John Wiley & Sons Inc
F:2F7

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John Wiley & Sons Inc Logo
John Wiley & Sons Inc
F:2F7
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Price: 40.2 EUR 3.08% Market Closed
Market Cap: €2.2B

John Wiley & Sons Inc
Investor Relations

John Wiley & Sons is a publishing company that makes books, journals, digital learning tools, and research platforms. Its core business is serving people who need trusted information for school, work, and professional development, especially in science, medicine, engineering, business, and higher education. It sells directly to readers and institutions, and it also licenses access to its digital content through subscriptions and online platforms. Wiley makes money in a few main ways: selling textbooks and professional books, charging libraries and universities for journal access, and selling digital courses and learning services to schools, companies, and individual learners. A large part of its business comes from recurring access fees rather than one-time book sales, which helps make its revenue model more stable than a traditional publisher’s. What sets Wiley apart is its role as a trusted middleman between authors, researchers, educators, and end users. It does not just print books; it curates and packages expert content, then distributes it in formats that schools, researchers, and professionals can use every day. That makes it a key supplier of specialized knowledge rather than a general consumer publisher.

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Last Earnings Call
Fiscal Period
Q4 2026
Call Date
Jun 16, 2026
AI Summary
Q4 2026

Breakout year: Wiley said fiscal 2026 was a “breakout year,” with record margins, strong cash flow growth and major progress in both research publishing and AI-related businesses.

Revenue mix shift: Total adjusted revenue was flat year over year, but research stayed strong while learning remained a drag; management expects learning to improve in fiscal 2027.

AI momentum: AI revenue grew from $40 million to $49 million, and management said it expects “above $50 million” in the new year, with a bigger share coming from recurring revenue.

Emerald deal: Wiley closed the Emerald Publishing acquisition after quarter-end, calling it a strategic fit that deepens its research scale and AI content advantage and should be modestly accretive in year one.

Margin/cash strength: Adjusted EBITDA margin reached 26.2% for the year and free cash flow rose 55% to $195 million, helped by lower costs and better operating performance.

Capital returns: Wiley returned $174 million to shareholders in fiscal 2026, including a record $100 million of share repurchases, and said it remains open to more buybacks if the stock stays attractive.

Key Financials
Adjusted revenue
Flat year over year, or up 1% including currency
Adjusted EBITDA margin
26.2%
Adjusted operating margin
17.7%
Adjusted EPS
15% growth
Free cash flow
$195 million
Shareholder returns
$174 million
Share repurchases
$100 million
Research revenue
Up 4% for the year
Research submissions
25% growth
Research output
11% growth
AI revenue
$49 million
Recurring AI revenue
$8 million
AI subscription customers
19
Nexus licensing revenue
$19 million
Clinical outcome assessments revenue
$11 million
Emerald revenue
$85 million
Emerald purchase price
$452 million
Emerald cost synergies
$30 million
Emerald pro forma leverage
2.1x
Quarterly revenue
Flat on a constant currency basis
Quarterly adjusted EBITDA margin
33.2%
Quarterly adjusted EPS
22% growth
Quarterly adjusted operating margin
25.3%
Quarterly shareholder returns
$48 million
Quarterly share repurchases
$30 million
Credit facility capacity
$1.6 billion
Net debt ratio
1.4
Other Earnings Calls

Management

Mr. Jesse Caleb Wiley
Non-Executive Chairman
No Bio Available
Mr. Matthew S. Kissner
President, CEO & Employee Director
No Bio Available
Ms. Danielle McMahan
Executive VP & Chief People Officer
No Bio Available
Mr. James Flynn
Executive VP and GM of Research & Learning
No Bio Available
Mr. Christopher F. Caridi
Interim CFO, Senior VP, Chief Accounting Officer & Global Corporate Controller
No Bio Available
Mr. Brian Campbell
Vice President, Investor Relations
No Bio Available
Mr. Josh Jarrett
Senior Vice President of Strategy
No Bio Available

Contacts

Address
NEW JERSEY
Hoboken
111 River St
Contacts
+12017486000.0
www.wiley.com
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