NEW YORK TIMES CO — Form 8-K
Filed November 4, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 48/100
What the filing says
The New York Times reported Q3 2026 results with 13.76 million total subscribers (13.22 million digital-only), up 420,000 net digital-only adds QoQ and 1.46 million YoY. Digital-only subscription revenue grew 14.6% YoY to $421.3M; total revenue grew 9.7% to $768.5M. Operating profit increased 16.4% YoY to $121.9M (15.9% margin), with adjusted operating profit up 13.9% to $149.6M (19.5% margin). Diluted EPS rose to $0.60 (+$0.10 YoY); adjusted diluted EPS to $0.68 (+$0.09 YoY). Company maintains $1.26B in cash, no debt, and generated $435.8M free cash flow in first nine months 2026. Repurchased 1.16M shares for $79.1M in Q3.
Why this rating
Solid execution on core subscription growth and margin expansion (80-90 bps YoY), but low absolute leverage vs $9B market cap. Routine quarterly earnings, not transformational.
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