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Lee Enterprises Inc. (LEE)
NASDAQ:LEE
Earnings Data
Report Date
Apr 30, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
―Last Year’s EPS
-2.07Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasized meaningful progress in the company’s digital transformation, strong first-quarter adjusted EBITDA growth (+61%), a $50 million equity infusion, and a material interest-rate reduction that should save approximately $18 million annually. These positives are balanced against ongoing legacy revenue declines, a still-substantial $455 million debt load, reliance on asset monetization and capital raises, and lingering effects from a prior cyber incident. Overall, the tone was constructive and focused on stabilization and growth driven by digital revenue, but tempered by execution risks and remaining leverage.Company Guidance
Strong Adjusted EBITDA Growth in Q1
Q1 adjusted EBITDA grew 61% year-over-year to $12 million (a $5 million increase vs prior year); adjusted EBITDA on a trailing twelve-month basis was reported at $50 million.
Successful $50 Million Equity Raise and Board Strengthening
Completed a $50 million private placement of common stock at $3.25 per share, anchored by David Hoffman, who joined as Chairman; proceeds to be used for working capital and digital transformation.
Material Interest Cost Reduction
Credit agreement amended reducing interest rate from 9% to 5% on $455 million of debt, expected to generate approximately $18 million in annual interest savings (up to ~$90 million over five years), improving liquidity and cash flow.
Digital Revenue Scale and Mix Shift
Total digital revenue exceeded $70 million in Q1 and nearly $300 million over the last 12 months; digital revenue represented 54% of total revenue this quarter (up 330 basis points year-over-year).
Digital-Only Subscription Performance
Digital-only subscription revenue was $23 million in Q1 from 609,000 digital-only subscribers, with digital-only subscription revenue growth of 5% in the quarter and 14% over the last twelve months (sustained growth cited).
Advertising and Agency Digital Strength
Digital sources represented 71% of total advertising revenue; amplified digital agency revenue grew at a 5% annual rate over the last three years, outpacing peers.
Cost Reductions and Operational Efficiency
Total cash costs declined by $17 million year-over-year, driven by reduced headcount and lower legacy print costs; adjusted EBITDA margin improved to 9.4% from 5.3% a year ago.
Balance Sheet and Pension Improvements
Termination of the fully funded defined benefit pension plan removed future pension cost uncertainty; company identified $26 million in non-core assets targeted for monetization to support future debt reduction.
Strategic Partnership to Enhance Local Content
Announced a partnership with Huddl to expand local sports video and data coverage, intended to increase engagement and advertising opportunities in high school and community sports.
LEE Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
LEE Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 10, 2026 | $5.25 | $5.59 | +6.48% |
Nov 26, 2025 | $4.35 | $3.95 | -9.20% |
Aug 07, 2025 | $4.85 | $4.46 | -8.04% |
May 08, 2025 | $8.11 | $7.80 | -3.82% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Lee Enterprises Inc. (LEE) report earnings?
Lee Enterprises Inc. (LEE) is schdueled to report earning on Apr 30, 2026, Before Open (Confirmed).
What is Lee Enterprises Inc. (LEE) earnings time?
Lee Enterprises Inc. (LEE) earnings time is at Apr 30, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is LEE EPS forecast?
Currently, no data Available