Scholastic Corporation
SCHL
$28.41 0.64%
Exchange: NASDAQ | Sector: Communication Services | Industry: Publishing
Q2 2025
Published: Dec 20, 2024

Earnings Highlights

  • Revenue of $544.60M down 3.2% year-over-year
  • EPS of $1.71 decreased by 30.8% from previous year
  • Gross margin of 58.0%
  • Net income of 48.80M
  • "“intangible impairments that we have -- not impairments, the intangibles that we have in the business, that actually impacted the quarter by at least 2 -- I think it was like $2.3 million, which is part of the buy of the deal. And then also we have production expenses as well.”" - Haji Glover
SCHL
Company SCHL

Executive Summary

Scholastic’s QQ2 2025 results reflect a mixed but constructive positioning as the company navigates timing-driven publishing schedules and ongoing investments in growth initiatives. Revenue totaled $544.6 million, down 3% year-over-year primarily due to timing factors in Trade Publishing and School Reading events, yet delivery improved meaningfully quarter-over-quarter after a lighter prior-year comparator, underscoring the second-half cadence supported by key releases and fair-value initiatives. Gross margin remained strong at 58.0%, with an operating margin of 13.7% and EBITDA of $94.4 million (margin ~17.3%), delivering a net income of $48.8 million and diluted EPS of $1.71–$1.73. The quarter featured a meaningful contribution from Scholastic Entertainment post 9 Story acquisition, a substantial uplift in Book Fairs activity, and ongoing progress in Education Solutions with two new digital literacy programs in final development for 2025–26. Management reaffirmed fiscal 2025 guidance, signaling a disciplined path to growth through cost actions, balance-sheet strength, and selective capital deployment. The company also outlined strategic priorities—expanding direct-to-consumer channels, strengthening state and community partnerships, and accelerating IP-driven content across book and screen—to build durable franchises. Overall, the QQ2 performance supports a constructive investment narrative anchored in content-driven growth, monetization of new platforms (YouTube and digital distribution), and leverageable synergies from the 9 Story integration, with a cautious but favorable view on the trajectory into 2025–26.

Key Performance Indicators

Revenue
Decreasing
544.60M
QoQ: 129.60% | YoY: -3.20%
Gross Profit
Decreasing
316.00M
58.02% margin
QoQ: 190.17% | YoY: -3.81%
Operating Income
Decreasing
74.70M
QoQ: 184.41% | YoY: -26.26%
Net Income
Decreasing
48.80M
QoQ: 178.08% | YoY: -36.54%
EPS
Decreasing
1.73
QoQ: 178.28% | YoY: -30.80%

Revenue Trend

Margin Analysis

Historical Earnings Comparison

PeriodRevenue ($M)EPS ($)YoY GrowthReport
Q1 2026 225.60 -2.83 -52.5% View
Q3 2025 335.40 -0.13 +3.6% View
Q2 2025 544.60 1.71 -3.2% View
Q1 2025 237.20 -2.21 +3.8% View
Q4 2024 474.90 1.23 -10.1% View