Scholastic Corporation (SCHL)
NASDAQConsumer DiscretionaryPublishingSnapshot 2026-11-05
NASDAQConsumer DiscretionaryPublishingSnapshot 2026-11-05
QuarterlyIQ Insights · SCHL
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
“Our fiscal 2027 priorities remain focused on translating the strategic and operating progress achieved last year to drive further performance gains.
Stated in 2 of 3 supplied quarters. Management reported: “Outlook In fiscal 2027, the Company expects revenue growth of approximately 2% to 4% and Adjusted EBITDA of approximately $135 million to $145 million.” “Outlook The Company affirmed its fiscal 2027 outlook for revenue growth of approximately 2% to 4% and Adjusted EBITDA (a non-GAAP measure, explained in the accompanying tables) of approximately $135 million to $145 million.”
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 1 of the last 3 quarter-over-quarter moves. Historically, Consumer Discretionary names rated weak grew net income 56% of the time over the next year (vs 52% for the rest of the cohort, n=5250).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
““Our fiscal 2027 priorities remain focused on translating the strategic and operating progress achieved last year to drive further performance gains.”
“We remain focused on continued execution of our plan, disciplined cost management and targeted investment in the areas where Scholastic has the greatest opportunity to drive long-term 1 growth, deepe…”
In the first quarter, the Company returned approximately $29.6 million to shareholders through share repurchases and dividends.
Stated in 2 of 3 supplied quarters. Management reported: “In fiscal 2026, the Company returned approximately $288.6 million to shareholders through share repurchases and dividends.” “In the first quarter, the Company returned approximately $29.6 million to shareholders through share repurchases and dividends.”
“In the first quarter, the Company returned approximately $29.6 million to shareholders through share repurchases and dividends.”
“In fiscal 2026, the Company returned approximately $288.6 million to shareholders through share repurchases and dividends.”
In Education, though increased pressure on school and district budgets impacted sales, we continued to make progress aligning the cost structure and advancing the business’s transformation to support…
Stated in 2 of 3 supplied quarters. Management reported: “In Education, though increased pressure on school and district budgets impacted sales, we continued to make progress aligning the cost structure and advancing the business’s transformation to support improved performance and long-term growth.” “In Education, while funding volatility and a challenging supplemental curriculum market continued to pressure results, we made progress repositioning the business around a more focused strategy, improved execution and lower cost structure, with trends improving throughout the year.”
“In Education, though increased pressure on school and district budgets impacted sales, we continued to make progress aligning the cost structure and advancing the business’s transformation to support…”
“In Education, while funding volatility and a challenging supplemental curriculum market continued to pressure results, we made progress repositioning the business around a more focused strategy, impr…”
On a comparable basis, adjusted overhead costs increased $3.9 million, primarily reflecting higher costs related to corporate initiatives and the timing of employee-related expenses.
Stated in 2 of 3 supplied quarters. Management reported: “We remain focused on continued execution of our plan, disciplined cost management and targeted investment in the areas where Scholastic has the greatest opportunity to drive long-term 1 growth, deepen our impact with children, families and educators, and create sustained value for shareholders.”” “On a comparable basis, adjusted overhead costs increased $3.9 million, primarily reflecting higher costs related to corporate initiatives and the timing of employee-related expenses.”
“On a comparable basis, adjusted overhead costs increased $3.9 million, primarily reflecting higher costs related to corporate initiatives and the timing of employee-related expenses.”
“We remain focused on continued execution of our plan, disciplined cost management and targeted investment in the areas where Scholastic has the greatest opportunity to drive long-term 1 growth, deepe…”
Maintain financial flexibility through disciplined leverage targets and capital structure optimization including sale-leaseback transactions.
Over the trailing year it converted 0.92x of net income into operating cash flow.
Not enough signal yet.
Not enough signal to read sensitivity to the US dollar, the broad stock market, long-term interest rates, real (inflation-adjusted) rates, Fed net liquidity (low R² over the window).
13 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Consumer Discretionary names rated neutral grew net income 53% of the time over the next year (vs 54% for the rest of the cohort, n=6802).
Not investment advice. As of 2026-11-05.