Quad/Graphics, Inc. (QUAD)
NYSEIndustrialsSpecialty Business ServicesSnapshot 2026-11-05
$7.69-0.39%
Close 2026-11-05 · 1-day change
NYSEIndustrialsSpecialty Business ServicesSnapshot 2026-11-05
QuarterlyIQ Insights · QUAD
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.
Joel Quadracci, Chairman and Chief Executive Officer of Quad, said: “Clients are increasingly engaging multiple Quad solutions, supporting new-business growth and advancing our position as an integra…
Stated in 3 of 3 supplied quarters. Management reported: “Joel Quadracci, Chairman and Chief Executive Officer of Quad, said: “Clients are increasingly engaging multiple Quad solutions, supporting new-business growth and advancing our position as an integrated marketing experience company.” “For example, we have broadened our work with long-time print client Wakefern, the nation’s largest retailer-owned grocery cooperative, to include Rise’s media services; content creation; and In-Store Connect, our in-store retail media network solution, in 30 of its ShopRite stores.” Revenue was $586.700 million in 2026-Q3.
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 0 of the last 3 quarter-over-quarter moves. Historically, Industrials names rated neutral grew net income 51% of the time over the next year (vs 61% for the rest of the cohort, n=9285).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“Joel Quadracci, Chairman and Chief Executive Officer of Quad, said: “Clients are increasingly engaging multiple Quad solutions, supporting new-business growth and advancing our position as an integra…”
““We also continue to deepen existing account relationships and expand opportunities as clients adopt more of our integrated creative, media and marketing solutions.”
““We are making strategic investments in innovative marketing solutions and high-caliber talent to expand our offering and strengthen client relationships.”
“At the same time, we continue to strengthen our platform operating model through automation, AI-enabled tools and disciplined cost management.
Stated in 3 of 3 supplied quarters. Management reported: ““At the same time, we continue to strengthen our platform operating model through automation, AI-enabled tools and disciplined cost management.” “Through automation, AI-enabled tools and disciplined cost management, we continue to strengthen our operating model and drive strong productivity in our print business lines.” Operating income was $13.900 million in 2026-Q3.
““At the same time, we continue to strengthen our platform operating model through automation, AI-enabled tools and disciplined cost management.”
“Through automation, AI-enabled tools and disciplined cost management, we continue to strengthen our operating model and drive strong productivity in our print business lines.”
“We remain focused on achieving our long-term growth and margin objectives while maintaining disciplined cost management despite macroeconomic challenges, including continued postage rate increases an…”
Our Adjusted Annual Net Sales Change guidance improvement represents another meaningful measure of progress toward our goal of achieving an inflection to Net Sales growth in 2028.
Stated in 3 of 3 supplied quarters. Management reported: “Our Adjusted Annual Net Sales Change guidance improvement represents another meaningful measure of progress toward our goal of achieving an inflection to Net Sales growth in 2028.” “Added Tony Staniak, Chief Financial Officer and Treasurer of Quad: “Net Sales grew year-over-year in the second quarter of 2026, driven by higher paper sales and logistics sales, representing progress toward our 2028 projected full-year revenue growth.” Revenue was $581.000 million in 2026-Q1.
“Our Adjusted Annual Net Sales Change guidance improvement represents another meaningful measure of progress toward our goal of achieving an inflection to Net Sales growth in 2028.”
“Added Tony Staniak, Chief Financial Officer and Treasurer of Quad: “Net Sales grew year-over-year in the second quarter of 2026, driven by higher paper sales and logistics sales, representing progres…”
“Added Tony Staniak, Chief Financial Officer and Treasurer of Quad: “We are reaffirming our 2026 full-year financial guidance with an improved sales decline rate and essentially flat Adjusted EBITDA a…”
They also support our balanced capital allocation strategy, including $23 million of capital returned to shareholders year-to-date through $15 million of cash dividends and $8 million of share repurc…
Stated in 3 of 3 supplied quarters. Management reported: “They also support our balanced capital allocation strategy, including $23 million of capital returned to shareholders year-to-date through $15 million of cash dividends and $8 million of share repurchases.” “While continuing to invest to drive long-term growth, we returned $13 million to shareholders during the first half of 2026 through our quarterly dividend of $0.10 per share and share repurchases.”
“They also support our balanced capital allocation strategy, including $23 million of capital returned to shareholders year-to-date through $15 million of cash dividends and $8 million of share repurc…”
“While continuing to invest to drive long-term growth, we returned $13 million to shareholders during the first half of 2026 through our quarterly dividend of $0.10 per share and share repurchases.”
“While allocating capital to fuel long-term growth, we are also returning capital to shareholders through our quarterly dividend of $0.10 per share and we have repurchased $1 million of Quad shares ye…”
◦ Maintains year-end 2026 Net Debt Leverage Ratio guidance at approximately 1.5x while providing shareholder returns and investing in growth and automation initiatives.
Stated in 3 of 3 supplied quarters. Management reported: “◦ Maintains year-end 2026 Net Debt Leverage Ratio guidance at approximately 1.5x while providing shareholder returns and investing in growth and automation initiatives.” “We announced the westward expansion of our Packaging division with a new facility in Salt Lake City, which is expected to be operational in the fourth quarter of 2026.”
“◦ Maintains year-end 2026 Net Debt Leverage Ratio guidance at approximately 1.5x while providing shareholder returns and investing in growth and automation initiatives.”
“We announced the westward expansion of our Packaging division with a new facility in Salt Lake City, which is expected to be operational in the fourth quarter of 2026.”
“We are further strengthening our cost structure by investing in automation and adopting AI-enabled tools, which are improving productivity, speed and agility across our platform.”
Over the trailing year it converted 3.37x of net income into operating cash flow.
Not enough signal yet.
Not enough signal to read sensitivity to the US dollar, the broad stock market, real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity (low R² over the window).
2 material management or governance events in the past 24 months, led by executive changes. Historically, Industrials names rated stable grew net income 60% of the time over the next year (vs 56% for the rest of the cohort, n=6637).
Not investment advice. As of 2026-11-05.