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Apr 30, 2025
Wiley Q4 2025 Earnings Report
Wiley posted solid Q4 2025 results with net income surging and adjusted EPS exceeding expectations.
Key Takeaways
Wiley maintained stable revenue while expanding margins in Q4 2025, driven by research publishing growth, AI licensing deals, and restructuring savings.
Adjusted EPS rose 14% to $1.37, beating expectations
Research segment grew revenue by 4% with improved EBITDA margin
Learning revenue declined due to prior-year AI licensing comp
Operating margin expanded by 260bps driven by cost efficiencies
Revenue by Segment
Forward Guidance
Wiley anticipates steady growth for FY26 with higher free cash flow and EBITDA margins, though prior year AI revenue and market softness may weigh on comparisons.
Positive Outlook
- Adjusted revenue expected to grow low to mid-single digits
- EBITDA margin raised to 25.5%-26.5%
- Adjusted EPS expected to rise to $3.90-$4.35
- Free cash flow projected around $200 million
- Growth expected in Research publishing and Academic learning
Challenges Ahead
- Tough comparison from large AI licensing agreements in FY25
- Professional learning impacted by retail channel softness
- Enterprise modernization increases baseline costs
- Valuation allowances on tax assets reduce net gains
Historical Earnings Impact
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Avg. Return Before/After Earnings
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