NYSE$WLY

John Wiley & Sons Inc · Q2 2023 earnings

Q2 2023 earnings · · Investor relations

Briefing

Wiley's financial performance was impacted by consumer spending and enrollment headwinds, but core growth areas showed momentum.

Wiley reported a revenue decrease of 3% compared to the prior year, with operating income and EPS also declining. The results were weighed down by difficult market conditions in the Academic & Professional Learning segment. However, the company saw good underlying momentum in core growth areas of Research Publishing, Research Solutions, and Corporate Talent Development.

  • Revenue decreased by 3% compared to the prior year, totaling $515 million.
  • Operating income decreased by 22% compared to the prior year, reaching $57 million.
  • EPS decreased by 31% compared to the prior year, amounting to $0.68.
  • Adjusted EPS was $1.20, a 13% decrease at constant currency.

Headline financials

Total Revenue

$515M

Previous: $533M-3.4%
EPS (adj)

$1.20

Previous: $1.29-7.0%
Adjusted EBITDA Margin

24.0%

Previous: 23.8%+0.8%
Capital Expenditures

-$38.5M

Previous: -$37.7M-2.3%
Free Cash Flow

-$115M

Previous: -$113M-1.3%
Net Income

$38.2M

Previous: $56M-31.8%
Operating Income

$57.4M

Previous: $73.9M-22.3%
Gross Profit

$345M

Previous: $358M-3.8%
Cash & Equivalents

$118M

Previous: $101M+17.4%
Total Assets

$3.13B

Previous: $3.35B-6.5%
Stock-Based Comp

$6.88M

Previous: $6.72M+2.3%

Revenue & EPS history

Wiley · Revenue · Quarterly

$515M

Q2 2023-3.4%vs Q2 2022
Beat estimate in 10 of 15 quarters(67%)
ActualEstimate

Revenue by segment

Wiley · $424M total across 2 segments · Q2 2023

  • Research
    $271M-1.4%
  • Learning
    $153M-13.5%

Forward guidance

Wiley is reducing its revenue growth outlook at constant currency due to consumer spending and enrollment headwinds in Education. Based on leading indicators, Wiley is reaffirming its guidance for Adjusted EBITDA and Free Cash Flow. Adjusted EPS is reaffirmed but trending to the lower end of range mainly due to rising interest expense.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q2 2023

Historical avgQ2 2023

-1.0%

Avg return

Earnings day

+0.6%

Avg return

5 days after

+0.7%

Avg return

30 days after

44%

18 / 41 earnings

Positive

+15.1%

Q3 2025

Best reaction

-17.4%

Q3 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2026+4.1%+7.8%
Q3 2026+13.9%+20.2%+28.2%
Q2 2026-9.4%-18.6%-22.1%
Q1 2026-4.1%+5.2%+0.5%
Q4 2025+0.0%+12.7%+12.4%
Q3 2025+15.1%+23.3%+10.8%
Q2 2025-7.5%-7.1%-13.2%
Q1 2025-9.3%-9.8%+5.6%
Q4 2024+11.4%+9.3%+26.5%
Q3 2024+11.5%+12.8%+15.9%
Q2 2024-0.3%+1.2%+2.3%
Q1 2024+1.5%+2.3%-2.1%
Q4 2023-11.4%-10.8%-5.7%
Q3 2023-17.4%-18.6%-12.8%
Q2 2023-5.2%-7.8%-6.4%
Q1 2023-9.8%+0.8%-19.4%
Q4 2022+0.4%+7.2%+10.5%
Q3 2022-0.7%+3.6%+4.6%
Q2 2022+0.1%+0.3%+1.8%
Q1 2022-1.1%+2.0%-9.1%
Q4 2021-4.9%-12.0%-8.3%
Q3 2021-0.5%+7.5%+8.4%
Q2 2021+13.8%+18.8%+31.4%
Q1 2021+5.1%+3.6%+4.1%
Q4 2020-11.5%-0.3%-12.7%
Q3 2020+5.4%+2.1%-2.2%
Q2 2020+1.8%+2.3%+1.7%
Q1 2020-4.6%-1.3%-3.6%
Q4 2019+5.1%+5.8%+4.0%
Q3 2019-16.4%-13.6%-13.5%
Q2 2019+0.0%-6.0%-10.3%
Q1 2019-11.0%-11.8%-5.1%
Q4 2018+2.8%-1.5%-4.4%
Q3 2018+0.7%+0.0%-0.8%
Q2 2018+2.7%+7.2%+13.1%
Q1 2018-2.7%-2.1%-1.2%
Q4 2017+4.6%+2.3%+1.3%
Q3 2017-1.1%+1.1%+0.6%
Q2 2017+2.7%+3.2%+0.9%
Q1 2017-6.8%-14.4%-12.2%
Q4 2016-6.4%-3.5%+6.8%
Q3 2016
Q2 2016
Q1 2016
Q4 2015
Q3 2015
Q2 2015
Q1 2015
Q4 2014
Q3 2014
Q2 2014
Q1 2014
Q4 2013
Q3 2013
Q2 2013
Q1 2013
Q4 2012
Q2 2012
Q3 2012
Q4 2011
Q1 2012
Q4 2009
Q3 2011
Q3 2010
Q2 2011
Q1 2010
Q2 2010
Q4 2010
Q1 2011

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