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The New York Times Company

NYSE•NYT
CEO: Mr. Arthur Gregg Sulzberger
セクター: Communication Services
業種: Publishing
上場日: 1973-05-03
The New York Times Company, together with its subsidiaries, creates, collects, and distributes news and information worldwide. The company operates through two segments, The New York Times Group and The Athletic. It offers The New York Times (The Times) through company's mobile application, website, printed newspaper, and associated content, such as podcast. The company also offers The Athletic, a sports media product; Cooking, a recipe product; Games, a puzzle games product; and Audio, an audio product. In addition, it offers a portfolio of advertising products and services to advertisers, such as luxury goods, technology, and financial companies, to promote products, services or brands on digital platforms in the form of display ads, audio and video, in print in the form of column-inch ads, and at live events; and Wirecutter, a product review and recommendation product. Further, the company licenses content to digital aggregators in the business, professional, academic and library markets, and third-party digital platforms; articles, graphics, and photographs, including newspapers, magazines, and websites; and for use in television, films, and books, as well as provide rights to reprint articles, and create and sell new digests. Additionally, it engages in commercial printing and distribution for third parties; and operates the NYTimes.com website. The company was founded in 1851 and is headquartered in New York, New York.
連絡先情報
620 Eighth Avenue, New York, NY, 10018, United States
212-556-1234
www.nytco.com
時価総額
$13.06B
PER (TTM)
38.7
25.2
配当利回り
0.9%
52週高値
$82.74
52週安値
$44.83
52週レンジ
94%
順位40Top 42.0%
4.1
F-Score
改良版 Piotroski 分析
10年ファンダメンタル
堅調 • 4.1 / 9 ポイント
スコアレンジ (0-9)
8-9: 価値が優れている
6-7: 基礎体質が強い
4-5: 全体的に堅調
0-3: パフォーマンスが弱い
データ期間: 2016-2025

財務ダッシュボード

Q4 2025 データ

売上高

$802.31M+0.00%
直近4四半期の推移

EPS

$0.80+0.00%
直近4四半期の推移

フリーCF

$157.62M+0.00%
直近4四半期の推移

2025 Annual 決算ハイライト

主なハイライト

Digital Subscription Revenue Surge Digital-only subscription revenue reached $1.43 B in 2025, marking a strong 14.3% increase over 2024 results.
Operating Profit Rises Sharply Operating profit grew 22.9% to $431.6 M in 2025, reflecting improved margins and cost management efforts.
Subscriber Base Reaches Record Total digital-only subscribers hit 12.21 M by year-end 2025, adding a net increase of 1.40 M during the year.
Free Cash Flow Significantly Higher Free cash flow increased substantially to $550.5 M in 2025, up from $381.3 M in 2024, supporting capital return.

リスク要因

Intense Competition Landscape Robust competition from content creators, search engines, and emerging AI companies threatens audience and advertising revenue share.
Third-Party Platform Dependency Changes in third-party algorithms or functionality could adversely affect content visibility, traffic, and direct user monetization efforts.
Generative AI Intellectual Property Risk Rapid Generative AI development risks unauthorized content use, potentially harming brand reputation and existing revenue streams.
Print Revenue Secular Decline Continued decline in print subscriptions pressures profitability; inability to fully offset losses with digital revenue remains a concern.

見通し

Subscriber Growth Target Set Strategy aims to reach 15 M total subscribers by year-end 2027, up from 12.78 M recorded at the end of 2025.
Technology Investment Prioritized Plans for 2026 focus on strengthening data infrastructure and advancing machine-learning and AI applications across the business.
Capital Return Commitment Company aims to return at least 50% of free cash flow to stockholders via dividends and share repurchases over five years.
Expanding Content Leadership Focus remains on building leadership in general news while expanding presence in sports, cooking, and expert shopping recommendations.

同業比較

売上高 (TTM)

KT stock ticker logoKT
$19.88B
+6.7%
LUMN stock ticker logoLUMN
$12.40B
-5.4%
SKM stock ticker logoSKM
$12.21B
-3.4%

粗利益率 (最新四半期)

TIGO stock ticker logoTIGO
77.8%
+22.8pp
FYBR stock ticker logoFYBR
64.7%
+0.8pp
TIMB stock ticker logoTIMB
55.6%
+4.1pp

主要指標

銘柄コード
時価総額
PER (TTM)
ROE (TTM)
負債比率
NYT$13.06B38.717.5%1.6%
TIMB$12.16B14.917.5%50.2%
TIGO$11.58B9.137.9%54.9%

長期トレンド

直近4四半期
売上高
純利益
営業キャッシュフロー
4四半期売上高CAGR
8.1%
安定成長
4四半期純利益CAGR
37.9%
収益性の大幅な改善
キャッシュフロー安定性
100%
優れたキャッシュフローの実績

深度リサーチ

次回決算:2026年5月5日
|
EPS:-
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売上高:-
財務データ
決算説明会
財務レポート
ニュース
損益計算書
バランスシート
キャッシュフロー計算書
財務比率
変化率
損益計算書
直近12ヶ月
データなし