Feed / TDAY

USA TODAY Co., Inc.

TDAY

Communication Services · 6.35 +1.1% today

Isolated · not yet confirmedMarket checked 11 Sept, 15:55 GMT-4

Market read

USA TODAY Co., Inc.'s current read is isolated; its market group is not confirming.

No new filing conclusion is available. 0 of 8 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 3 directly disclosed connections are confirming.

Company+1.1% todayVolume comparison unavailable
Market group0 of 8 activeHealthcare Services & Tech · unavailable
Disclosed network0 of 3 confirmingNo filing-linked name is confirming now
What would change this read
  • TDAY's market-adjusted activity becomes unusual and at least one connected name confirms.

Invalidation: The isolated read changes if TDAY's group or a disclosed connection begins moving with it.

Watch this read

Research brief

The story so far

Communication Services · Publishing

No new filing conclusion is available. 0 of 8 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 3 directly disclosed connections are confirming.

Evidence that supports

No thresholded supportive filing evidence is available yet.

Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • TDAY's market-adjusted activity becomes unusual and at least one connected name confirms.

Company research

Understand the business, not just the ticker

As of Sep 12, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods9
Price observations320
Usable filing statements206
Verified relationships3
Evidence supporting the case
  • Net margin changed +1.1 percentage points in the latest annual period.
  • Operating cash flow covered net income at 65.40x in the latest annual period.
Evidence challenging the case
  • Latest annual revenue changed -8.3% year over year.
  • Diluted shares increased 2.4% in the latest annual period.
  • Credit and interest rates has repeated adverse evidence across 4 filings.
  • Restructuring and cost reductions has repeated adverse evidence across 4 filings.
Questions before a position
  • P/E is 1552% above the available filing-peer median; determine whether growth and quality justify the difference.
  • EV/sales is 80% below the available filing-peer median; determine whether growth and quality justify the difference.
Longer-term price context

Price as of Sep 11, 2026

6.35
6m+6.9%12m+54.9%24m
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2021-12-31$3.2B-5.8%$-1.00+2.3%
2022-12-31$2.9B-8.2%$-0.57+1.6%
2023-12-31$2.7B-9.6%$-0.20+2.0%
2024-12-31$2.5B-5.8%$-0.18+2.1%
2025-12-31$2.3B-8.3%$0.01+2.4%

What management says matters

Persistent and emerging business drivers

Credit and interest ratesnegative · 4 filings
The decrease in cash flows used for financing activities was primarily due to the decrease in repayments of long-term debt of $85.1 million, net of borrowings, partially offset by $28.5 million of payments made to a former partner.
10-Q · Apr 30, 2026
Restructuring and cost reductionsnegative · 4 filings
The decrease in cash flows provided by operating activities was primarily due to an increase in cash paid for interest, an increase in severance payments and an increase in cash paid for taxes, partially offset by higher cash receipts related to deferred reve…
10-Q · Apr 30, 2026
Product pipeline and R&Dnegative · 2 filings
26 Table of Contents The provision for income taxes for the three months ended March 31, 2026, was primarily driven by pre-tax book income and the global intangible low-taxed income inclusion, partially offset by the generation of research and development cre…
10-Q · Apr 30, 2026
Demand and volumenegative · 1 filings
For the year ended December 31, 2025 , Distribution costs decreased compared to 2024 , primarily due to a decrease of $25.7 million associated with lower home delivery and single copy revenues, the conversion to mail and route optimization in multiple markets…
10-K · Feb 26, 2026

Valuation discipline

Descriptive valuation snapshot

Price/sales 0.4× · EV/sales 0.7×. Comparisons use only industry-matched filing peers.

Scenario scaffold

Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.

Price action

How the market is pricing the story

6.35+1.1% today

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

No sourced recent-development timeline yet

Jodie has not returned a relevant primary source or news item for TDAY. This is an evidence-coverage gap, not a conclusion that nothing material happened.

Business and financial condition

Reported financial figures are not available yet

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.

Filing analysis

No comparable filing assessment is available yet

Jodie has not yet found a suitable current-versus-prior filing comparison for TDAY. This does not mean the latest filing was neutral or immaterial.

Business ecosystem

The relationships behind TDAY

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

MSFTMicrosoft CorporationpartnerFeb 26, 2026

Our products and solutions work across the USA TODAY NETWORK and major online platforms such as Google, Facebook, Microsoft, Yelp, Snap, and others.

APOApollo Global Management, Inc.investeeApr 30, 2026

Financing for the Detroit News Transaction was funded partially with cash on the balance sheet, and in part with incremental debt financing under our $900.0 million five-year first lien term loan facility (the "2029 Term Loan Facility") in an 23 Table of Cont…

APOApollo Global Management, Inc.lenderFeb 26, 2026

Financing for the Detroit News Transaction was funded partially with cash on the balance sheet, and in part with incremental debt financing under our 2029 Term Loan Facility in an aggregate principal amount equal to $15.0 million from funds managed by affilia…

Filing peers

Companies whose filings use similar operating language.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks 3 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

TDAY is currently a Early Follower in the organic co-movement group Healthcare Services & Tech. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 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 TDAY; it is not active in the latest market snapshot.

Context history

Theme membership history

No durable theme membership has been observed for this name yet.