回租交易，以优化资产流动性[22] 股东回报与资本配置 - 2025财年通过股息和股票回购向股东返还超9000万美元，目前仍有7000万美元股票回购授权[21] - 净债务从上年净现金1.077亿美元转为净负债1.366亿美元，主要因收购融资[20] 2026财年展望 - 目标调整后EBITDA增长至1.6-1.7亿美元区间，预计营收增长2-4%[6] - 预计关税增加将带来1000万美元额外成本，学校支出压力仍存[6]