Educational Development
Publishes children's books and learning products through PaperPie direct sales and trade retail.
Something off on this page? Send us feedback.
Profile
Sells children's books, educational toys and learning tools through its PaperPie brand-partner network and a wholesale publishing channel. The direct-selling operation brings the same portfolio to homes, schools and events, while Publishing serves retail accounts.
Operates PaperPie, a commissioned direct-selling network where independent brand partners sell Usborne children's books alongside Kane Miller titles, Learning Wrap-Ups and SmartLab Toys through e-commerce storefronts, social and in-person parties, book fairs, fundraisers and community events.
Supplies Kane Miller books, Learning Wrap-Ups and SmartLab Toys through the Publishing trade operation to bookstores, specialty toy and gift shops, distributors and other retailers. The United States is the commercial center, although selected product lines have foreign sales.
Relies on recruiting and retaining brand partners, a catalog of physical learning products, and product availability from Usborne and other suppliers. Usborne's distribution agreement governs the direct-sales relationship and includes purchase obligations, while printing and replenishment have multi-month lead times.
Company facts
Key statistics
Year to date +0.7% · Average volume (30d) 140.8K
Analysts
No analyst consensus on record.
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Jul 9, 2026Q1 FY27 | $0.41 | −$0.16 | −139.0% | $53.1M | $4.5M | −91.5% | −3.18% |
| Jan 13, 2026Q3 FY26 | — | −$0.22 | — | — | $7.0M | — | 0.00% |
| Oct 9, 2025Q2 FY26 | — | −$0.15 | — | — | $4.6M | — | −9.94% |
| Jul 7, 2025Q1 FY26 | — | −$0.13 | — | — | $7.1M | — | −3.70% |
Financial highlights
| 12 quarters | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | Q4 FY26 | Q1 FY27 | |
|---|---|---|---|---|---|---|---|
| Revenue | $6.6M | $7.1M | $4.6M | $7.0M | $3.1M | $4.5M | |
| Gross profit | $4.0M | $4.1M | $2.7M | $4.3M | $2.5M | $2.8M | |
| Operating income | −$1.4M | −$1.6M | −$1.8M | −$1.5M | $4.1M | $73.9K | |
| Net income | −$1.3M | −$1.1M | −$1.3M | $7.8M | −$2.1M | −$1.4M | |
| Diluted EPS | −$0.16 | −$0.13 | −$0.15 | $0.91 | −$0.25 | −$0.16 | |
| Gross margin | 60.5% | 58.2% | 58.2% | 61.5% | 80.2% | 62.2% | |
| Operating margin | -21.1% | -22.0% | -39.5% | -21.5% | 133.3% | 1.6% |
Fiscal years (4-quarter sums)FY22 $142.2M · FY23 $87.8M · FY24 $51.0M · FY25 $34.2M · FY26 $21.8M
Revenue by product · Q1 FY27
Balance sheet, May 31, 2026Cash & short-term investments $1.7M · Total debt $6.7M · Total assets $52.9M · Shareholders' equity $41.4M
Dividends
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Feb 18, 2022 | Feb 22 | Mar 10 | $0.10 | |
| Nov 17, 2021 | Nov 18 | Dec 9 | $0.10 |
Ownership
Shares outstanding 8.52M · Float 6.39M · 74.9% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| Needham Investment Management LLC | 800.0K | 9.38% | 13F | May 15, 2026 |
| Craig M. White · director, officer: CHIEF EXECUTIVE OFFICER | 633.8K | 7.43% | Form 4 | Nov 18, 2025 |
| Ameriprise Financial Inc | 520.3K | 6.10% | 13F | Jul 17, 2026 |
| Renaissance Technologies LLC | 196.8K | 2.31% | 13F | May 14, 2026 |
| Heather N. Cobb · officer: CHIEF SALES & MKTG OFFICER | 160.4K | 1.88% | Form 4 | Nov 18, 2025 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Nov 14, 2025 | Heather N. Cobb | officer: CHIEF SALES & MKTG OFFICER | +18,158 | |
| Nov 14, 2025 | Keefe Daniel E. O. | officer: CHIEF FINANCIAL OFFICER | +9,407 | |
| Nov 14, 2025 | Craig M. White | director, officer: CHIEF EXECUTIVE OFFICER | +33,029 | |
| Oct 15, 2025 | Amy Emerson | director | +4,000 | $1.26 |
| Oct 15, 2025 | Kara Gae Neal | director | +4,000 | $1.26 |
Peers
- Scholastic
School book fairs and children's reading products.
- Amazon
Online retail discovery for children's books and learning kits.
- News Corp Class A
Children's trade publishing and bookstore shelf space.
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Educational Development | $1.36 | 0.00% | $11.7M | 3.9 | 1.1 | 0.6 | −36.2% |
| Scholastic | $38.63 | −0.85% | $734.9M | 16.6 | 22.6 | 0.5 | −6.3% |
| Amazon | $266.10 | −0.11% | $2.87T | 21.4 | 28.5 | 3.7 | +19.6% |
| News Corp Class A | $30.65 | −1.00% | $17.38B | 30.1 | 23.0 | 2.1 | +10.8% |
| Median | 21.4 | 23.0 | 2.1 | +10.8% |