Positive context积极背景
Stocks股票 / Comm. Services / WLY
John Wiley & Sons · Comm. Services
WLY US listed · USD美股 · 美元
Comm. Services
S&P 600标普600小盘Russell 2000罗素2000
Rate-sensitive利率敏感
$47.55
-$1.06 · -2.18%
52w low52周低 $28.05high高 $56.80
Hold off — timing against you暂缓 — 时机不利
Downtrend — stand aside until a new cycle low forms and confirms.下跌趋势——观望，直至新的周期低点形成并确认。
As of 2026-09-29截至 2026-09-29
Company intelligence公司情报
The latest call, in context把最新财报放回历史脉络
A synthesized event record across management commentary and recorded metrics. Read as context; verify exact wording in the transcript before relying.综合管理层表述与记录指标形成事件档案。仅供参考；使用前请在电话会原文中核对准确措辞。
Live company record实时公司记录
JavaScript loads the source-bounded event record here. Open Terminal if the live module does not start.JavaScript 会在此加载受来源约束的事件记录。如实时模块未启动，请打开终端。
Continue with full transcript history继续查看完整电话会历史 ↗Pressure context压力背景
History mode历史模式
Context only仅供参考 · not a signal or recommendation不构成信号或建议
Narrative claims may await line-level citation; verify in the transcript.叙述性内容可能仍待逐行引用，请在电话会原文中核对。
Price chart价格图表
daily · interactive日线 · 可交互
Open in Terminal打开终端 ↗
Loading chart…图表加载中…
The interactive chart could not load here.互动图表暂时无法在此加载。
Open the live chart in Terminal在终端中打开实时图表 ↗
Candles, volume and moving averages — pan and zoom inside the chart.蜡烛图、成交量与均线 — 图内可缩放拖动。
MMastermind Terminal — live & interactiveMastermind 终端 — 实时互动 ↗
Technicals技术面
daily bars日线数据 · 2026-09-29
Momentum (RSI 14)动量（RSI 14）
42
Neutral zone中性区域
vs 50-day average相对50日均线
-6.5% below下方
Below trend跌破趋势
vs 200-day average相对200日均线
+16.7% above上方
Long trend up长期向上
Volatility波动率
41th percentile第41百分位
These readings feed the stance at the top — one source per number, refreshed nightly.以上读数构成页首的引擎立场 — 每个数字只有一个来源，每晚更新。
Earnings财务业绩
Estimates being raised — 1 analysts预期上调 — 1 位分析师
Beat expectations 2 quarters in a row连续 2 季度超预期
Post-earnings drift: +11.3% (20d)财报后漂移：+11.3%（20日）
EPS surprise vs consensus, last quarters每股收益相对预期的超预期幅度（近几个季度） · average平均 7.0%
Financials财务数据
fiscal years财年Revenue营业收入
$1.7B2026
20212026
5-yr growth5年复合增速 -2.9%
Earnings per share每股收益
$4.162026
20212026
5-yr growth5年复合增速 9.6%
Free cash flow自由现金流
$209.4M2026
20212026
Operating margin营业利润率
16.5%
Net margin净利率
13.2%
FCF margin自由现金流利润率
15.5%
Balance-sheet quality财务体质 7/8
Return on equity股本回报率 30%
Clean稳健
Leverage杠杆
Net debt / EBITDA净债务/EBITDA1.45
Current ratio流动比率0.54
Debt coming due到期债务
SEC filingsSEC 文件Debt schedule not loaded yet.到期债务尚未加载。
This panel is still catching up to the SEC filings for this listing. Check back soon — nothing is being estimated in its place.本面板仍在同步该证券的 SEC 文件，请稍后再查看；此处不作任何估算替代。
A cash-flow scenario is unavailable until the filing inputs are verified.报告数据核实前，现金流情景暂不可用。
Capital-need coverage is not available for this issuer yet.该发行人的资本需求覆盖信息暂不可用。
Reported facts remain separate from the cash-flow scenario until identity and filing provenance are confirmed.在确认身份与报告来源之前，已披露事实与现金流情景保持分离。
Research context only — reported figures from SEC filings, not a rating, a signal or investment advice.仅供研究参考 — 数据摘自 SEC 文件披露口径，不构成评级、信号或投资建议。
Why is it moving为何波动
6 checks · nightly六项检查 · 每晚
Macro宏观
Rate risk runs through its market / growth beta, not a distinct duration leg.其利率风险通过市场／成长beta体现，并无独立的久期暴露。
Positioning持仓
Quiet — no confirmed driver平静 — 无明确驱动
Technical技术面
DOWNTREND → UNCONFIRMED TURN下跌趋势 → 未确认转向
Signal history信号历史
engine events引擎事件
UNCONFIRMED TURN → DOWNTREND未确认转向 → 下跌趋势
AVOID. Failed cycle — price broke below the low that started this cycle, which historically means the larger trend is rolling over (~80% of cases)回避。失败周期——价格跌破了启动本周期的低点，历史上这通常意味着更大的趋势正在掉头向下（约 80% 的情形）
Sep 24, 2026
DOWNTREND → UNCONFIRMED TURN下跌趋势 → 未确认转向
HIGH-RISK · NIMBLE ONLY高风险 · 仅限灵活操作
Sep 18, 2026
UNCONFIRMED TURN → DOWNTREND未确认转向 → 下跌趋势
AVOID回避
Sep 15, 2026
DOWNTREND → UNCONFIRMED TURN下跌趋势 → 未确认转向
HIGH-RISK · NIMBLE ONLY高风险 · 仅限灵活操作
Sep 15, 2026
WLY StochRSI turned up from oversoldWLY StochRSI自超卖区上行
StochRSI popped back above 20 — the earliest oscillator heads-up that downside momentum is easing. $49.33.StochRSI重回20上方 — 下行动量趋缓的最早预警。$49.33。
Sep 4, 2026
BOTTOMING → DOWNTREND筑底中 → 下跌趋势
AVOID回避
Sep 4, 2026
WLY weekly MACD crossed downWLY 周线MACD下穿
The weekly MACD histogram turned negative — the slower, less-whippy momentum read.周线MACD柱状图转负 — 更慢、更少来回的动量信号。
Sep 1, 2026
WLY daily MACD crossed downWLY 日线MACD下穿
The daily MACD histogram turned negative — fast and noisy, context rather than a standalone trigger. $52.39.日线MACD柱状图转负 — 快速且嘈杂，仅作背景。$52.39。
Aug 27, 2026
WLY took relative-strength leadershipWLY 取得相对强弱领先
Relative strength vs SPY crossed above the 90th percentile of the last 90 days — leadership tends to persist. $54.04.相对标普500的强弱上穿近90日的第90百分位 — 领先往往延续。$54.04。
Aug 26, 2026
UNCONFIRMED TURN → BOTTOMING未确认转向 → 筑底中
BUY SETUP买入预备
Showing the last 15 of显示最近15条，共 286 signals条信号
Company profile公司档案
Style DNA — how it trades vs the market风格基因 — 相对市场的交易特征
Quality质量
Below market低于市场
Investment资本投入
Above market高于市场
Low volatility低波动
Below market低于市场
Low market beta低市场敏感度
Above market高于市场
Earnings quality盈利质量
Above market高于市场
Short interest空头兴趣
Below market低于市场
The whole US universe — S&P 1500 and Russell 2000 — read nightly.覆盖标普1500与罗素2000全部成分股 — 每晚更新解读。
Signals, options positioning, smart-money moves and factor DNA — the same engine that wrote this page covers 2,700+ US stocks.信号、期权持仓、聪明钱动向与因子基因 — 撰写本页的引擎覆盖2700多只美股。
Statistics — full detail统计数据 — 完整明细
Relative strength相对强度
vs market, 1 month相对大盘（1个月）
70/100 — stronger than most强于多数
vs market, 3 months相对大盘（3个月）
59/100 — middle of the pack居中
vs market, 6 months相对大盘（6个月）
74/100 — stronger than most强于多数
vs market, 12 months相对大盘（12个月）
65/100 — middle of the pack居中
Rank in sector行业内排名
#6 / 54
0–100 percentile of total return vs all covered stocks.总回报在全部覆盖股票中的百分位（0–100）。
Price history价格历史
| Period周期 | This stock本股 | S&P 500标普500 |
|---|---|---|
| 1 Week近1周 | -1.1% | +1.3% |
| 1 Month近1月 | -10.5% | +0.9% |
| 3 Months近3月 | -0.7% | +6.1% |
| 6 Months近6月 | +27.6% | +22.3% |
| Year to date年初至今 | +62.7% | +13.8% |
| 1 Year近1年 | +23.5% | +18.5% |
| 3 Years近3年 | +43.1% | +87.8% |
Trading information交易信息
Beta vs market贝塔
0.11
Volatility rank波动率分位
41th pctile
Off 52-week high距52周高点
-14.7%
Research context only — refreshed nightly. Not investment advice.仅供研究参考 — 每晚更新，不构成投资建议。
Financials — full detail财务数据 — 完整明细
Multi-year record多年财务记录
| 20212021 | 20222022 | 20232023 | 20242024 | 20252025 | 20262026 | |
|---|---|---|---|---|---|---|
| Revenue营业收入 | $1.9B | $2.1B | $2.0B | $1.9B | $1.7B | $1.7B |
| EPS每股收益 | $2.63 | $2.62 | $0.31 | $-3.65 | $1.53 | $4.16 |
| Free cash flow自由现金流 | $283M | $250M | $196M | $132M | $141M | $209M |
| Gross margin毛利率 | 67.8% | 66.4% | 65.7% | 69.0% | 74.3% | 74.3% |
| Net margin净利率 | 7.6% | 7.1% | 0.9% | -10.7% | 5.0% | 13.2% |
| FCF margin自由现金流利润率 | 14.6% | 12.0% | 9.7% | 7.0% | 8.4% | 12.5% |
Latest fiscal year最近财年
Revenue (FY)营业收入（财年）
$1.7B
Net income净利润
$222M
Operating cash flow经营现金流
$261M
Total assets总资产
$2.6B
Shareholder equity股东权益
$750M
Long-term debt长期负债
$796M
Dividends paid股息支出
$74M
Buybacks股票回购
$100M
Returns & growth回报与增长
Return on equity股本回报率
29.5%
Return on assets资产回报率
8.7%
Debt / assets负债/资产
31.1%
Profit growth利润增速
+163.2%
Asset growth资产增速
-1.5%
Accounting quality checks会计质量检查
- Earnings quality: accruals trending up over 6 fiscal years — earnings increasingly not cash-backed盈利质量：应计利润在 6 个财年间走高——盈利的现金支撑减弱
- Working capital: working capital roughly in line with sales营运资本：营运资本与销售大致同步
- Pricing power: gross margin +6.5pts over 6 years定价能力：毛利率 6 年上升 6.5 个百分点
- Capital discipline: disciplined growth, returning cash资本纪律：增长克制、回报股东
- Balance sheet: leverage unremarkable资产负债表：杠杆水平一般
Research context only — refreshed nightly. Not investment advice.仅供研究参考 — 每晚更新，不构成投资建议。
Technicals — full detail技术面 — 完整明细
Indicator readings指标读数
RSI (14-day)RSI（14日）
42
RSI (2-day)RSI（2日）
34
vs 20-day average相对20日均线
-3.2%
vs 50-day average相对50日均线
-6.5%
vs 200-day average相对200日均线
+16.7%
Golden cross (50>200)金叉（50>200）
in effect生效中
MACDMACD
below signal位于信号线下方
Timeframe alignment多周期共振
Daily日线
momentum down — turning up soon动能向下——接近转强
3-day3日线
momentum down动能向下
Weekly周线
momentum down动能向下
When daily through monthly point the same way, moves carry further.当日线到月线方向一致时，行情往往更有延续性。
Volatility regime波动状态
Range width percentile波幅宽度分位
71/100
Research context only — refreshed nightly. Not investment advice.仅供研究参考 — 每晚更新，不构成投资建议。
Earnings — full detail财务业绩 — 完整明细
Surprise history超预期历史
| Quarter季度 | Reported实际 | Expected预期 | Surprise超预期 |
|---|---|---|---|
| Apr 2026 | $1.67 | $1.65 | +1.2% |
| Jan 2026 | $0.97 | $0.86 | +12.8% |
Estimate revisions预期修正
Analysts covering覆盖分析师
1
Estimate direction预期调整方向
mostly raising多数上调
Estimate change, 90 days预期变化（90天）
+3.9%
Net upgrades, 30 days净上调（30天）
+1
Research context only — refreshed nightly. Not investment advice.仅供研究参考 — 每晚更新，不构成投资建议。
Ownership — full detail持仓 — 完整明细
Insiders & shorts内部人与空头
Days to cover回补天数
6.2
Short interest change空头变化
+1.3%
Research context only — refreshed nightly. Not investment advice.仅供研究参考 — 每晚更新，不构成投资建议。
Seasonality — full detail季节性 — 完整明细
Strongest month最强月份
Mar · 100%
Weakest month最弱月份
Feb · 0%
Month by month逐月统计
| Month月份 | Closed higher收涨占比 | Median move中位涨跌 | Years年数 |
|---|---|---|---|
| Jan1月 | 67% | +2.3% | 3 |
| Feb2月 | 0% | -1.2% | 3 |
| Mar3月 | 100% | +14.2% | 3 |
| Apr4月 | 33% | -0.3% | 3 |
| May5月 | 33% | -2.8% | 3 |
| Jun6月 | 100% | +14.0% | 3 |
| Jul7月 | 67% | +8.9% | 3 |
| Aug8月 | 100% | +2.7% | 4 |
| Sep9月 | 75% | +0.2% | 4 |
| Oct10月 | 33% | -8.1% | 3 |
| Nov11月 | 67% | 0.0% | 3 |
| Dec12月 | 33% | -15.1% | 3 |
History is a tendency, not a promise — small samples wobble.历史规律只是倾向而非保证 — 样本少时波动大。
Research context only — refreshed nightly. Not investment advice.仅供研究参考 — 每晚更新，不构成投资建议。