EW Scripps Co. (The) (SSP)
NASDAQCommunication ServicesBroadcastingSnapshot 2026-09-04
NASDAQCommunication ServicesBroadcastingSnapshot 2026-09-04
QuarterlyIQ Insights · SSP
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.
Execute enterprise-wide transformation plan to achieve $125-$150 million annualized EBITDA growth by 2028 through cost savings and revenue initiatives.
Stated as a priority in 2 of last 2 quarters. Management targets $125-$150 million annualized EBITDA growth by 2028 via cost savings and revenue initiatives. Segment, shared services and corporate expenses decreased from $457 million in 2026-Q1 to $441 million in 2026-Q2, reflecting tight expense controls and transformation savings. The trajectory shows progress but remains challenged by overall operating losses.
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 weak grew net income 53% of the time over the next year (vs 52% for the rest of the cohort, n=1891).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“Scripps continues to make progress on its company transformation plan and expense reductions, targeting $125-$150 million of enterprise EBITDA growth by 2028.”
“In February, Scripps announced it had launched a transformation plan that targets annualized enterprise EBITDA growth of $125-$150 million by 2028.”
Pursue acquisitions, divestitures, and station swaps to improve operating performance and expand presence in key markets.
Stated as a priority in 2 quarters plus a related 8-K event. Management completed station sales and acquisitions including a swap with Gray Media expanding presence in key markets. These transactions support paying down debt and improving local station performance. The revenue from Local Media declined 5.4% in 2026-Q2 but political revenue reached a record $28 million, indicating mixed but strategic portfolio optimization progress.
“The company has completed a number of local station transactions, including acquiring a second Big 4 station in Lexington, Kentucky, and swapping stations with Gray Media.”
“Scripps has now closed on the sales of its Fox affiliate WFTX in Fort Myers, Florida, and its ABC affiliate WRTV in Indianapolis and announced plans to swap stations with Gray Media.”
Extend and maintain revolving credit facility to support liquidity and financial flexibility through 2029.
Stated as a priority in 2 of last 2 quarters. Management extended the $200 million revolving credit facility maturity from July 2027 to July 2029 to maintain financial flexibility. This extension supports liquidity amid operating losses and restructuring. The trajectory shows management maintaining capital structure flexibility consistent with stated priorities.
“The company has a revolving credit facility with aggregate commitments of up to $200 million, maturing on July 7, 2029.”
“On April 30, the company entered into an agreement to extend the maturity date for $200 million of commitments on our revolving credit facility to July 7, 2029.”
Capitalize on midterm election cycle to achieve record local media political advertising revenue in 2026.
Stated as a priority in 2 of last 2 quarters. Local Media political advertising revenue grew from $9 million in 2026-Q1 to a record $28 million in 2026-Q2. Management expects full-year 2026 political revenue between $225-$250 million. This trajectory shows delivering strong growth aligned with the midterm election cycle.
“Local Media political advertising revenue was a second-quarter record at $28 million.”
“Political advertising revenue in the Local Media division was $9 million as the nation launched into a midterm election cycle.”
Over the trailing year it converted -0.42x of net income into operating cash flow.
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity (low R² over the window).
21 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.