Earnings Releases·Nov 4, 2026, 7:03 AM ET

The New York Times Company — Third Quarter 2026 Earnings Summary

Total revenues rose 9.7% year-over-year to $768.5 million, driven by a 14.6% increase in digital-only subscriptions to $421.3 million and a 12.0% rise in digital advertising to $109.9 million, while print revenues declined.
Operating profit increased 16.4% year-over-year to $121.9 million, with diluted EPS reaching $0.60 and adjusted diluted EPS at $0.68; free cash flow for the first nine months of 2026 totaled $435.8 million.
The company repurchased approximately $79.1 million in shares during the quarter, with $146.0 million remaining in authorization as of October 30, 2026.
Q4 2026 guidance projects digital-only subscription revenue growth of 12-15% and total subscription revenue growth of 9-11%, with adjusted operating costs expected to rise 6-8%.
Full-year 2026 cash tax payments are expected to be lower by approximately $60 million due to the One Big Beautiful Bill Act, a non-recurring benefit, while a $3.8 million litigation charge related to generative AI was recorded in Q3.