JOHN WILEY & SONS, INC. (WLY) FY2026 10-K Annual Report

Filed: Jun 24, 2026
Communication Services
Books: Publishing or Publishing & PrintingSEC EDGAR

JOHN WILEY & SONS, INC. (WLY) 10-K annual report for fiscal year 2026, filed with SEC EDGAR on Jun 24, 2026. This page provides AI-powered analysis including business overview, management discussion & analysis (MD&A), risk factors, and key financial data such as revenue, net income, gross margin, operating margin, and return on equity (ROE) extracted from XBRL.

JOHN WILEY & SONS, INC. FY2026 10-K Analysis

Business Overview

  • Core business model: global digital publishing and learning services focused on scientific research, academic, and professional content with 85% revenue from digital products
  • AI-driven content licensing for corporate R&D and AI model training emphasized as new growth engine in Research Solutions segment
  • Strategic shift towards expanding Journal Subscriptions, Transformational Agreements, and Open Access publishing to capture growing peer-reviewed research demand
  • Employee count approximately 4,500 worldwide as of April 30, 2026, supporting global operations primarily in US and UK
  • Commitment to net-zero emissions by 2040 with science-based targets validated by SBTi and expanded investments in digital and sustainable publishing innovations

Management Discussion & Analysis

  • Revenue $1,676.5M, flat YoY; Research segment up 5% to $1,129.9M; Learning segment down 7% to $546.6M
  • Operating income $276.9M, +25% YoY; Adjusted operating income $296.2M, +18%; Adjusted EBITDA $439.6M, +10%
  • Best segment: Research with 8% constant currency Adjusted EBITDA growth, margin 33.2% vs 32.1%; Worst: Learning revenue down 7%, Adjusted EBITDA down 6%
  • Operating cash flow $260.5M, +$57.9M; Free cash flow less product dev $195.3M, +$69.5M; $100M share repurchased; dividends $1.42/share annualized
  • Management highlights AI licensing growth (AI revenue $49.1M vs $40M prior); new Emerald Publishing acquisition for $452M post fiscal year; ongoing restructuring for $120M annualized cost savings; expects further restructuring charges in FY27

Risk Factors

  • Regulatory risk from EU AI Act effective Aug 2026, imposes significant compliance burdens on AI system providers/deployers
  • Geopolitical exposure in China: 31% of 2025 research articles include China-based authors, risking impact from IP export restrictions
  • Operational risk from legacy global Learning business platform with limited order management support, risking order processing disruptions
  • Competitive threat from AI technologies causing product cannibalization and market disruption in publishing industry
  • Financial concentration risk: 19% of revenue via journal subscription agents, with one agent max 10%, exposing cash flow to agent liquidity

JOHN WILEY & SONS, INC. FY2026 Key Financial Metrics
XBRL

Revenue

$1.7B

-0.1% YoY

Net Income

$222M

+163.3% YoY

Operating Margin

16.5%

+332bp YoY

Net Margin

13.2%

+820bp YoY

ROE

26.1%

+1494bp YoY

Total Assets

$2.6B

-3.7% YoY

EPS (Diluted)

$4.16

+171.9% YoY

Operating Cash Flow

$261M

+28.6% YoY

Source: XBRL data from JOHN WILEY & SONS, INC. FY2026 10-K filing on SEC EDGAR. All figures in USD.

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