MTN
Market read
The latest filing evidence is available. 0 of 1 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 2 directly disclosed connections are confirming.
Invalidation: The isolated read changes if MTN's group or a disclosed connection begins moving with it.
Research brief
The latest filing evidence is available. 0 of 1 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 2 directly disclosed connections are confirming.
No thresholded supportive filing evidence is available yet.
Company research
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
No credible peer-relative valuation comparison is available yet.
Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
“Significant Uses of Cash Capital Expenditures We have historically invested significant amounts of cash in capital expenditures for our resort operations, and we expect to continue to do so, subject to operating performance particularly as it relates to discr…”10-Q · Jun 8, 2026 ↗
“Transportation revenue decreased $2.4 million, or 17.2%, due to decreased demand driven by decreased skier visitation from challenging weather conditions across the western U.S.”10-Q · Jun 8, 2026 ↗
“The decrease was primarily attributable to (i) $245.0 million of share repurchases completed during the last twelve months; and (ii) a decrease in operating cash flows from a decrease in Mountain and Lodging segment operating results from the impact of decrea…”10-Q · Jun 8, 2026 ↗
“Retail cost of sales decreased $6.4 million, or 11.5%, compared to a decrease in retail sales of 7.9%, reflecting increased margins driven by the mix of retail merchandise purchased by customers, in addition to supply chain compliance and efficiency programs.”10-Q · Mar 9, 2026 ↗
Valuation discipline
Jodie found no industry-matched filing peers suitable for a valuation comparison. It will not substitute broader financial-sector names.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
Jodie has not returned a relevant primary source or news item for MTN. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Latest filing assessment · baseline
10-Q filed 2026-06-08 against the comparable filing from 2025-06-05.
No thresholded improvement was identified.
“Other expenses decreased $12.6 million, or 3.2%, primarily due to decreased variable expenses associated with decreased revenues, including dining cost of sales ($4.3 million), supplies ($2.9 million), repairs and maintenance ($1.5 million) and fuel ($1.4 million), as well as a decrease in pass partnership expense ($3.4 million).”
“Other expense decreased $6.8 million, or 4.7%, primarily driven by decreased variable costs associated with the decreased revenue, primarily supplies ($1.5 million), dining cost of sales ($1.4 million), variable rent ($0.7 million) and professional services ($0.6 million).”
“Lodging Reported EBITDA decreased $9.9 million, or 52.8%, primarily due to decreased demand, including the impact of decreased skier visitation driven by challenging weather conditions and delayed openings, which drove a decrease in revenue from both our managed condominium and owned hotel rooms, as well as a decrease in dining and transportation revenue, partially offset by increased demand for lodging and park visitation at GTLC ($2.1 million) driven by favorable weather conditions.”
Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.
Business ecosystem
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
“Andermatt-Sedrun On August 3, 2022, through a wholly-owned subsidiary, the Company acquired a 55 % controlling interest in Andermatt-Sedrun from Andermatt Swiss Alps AG (“ASA”).”
Depended on by
“The outdoor and sporting goods customers of the Helly Hansen ® brand include independent specialty retailers, national ski resorts such as Vail Resorts and outdoor specialty retailers such as REI.”
Filing peers
No filing peers are available for this name yet.
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What is moving around it
MTN is currently a Leader in the organic co-movement group Mountain Ski Resorts. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 2 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
This group is retained as the last observed read for MTN; it is not active in the latest market snapshot.
Context history
No durable theme membership has been observed for this name yet.