MH McGraw Hill (MH) Q4 FY26 earnings call
McGraw Hill delivered a strong Q4 FY26, exceeding revenue and adjusted EBITDA expectations, driven by robust performance in Higher Education and significant debt reduction. The company is strategically leveraging AI to expand its market and enhance learning solutions, despite facing headwinds in the K-12 segment due to slower adoption cycles in key states. Management is focused on accelerating growth in FY27 and beyond, prioritizing reinvestment, further debt reduction, and selective acquisitions.
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MH operating KPIs by quarter
| KPI | This call Mar 2026 Q4 FY26 | Jun 2026 Q1 FY27 | Change vs prior quarter |
|---|---|---|---|
| AI learning tool users | 7.5M+We now have launched 8 AI learning tools, which serve more than 7.5 million users, and we have 3 additional launches planned this fiscal year.Source: earnings call transcript | 7.5M+over 100 million active curriculum licenses, over 7.5 million users of our AI solutions, and billions of learning interactions.Source: earnings call transcript | — |
| Active licenses | 100M+We have over 100 million active licenses by students and educators of this curriculum.Source: earnings call transcript | 100M+over 100 million active curriculum licenses, over 7.5 million users of our AI solutions, and billions of learning interactions.Source: earnings call transcript | — |
| Remaining performance obligation | $1.7BThe remaining performance obligation was $1.7 billion and will increase in the fiscal second quarter of 2027, reflecting the typical K-12 seasonality.Source: earnings call transcript | $1.5BThe remaining performance obligation was 1.5 billion and is expected to increase sequentially reflecting typical K-12 seasonality.Source: earnings call transcript | -11.8% |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
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