Observed Signal · Jul 24, 2026 · earnings · Source: SEC API · Impact: 3.7/5
10-K Financial Filing Analysis for Scholastic (2026-07-24)
Scholastic Corporation reported its annual results for the fiscal year ended May 31, 2026, generating consolidated revenue of $1,581.9 million, down 2.7% year-over-year compared to $1,625.5 million in fiscal 2025. The top-line decline was primarily driven by lower sales in the Education segment (-13.6% to $267.6 million) due to persistent volatility and constraints in school and district funding for supplemental curriculum materials, alongside softer trade revenues. These headwinds were partially offset by revenue growth in School Reading Events book fairs and expanded Entertainment production services following the full-year contribution of 9 Story Media Group. Despite revenue contraction, operating income remained stable at $15.2 million versus $15.8 million in the prior year, bolstered by disciplined cost management. Net income surged to $56.7 million (diluted EPS of $2.34) from a net loss of $1.9 million, largely driven by a $99.7 million pre-tax gain on sale-leaseback transactions involving its New York headquarters and Missouri distribution facility, which funded over $285 million in capital returns via tender offers, buybacks, and dividends.
Scholastic executed a significant capital reallocation by monetizing major real estate assets for $452.4 million in net proceeds, buying back 25% of its share float, while confronting structural federal/state funding headwinds in U.S. educational materials.
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Key Takeaways & Evidence Grounding
- Fiscal 2026 total revenue decreased by 2.7% to $1,581.9 million from $1,625.5 million in fiscal 2025, driven by a $42.2 million decrease in Education revenues.
- Completed sale-leaseback transactions for the SoHo headquarters and Jefferson City distribution center for $481.0 million in aggregate gross sales price ($452.4 million net proceeds), recording a pre-tax gain of $99.7 million.
- Returned over $285 million to shareholders, including $268.6 million in share repurchases (retiring 7,336,966 shares through open market purchases and a modified Dutch auction tender offer at $40.00 per share), reducing outstanding common share count by 25%.
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10-Q Financial Filing Analysis for Scholastic (2026-09-25)
Scholastic Corporation reported its Q1 FY2027 financial results for the quarter ended August 31, 2026, posting consolidated revenues of $216.8 million, down 3.9% from $225.6 million in the prior-year period. The revenue decline was primarily driven by continued spending pressure across school and district budgets impacting the Education segment (down $9.7 million to $30.4 million) and non-repeating co-edition trade sales, partially offset by a 47.8% revenue expansion in the Entertainment segment to $20.1 million. Operating loss held flat year-over-year at $(92.2) million, reflecting standard summer seasonality in school channels and higher rent expenses from prior sale-leasebacks, balanced by $6.6 million in IEEPA tariff refunds and lower severance costs. Net loss was $(71.2) million, yielding a diluted loss per share of $(3.77), impacted by a reduced share count following ongoing stock repurchases.
8-K Financial Filing Analysis for Scholastic (2026-09-24)
Scholastic Corporation filed a Form 8-K under Item 2.02 to announce its financial results of operations for the fiscal first quarter ended August 31, 2026. The earnings details were furnished via a press release attached as Exhibit 99.1, signed by Executive Vice President and Chief Financial Officer Haji L. Glover.
10-K Financial Filing Analysis for FactSet (2026-10-20)
FactSet Research Systems Inc. reported its fiscal year 2026 financial results (period ended August 31, 2026), generating total revenues of $2,476.3 million, up 6.7% year-over-year from $2,321.7 million in fiscal 2025. Organic Annual Subscription Value (ASV) expanded by 7.0% to $2,568.2 million, driven by demand for data solutions and workstations. Operating income contracted 6.5% to $700.0 million, resulting in an operating margin compression of 390 basis points to 28.3%, weighed down by $46.2 million in restructuring costs, higher variable compensation, and executive onboarding expenses. Net income declined 10.6% to $533.5 million, with diluted EPS decreasing 6.3% to $14.57, cushioned by share buybacks reducing share count. Operating cash flows improved to $822.2 million, yielding free cash flow of $707.5 million, supporting $808.1 million in total capital returns through share repurchases and dividends.
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