Post-earnings recap
Reported
Thu, Aug 13, 2026
EPS actual
$0.59
EPS est.
$0.47
EPS surprise
+24.21%
1-day move
+16.98%
—
Est. EPS
—
Est. Rev
—
Impl. Move
±3.8%
McGraw Hill's strong EPS performance and stock surge of nearly 17% reflect investor optimism about the company's growth potential. The increase in recurring revenue and the expansion of digital offerings indicate a positive trajectory. The approval of math programs in Florida and the launch of new educational tools suggest that McGraw Hill is well-positioned for future growth in the education sector.
| Metric | Actual | Expected | Surprise |
|---|---|---|---|
| EPS | $0.59 | N/A | +24.21% |
| Revenue | $550 million | N/A | N/A |
| Recurring Revenue Growth | 9.8% | N/A | N/A |
| Adjusted EBITDA Margin | 37.7% | N/A | N/A |
Management expressed confidence in the company's growth, highlighting the increase in recurring revenue and the successful launch of new educational tools. They noted the positive impact of state mandates on curriculum adoption.
McGraw Hill has over 100 million active curriculum licenses.
The company is launching a dyslexia screening tool in collaboration with Stanford University.
Florida approved McGraw Hill's math programs ahead of the fiscal year 2028 adoption cycle.