Jun 2026 (Q2 FY26) — Aug 5, 2026
The New York Times Company Q2 FY26 — Strong Digital Growth and Strategic Video Investment
Read the full callNew York Times earnings: last reported Wed, 5 Aug 2026, for the quarter ended Jun 2026.
Reported
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 762 | +11.2% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | 15.5 | −0.1 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | 93.4 | +12.6% YoY | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
Price
1Y: $56.19 on 17 Oct 2025 → $68.07. High $85.86 (7 Apr 2026), low $56.07 (20 Oct 2025).
Overview
Call summaries
The New York Times Company Q2 FY26 — Strong Digital Growth and Strategic Video Investment
Read the full callEvery analysed call
Financials
Net profit, year on year: +13% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 640 | 727 | 636 | 686 | 701 | 802 | 712 | 762 |
| Expenses | 563 | 580 | 577 | 579 | 596 | 641 | 622 | 644 |
| Operating profit | 77 | 147 | 59 | 107 | 105 | 162 | 91 | 118 |
| Operating margin | 12.0% | 20.2% | 9.2% | 15.5% | 14.9% | 20.1% | 12.7% | 15.5% |
| Profit before tax | 85 | 156 | 64 | 112 | 108 | 168 | 98 | 125 |
| Tax rate | 24.6% | 20.5% | 22.5% | 25.7% | 24.4% | 22.5% | 10.6% | 25.4% |
| Net profit | 64 | 124 | 50 | 83 | 82 | 130 | 88 | 93 |
| EPS ($ per share) | 0.39 | — | 0.30 | 0.51 | 0.50 | — | 0.54 | 0.58 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Reserves | 1,506 | 1,613 | 1,673 | 1,845 | 1,959 | 2,118 | 2,325 | 2,551 |
| Total liabilities | 1,154 | 915 | 980 | 1,023 | 934 | 951 | 914 | 956 |
| Fixed assets | 639 | 627 | 595 | 575 | 554 | 514 | 489 | 462 |
| Investments | 371 | 202 | 309 | 341 | 126 | 162 | 366 | 387 |
| Total assets | 2,197 | 2,089 | 2,308 | 2,564 | 2,534 | 2,715 | 2,841 | 2,997 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 157 | 190 | 298 | 269 | 151 | 361 | 411 | 584 |
| Cash from investing | -101 | 93 | -199 | -181 | -74 | -160 | -306 | -221 |
| Cash from financing | 4 | -295 | -45 | -55 | -174 | -133 | -193 | -306 |
| Capital expenditure | -77 | -45 | -34 | -35 | -37 | -23 | -29 | -34 |
| Free cash flow | 80 | 144 | 263 | 234 | 114 | 338 | 381 | 551 |
| Segment | Q2 FY2024 | Q3 FY2024 | Q4 FY2024 | Q1 FY2025 | Q2 FY2025 | Q3 FY2025 | Q1 FY2026 | Q2 FY2026 | YoY growth latest quarter |
|---|---|---|---|---|---|---|---|---|---|
| Digital | — | — | — | — | — | 66% | 68% | 68% | — |
| — | — | — | — | — | 23% | 23% | 22% | — |
Share of consolidated revenue by quarter. Q4 is the fiscal year less its first three quarters.
See how segments are shifting across companies → Segment Shift
106 filings between Oct 23, 2025 and Aug 10, 2026.
Purchases
None
No insider bought shares.
Sales
$9.79M
10 sales by 7 insiders
Also filed: 1 gift.
| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| KOPIT LEVIEN MEREDITH A. | — | $5.91M | May 12, 2026 |
| Bardeen William | — | $1.36M | May 12, 2026 |
| Sulzberger Arthur G. | — | $1.04M | Mar 3, 2026 |
| Perpich David S. | — | $693.5K | May 11, 2026 |
| Brayton Diane | — | $354.3K | Feb 20, 2026 |
| Welch Jacqueline M | — | $296.5K | Jun 3, 2026 |
| BENTEN R ANTHONY | — | $140.7K | Feb 17, 2026 |
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Aug 10, 2026 | Bardeen William EVP, Chief Financial Officer | Tax withheld | 485 | $30.8K |
| Aug 10, 2026 | Perpich David S. Director | Tax withheld | 131 | $8.3K |
| Jul 23, 2026 | Brooke Beth A. Director | Award | 68 | $0 |
| Jul 23, 2026 | Glaser Rachel C Director | Award | 110 | $0 |
| Jul 23, 2026 | Bronstein Manuel Director | Award | 62 | $0 |
| Jul 23, 2026 | Bhutani Amanpal Singh Director | Award | 98 | $0 |
| Jul 23, 2026 | VAN DYCK REBECCA Director | Award | 176 | $0 |
| Jul 23, 2026 | MCANDREWS BRIAN P Director | Award | 176 | $0 |
| Jul 23, 2026 | GOLDEN ARTHUR S. Director | Award | 70 | $0 |
| Jul 23, 2026 | Subramanian Anuradha B. Director | Award | 36 | $0 |
| Jul 23, 2026 | TISHLER MARGOT GOLDEN Director | Award | 31 | $0 |
| Jul 23, 2026 | ROGERS JOHN W JR Director | Award | 106 | $0 |
| Jun 3, 2026 | Welch Jacqueline M EVP and CHRO | Sale | 4,000 | $296.5K |
| May 12, 2026 | Bardeen William EVP, Chief Financial Officer | Sale | 4,121 | $320.8K |
| May 12, 2026 | KOPIT LEVIEN MEREDITH A. PRESIDENT & CEO | Sale | 9,750 | $760.5K |
| May 11, 2026 | Perpich David S. Director | Gift | 500 | $0 |
| May 11, 2026 | Perpich David S. Director | Sale | 9,000 | $693.5K |
| Apr 22, 2026 | Subramanian Anuradha B. Director | Award | 2,277 | $0 |
| Apr 22, 2026 | Bhutani Amanpal Singh Director | Award | 2,277 | $0 |
| Apr 22, 2026 | Bronstein Manuel Director | Award | 2,277 | $0 |
| Apr 22, 2026 | Brooke Beth A. Director | Award | 2,277 | $0 |
| Apr 22, 2026 | VAN DYCK REBECCA Director | Award | 2,277 | $0 |
| Apr 22, 2026 | Glaser Rachel C Director | Award | 2,277 | $0 |
| Apr 22, 2026 | TISHLER MARGOT GOLDEN Director | Award | 2,277 | $0 |
| Apr 22, 2026 | MCANDREWS BRIAN P Director | Award | 2,277 | $0 |
| Apr 22, 2026 | GOLDEN ARTHUR S. Director | Award | 2,277 | $0 |
| Apr 22, 2026 | ROGERS JOHN W JR Director | Award | 2,277 | $0 |
| Apr 16, 2026 | GOLDEN ARTHUR S. Director | Award | 56 | $0 |
| Apr 16, 2026 | TISHLER MARGOT GOLDEN Director | Award | 21 | $0 |
| Apr 16, 2026 | MCANDREWS BRIAN P Director | Award | 151 | $0 |
| Apr 16, 2026 | Bhutani Amanpal Singh Director | Award | 81 | $0 |
| Apr 16, 2026 | Bronstein Manuel Director | Award | 49 | $0 |
| Apr 16, 2026 | Glaser Rachel C Director | Award | 92 | $0 |
| Apr 16, 2026 | Brooke Beth A. Director | Award | 54 | $0 |
| Apr 16, 2026 | VAN DYCK REBECCA Director | Award | 151 | $0 |
| Apr 16, 2026 | ROGERS JOHN W JR Director | Award | 88 | $0 |
| Apr 16, 2026 | Subramanian Anuradha B. Director | Award | 26 | $0 |
| Mar 3, 2026 | Bardeen William EVP, Chief Financial Officer | Sale | 13,000 | $1.03M |
| Mar 3, 2026 | KOPIT LEVIEN MEREDITH A. PRESIDENT & CEO | Sale | 51,949 | $4.14M |
| Mar 3, 2026 | Sulzberger Arthur G. Chairman and Publisher | Sale | 13,000 | $1.04M |
| Feb 26, 2026 | Perpich David S. Director | Award | 1,650 | $0 |
| Feb 26, 2026 | Perpich David S. Director | Tax withheld | 319 | $24.7K |
| Feb 26, 2026 | Sulzberger Arthur G. Chairman and Publisher | Tax withheld | 51,830 | $4.01M |
| Feb 26, 2026 | Sulzberger Arthur G. Chairman and Publisher | Award | 93,724 | $0 |
| Feb 26, 2026 | Sulzberger Arthur G. Chairman and Publisher | Award | 11,001 | $0 |
| Feb 26, 2026 | Sulzberger Arthur G. Chairman and Publisher | Tax withheld | 2,237 | $173.1K |
| Feb 26, 2026 | BENTEN R ANTHONY SVP, Treasurer & CAO | Tax withheld | 121 | $9.4K |
| Feb 26, 2026 | BENTEN R ANTHONY SVP, Treasurer & CAO | Award | 550 | $0 |
| Feb 26, 2026 | BENTEN R ANTHONY SVP, Treasurer & CAO | Tax withheld | 2,887 | $223.4K |
| Feb 26, 2026 | BENTEN R ANTHONY SVP, Treasurer & CAO | Award | 7,085 | $0 |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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