John Wiley & Sons Inc. Common Stock

John Wiley & Sons Inc. Common Stock Earnings Recaps

WLY Communication Services 1 recap
Q3 2026 Mar 7, 2026

John Wiley & Sons, Inc. reported a solid performance in Q3 fiscal 2026, demonstrating resilience in research publishing and rapid growth in AI revenue, despite soft market conditions in learning.

Key takeaways
  • Research publishing revenue grew 4% year-over-year, outpacing industry growth, with global output increasing by 11%.
  • AI revenue reached a record $42 million year-to-date, surpassing the previous year's total with a quarter remaining.
  • Adjusted EBITDA increased by 250 basis points, reflecting strong operational discipline and cost management initiatives.
  • Operating cash flow nearly doubled to $103 million, underscoring robust cash generation capabilities.
  • Shareholder returns were prioritized, with repurchases doubling to $70 million year-to-date as part of a $100 million full-year goal.