🇺🇸 SECNew York Times Co. Class ACodex · 实盘不做把握 8/10
北京时间·🕒 发布 19:03:51时区推断·⟳ 抓取 19:24:41·⚡ 决策 08-05 22:27:08 +3h02m·82.8 天前
纽约时报公司二季度财报收入和EPS超预期,但数字订阅净增低于预期并引发股价大跌
本次8-K只是二季度财报披露入口,核心负面在数字订阅净增约28万低于市场约35万预期,但收入7.625亿美元和调整后EPS 0.69美元均高于预期。
📄 原文New York Times Co. Class A↗ 原文
FALSE 0000071691 0000071691 2026-08-05 2026-08-05 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 205…
不做 纽约时报公司(NYT.US)
同一具体二季度财报催化已在已处理消息库命中“纽约时报公司二季度业绩披露后盘中大跌”;且当前股价已盘中跌约13.9%,收入/EPS超预期与订阅净增不及预期相互抵消,不重复出卡、不追空、不反手做多。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
消息传播链
- 纽约时报公司提交8-K,确认发布截至2026年6月30日季度财报新闻稿。
- Reuters指出二季度数字订阅净增约28万低于华尔街约35万预期,盘前股价下跌约6%。市场反应:盘前约跌6%。
- WSJ报道公司收入和调整后EPS超预期,但数字订阅增长放缓是市场关注的负面点。市场反应:盘前跌幅超过10%。
- 2026-08-05 10:24 ET市场反应stock_quote非一手纽约时报公司(NYT.US)实时价65.12美元,较前收75.65美元跌13.92%,本次财报负面已被快速重定价。市场反应:盘中跌13.92%。
关键理由
- 本次8-K只是二季度财报披露入口,核心负面在数字订阅净增约28万低于市场约35万预期,但收入7.625亿美元和调整后EPS 0.69美元均高于预期。
- 同一具体财报催化已在已处理消息库中命中“纽约时报公司二季度业绩披露后盘中大跌”,按去重纪律不再重复推交易或风险。
- 行情显示纽约时报公司(NYT.US)盘中已较前收跌约13.9%,财报负面已被即时重定价,当前不追空也不反手做多。
主要风险
- 若后续电话会或卖方更新确认订阅放缓会压低全年增长预期,仍可能延长股价压力,但需由新增事实另行研判。
反向证据
- 做空前查反向 · 来源 kb_search · 日期 2026-08-05 · 影响 weakens
命中Reuters同事件,订阅净增不及预期支持看空,但收入和EPS超预期且股价已大跌削弱继续追空边际。
检索:New York Times Q2 2026 earnings subscriber additions miss estimates revenue EPS guidance bearish bullish 原文 ↗ - 做多前查反向 · 来源 stock_quote · 日期 2026-08-05 · 影响 none
盘中已跌13.92%,但下跌来自核心订阅指标不及预期,不构成反手做多催化。
检索:NYT.US stock_quote full
工具调用 · 历史记录,结果未知(3 种)
- stock_quote · 结果未知
- search_processed_events · 结果未知
- kb_search · 结果未知
原文全文
展开原文 · 3,266 字
FALSE
0000071691
0000071691
2026-08-05
2026-08-05
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM
8-K
CURRENT REPORT
Pursuant to Section 13 or 15(d)
of the Securities Exchange Act of 1934
Date of Report (Date of earliest event reported):
August 5, 2026
The New York Times Company
(Exact name of registrant as specified in its charter)
New York
1-5837
13-1102020
(State or other jurisdiction
of incorporation)
(Commission
File Number)
(I.R.S. Employer
Identification No.)
620 Eighth Avenue,
New York,
New York
10018
(Address and zip code of principal executive offices)
Registrant’s telephone number, including area code:
(
212
)
556-1234
Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below):
☐
Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
☐
Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
☐
Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
☐
Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))
Securities registered pursuant to Section 12(b) of the Act:
Title of each class
Trading Symbol(s)
Name of each exchange on which registered
Class A Common Stock
NYT
New York Stock Exchange
Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).
Emerging growth company
☐
If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐
Item 2.02 Results of Operations and Financial Condition.
On August 5, 2026, The New York Times Company (the “Company”) issued a press release announcing its financial results for the quarter ended June 30, 2026. A copy of the press release is furnished as Exhibit 99.1 to this Form 8-K and is incorporated by reference.
The information in this Item 2.02, including Exhibit 99.1 attached hereto, shall not be deemed “filed” for the purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise incorporated by reference into any filing pursuant to the Securities Act of 1933, as amended, or the Exchange Act, except as otherwise expressly stated in such filing.
Item 9.01 Financial Statements and Exhibits.
(d) Exhibits
Exhibit Number
Description
Exhibit 99.1
The New York Times Company Press Release, dated
August 5
, 2026
Exhibit 104
Cover Page Interactive Data File (embedded within the Inline XBRL document)
SIGNATURES
Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.
THE NEW YORK TIMES COMPANY
Date: August 5, 2026
By:
/s/ Diane Brayton
Diane Brayton
Executive Vice President,
Chief Legal Officer and Secretary
0000071691
0000071691
2026-08-05
2026-08-05
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM
8-K
CURRENT REPORT
Pursuant to Section 13 or 15(d)
of the Securities Exchange Act of 1934
Date of Report (Date of earliest event reported):
August 5, 2026
The New York Times Company
(Exact name of registrant as specified in its charter)
New York
1-5837
13-1102020
(State or other jurisdiction
of incorporation)
(Commission
File Number)
(I.R.S. Employer
Identification No.)
620 Eighth Avenue,
New York,
New York
10018
(Address and zip code of principal executive offices)
Registrant’s telephone number, including area code:
(
212
)
556-1234
Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below):
☐
Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
☐
Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
☐
Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
☐
Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))
Securities registered pursuant to Section 12(b) of the Act:
Title of each class
Trading Symbol(s)
Name of each exchange on which registered
Class A Common Stock
NYT
New York Stock Exchange
Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).
Emerging growth company
☐
If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐
Item 2.02 Results of Operations and Financial Condition.
On August 5, 2026, The New York Times Company (the “Company”) issued a press release announcing its financial results for the quarter ended June 30, 2026. A copy of the press release is furnished as Exhibit 99.1 to this Form 8-K and is incorporated by reference.
The information in this Item 2.02, including Exhibit 99.1 attached hereto, shall not be deemed “filed” for the purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise incorporated by reference into any filing pursuant to the Securities Act of 1933, as amended, or the Exchange Act, except as otherwise expressly stated in such filing.
Item 9.01 Financial Statements and Exhibits.
(d) Exhibits
Exhibit Number
Description
Exhibit 99.1
The New York Times Company Press Release, dated
August 5
, 2026
Exhibit 104
Cover Page Interactive Data File (embedded within the Inline XBRL document)
SIGNATURES
Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.
THE NEW YORK TIMES COMPANY
Date: August 5, 2026
By:
/s/ Diane Brayton
Diane Brayton
Executive Vice President,
Chief Legal Officer and Secretary
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