BEASLEY BROADCAST GROUP INC (BBGI)
NASDAQCommunication ServicesBroadcastingSnapshot 2026-09-04
$17.39-3.60%
Close 2026-09-04 · 1-day change
NASDAQCommunication ServicesBroadcastingSnapshot 2026-09-04
QuarterlyIQ Insights · BBGI
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Continue debt reduction, portfolio optimization, and improve financial flexibility to reduce leverage and enhance free cash flow.
Stated as a priority in 3 of last 3 quarters. Long-term debt decreased from $235.3 million in 2025-Q4 to $144.8 million in 2026-Q2, reflecting a $90.5 million reduction. Management has consistently emphasized debt reduction and balance sheet strengthening, and the financials show delivering progress on this priority.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 1 of the last 3 quarter-over-quarter moves. Historically, Communication Services names rated neutral grew net income 52% of the time over the next year (vs 52% for the rest of the cohort, n=2519).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“On May 1st, we took significant steps to strengthen our balance sheet and improve financial flexibility... reduced total outstanding debt by $95 million.”
“On May 1st, we took significant steps to strengthen our balance sheet and improve financial flexibility through debt restructuring and portfolio optimization.”
“We recently announced a debt exchange transaction expected to reduce second lien debt by ~50% and repay $15 million of first lien debt.”
Grow digital revenue as a higher-margin segment to improve revenue quality and overall profitability.
Stated as a priority in 3 of last 3 quarters. Digital revenue was $12.6 million in 2025-Q4, $10.7 million in 2026-Q1, and $11.7 million in 2026-Q2, showing mixed absolute trends but consistent same-station growth (7.1% in Q2, 18.2% in Q1). Management continues to emphasize digital expansion, with partial delivery evidenced by same-station growth despite overall revenue pressure.
“Digital revenue was $11.7 million, down 11.6% year-over-year and a 7.1% increase on a same-station basis.”
“Digital revenue was $10.7 million, flat year-over-year and an 18.2% increase on a same-station basis.”
“Digital revenue increased 9.7% year-over-year to $12.6 million, or 33.6% on a same-station basis.”
Continue cost reduction initiatives and disciplined expense management to improve operating margins.
Stated as a priority in 3 of last 3 quarters. Operating expenses declined from $44.8 million in 2025-Q2 to $38.8 million in 2026-Q2 (-13.2%), with corporate expenses down 37.3% YoY. Management has implemented approximately $30 million in annualized cost reductions over the last 18 months, showing delivering progress on cost discipline.
“Operating expenses declined 13.2% year-over-year, with $10 million of additional annualized expense reductions implemented.”
“Corporate expenses declined 37.3% year-over-year, reflecting cost actions taken over the trailing twelve months.”
“Expense reductions have exceeded $30 million in annualized cost reductions over the last 18 months.”
Focus on stabilizing and growing local direct spot revenue to offset declines in traditional agency advertising.
Stated as a priority in 2 of last 3 quarters. Local revenue accounted for 74% of net revenue in 2026-Q2 and 75% in 2026-Q1, with local direct spot revenues stabilizing despite overall revenue declines. Management continues to emphasize rebuilding local direct revenue, with partial delivery evidenced by stable local revenue share.
“Our priorities are clear: stabilize and rebuild local direct revenue, continue scaling higher-margin digital products.”
“Local revenue, including digital packages sold locally, accounted for 73% of net revenue.”
Enhance revenue mix toward higher-margin sources and expand EBITDA via disciplined operations and cost control.
Stated as a priority in 2 of last 3 quarters. Adjusted EBITDA increased from $4.7 million in 2025-Q2 to $5.3 million in 2026-Q2 despite a 9.6% revenue decline same-station, reflecting improved operating discipline and margin expansion. Management's focus on revenue quality and EBITDA expansion shows delivering progress.
“Focused on delivering sustainable revenue growth, expanding EBITDA through operating discipline and higher-margin revenue.”
“We remain focused on disciplined execution to improve conversion from revenue to station operating income.”
Over the trailing year it converted -1.54x of net income into operating cash flow. Historically, Communication Services names rated fragile grew net income 41% of the time over the next year (vs 42% for the rest of the cohort, n=899).
Not enough signal yet.
Not enough signal to read sensitivity to the US dollar, the broad stock market, long-term interest rates, real (inflation-adjusted) rates, Fed net liquidity (low R² over the window).
23 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Communication Services names rated volatile grew net income 53% of the time over the next year (vs 53% for the rest of the cohort, n=827).
Not investment advice. As of 2026-09-04.