Scholastic Posts Fiscal 2026 Results, Guides to Revenue Growth and Higher Adjusted EBITDA in 2027
SCHL has more than doubled off its 52-week low of $21.345.
Summary
Scholastic reported fiscal 2026 adjusted EBITDA of $151.5M, up 4%, and guided for 2–4% revenue growth and $135–145M adjusted EBITDA in fiscal 2027. The company returned $288.6M to shareholders and ended the year with net cash.
Key Events · Earnings and Guidance · SCHL
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Fiscal 2026 Adjusted EBITDA Up 4%
Adjusted EBITDA reached $151.5 million, in line with guidance, driven by Book Fairs growth and cost management. On a comparable basis, adjusted EBITDA rose 15%.
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Fiscal 2027 Guidance: Revenue Growth 2-4%
The company expects revenue growth of 2–4% and adjusted EBITDA of $135–145 million on a comparable basis, reflecting the full-year impact of sale-leaseback transactions.
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$288.6M Returned to Shareholders
Fiscal 2026 capital returns included $268.6 million in share repurchases (7.3 million shares) and $20.0 million in dividends, with $183 million remaining under buyback authorization.
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Net Cash Position Achieved
The year ended with net cash of $48.9 million, a $185.5 million improvement from net debt of $136.6 million a year ago, primarily from sale-leaseback proceeds.
Analysis · SCHL · Manufacturing
Fiscal 2026 adjusted EBITDA came in at $151.5 million, up 4% and matching guidance, as strong Book Fairs performance and cost discipline offset headwinds. The company returned over $285 million to shareholders through buybacks and dividends, closing the year with a net cash position. Looking ahead to fiscal 2027, management projects revenue growth of 2–4% and adjusted EBITDA of $135–145 million on a comparable basis, signaling confidence in a return to growth despite ongoing pressure in the Education segment.
At the time of this filing, SCHL was trading at $44.00 on NASDAQ in the Manufacturing sector, with a market capitalization of approximately $1B. The 52-week trading range was $21.35 to $48.07. This filing was assessed with positive market sentiment and an importance score of 7 out of 10.