The strong margin expansion and AI revenue growth suggest sustainable profitability improvements. The guidance upgrade to the high end of the range indicates confidence in continued momentum. Traders should watch for further AI partnership announcements and margin trends in future quarters.
Price Chart
Executive Summary
Wiley reported strong third quarter results with revenue of $410 million (up 1% YoY), adjusted EPS of $0.97 (up 19% YoY), and significant margin expansion. The company reaffirmed its fiscal 2026 guidance and is now guiding to the high end of its adjusted EBITDA margin and EPS ranges, driven by AI momentum, research growth, and operational excellence.
Key Financial Metrics
Key Facts
- Revenue of $410 million, up 1% YoY (flat at constant currency)
- Adjusted EPS of $0.97, up 19% YoY
- Adjusted EBITDA margin expanded 250 basis points to 25.7%
- Research segment revenue grew 2% YoY, driven by 3% growth in Research Publishing
- AI revenue reached $7 million this quarter and $42 million year-to-date
- Company guiding to high end of fiscal 2026 adjusted EBITDA margin (25.5-26.5%) and EPS ($3.90-$4.35) ranges
- Free cash flow improved to $56 million year-to-date from a use of $1 million in prior year
Financial Impact
Revenue up $5.4 million YoY, adjusted EPS up $0.13 YoY, EBITDA margin up 250 bps
Segment Breakdown
| Segment | Revenue | Growth |
|---|---|---|
| Research | $274.0M | +2.0% |
| Learning | $136.0M | -1.0% |
Risk Factors
- Learning segment revenue declined 1% YoY, indicating ongoing challenges in this division
- Revenue growth was minimal at 1% YoY, suggesting top-line expansion remains constrained
- Guidance was reaffirmed rather than raised, indicating management is being conservative
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0000107140-26-000009 |
| Exhibit: exhibit992-q326earningsp.htm | 0000107140-26-000009 |
| Document: jwa-20260305.htm | 0000107140-26-000009 |
| Document: 0000107140-26-000009-index-headers.html | 0000107140-26-000009 |
| Document: 0000107140-26-000009-index.html | 0000107140-26-000009 |
| Document: 0000107140-26-000009.txt | 0000107140-26-000009 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 3, 2026 7w ago | 8-K | $50.66 | awaiting T+60 | — | $53.63 (+5.86%) |
Jul 9, 2026 15w ago | 8-K | $50.42 $47.50 | ▼ −5.79% | ▼ −7.42% | $53.63 (+6.37%) |
Jun 16, 2026 18w ago | 8-K | $45.09 $47.24 | ▲ +4.77% | ▲ +3.77% | $53.63 (+18.94%) |
Jun 15, 2026 19w ago | 8-K | $43.33 $47.99 | ▲ +10.75% | ▲ +9.75% | $53.63 (+23.77%) |
Mar 5, 2026 33w ago | 8-K | $34.41 $43.64 | ▲ +26.82% | ▲ +15.52% | $53.63 (+55.86%) |
US Market Status
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