McGraw Hill, Inc. — Form 8-K
Filed August 13, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 52/100
What the filing says
McGraw Hill reported fiscal first-quarter 2027 revenue of $549.9 million (up 2.6% YoY), with re-occurring revenue of $425.6 million (up 9.8% YoY) representing 77% of total revenue. Digital revenue grew 8.8% YoY to $353.5 million. GAAP net income surged to $57.9 million from $0.5 million YoY; Adjusted EBITDA reached $207.0 million (37.7% margin, up 192 bps). The company reaffirmed full-year guidance: revenue $2,115–$2,175 million, Adjusted EBITDA $750–$790 million. RPO stood at $1,522.2 million. Moody's upgraded the company's credit rating in July 2026, and net leverage was 3.2x.
Why this rating
Solid operational beats—revenue, margins, net income all exceeded expectations. AI initiatives gaining traction. However, company scale ($318M market cap) means ~$550M quarterly revenue is substantial relative to valuation, but reaffirmed guidance suggests management confidence. Growth modest (2.6% top-line) despite margin expansion. Not transformational but materially positive.
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