Wiley releases transcript of fiscal 2026 fourth-quarter earnings call

John Wiley & Sons, Inc. Class A

John Wiley & Sons, Inc. Class A

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  • John Wiley & Sons posted its fiscal 2026 fourth-quarter results in an earnings call attended by CEO Matthew S. Kissner, CFO Craig Albright, IR VP Brian Campbell.
  • FY26 adjusted EBITDA margin rose 220 bps to 26.2%; free cash flow jumped 55% to USD 195 million; USD 174 million returned to shareholders.
  • Emerald Publishing acquired for USD 452 million; about USD 85 million revenue, 92% recurring, 37%-38% EBITDA margin; USD 30 million cost synergies targeted by year 3.
  • AI revenue climbed to USD 49 million; recurring AI revenue reached USD 8 million; management expects AI above USD 50 million in FY27 with recurring up 2x-3x.
  • FY27 outlook: organic revenue low-to-mid single digits; adjusted EBITDA margin 26.5%-27.5%; adjusted EPS USD 4.60-5.05; free cash flow USD 205 million.


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