Pulling SEC filings + quote and writing the call…

SCHOLASTIC CORP
Next earnings Jul 16, 2026 · consensus $2.23 EPS, $527M rev
Last earnings +2.5% on 2026-03-19
Cheap legacy children's publisher trading at 0.8x sales, but margins are razor-thin and earnings have collapsed to a small loss.
Price / Sales 0.8x · FY2025
Scholastic is the world's largest publisher and distributor of children's books, with a defensible franchise built on its proprietary school-based Book Clubs and Book Fairs channels (~$2.3M sq ft of warehouse footprint dedicated to Fairs alone). The valuation is genuinely undemanding — a $1.34B market cap on $1.63B in FY2025 revenue (P/S 0.8) for a company that still generated $124M of operating cash flow and returned $92.6M to shareholders via buybacks ($70M) and dividends ($22.6M). That capital return alone is ~7% of the market cap, which puts a floor under the stock.
| Line item | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | $1.30B | $1.64B | $1.70B | $1.59B | $1.63B |
| Gross profit | — | — | — | — | — |
| Operating income | -$22.7M | $97.4M | $106M | $14.5M | $15.8M |
| Net income | -$11.0M | $80.9M | $86.3M | $12.1M | -$1.90M |
| Diluted EPS | -$0.32 | $2.27 | $2.49 | $0.40 | -$0.07 |
| Net margin | -0.8% | 4.9% | 5.1% | 0.8% | -0.1% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
Q3 FY26 10-Q; thin operating margins continue, debt at $250M
Other event disclosure alongside earnings, likely related supplemental info
Other event disclosure alongside earnings, likely related supplemental info
Officer/director change disclosed; governance update post-earnings
Q2 FY26 10-Q reflects acquisition impact and rising current liabilities
Q2 FY26 earnings release; pressures on margins persist from FY25 weakness
Q2 FY26 earnings release; pressures on margins persist from FY25 weakness
Signed material agreement + acquisition with new debt facility
Q1 FY26 10-Q; seasonal loss period, no major surprises
Sources: SEC EDGAR (CIK 0000866729, latest 10-Q filed 2026-03-20) · EODHD · analysis by claude-code · as of 6/25/2026, 3:01:18 PM.
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| 2026-05-07 | Peter Warwick PRESIDENT & CEO | Exercise | 2.11K @ $38.56 | $81.4K |
| 2026-05-07 | Peter Warwick PRESIDENT & CEO | Tax | 2.03K @ $40.07 | $81.5K |
| 2026-03-25 | Hukkanen Paul SVP, CHIEF ACCT OFF | Exercise | 10.0K @ $21.03 | $210K |
| 2026-03-25 | Hukkanen Paul SVP, CHIEF ACCT OFF | Sell | 10.0K @ $39.40 | $394K |
| 2026-01-22 | Glover Haji EVP & CHIEF FINANCIAL OFFICER | Tax | 422.00 @ $34.78 | $14.7K |
| 2025-10-01 | Quinton Sasha EVP, PRES SCHL READING EVENTS | Tax | 1.49K @ $27.69 | $41.3K |
| 2025-10-01 | Lucchese Iole EVP & CHIEF STRATEGY OFFICER | Tax | 2.98K @ $27.69 | $82.5K |
| 2025-10-01 | Lick Chris EVP, GENERAL COUNSEL | Tax | 176.00 @ $27.69 | $4.87K |
| 2025-10-01 | Hukkanen Paul SVP, CHIEF ACCT OFF | Tax | 399.00 @ $27.69 | $11.0K |
| 2025-10-01 | Glover Haji EVP & CHIEF FINANCIAL OFFICER | Tax | 1.17K @ $27.69 | $32.4K |
Source: EODHD. Yield = trailing-12-month dividends ÷ price.
Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.
1044 tracked peers · median
Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.