Scholastic Corporation (SCHL) Releases Q2 2026 Earnings: EPS Beat on Modest Revenue Growth; Weak Operating Cash Flow

Scholastic Corporation (SCHL) — Q2 2026 results

Scholastic reported quarterly revenue below Street expectations while delivering an earnings beat; the company showed modest top-line growth alongside stronger profitability metrics year-over-year.

Revenue: $551.1 million, up 1.2% year-over-year (estimate: $567.9 million).

Gross profit: $325.5 million, up 3.0% year-over-year; cost of sales: $225.6 million, down 1.3% year-over-year.

Operating profit: $82.9 million, up 11.0% year-over-year.

Net income attributable to common shareholders: $55.9 million, up 14.6% year-over-year.

Diluted earnings per share: $2.17, up 26.9% year-over-year (consensus estimate: $2.11; beat by $0.06).

Cash flow and balance sheet highlights show weaker cash generation and a smaller cash reserve versus a year ago.

Cash from operating activities: -$81.8 million, down 214.9% year-over-year.

Purchases of property, plant and equipment: -$10.0 million, down 8.3% year-over-year.

Cash and cash equivalents: $94.3 million, down 32.5% year-over-year.

Total liabilities: $1.08 billion, up 2.5% year-over-year.

Bottom line: Scholastic (SCHL) delivered a clear EPS beat on modest revenue growth, improved margins and higher profitability, but the drop in operating cash flow and lower cash balances are notable items for investors to monitor.

Scholastic Corporation Hedge Fund Activity

We have seen 95 institutional investors add shares of Scholastic Corporation stock to their portfolio, and 102 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

ALLIANCEBERNSTEIN L.P. added 1,040,880 shares (+879.3%) to their portfolio in Q3 2025, for an estimated $28,499,294
VERITION FUND MANAGEMENT LLC added 266,176 shares (+inf%) to their portfolio in Q3 2025, for an estimated $7,287,898
D. E. SHAW & CO., INC. removed 255,808 shares (-63.5%) from their portfolio in Q3 2025, for an estimated $7,004,023
BLACKROCK, INC. removed 237,452 shares (-6.7%) from their portfolio in Q3 2025, for an estimated $6,501,435
CASTLEKNIGHT MANAGEMENT LP added 203,300 shares (+inf%) to their portfolio in Q3 2025, for an estimated $5,566,354
AZARIAS CAPITAL MANAGEMENT, L.P. removed 194,276 shares (-53.8%) from their portfolio in Q3 2025, for an estimated $5,319,276
BRANDES INVESTMENT PARTNERS, LP added 165,130 shares (+170.0%) to their portfolio in Q3 2025, for an estimated $4,521,259

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

Scholastic Corporation Government Contracts

We have seen $79,687 of award payments to $SCHL over the last year.

Here are some of the awards which we have have seen pay out the most over the last year:

SCHOLASTIC COACHING & READY4READING: $32,293
THE REQUIREMENT IS TO PROVIDE ENTERPRISE-WIDE ACCESS VIA IP-AUTHENTICATION TO BOOKFLIX FROM SCHOLASTIC AT A...: $24,999
CLASSROOM MAGAZINES FOR TCBS K-8: $22,395

To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.

Scholastic Corporation Analyst Ratings

Wall Street analysts have issued reports on $SCHL in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

B. Riley Securities issued a "Buy" rating on 09/03/2025

To track analyst ratings and price targets for Scholastic Corporation, check out Quiver Quantitative's $SCHL forecast page.