NYT · New York Times Co
Price & Indicators
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AI Brief
TL;DR.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Ask ALVIS about this →Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders SellIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
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| Adjusted diluted EPS non-GAAP | $0.69 | Q2 2026 | — |
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| Adjusted operating costs non-GAAP | $607.2M | Q2 2026 | — |
GAAP → non-GAAP reconciliationGAAP Total operating costs 644.44M
-21.12M Depreciation and amortization
-1.17M Severance
-1.14M Multiemployer pension plan withdrawal costs
-4.63M Generative AI Litigation Costs
-9.22M Multiemployer pension plan liability adjustments
= Adjusted operating costs 607.16M
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| Adjusted operating profit ("AOP") non-GAAP | $155.3M | Q2 2026 | — |
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| AOP margin % non-GAAP | 20.4% | Q2 2026 | — |
| Digital-only ARPU | $9.94 | Q2 2026 | — |
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| Digital-only ARPU % change year-over-year | 3.1% | Q2 2026 | — |
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| Digital-only subscribers | 12.8M | Q2 2026 | — |
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| Free cash flow non-GAAP | $623.02M | Last Twelve Months ended June 30, 2026 | +13.2% |
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GAAP → non-GAAP reconciliationGAAP Net cash provided by operating activities 658.26M
-35.25M Capital expenditures
= Free cash flow 623.02M
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| Print subscribers | 550K | Q2 2026 | — |
| Total subscribers | 13.35M | Q2 2026 | — |
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| Total digital-only ARPU | $9.72 | Q4 2025 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Publishing — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
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NYT
this stock
New York Times Co
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$10.53B | -5.0% | -1.6% | 27.2 | 8.4% |
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PSO
Pearson PLC
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$9.67B | +14.4% | — | — | 0.4% |
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WLY
John Wiley & Sons, Inc.
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$2.59B | +69.7% | +4.5% | 12.3 | 8.2% |
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SPGNY
Springer Nature AG & Co. KGaA/ADR
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$2.32B | — | — | — | 0.0% |
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TDAY
USA TODAY Co., Inc.
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$980.74M | +30.7% | +13.7% | — | 13.3% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| NYT | +3.1% | -9.6% | -16.3% | -11.9% | -5.0% |
| SPY | -0.4% | +2.9% | +11.6% | +3.0% | +12.8% |
| vs SPY | +3.6% | -12.5% | -27.9% | -14.9% | -17.8% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.