Scholastic Corp (NASDAQ:SCHL) Surges 14.6% After Q4 Earnings and Revenue Beat Expectations

Scholastic Corp (NASDAQ:SCHL) reported its fourth-quarter and full-year fiscal 2025 results, delivering revenue and earnings that exceeded analyst expectations. The company’s performance, coupled with disciplined cost management, has reinforced investor confidence, as reflected in the stock’s positive after-hours movement.

Earnings and Revenue Beat Estimates

• Revenue: Scholastic posted Q4 revenue of $508.3 million, up 7% year-over-year and slightly above the consensus estimate of $504.5 million.
• Earnings Per Share (EPS): Non-GAAP EPS came in at $0.87, marginally surpassing analyst expectations of $0.867.

The modest beat on both top and bottom lines suggests steady execution despite broader macroeconomic uncertainties. The company’s ability to maintain growth in its core segments—Children’s Book Publishing, Education Solutions, and International—has been a key driver.

Market Reaction

Following the earnings release, Scholastic’s stock rose 14.6% in after-hours trading, indicating strong investor approval. This surge contrasts with the stock’s relatively flat performance over the past month (+1.1%) and slight declines over the past two weeks (-2.6%). The sharp uptick suggests that the market was either underestimating Scholastic’s resilience or pricing in weaker results ahead of the report.

Key Takeaways from the Press Release

• Cost Management: The company highlighted disciplined expense controls, which helped deliver adjusted EBITDA in line with its original guidance.
• Shareholder Returns: Scholastic returned over $90 million to shareholders during the fiscal year, underscoring its commitment to capital returns.
• Segment Performance: While the press release did not provide a detailed segment breakdown, the overall revenue growth points to strength across Scholastic’s diversified business lines.

Looking Ahead

Analyst estimates for fiscal 2026 project full-year revenue of $1.734 billion and EPS of $2.17, while Q1 2026 sales are expected at $249.7 million with an estimated EPS loss of $2.13. The lack of explicit guidance from Scholastic in its press release means investors will need to monitor upcoming commentary for confirmation of these projections.

For a deeper dive into Scholastic’s earnings history and future estimates, see the earnings and estimates page.

Disclaimer: This article is for informational purposes only and does not constitute investment advice.