View ValuationLee Enterprises 将来の成長Future 基準チェック /06現在、 Lee Enterprisesの成長と収益を予測するのに十分なアナリストの調査がありません。主要情報n/a収益成長率n/aEPS成長率Media 収益成長37.7%収益成長率n/a将来の株主資本利益率n/aアナリストカバレッジNone最終更新日n/a今後の成長に関する最新情報Major Estimate Revision • Feb 14Consensus EPS estimates fall by 29%The consensus outlook for fiscal year 2025 has been updated. 2025 expected loss increased from -US$2.77 to -US$3.58 per share. Revenue forecast unchanged at US$587.6m. Media industry in the US expected to see average net income growth of 35% next year. Consensus price target down from US$25.00 to US$20.00. Share price fell 6.2% to US$11.46 over the past week.Price Target Changed • Feb 12Price target decreased by 20% to US$20.00Down from US$25.00, the current price target is provided by 1 analyst. New target price is 75% above last closing price of US$11.44. Stock is up 16% over the past year. The company is forecast to post a net loss per share of US$3.58 next year compared to a net loss per share of US$4.35 last year.Breakeven Date Change • Dec 17No longer forecast to breakevenThe analyst covering Lee Enterprises no longer expects the company to break even during the foreseeable future. The company was expected to make a profit of US$3.34m in 2025. New forecast suggests the company will make a loss of US$16.2m in 2025.お知らせ • Dec 13Lee Enterprises, Incorporated Provides Earnings Guidance for the Fiscal Year 2025Lee Enterprises, Incorporated provided earnings guidance for the fiscal year 2025. For the year, the company expects Total Digital Revenue of YOY growth in the range of 7% - 10%.お知らせ • Aug 01Lee Enterprises, Incorporated Updates Earnings Guidance for the Fiscal Year 2024Lee Enterprises, Incorporated updated earnings guidance for the fiscal year 2024. For the period, the company expects total digital revenue to be $310 million (+13% YOY) - $330 million (+21% YOY).お知らせ • May 03+ 1 more updateLee Enterprises, Incorporated Reaffirms Earnings Guidance for the Fiscal Year 2024Lee Enterprises, Incorporated reaffirmed earnings guidance for the fiscal year 2024. For the period, the company expects total digital revenue to be $310 million (+13% YOY) - $330 million (+21% YOY).すべての更新を表示Recent updatesRecent Insider Transactions • May 17Chairman recently bought US$122k worth of stockOn the 13th of May, David Hoffmann bought around 16k shares on-market at roughly US$7.90 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth US$781k. David has been a buyer over the last 12 months, purchasing a net total of US$3.3m worth in shares.Reported Earnings • May 11Second quarter 2026 earnings released: US$0.16 loss per share (vs US$2.07 loss in 2Q 2025)Second quarter 2026 results: US$0.16 loss per share (improved from US$2.07 loss in 2Q 2025). Revenue: US$122.0m (down 11% from 2Q 2025). Net loss: US$2.15m (loss narrowed 83% from 2Q 2025). Over the last 3 years on average, earnings per share has fallen by 38% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.お知らせ • Apr 27Lee Enterprises, Inc. Names Josh Rinehults as Chief Financial OfficerJosh Rinehults, Vice President, Interim Chief Financial Officer and Treasurer, has been named Vice President, Chief Financial Officer and Treasurer of Lee Enterprises, Incorporated. The Board of Directors unanimously approved the appointment. Rinehults has served in the interim role since the closing of the company’s strategic investment in February 2026. Rinehults has been with Lee since its acquisition of BH Media Group in 2020 and has held various financial leadership roles across Lee, BH Media Group, and Media General since 2007.お知らせ • Apr 26Lee Enterprises, Inc. Names Nathan Bekke as Chief Executive OfficersLee Enterprises Inc. announced Nathan Bekke, President and Interim Chief Executive Officer, has been named President and Chief Executive Officer. The Board of Directors unanimously approved appointment. Bekke have served in their interim roles since the closing of the company’s strategic investment in February 2026. Bekke joined the company in 1988 and has held a broad range of leadership positions over his more than three decades of service. He was appointed Chief Operating Officer in June 2025, following his tenure as Operating Vice President and Vice President of Audience Strategy, roles he held since 2020.お知らせ • Apr 23Lee Enterprises, Incorporated to Report Q2, 2026 Results on May 07, 2026Lee Enterprises, Incorporated announced that they will report Q2, 2026 results at 9:30 AM, US Eastern Standard Time on May 07, 2026お知らせ • Apr 08Lee Enterprises, Incorporated Approves Election of Ronald J. Kruszewski as DirectorLee Enterprises, Incorporated announced at the AGM held on April 6, 2026, approved election of Ronald J. Kruszewski as directors to serve for a three-year term expiring at the Company’s 2029 annual meeting of stockholders.お知らせ • Mar 07Lee Enterprises, Incorporated, Annual General Meeting, Apr 06, 2026Lee Enterprises, Incorporated, Annual General Meeting, Apr 06, 2026.Recent Insider Transactions Derivative • Feb 25Consultant notifies of intention to sell stockTimothy Millage intends to sell 30k shares in the next 90 days after lodging an Intent To Sell Form on the 24th of February. If the sale is conducted around the recent share price of US$9.00, it would amount to US$272k. Since March 2025, Timothy's direct individual holding has decreased from 38.23k shares to 30.19k. Company insiders have collectively bought US$823k more than they sold, via options and on-market transactions, in the last 12 months.Recent Insider Transactions • Feb 20Chairman recently bought US$195k worth of stockOn the 18th of February, David Hoffmann bought around 27k shares on-market at roughly US$7.14 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was David's only on-market trade for the last 12 months.Reported Earnings • Feb 10First quarter 2026 earnings released: US$0.92 loss per share (vs US$2.80 loss in 1Q 2025)First quarter 2026 results: US$0.92 loss per share (improved from US$2.80 loss in 1Q 2025). Revenue: US$130.1m (down 10.0% from 1Q 2025). Net loss: US$5.61m (loss narrowed 67% from 1Q 2025). Over the last 3 years on average, earnings per share has fallen by 50% per year but the company’s share price has only fallen by 33% per year, which means it has not declined as severely as earnings.New Risk • Feb 08New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 259% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (0.6x net interest cover). Negative equity (-US$41m). Earnings have declined by 67% per year over the past 5 years. Shareholders have been substantially diluted in the past year (259% increase in shares outstanding). Minor Risk Share price has been volatile over the past 3 months (15% average weekly change).お知らせ • Jan 30Lee Enterprises, Incorporated to Report Q1, 2026 Results on Feb 10, 2026Lee Enterprises, Incorporated announced that they will report Q1, 2026 results Pre-Market on Feb 10, 2026お知らせ • Dec 31+ 1 more updateLee Enterprises, Incorporated Announces CEO ChangesLee Enterprises, Incorporated announced that with the execution of the stock purchase agreement, Kevin Mowbray, the Company’s Chief Executive Officer, has announced his retirement. Kevin joined the Company in 1986, and over his 39-year career, he served in thirteen Lee markets. The company also announced that it expects the current Chief Operating Officer, Nathan Bekke, to serve as Interim Chief Executive Officer.Reported Earnings • Nov 26Full year 2025 earnings released: US$6.20 loss per share (vs US$4.35 loss in FY 2024)Full year 2025 results: US$6.20 loss per share (further deteriorated from US$4.35 loss in FY 2024). Revenue: US$562.3m (down 8.0% from FY 2024). Net loss: US$37.6m (loss widened 46% from FY 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 25 percentage points per year, which is a significant difference in performance.お知らせ • Nov 22+ 1 more updateLee Enterprises, Incorporated Announces Resignation of Timothy R. Millage, Treasurer, Effective February 28, 2026On November 17, 2025, Timothy R. Millage, Treasurer of Lee Enterprises, Incorporated (the “Company”), informed the Company of his decision to resign from his positions with the Company to pursue an opportunity in church ministry. His resignation will become effective February 28, 2026, and he has agreed to provide consulting services to the Company through May 31, 2026. Mr. Millage’s decision is due to personal reasons and not the result of any disagreement with the Company or its operations, policies or practices.お知らせ • Nov 18Lee Enterprises, Incorporated to Report Q4, 2025 Results on Nov 26, 2025Lee Enterprises, Incorporated announced that they will report Q4, 2025 results Pre-Market on Nov 26, 2025お知らせ • Nov 11Lee Enterprises, Incorporated has filed a Follow-on Equity Offering in the amount of $50 million.Lee Enterprises, Incorporated has filed a Follow-on Equity Offering in the amount of $50 million. Security Name: Common Stock Security Type: Common Stock Transaction Features: Rights OfferingNew Risk • Aug 13New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 11% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (0.4x net interest cover). Negative equity (-US$38m). Earnings have declined by 66% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (11% average weekly change). Market cap is less than US$100m (US$24.2m market cap).Reported Earnings • Aug 08Third quarter 2025 earnings released: US$0.31 loss per share (vs US$0.73 loss in 3Q 2024)Third quarter 2025 results: US$0.31 loss per share (improved from US$0.73 loss in 3Q 2024). Revenue: US$141.3m (down 6.2% from 3Q 2024). Net loss: US$1.92m (loss narrowed 55% from 3Q 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 42 percentage points per year, which is a significant difference in performance.お知らせ • Jul 24Lee Enterprises, Incorporated to Report Q3, 2025 Results on Aug 07, 2025Lee Enterprises, Incorporated announced that they will report Q3, 2025 results Pre-Market on Aug 07, 2025お知らせ • Jun 20Lee Enterprises, Incorporated Appoints Nathan Bekke as Chief Operating OfficerNathan Bekke, Operating Vice President and Vice President of Audience Strategy, has been named Chief Operating Officer of Lee Enterprises, Incorporated. Bekke, was appointed Vice President in January 2015. He was named Operating Vice President and Vice President of Audience Strategy in 2020. He is responsible for news, audience, advertising, production, information technology and BLOX Digital operations. He began his career in 1988 advancing to many leadership positions throughout his more than three-decade career with Lee. Bekke has been involved with a wide range of charitable, community and statewide organizations throughout his career. He currently serves on the board of News Media Alliance. Nathan has two adult children and three adult stepchildren with his wife Trista.Reported Earnings • May 10Second quarter 2025 earnings released: US$2.07 loss per share (vs US$2.06 loss in 2Q 2024)Second quarter 2025 results: US$2.07 loss per share (further deteriorated from US$2.06 loss in 2Q 2024). Revenue: US$137.4m (down 6.3% from 2Q 2024). Net loss: US$12.5m (loss widened 2.7% from 2Q 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 64 percentage points per year, which is a significant difference in performance.New Risk • May 07New major risk - Revenue and earnings growthEarnings have declined by 61% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (0.4x net interest cover). Negative equity (-US$24m). Earnings have declined by 61% per year over the past 5 years. Minor Risk Market cap is less than US$100m (US$52.4m market cap).お知らせ • May 02Lee Enterprises, Incorporated to Report Q2, 2025 Results on May 08, 2025Lee Enterprises, Incorporated announced that they will report Q2, 2025 results Pre-Market on May 08, 2025新しいナラティブ • Apr 09AI Solutions Will Reshape Digital Media As Legacy Risks Persist Significant investment in AI-driven technologies aims to boost digital content engagement, advertising revenue, and future digital revenue growth. Major Estimate Revision • Feb 14Consensus EPS estimates fall by 29%The consensus outlook for fiscal year 2025 has been updated. 2025 expected loss increased from -US$2.77 to -US$3.58 per share. Revenue forecast unchanged at US$587.6m. Media industry in the US expected to see average net income growth of 35% next year. Consensus price target down from US$25.00 to US$20.00. Share price fell 6.2% to US$11.46 over the past week.Price Target Changed • Feb 12Price target decreased by 20% to US$20.00Down from US$25.00, the current price target is provided by 1 analyst. New target price is 75% above last closing price of US$11.44. Stock is up 16% over the past year. The company is forecast to post a net loss per share of US$3.58 next year compared to a net loss per share of US$4.35 last year.Reported Earnings • Feb 06First quarter 2025 earnings: EPS and revenues miss analyst expectationsFirst quarter 2025 results: US$2.80 loss per share (down from US$0.12 profit in 1Q 2024). Revenue: US$144.6m (down 7.1% from 1Q 2024). Net loss: US$16.7m (down US$17.4m from profit in 1Q 2024). Revenue missed analyst estimates by 4.0%. Earnings per share (EPS) also missed analyst estimates significantly. Revenue is forecast to stay flat during the next 2 years compared to a 3.6% growth forecast for the Media industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 75 percentage points per year, which is a significant difference in performance.お知らせ • Jan 28Lee Enterprises, Incorporated to Report Q1, 2025 Results on Feb 06, 2025Lee Enterprises, Incorporated announced that they will report Q1, 2025 results Pre-Market on Feb 06, 2025分析記事 • Jan 20Lee Enterprises, Incorporated's (NASDAQ:LEE) Revenues Are Not Doing Enough For Some InvestorsYou may think that with a price-to-sales (or "P/S") ratio of 0.1x Lee Enterprises, Incorporated ( NASDAQ:LEE ) is a...お知らせ • Jan 07Lee Enterprises, Incorporated, Annual General Meeting, Feb 27, 2025Lee Enterprises, Incorporated, Annual General Meeting, Feb 27, 2025.Breakeven Date Change • Dec 17No longer forecast to breakevenThe analyst covering Lee Enterprises no longer expects the company to break even during the foreseeable future. The company was expected to make a profit of US$3.34m in 2025. New forecast suggests the company will make a loss of US$16.2m in 2025.New Risk • Dec 16New major risk - Negative shareholders equityThe company has negative equity. Total equity: -US$7.3m This is considered a major risk. Being in negative equity means that the company's liabilities exceed its assets, meaning it owes more to creditors than it has in owned assets. While this doesn't mean the company is about to collapse, in the long-term, this is unsustainable. The company may have issues meeting financial obligations, is at risk of becoming insolvent and may have difficulty raising capital, especially more debt, if needed. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (0.7x net interest cover). Negative equity (-US$7.3m). Minor Risks Share price has been volatile over the past 3 months (17% average weekly change). Shareholders have been diluted in the past year (2.1% increase in shares outstanding). Significant insider selling over the past 3 months (US$1.1m sold).お知らせ • Dec 13Lee Enterprises, Incorporated Provides Earnings Guidance for the Fiscal Year 2025Lee Enterprises, Incorporated provided earnings guidance for the fiscal year 2025. For the year, the company expects Total Digital Revenue of YOY growth in the range of 7% - 10%.Reported Earnings • Dec 12Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: US$4.35 loss per share (further deteriorated from US$0.90 loss in FY 2023). Revenue: US$611.4m (down 12% from FY 2023). Net loss: US$25.8m (loss widened 391% from FY 2023). Revenue missed analyst estimates by 1.8%. Earnings per share (EPS) also missed analyst estimates by 115%. Revenue is forecast to stay flat during the next 2 years compared to a 3.9% growth forecast for the Media industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 83 percentage points per year, which is a significant difference in performance.New Risk • Dec 08New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.1% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.2x net interest cover). Share price has been highly volatile over the past 3 months (16% average weekly change). Minor Risks Shareholders have been diluted in the past year (2.1% increase in shares outstanding). Significant insider selling over the past 3 months (US$1.1m sold). Market cap is less than US$100m (US$99.5m market cap).Seeking Alpha • Dec 02Lee Enterprises: External Interest Ramps Up Ahead Of Q4 EarningsSummary LEE which has underperformed other micro-caps for a long time now, has been witnessing positive interest since October, driven largely by constructive institutional positioning. The Hoffmann Group, which is keen to save and promote local and community-driven newspapers, has filed and amended a 13D. LEE is due to announce Q4 earnings on the December 12, and expectations appear to be on the higher side. We have deep concerns about the company's debt burden, which won't be easy to overcome with just non-core asset sales, while forward valuations reflect a weak EBITDA outlook. On the charts, LEE appears to have got its mojo back. Read the full article on Seeking Alphaお知らせ • Nov 26Lee Enterprises, Incorporated to Report Q4, 2024 Results on Dec 12, 2024Lee Enterprises, Incorporated announced that they will report Q4, 2024 results Pre-Market on Dec 12, 2024分析記事 • Nov 26Lee Enterprises (NASDAQ:LEE) Has No Shortage Of DebtWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...New Risk • Oct 18New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: US$930k This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.2x net interest cover). Share price has been highly volatile over the past 3 months (15% average weekly change). Minor Risks Significant insider selling over the past 3 months (US$930k sold). Market cap is less than US$100m (US$86.7m market cap).分析記事 • Oct 10Lee Enterprises, Incorporated (NASDAQ:LEE) Shares Fly 82% But Investors Aren't Buying For GrowthLee Enterprises, Incorporated ( NASDAQ:LEE ) shareholders would be excited to see that the share price has had a great...Reported Earnings • Aug 02Third quarter 2024 earnings: EPS and revenues miss analyst expectationsThird quarter 2024 results: US$0.73 loss per share (down from US$0.26 profit in 3Q 2023). Revenue: US$150.6m (down 12% from 3Q 2023). Net loss: US$4.27m (down 384% from profit in 3Q 2023). Revenue missed analyst estimates by 9.0%. Earnings per share (EPS) were also behind analyst expectations. Revenue is forecast to stay flat during the next 2 years compared to a 3.3% growth forecast for the Media industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 75 percentage points per year, which is a significant difference in performance.お知らせ • Aug 01Lee Enterprises, Incorporated Updates Earnings Guidance for the Fiscal Year 2024Lee Enterprises, Incorporated updated earnings guidance for the fiscal year 2024. For the period, the company expects total digital revenue to be $310 million (+13% YOY) - $330 million (+21% YOY).お知らせ • Jul 18Lee Enterprises, Incorporated to Report Q3, 2024 Results on Aug 01, 2024Lee Enterprises, Incorporated announced that they will report Q3, 2024 results at 9:30 AM, US Eastern Standard Time on Aug 01, 2024分析記事 • Jul 03Benign Growth For Lee Enterprises, Incorporated (NASDAQ:LEE) Underpins Its Share PriceLee Enterprises, Incorporated's ( NASDAQ:LEE ) price-to-sales (or "P/S") ratio of 0.1x might make it look like a buy...Reported Earnings • May 03Second quarter 2024 earnings released: US$2.06 loss per share (vs US$1.01 loss in 2Q 2023)Second quarter 2024 results: US$2.06 loss per share (further deteriorated from US$1.01 loss in 2Q 2023). Revenue: US$146.6m (down 14% from 2Q 2023). Net loss: US$12.2m (loss widened 107% from 2Q 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 72 percentage points per year, which is a significant difference in performance.お知らせ • May 03+ 1 more updateLee Enterprises, Incorporated Reaffirms Earnings Guidance for the Fiscal Year 2024Lee Enterprises, Incorporated reaffirmed earnings guidance for the fiscal year 2024. For the period, the company expects total digital revenue to be $310 million (+13% YOY) - $330 million (+21% YOY).お知らせ • Apr 23Lee Enterprises, Incorporated to Report Q2, 2024 Results on May 02, 2024Lee Enterprises, Incorporated announced that they will report Q2, 2024 results Pre-Market on May 02, 2024分析記事 • Mar 22Lee Enterprises (NASDAQ:LEE) Use Of Debt Could Be Considered RiskyThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...分析記事 • Feb 16We Think Shareholders May Want To Consider A Review Of Lee Enterprises, Incorporated's (NASDAQ:LEE) CEO Compensation PackageKey Insights Lee Enterprises will host its Annual General Meeting on 22nd of February Salary of US$813.5k is part of...Reported Earnings • Feb 02First quarter 2024 earnings released: EPS: US$0.12 (vs US$0.19 in 1Q 2023)First quarter 2024 results: EPS: US$0.12 (down from US$0.19 in 1Q 2023). Revenue: US$155.7m (down 16% from 1Q 2023). Net income: US$688.0k (down 37% from 1Q 2023). Profit margin: 0.4% (down from 0.6% in 1Q 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 68 percentage points per year, which is a significant difference in performance.分析記事 • Jan 26Lee Enterprises, Incorporated's (NASDAQ:LEE) Price Is Right But Growth Is Lacking After Shares Rocket 43%Lee Enterprises, Incorporated ( NASDAQ:LEE ) shareholders would be excited to see that the share price has had a great...お知らせ • Jan 20Lee Enterprises, Incorporated to Report Q1, 2024 Results on Feb 01, 2024Lee Enterprises, Incorporated announced that they will report Q1, 2024 results on Feb 01, 2024お知らせ • Jan 13Lee Enterprises, Incorporated, Annual General Meeting, Feb 22, 2024Lee Enterprises, Incorporated, Annual General Meeting, Feb 22, 2024, at 09:00 Central Standard Time. Agenda: To discuss and elect two directors, each for a term of three years expiring at the 2027 annual meeting of the shareholders; to discuss and approve, by non-binding vote, the Company’s compensation of its named executive officers (“Say-On-Pay” vote); to discuss and ratify the selection of BDO USA, P.C. as the Company’s independent registered public accounting firm for fiscal year ending September 29, 2024; and to discuss and transact any other business that is properly brought before the Annual Meeting.Reported Earnings • Dec 08Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: US$0.90 loss per share (further deteriorated from US$0.35 loss in FY 2022). Revenue: US$691.1m (down 12% from FY 2022). Net loss: US$5.27m (loss widened 161% from FY 2022). Revenue missed analyst estimates by 1.3%. Earnings per share (EPS) were also behind analyst expectations. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 64 percentage points per year, which is a significant difference in performance.New Risk • Dec 08New major risk - Revenue and earnings growthEarnings have declined by 47% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.1x net interest cover). Earnings have declined by 47% per year over the past 5 years. Minor Risk Market cap is less than US$100m (US$55.7m market cap).お知らせ • Dec 08Lee Enterprises, Incorporated Provides Earnings Guidance for the Fiscal Year 2024Lee Enterprises, Incorporated provided earnings guidance for the fiscal year 2024. For the period, the company expects Total Digital Revenue to be $310 million (+13% YOY) - $330 million (+21% YOY).お知らせ • Dec 07Lee Enterprises, Incorporated Announces Management ChangesTheodore F. Olt III has been elected by the board of directors of Lee Enterprises, Incorporated to succeed C. Dana Waterman III, who is retiring after 34 years as secretary and general counsel. Olt is a graduate of the U.S. Naval Academy and the University of Iowa College of Law, and joined Lane & Waterman LLP in 1995. His law practice focuses primarily on corporate and transactional matters, including corporate law and governance, mergers and acquisitions, contracts, commercial real estate and environmental law, and is recognized with Martindale-Hubbel’s highest AV Preeminent® rating. He is a member of the Society of Corporate Governance and is active in the Quad Cities community, currently serving on the board of directors of Illowa Council Boy Scouts of America as well as area coordinator for the U.S, Naval Academy Blue & Gold Officer (Admissions) program. He previously served as board chair for the Scott County Regional Authority and the Junior Achievement of the Heartland Central Region. Waterman served in the Lee post since 1989 and previously assisted in Lee legal matters. Waterman joined Lane & Waterman in 1971 and served as its managing partner from 2001 to 2016, the fourth generation of the Waterman family to lead the firm. In 2017, he transitioned to an Of Counsel role, where he continues to advise business organizations and individuals on matters related to business structure, operations, governance, financing, transactions and risk and compliance issues. He continues to be active in community service organizations, serving as board chair of Genesis Health System; as a board member of the Quad Cities Contributors Council; as a co-trustee and secretary of The Hubbell-Waterman Foundation; and as a founding co-trustor of the Quad Cities Cultural Trust. In December 2016, he was appointed Civilian Aide to the Secretary of the Army for Iowa (East), serving as the Secretary’s liaison to and supporting her priorities through engagement with and on behalf of soldiers in the active Army, National Guard and Army Reserve components, their families and veterans. He previously served as board chair of the Quad Cities Chapter of the American Red Cross, the Iowa Law School Foundation, the Putnam Museum and Science Center and the Quad Cities Chamber of Commerce (and several of its affiliate and/or predecessor organizations), and as a member of the Augustana College board of trustees. He also serves on the boards of directors of several privately held companies. In 2015 he was inducted into the Quad Cities Business Hall of Fame by Junior Achievement of the Heartland; and in 2020 he was selected as the Quad Cities Chamber Volunteer of the Year.お知らせ • Dec 02Lee Enterprises, Incorporated to Report Q4, 2023 Results on Dec 07, 2023Lee Enterprises, Incorporated announced that they will report Q4, 2023 results Pre-Market on Dec 07, 2023分析記事 • Nov 30Is Lee Enterprises (NASDAQ:LEE) Using Too Much Debt?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...お知らせ • Sep 07Wick Communications Company signed an agreement to acquire Arizona Daily Sun from Lee Enterprises, Incorporated (NasdaqGS:LEE).Wick Communications Company signed an agreement to acquire Arizona Daily Sun from Lee Enterprises, Incorporated (NasdaqGS:LEE) on August 31, 2023. Brady will remain publisher, and all employees of the Daily Sun have been offered positions with Wick Communications. The Daily Sun was part of Scripps League Newspapers until 1996, when the company was purchased by Pulitzer. Lee Enterprises acquired Pulitzer in 2005. The acquisition is planned to be final on Sept. 25.お知らせ • Aug 05Lee Enterprises, Incorporated Provides Earnings Guidance for the Fiscal Year 2023Lee Enterprises, Incorporated provided earnings guidance for the fiscal year 2023. For the period, the company expects Total Digital Revenue to be $270 million (+13% YOY) - $285 million (+19% YOY).Reported Earnings • Aug 04Third quarter 2023 earnings released: EPS: US$0.26 (vs US$0.046 loss in 3Q 2022)Third quarter 2023 results: EPS: US$0.26 (up from US$0.046 loss in 3Q 2022). Revenue: US$171.3m (down 12% from 3Q 2022). Net income: US$1.50m (up US$1.77m from 3Q 2022). Profit margin: 0.9% (up from net loss in 3Q 2022). Revenue is forecast to grow 1.6% p.a. on average during the next 2 years, compared to a 3.6% growth forecast for the Media industry in the US. Over the last 3 years on average, earnings per share has fallen by 52% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.お知らせ • Jul 22Lee Enterprises, Incorporated to Report Q3, 2023 Results on Aug 03, 2023Lee Enterprises, Incorporated announced that they will report Q3, 2023 results Pre-Market on Aug 03, 2023Board Change • May 06Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 4 highly experienced directors. Independent Director Shaun McAlmont was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • May 05Lee Enterprises, Incorporated Provides Earnings Guidance for the Fiscal Year 2023Lee Enterprises, Incorporated provided earnings guidance for the fiscal year 2023. For the year, the company expects total digital revenue to be between $270 million (+13% year-over-year) to $285 million (+19% year-over-year).お知らせ • Feb 16Lee Enterprises Receives A Notification Letter from Nasdaq Due to Delay in Filing Its Quarterly Report on from 10-Q for the Quarter Ended December 25, 2022On February 8, 2023, Lee Enterprises, Incorporated (the "Company") received a notification letter from the Listing Qualifications Department of the Nasdaq Stock Market LLC ("Nasdaq") indicating that, as a result of the Company's delay in filing its Quarterly Report on From 10-Q for the quarter ended December 25, 2022 (the "2023 First Quarter Form 10-Q"), the Company is not in compliance with the timely filing requirements for continued listing under Nasdaq Listing Rule 5250(c)(1). The Company filed a Notification of Late Filing on Form 12b-25 on February 6, 2023, stating it was unable to file the 2023 First Quarter Form 10-Q within the prescribed time period without unreasonable effort or expense because it required additional time to review its financial statements and other disclosures and complete its closing processes and controls in connection with its assessment of the effectiveness of its internal controls over financial reporting as of September 25, 2022, and December 25, 2022. The Company provided an update on the status of filing its Annual Report on Form 10-K on a Current Report on Form 8-K filed on February 6, 2023. As a result of the foregoing, the Company requires additional time to complete its review of its financial statements and other disclosures as of September 25, 2022, and December 25, 2022, and to complete its closing processes and controls, and is unable to file its Quarterly Report on Form 10-Q on or prior to the prescribed due date of February 3, 2023. The Company does not currently anticipate that it will be able to file the Form 10-Q on or before the fifth calendar day following the February 3, 2023, prescribed filing date as a result of the circumstances described above. The Company will seek to resolve these issues as soon as practicable and plans to file the Form 10-Q as soon as possible. The notification letter stated that, under Nasdaq rules, the Company has until February 27, 2023, to submit a plan to regain compliance with Nasdaq's continued listing requirements. If the plan is accepted, Nasdaq may grant an extension until June 26, 2023, to regain compliance. The Company can also regain compliance with Nasdaq's continued listing requirements at any time before February 27, 2023, by filing the 2022 Form 10-K and 2023 First Quarter Form 10-Q with the SEC, and continuing to comply with Nasdaq's other continued listing requirements. The notification letter has no immediate effect on the listing or trading of the Company's common stock on the Nasdaq Global Select Market. The Company's management intends to file the 2022 Form 10-K and 2023 First Quarter Form 10-Q as soon as practicable; however, no assurance can be given as to the definitive date on which the 2022 Form 10-K and 2023 First Quarter Form 10-Q will be filed.お知らせ • Feb 07Lee Enterprises, Incorporated announced delayed 10-Q filingOn 02/06/2023, Lee Enterprises, Incorporated announced that they will be unable to file their next 10-Q by the deadline required by the SEC.お知らせ • Jan 05Lee Enterprises Receives Notification from Nasdaq Related to Delayed Annual Report on Form 10-KLee Enterprises, Incorporated has received a letter from the Listing Qualifications Department of The Nasdaq Stock Market LLC (“Nasdaq”) indicating that, as a result of the company’s delay in filing its Annual Report on Form 10-K for the fiscal year ended Sept. 25, 2022 (the “2022 Form 10-K”) within the prescribed time period, the company is not in compliance with the timely filing requirement for continued listing under Nasdaq Listing Rule 5250(c)(1). This notification has no immediate effect on the listing or trading of the company's common stock on The Nasdaq Capital Market. Lee must submit to Nasdaq a plan of compliance within 60 days, or no later than Feb. 27, 2023, addressing how it intends to regain compliance with the Nasdaq Listing Rule. If Nasdaq accepts the plan, it may grant an extension of up to 180 days from the original filing due date of the 2022 Form 10-K, or until June 26, 2023, to regain compliance. If the company fails to regain compliance with the Nasdaq Listing Rule within the time periods described above, the company's common stock could be subject to delisting from Nasdaq. On Dec. 12, 2022, Lee disclosed that it required additional time to file its fiscal 2022 Form 10-K for the period ended Sept. 25, 2022. The company is working diligently to complete the internal controls evaluation described in its Form 8-K filing on Dec. 12 and file its 10-K for fiscal 2022. Lee expects to file the 2022 Form 10-K within the 60-day period described above, which would eliminate the need for the company to submit a formal plan to regain compliance with the Nasdaq Listing Rule. However, no assurance can be given as to the definitive date on which the 2022 Form 10-K will be filed. Notwithstanding the ongoing nature of its internal controls evaluation, the company does not expect the evaluation to result in any material impact on the preliminary financial results the Company released on Dec. 8, 2022 for the 12-month period as of and ended Sept. 25, 2022.Reported Earnings • Dec 12Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: US$0.21 loss per share (down from US$3.99 profit in FY 2021). Revenue: US$781.0m (down 1.7% from FY 2021). Net loss: US$1.22m (down 105% from profit in FY 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 1.9% p.a. on average during the next 2 years, compared to a 3.2% growth forecast for the Media industry in the US. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.Recent Insider Transactions • Sep 27Insider recently bought US$855k worth of stockOn the 20th of September, Mason Slaine bought around 46k shares on-market at roughly US$18.52 per share. This transaction amounted to 18% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought US$894k more in shares than they have sold in the last 12 months.Reported Earnings • Aug 05Third quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2022 results: US$0.05 loss per share (down from US$0.56 profit in 3Q 2021). Revenue: US$195.0m (flat on 3Q 2021). Net loss: US$269.0k (down 108% from profit in 3Q 2021). Revenue exceeded analyst estimates by 1.7%. Earnings per share (EPS) missed analyst estimates. Over the next year, revenue is forecast to stay flat compared to a 2.9% growth forecast for the industry in the US. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.Reported Earnings • May 06Second quarter 2022 earnings: EPS misses analyst expectationsSecond quarter 2022 results: US$1.26 loss per share (down from US$0.20 loss in 2Q 2021). Revenue: US$190.0m (down 1.3% from 2Q 2021). Net loss: US$7.28m (loss widened US$6.14m from 2Q 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 1,045%. Over the next year, revenue is forecast to stay flat compared to a 4.3% growth forecast for the industry in the US. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.Seeking Alpha • Dec 18Extra! Extra! Buffett-Backed LEE Is On A RunLee Enterprises is in the midst of a turnaround, as its digital subscription business is growing quickly while its print business is slowing down. The company is trading at a pretty inexpensive valuation, especially when we consider its growth potential in the coming years. Debt reduction efforts could create significant equity value in the long run.Valuation Update With 7 Day Price Move • Dec 10Investor sentiment improved over the past weekAfter last week's 15% share price gain to US$27.70, the stock trades at a trailing P/E ratio of 10.1x. Average trailing P/E is 14x in the Media industry in the US. Total returns to shareholders of 34% over the past three years.Seeking Alpha • Nov 26My DCF Model Indicates That Lee Enterprises Is Worth More Than $24Lee Enterprises is a local news provider in close to 77 markets across 26 states in the US. In my view, as management converts the company into a digital player, revenue would trend north to double digits. iIn the last five years, the free cash flow was close to $60-$78 million. With this in mind, I will assume a free cash flow of close to $77 million. With an exit multiple of 5.25x FCF, I obtained a fair price of $24, which is the amount of money that Alden Global Capital is proposing. I believe that the offer is too low because Lee has always traded at 11x-18x FCF. The company is also quite undervalued. Under moderate assumptions and an exit multiple of 12x, my DCF model implied a valuation that could be equal to even $87 per share.Valuation Update With 7 Day Price Move • Nov 24Investor sentiment improved over the past weekAfter last week's 21% share price gain to US$24.23, the stock trades at a trailing P/E ratio of 8.8x. Average trailing P/E is 15x in the Media industry in the US. Total returns to shareholders of 3.1% over the past three years.Seeking Alpha • Sep 20Lee Enterprises: Substantial Upside On An Actually Good BusinessUncertainty around high debts and "newspapers in a digital world" create a deep value opportunity today for keen investors. This is a high free cash flow business with good business economics at a really great valuation. I figure this stock has at least a $40/share fair value.Reported Earnings • Aug 10Third quarter 2021 earnings released: EPS US$0.56 (vs US$0.23 loss in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: US$196.5m (up 7.6% from 3Q 2020). Net income: US$3.23m (up US$4.50m from 3Q 2020). Profit margin: 1.6% (up from net loss in 3Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 66 percentage points per year, which is a significant difference in performance.Reported Earnings • May 12Second quarter 2021 earnings released: US$0.20 loss per share (vs US$0.95 loss in 2Q 2020)The company reported a solid second quarter result with reduced losses, improved revenues and improved control over expenses. Second quarter 2021 results: Revenue: US$192.4m (up 59% from 2Q 2020). Net loss: US$1.13m (loss narrowed 79% from 2Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 93 percentage points per year, which is a significant difference in performance.Valuation Update With 7 Day Price Move • May 05Investor sentiment improved over the past weekAfter last week's 20% share price gain to US$36.13, the stock trades at a trailing P/E ratio of 27.4x. Average trailing P/E is 22x in the Media industry in the US. Total returns to shareholders of 57% over the past three years.Valuation Update With 7 Day Price Move • Apr 02Investor sentiment improved over the past weekAfter last week's 17% share price gain to US$26.02, the stock trades at a trailing P/E ratio of 19.7x. Average trailing P/E is 27x in the Media industry in the US. Total returns to shareholders of 21% over the past three years.Valuation Update With 7 Day Price Move • Mar 04Investor sentiment improved over the past weekAfter last week's 21% share price gain to US$2.81, the stock is trading at a trailing P/E ratio of 21.3x, up from the previous P/E ratio of 17.6x. This compares to an average P/E of 30x in the Media industry in the US. Total returns to shareholders over the past three years are 20%.Executive Departure • Mar 01Independent Director has left the companyOn the 25th of February, William Mayer's tenure in the role of Independent Director ended. As of December 2020, William personally held 152.43k shares (US$192k worth at the time). A total of 2 executives have left over the last 12 months.Executive Departure • Mar 01Independent Director has left the companyOn the 25th of February, Richard Cole's tenure as Independent Director ended after 15.0 years in the role. As of December 2020, Richard personally held 135.24k shares (US$170k worth at the time). A total of 2 executives have left over the last 12 months.分析記事 • Feb 22Did Lee Enterprises' (NYSE:LEE) Share Price Deserve to Gain 74%?If you buy and hold a stock for many years, you'd hope to be making a profit. Furthermore, you'd generally like to see...Is New 90 Day High Low • Feb 17New 90-day high: US$2.32The company is up 138% from its price of US$0.97 on 18 November 2020. The American market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Media industry, which is up 11% over the same period.Valuation Update With 7 Day Price Move • Feb 12Investor sentiment improved over the past weekAfter last week's 23% share price gain to US$2.28, the stock is trading at a trailing P/E ratio of 17.3x, up from the previous P/E ratio of 14.1x. This compares to an average P/E of 27x in the Media industry in the US. Total return to shareholders over the past three years is a loss of 8.8%. このセクションでは通常、投資家が会社の利益創出能力を理解する一助となるよう、プロのアナリストのコンセンサス予想に基づく収益と利益の成長予測を提示する。しかし、Lee Enterprises は十分な過去のデータを提供しておらず、アナリストの予測もないため、過去のデータを外挿したり、アナリストの予測を使用しても、その将来の収益を確実に算出することはできません。 シンプリー・ウォール・ストリートがカバーする企業の97%は過去の財務データを持っているため、これはかなり稀な状況です。 業績と収益の成長予測NasdaqGS:LEE - アナリストの将来予測と過去の財務データ ( )USD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/28/2025548-2666N/A9/28/2025562-38-7-6N/A6/29/2025582-41-61N/A3/30/2025591-44-19-10N/A12/29/2024600-43-16-6N/A9/29/2024611-26-81N/A6/23/2024617-18-80N/A3/24/2024638-12-7-1N/A12/24/2023662-6-6-1N/A9/24/2023691-5-8-3N/A6/25/2023721-10-51N/A3/26/2023744-1205N/A12/25/2022764-14-61N/A9/25/2022781-2-53N/A6/26/20227811008N/A3/27/202278313110N/A12/26/2021785202432N/A9/26/2021795234350N/A6/27/2021793164855N/A3/28/2021779127378N/A12/27/202070775158N/A9/27/2020618-24250N/A6/28/2020550-14252N/A3/29/202049573141N/A12/29/201949694149N/A9/29/201951014N/A58N/A6/30/201952618N/A46N/A3/31/201953116N/A52N/A12/30/201853621N/A58N/A9/30/201854446N/A59N/A6/24/201854445N/A70N/A3/25/201855146N/A74N/A12/24/201755750N/A71N/A9/24/201756727N/A72N/A6/25/201757525N/A73N/A3/26/201758723N/A71N/A12/25/201660036N/A81N/A9/25/201661435N/A79N/A6/26/201662244N/A74N/A3/27/201663042N/A77N/A12/27/201564025N/A73N/A9/27/201564923N/A74N/A6/28/201565917N/A79N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: LEEの予測収益成長が 貯蓄率 ( 3.5% ) を上回っているかどうかを判断するにはデータが不十分です。収益対市場: LEEの収益がUS市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です高成長収益: LEEの収益が今後 3 年間で 大幅に 増加すると予想されるかどうかを判断するにはデータが不十分です。収益対市場: LEEの収益がUS市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。高い収益成長: LEEの収益が年間20%よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。一株当たり利益成長率予想将来の株主資本利益率将来のROE: LEEの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YMedia 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/20 18:37終値2026/05/20 00:00収益2025/12/28年間収益2025/09/28データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Lee Enterprises, Incorporated 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。1 アナリスト機関Daniel HarrimanSidoti & Company, LLC
Major Estimate Revision • Feb 14Consensus EPS estimates fall by 29%The consensus outlook for fiscal year 2025 has been updated. 2025 expected loss increased from -US$2.77 to -US$3.58 per share. Revenue forecast unchanged at US$587.6m. Media industry in the US expected to see average net income growth of 35% next year. Consensus price target down from US$25.00 to US$20.00. Share price fell 6.2% to US$11.46 over the past week.
Price Target Changed • Feb 12Price target decreased by 20% to US$20.00Down from US$25.00, the current price target is provided by 1 analyst. New target price is 75% above last closing price of US$11.44. Stock is up 16% over the past year. The company is forecast to post a net loss per share of US$3.58 next year compared to a net loss per share of US$4.35 last year.
Breakeven Date Change • Dec 17No longer forecast to breakevenThe analyst covering Lee Enterprises no longer expects the company to break even during the foreseeable future. The company was expected to make a profit of US$3.34m in 2025. New forecast suggests the company will make a loss of US$16.2m in 2025.
お知らせ • Dec 13Lee Enterprises, Incorporated Provides Earnings Guidance for the Fiscal Year 2025Lee Enterprises, Incorporated provided earnings guidance for the fiscal year 2025. For the year, the company expects Total Digital Revenue of YOY growth in the range of 7% - 10%.
お知らせ • Aug 01Lee Enterprises, Incorporated Updates Earnings Guidance for the Fiscal Year 2024Lee Enterprises, Incorporated updated earnings guidance for the fiscal year 2024. For the period, the company expects total digital revenue to be $310 million (+13% YOY) - $330 million (+21% YOY).
お知らせ • May 03+ 1 more updateLee Enterprises, Incorporated Reaffirms Earnings Guidance for the Fiscal Year 2024Lee Enterprises, Incorporated reaffirmed earnings guidance for the fiscal year 2024. For the period, the company expects total digital revenue to be $310 million (+13% YOY) - $330 million (+21% YOY).
Recent Insider Transactions • May 17Chairman recently bought US$122k worth of stockOn the 13th of May, David Hoffmann bought around 16k shares on-market at roughly US$7.90 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth US$781k. David has been a buyer over the last 12 months, purchasing a net total of US$3.3m worth in shares.
Reported Earnings • May 11Second quarter 2026 earnings released: US$0.16 loss per share (vs US$2.07 loss in 2Q 2025)Second quarter 2026 results: US$0.16 loss per share (improved from US$2.07 loss in 2Q 2025). Revenue: US$122.0m (down 11% from 2Q 2025). Net loss: US$2.15m (loss narrowed 83% from 2Q 2025). Over the last 3 years on average, earnings per share has fallen by 38% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.
お知らせ • Apr 27Lee Enterprises, Inc. Names Josh Rinehults as Chief Financial OfficerJosh Rinehults, Vice President, Interim Chief Financial Officer and Treasurer, has been named Vice President, Chief Financial Officer and Treasurer of Lee Enterprises, Incorporated. The Board of Directors unanimously approved the appointment. Rinehults has served in the interim role since the closing of the company’s strategic investment in February 2026. Rinehults has been with Lee since its acquisition of BH Media Group in 2020 and has held various financial leadership roles across Lee, BH Media Group, and Media General since 2007.
お知らせ • Apr 26Lee Enterprises, Inc. Names Nathan Bekke as Chief Executive OfficersLee Enterprises Inc. announced Nathan Bekke, President and Interim Chief Executive Officer, has been named President and Chief Executive Officer. The Board of Directors unanimously approved appointment. Bekke have served in their interim roles since the closing of the company’s strategic investment in February 2026. Bekke joined the company in 1988 and has held a broad range of leadership positions over his more than three decades of service. He was appointed Chief Operating Officer in June 2025, following his tenure as Operating Vice President and Vice President of Audience Strategy, roles he held since 2020.
お知らせ • Apr 23Lee Enterprises, Incorporated to Report Q2, 2026 Results on May 07, 2026Lee Enterprises, Incorporated announced that they will report Q2, 2026 results at 9:30 AM, US Eastern Standard Time on May 07, 2026
お知らせ • Apr 08Lee Enterprises, Incorporated Approves Election of Ronald J. Kruszewski as DirectorLee Enterprises, Incorporated announced at the AGM held on April 6, 2026, approved election of Ronald J. Kruszewski as directors to serve for a three-year term expiring at the Company’s 2029 annual meeting of stockholders.
お知らせ • Mar 07Lee Enterprises, Incorporated, Annual General Meeting, Apr 06, 2026Lee Enterprises, Incorporated, Annual General Meeting, Apr 06, 2026.
Recent Insider Transactions Derivative • Feb 25Consultant notifies of intention to sell stockTimothy Millage intends to sell 30k shares in the next 90 days after lodging an Intent To Sell Form on the 24th of February. If the sale is conducted around the recent share price of US$9.00, it would amount to US$272k. Since March 2025, Timothy's direct individual holding has decreased from 38.23k shares to 30.19k. Company insiders have collectively bought US$823k more than they sold, via options and on-market transactions, in the last 12 months.
Recent Insider Transactions • Feb 20Chairman recently bought US$195k worth of stockOn the 18th of February, David Hoffmann bought around 27k shares on-market at roughly US$7.14 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was David's only on-market trade for the last 12 months.
Reported Earnings • Feb 10First quarter 2026 earnings released: US$0.92 loss per share (vs US$2.80 loss in 1Q 2025)First quarter 2026 results: US$0.92 loss per share (improved from US$2.80 loss in 1Q 2025). Revenue: US$130.1m (down 10.0% from 1Q 2025). Net loss: US$5.61m (loss narrowed 67% from 1Q 2025). Over the last 3 years on average, earnings per share has fallen by 50% per year but the company’s share price has only fallen by 33% per year, which means it has not declined as severely as earnings.
New Risk • Feb 08New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 259% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (0.6x net interest cover). Negative equity (-US$41m). Earnings have declined by 67% per year over the past 5 years. Shareholders have been substantially diluted in the past year (259% increase in shares outstanding). Minor Risk Share price has been volatile over the past 3 months (15% average weekly change).
お知らせ • Jan 30Lee Enterprises, Incorporated to Report Q1, 2026 Results on Feb 10, 2026Lee Enterprises, Incorporated announced that they will report Q1, 2026 results Pre-Market on Feb 10, 2026
お知らせ • Dec 31+ 1 more updateLee Enterprises, Incorporated Announces CEO ChangesLee Enterprises, Incorporated announced that with the execution of the stock purchase agreement, Kevin Mowbray, the Company’s Chief Executive Officer, has announced his retirement. Kevin joined the Company in 1986, and over his 39-year career, he served in thirteen Lee markets. The company also announced that it expects the current Chief Operating Officer, Nathan Bekke, to serve as Interim Chief Executive Officer.
Reported Earnings • Nov 26Full year 2025 earnings released: US$6.20 loss per share (vs US$4.35 loss in FY 2024)Full year 2025 results: US$6.20 loss per share (further deteriorated from US$4.35 loss in FY 2024). Revenue: US$562.3m (down 8.0% from FY 2024). Net loss: US$37.6m (loss widened 46% from FY 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 25 percentage points per year, which is a significant difference in performance.
お知らせ • Nov 22+ 1 more updateLee Enterprises, Incorporated Announces Resignation of Timothy R. Millage, Treasurer, Effective February 28, 2026On November 17, 2025, Timothy R. Millage, Treasurer of Lee Enterprises, Incorporated (the “Company”), informed the Company of his decision to resign from his positions with the Company to pursue an opportunity in church ministry. His resignation will become effective February 28, 2026, and he has agreed to provide consulting services to the Company through May 31, 2026. Mr. Millage’s decision is due to personal reasons and not the result of any disagreement with the Company or its operations, policies or practices.
お知らせ • Nov 18Lee Enterprises, Incorporated to Report Q4, 2025 Results on Nov 26, 2025Lee Enterprises, Incorporated announced that they will report Q4, 2025 results Pre-Market on Nov 26, 2025
お知らせ • Nov 11Lee Enterprises, Incorporated has filed a Follow-on Equity Offering in the amount of $50 million.Lee Enterprises, Incorporated has filed a Follow-on Equity Offering in the amount of $50 million. Security Name: Common Stock Security Type: Common Stock Transaction Features: Rights Offering
New Risk • Aug 13New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 11% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (0.4x net interest cover). Negative equity (-US$38m). Earnings have declined by 66% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (11% average weekly change). Market cap is less than US$100m (US$24.2m market cap).
Reported Earnings • Aug 08Third quarter 2025 earnings released: US$0.31 loss per share (vs US$0.73 loss in 3Q 2024)Third quarter 2025 results: US$0.31 loss per share (improved from US$0.73 loss in 3Q 2024). Revenue: US$141.3m (down 6.2% from 3Q 2024). Net loss: US$1.92m (loss narrowed 55% from 3Q 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 42 percentage points per year, which is a significant difference in performance.
お知らせ • Jul 24Lee Enterprises, Incorporated to Report Q3, 2025 Results on Aug 07, 2025Lee Enterprises, Incorporated announced that they will report Q3, 2025 results Pre-Market on Aug 07, 2025
お知らせ • Jun 20Lee Enterprises, Incorporated Appoints Nathan Bekke as Chief Operating OfficerNathan Bekke, Operating Vice President and Vice President of Audience Strategy, has been named Chief Operating Officer of Lee Enterprises, Incorporated. Bekke, was appointed Vice President in January 2015. He was named Operating Vice President and Vice President of Audience Strategy in 2020. He is responsible for news, audience, advertising, production, information technology and BLOX Digital operations. He began his career in 1988 advancing to many leadership positions throughout his more than three-decade career with Lee. Bekke has been involved with a wide range of charitable, community and statewide organizations throughout his career. He currently serves on the board of News Media Alliance. Nathan has two adult children and three adult stepchildren with his wife Trista.
Reported Earnings • May 10Second quarter 2025 earnings released: US$2.07 loss per share (vs US$2.06 loss in 2Q 2024)Second quarter 2025 results: US$2.07 loss per share (further deteriorated from US$2.06 loss in 2Q 2024). Revenue: US$137.4m (down 6.3% from 2Q 2024). Net loss: US$12.5m (loss widened 2.7% from 2Q 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 64 percentage points per year, which is a significant difference in performance.
New Risk • May 07New major risk - Revenue and earnings growthEarnings have declined by 61% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (0.4x net interest cover). Negative equity (-US$24m). Earnings have declined by 61% per year over the past 5 years. Minor Risk Market cap is less than US$100m (US$52.4m market cap).
お知らせ • May 02Lee Enterprises, Incorporated to Report Q2, 2025 Results on May 08, 2025Lee Enterprises, Incorporated announced that they will report Q2, 2025 results Pre-Market on May 08, 2025
新しいナラティブ • Apr 09AI Solutions Will Reshape Digital Media As Legacy Risks Persist Significant investment in AI-driven technologies aims to boost digital content engagement, advertising revenue, and future digital revenue growth.
Major Estimate Revision • Feb 14Consensus EPS estimates fall by 29%The consensus outlook for fiscal year 2025 has been updated. 2025 expected loss increased from -US$2.77 to -US$3.58 per share. Revenue forecast unchanged at US$587.6m. Media industry in the US expected to see average net income growth of 35% next year. Consensus price target down from US$25.00 to US$20.00. Share price fell 6.2% to US$11.46 over the past week.
Price Target Changed • Feb 12Price target decreased by 20% to US$20.00Down from US$25.00, the current price target is provided by 1 analyst. New target price is 75% above last closing price of US$11.44. Stock is up 16% over the past year. The company is forecast to post a net loss per share of US$3.58 next year compared to a net loss per share of US$4.35 last year.
Reported Earnings • Feb 06First quarter 2025 earnings: EPS and revenues miss analyst expectationsFirst quarter 2025 results: US$2.80 loss per share (down from US$0.12 profit in 1Q 2024). Revenue: US$144.6m (down 7.1% from 1Q 2024). Net loss: US$16.7m (down US$17.4m from profit in 1Q 2024). Revenue missed analyst estimates by 4.0%. Earnings per share (EPS) also missed analyst estimates significantly. Revenue is forecast to stay flat during the next 2 years compared to a 3.6% growth forecast for the Media industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 75 percentage points per year, which is a significant difference in performance.
お知らせ • Jan 28Lee Enterprises, Incorporated to Report Q1, 2025 Results on Feb 06, 2025Lee Enterprises, Incorporated announced that they will report Q1, 2025 results Pre-Market on Feb 06, 2025
分析記事 • Jan 20Lee Enterprises, Incorporated's (NASDAQ:LEE) Revenues Are Not Doing Enough For Some InvestorsYou may think that with a price-to-sales (or "P/S") ratio of 0.1x Lee Enterprises, Incorporated ( NASDAQ:LEE ) is a...
お知らせ • Jan 07Lee Enterprises, Incorporated, Annual General Meeting, Feb 27, 2025Lee Enterprises, Incorporated, Annual General Meeting, Feb 27, 2025.
Breakeven Date Change • Dec 17No longer forecast to breakevenThe analyst covering Lee Enterprises no longer expects the company to break even during the foreseeable future. The company was expected to make a profit of US$3.34m in 2025. New forecast suggests the company will make a loss of US$16.2m in 2025.
New Risk • Dec 16New major risk - Negative shareholders equityThe company has negative equity. Total equity: -US$7.3m This is considered a major risk. Being in negative equity means that the company's liabilities exceed its assets, meaning it owes more to creditors than it has in owned assets. While this doesn't mean the company is about to collapse, in the long-term, this is unsustainable. The company may have issues meeting financial obligations, is at risk of becoming insolvent and may have difficulty raising capital, especially more debt, if needed. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (0.7x net interest cover). Negative equity (-US$7.3m). Minor Risks Share price has been volatile over the past 3 months (17% average weekly change). Shareholders have been diluted in the past year (2.1% increase in shares outstanding). Significant insider selling over the past 3 months (US$1.1m sold).
お知らせ • Dec 13Lee Enterprises, Incorporated Provides Earnings Guidance for the Fiscal Year 2025Lee Enterprises, Incorporated provided earnings guidance for the fiscal year 2025. For the year, the company expects Total Digital Revenue of YOY growth in the range of 7% - 10%.
Reported Earnings • Dec 12Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: US$4.35 loss per share (further deteriorated from US$0.90 loss in FY 2023). Revenue: US$611.4m (down 12% from FY 2023). Net loss: US$25.8m (loss widened 391% from FY 2023). Revenue missed analyst estimates by 1.8%. Earnings per share (EPS) also missed analyst estimates by 115%. Revenue is forecast to stay flat during the next 2 years compared to a 3.9% growth forecast for the Media industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 83 percentage points per year, which is a significant difference in performance.
New Risk • Dec 08New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.1% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.2x net interest cover). Share price has been highly volatile over the past 3 months (16% average weekly change). Minor Risks Shareholders have been diluted in the past year (2.1% increase in shares outstanding). Significant insider selling over the past 3 months (US$1.1m sold). Market cap is less than US$100m (US$99.5m market cap).
Seeking Alpha • Dec 02Lee Enterprises: External Interest Ramps Up Ahead Of Q4 EarningsSummary LEE which has underperformed other micro-caps for a long time now, has been witnessing positive interest since October, driven largely by constructive institutional positioning. The Hoffmann Group, which is keen to save and promote local and community-driven newspapers, has filed and amended a 13D. LEE is due to announce Q4 earnings on the December 12, and expectations appear to be on the higher side. We have deep concerns about the company's debt burden, which won't be easy to overcome with just non-core asset sales, while forward valuations reflect a weak EBITDA outlook. On the charts, LEE appears to have got its mojo back. Read the full article on Seeking Alpha
お知らせ • Nov 26Lee Enterprises, Incorporated to Report Q4, 2024 Results on Dec 12, 2024Lee Enterprises, Incorporated announced that they will report Q4, 2024 results Pre-Market on Dec 12, 2024
分析記事 • Nov 26Lee Enterprises (NASDAQ:LEE) Has No Shortage Of DebtWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
New Risk • Oct 18New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: US$930k This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.2x net interest cover). Share price has been highly volatile over the past 3 months (15% average weekly change). Minor Risks Significant insider selling over the past 3 months (US$930k sold). Market cap is less than US$100m (US$86.7m market cap).
分析記事 • Oct 10Lee Enterprises, Incorporated (NASDAQ:LEE) Shares Fly 82% But Investors Aren't Buying For GrowthLee Enterprises, Incorporated ( NASDAQ:LEE ) shareholders would be excited to see that the share price has had a great...
Reported Earnings • Aug 02Third quarter 2024 earnings: EPS and revenues miss analyst expectationsThird quarter 2024 results: US$0.73 loss per share (down from US$0.26 profit in 3Q 2023). Revenue: US$150.6m (down 12% from 3Q 2023). Net loss: US$4.27m (down 384% from profit in 3Q 2023). Revenue missed analyst estimates by 9.0%. Earnings per share (EPS) were also behind analyst expectations. Revenue is forecast to stay flat during the next 2 years compared to a 3.3% growth forecast for the Media industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 75 percentage points per year, which is a significant difference in performance.
お知らせ • Aug 01Lee Enterprises, Incorporated Updates Earnings Guidance for the Fiscal Year 2024Lee Enterprises, Incorporated updated earnings guidance for the fiscal year 2024. For the period, the company expects total digital revenue to be $310 million (+13% YOY) - $330 million (+21% YOY).
お知らせ • Jul 18Lee Enterprises, Incorporated to Report Q3, 2024 Results on Aug 01, 2024Lee Enterprises, Incorporated announced that they will report Q3, 2024 results at 9:30 AM, US Eastern Standard Time on Aug 01, 2024
分析記事 • Jul 03Benign Growth For Lee Enterprises, Incorporated (NASDAQ:LEE) Underpins Its Share PriceLee Enterprises, Incorporated's ( NASDAQ:LEE ) price-to-sales (or "P/S") ratio of 0.1x might make it look like a buy...
Reported Earnings • May 03Second quarter 2024 earnings released: US$2.06 loss per share (vs US$1.01 loss in 2Q 2023)Second quarter 2024 results: US$2.06 loss per share (further deteriorated from US$1.01 loss in 2Q 2023). Revenue: US$146.6m (down 14% from 2Q 2023). Net loss: US$12.2m (loss widened 107% from 2Q 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 72 percentage points per year, which is a significant difference in performance.
お知らせ • May 03+ 1 more updateLee Enterprises, Incorporated Reaffirms Earnings Guidance for the Fiscal Year 2024Lee Enterprises, Incorporated reaffirmed earnings guidance for the fiscal year 2024. For the period, the company expects total digital revenue to be $310 million (+13% YOY) - $330 million (+21% YOY).
お知らせ • Apr 23Lee Enterprises, Incorporated to Report Q2, 2024 Results on May 02, 2024Lee Enterprises, Incorporated announced that they will report Q2, 2024 results Pre-Market on May 02, 2024
分析記事 • Mar 22Lee Enterprises (NASDAQ:LEE) Use Of Debt Could Be Considered RiskyThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
分析記事 • Feb 16We Think Shareholders May Want To Consider A Review Of Lee Enterprises, Incorporated's (NASDAQ:LEE) CEO Compensation PackageKey Insights Lee Enterprises will host its Annual General Meeting on 22nd of February Salary of US$813.5k is part of...
Reported Earnings • Feb 02First quarter 2024 earnings released: EPS: US$0.12 (vs US$0.19 in 1Q 2023)First quarter 2024 results: EPS: US$0.12 (down from US$0.19 in 1Q 2023). Revenue: US$155.7m (down 16% from 1Q 2023). Net income: US$688.0k (down 37% from 1Q 2023). Profit margin: 0.4% (down from 0.6% in 1Q 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 68 percentage points per year, which is a significant difference in performance.
分析記事 • Jan 26Lee Enterprises, Incorporated's (NASDAQ:LEE) Price Is Right But Growth Is Lacking After Shares Rocket 43%Lee Enterprises, Incorporated ( NASDAQ:LEE ) shareholders would be excited to see that the share price has had a great...
お知らせ • Jan 20Lee Enterprises, Incorporated to Report Q1, 2024 Results on Feb 01, 2024Lee Enterprises, Incorporated announced that they will report Q1, 2024 results on Feb 01, 2024
お知らせ • Jan 13Lee Enterprises, Incorporated, Annual General Meeting, Feb 22, 2024Lee Enterprises, Incorporated, Annual General Meeting, Feb 22, 2024, at 09:00 Central Standard Time. Agenda: To discuss and elect two directors, each for a term of three years expiring at the 2027 annual meeting of the shareholders; to discuss and approve, by non-binding vote, the Company’s compensation of its named executive officers (“Say-On-Pay” vote); to discuss and ratify the selection of BDO USA, P.C. as the Company’s independent registered public accounting firm for fiscal year ending September 29, 2024; and to discuss and transact any other business that is properly brought before the Annual Meeting.
Reported Earnings • Dec 08Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: US$0.90 loss per share (further deteriorated from US$0.35 loss in FY 2022). Revenue: US$691.1m (down 12% from FY 2022). Net loss: US$5.27m (loss widened 161% from FY 2022). Revenue missed analyst estimates by 1.3%. Earnings per share (EPS) were also behind analyst expectations. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 64 percentage points per year, which is a significant difference in performance.
New Risk • Dec 08New major risk - Revenue and earnings growthEarnings have declined by 47% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.1x net interest cover). Earnings have declined by 47% per year over the past 5 years. Minor Risk Market cap is less than US$100m (US$55.7m market cap).
お知らせ • Dec 08Lee Enterprises, Incorporated Provides Earnings Guidance for the Fiscal Year 2024Lee Enterprises, Incorporated provided earnings guidance for the fiscal year 2024. For the period, the company expects Total Digital Revenue to be $310 million (+13% YOY) - $330 million (+21% YOY).
お知らせ • Dec 07Lee Enterprises, Incorporated Announces Management ChangesTheodore F. Olt III has been elected by the board of directors of Lee Enterprises, Incorporated to succeed C. Dana Waterman III, who is retiring after 34 years as secretary and general counsel. Olt is a graduate of the U.S. Naval Academy and the University of Iowa College of Law, and joined Lane & Waterman LLP in 1995. His law practice focuses primarily on corporate and transactional matters, including corporate law and governance, mergers and acquisitions, contracts, commercial real estate and environmental law, and is recognized with Martindale-Hubbel’s highest AV Preeminent® rating. He is a member of the Society of Corporate Governance and is active in the Quad Cities community, currently serving on the board of directors of Illowa Council Boy Scouts of America as well as area coordinator for the U.S, Naval Academy Blue & Gold Officer (Admissions) program. He previously served as board chair for the Scott County Regional Authority and the Junior Achievement of the Heartland Central Region. Waterman served in the Lee post since 1989 and previously assisted in Lee legal matters. Waterman joined Lane & Waterman in 1971 and served as its managing partner from 2001 to 2016, the fourth generation of the Waterman family to lead the firm. In 2017, he transitioned to an Of Counsel role, where he continues to advise business organizations and individuals on matters related to business structure, operations, governance, financing, transactions and risk and compliance issues. He continues to be active in community service organizations, serving as board chair of Genesis Health System; as a board member of the Quad Cities Contributors Council; as a co-trustee and secretary of The Hubbell-Waterman Foundation; and as a founding co-trustor of the Quad Cities Cultural Trust. In December 2016, he was appointed Civilian Aide to the Secretary of the Army for Iowa (East), serving as the Secretary’s liaison to and supporting her priorities through engagement with and on behalf of soldiers in the active Army, National Guard and Army Reserve components, their families and veterans. He previously served as board chair of the Quad Cities Chapter of the American Red Cross, the Iowa Law School Foundation, the Putnam Museum and Science Center and the Quad Cities Chamber of Commerce (and several of its affiliate and/or predecessor organizations), and as a member of the Augustana College board of trustees. He also serves on the boards of directors of several privately held companies. In 2015 he was inducted into the Quad Cities Business Hall of Fame by Junior Achievement of the Heartland; and in 2020 he was selected as the Quad Cities Chamber Volunteer of the Year.
お知らせ • Dec 02Lee Enterprises, Incorporated to Report Q4, 2023 Results on Dec 07, 2023Lee Enterprises, Incorporated announced that they will report Q4, 2023 results Pre-Market on Dec 07, 2023
分析記事 • Nov 30Is Lee Enterprises (NASDAQ:LEE) Using Too Much Debt?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
お知らせ • Sep 07Wick Communications Company signed an agreement to acquire Arizona Daily Sun from Lee Enterprises, Incorporated (NasdaqGS:LEE).Wick Communications Company signed an agreement to acquire Arizona Daily Sun from Lee Enterprises, Incorporated (NasdaqGS:LEE) on August 31, 2023. Brady will remain publisher, and all employees of the Daily Sun have been offered positions with Wick Communications. The Daily Sun was part of Scripps League Newspapers until 1996, when the company was purchased by Pulitzer. Lee Enterprises acquired Pulitzer in 2005. The acquisition is planned to be final on Sept. 25.
お知らせ • Aug 05Lee Enterprises, Incorporated Provides Earnings Guidance for the Fiscal Year 2023Lee Enterprises, Incorporated provided earnings guidance for the fiscal year 2023. For the period, the company expects Total Digital Revenue to be $270 million (+13% YOY) - $285 million (+19% YOY).
Reported Earnings • Aug 04Third quarter 2023 earnings released: EPS: US$0.26 (vs US$0.046 loss in 3Q 2022)Third quarter 2023 results: EPS: US$0.26 (up from US$0.046 loss in 3Q 2022). Revenue: US$171.3m (down 12% from 3Q 2022). Net income: US$1.50m (up US$1.77m from 3Q 2022). Profit margin: 0.9% (up from net loss in 3Q 2022). Revenue is forecast to grow 1.6% p.a. on average during the next 2 years, compared to a 3.6% growth forecast for the Media industry in the US. Over the last 3 years on average, earnings per share has fallen by 52% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.
お知らせ • Jul 22Lee Enterprises, Incorporated to Report Q3, 2023 Results on Aug 03, 2023Lee Enterprises, Incorporated announced that they will report Q3, 2023 results Pre-Market on Aug 03, 2023
Board Change • May 06Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 4 highly experienced directors. Independent Director Shaun McAlmont was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • May 05Lee Enterprises, Incorporated Provides Earnings Guidance for the Fiscal Year 2023Lee Enterprises, Incorporated provided earnings guidance for the fiscal year 2023. For the year, the company expects total digital revenue to be between $270 million (+13% year-over-year) to $285 million (+19% year-over-year).
お知らせ • Feb 16Lee Enterprises Receives A Notification Letter from Nasdaq Due to Delay in Filing Its Quarterly Report on from 10-Q for the Quarter Ended December 25, 2022On February 8, 2023, Lee Enterprises, Incorporated (the "Company") received a notification letter from the Listing Qualifications Department of the Nasdaq Stock Market LLC ("Nasdaq") indicating that, as a result of the Company's delay in filing its Quarterly Report on From 10-Q for the quarter ended December 25, 2022 (the "2023 First Quarter Form 10-Q"), the Company is not in compliance with the timely filing requirements for continued listing under Nasdaq Listing Rule 5250(c)(1). The Company filed a Notification of Late Filing on Form 12b-25 on February 6, 2023, stating it was unable to file the 2023 First Quarter Form 10-Q within the prescribed time period without unreasonable effort or expense because it required additional time to review its financial statements and other disclosures and complete its closing processes and controls in connection with its assessment of the effectiveness of its internal controls over financial reporting as of September 25, 2022, and December 25, 2022. The Company provided an update on the status of filing its Annual Report on Form 10-K on a Current Report on Form 8-K filed on February 6, 2023. As a result of the foregoing, the Company requires additional time to complete its review of its financial statements and other disclosures as of September 25, 2022, and December 25, 2022, and to complete its closing processes and controls, and is unable to file its Quarterly Report on Form 10-Q on or prior to the prescribed due date of February 3, 2023. The Company does not currently anticipate that it will be able to file the Form 10-Q on or before the fifth calendar day following the February 3, 2023, prescribed filing date as a result of the circumstances described above. The Company will seek to resolve these issues as soon as practicable and plans to file the Form 10-Q as soon as possible. The notification letter stated that, under Nasdaq rules, the Company has until February 27, 2023, to submit a plan to regain compliance with Nasdaq's continued listing requirements. If the plan is accepted, Nasdaq may grant an extension until June 26, 2023, to regain compliance. The Company can also regain compliance with Nasdaq's continued listing requirements at any time before February 27, 2023, by filing the 2022 Form 10-K and 2023 First Quarter Form 10-Q with the SEC, and continuing to comply with Nasdaq's other continued listing requirements. The notification letter has no immediate effect on the listing or trading of the Company's common stock on the Nasdaq Global Select Market. The Company's management intends to file the 2022 Form 10-K and 2023 First Quarter Form 10-Q as soon as practicable; however, no assurance can be given as to the definitive date on which the 2022 Form 10-K and 2023 First Quarter Form 10-Q will be filed.
お知らせ • Feb 07Lee Enterprises, Incorporated announced delayed 10-Q filingOn 02/06/2023, Lee Enterprises, Incorporated announced that they will be unable to file their next 10-Q by the deadline required by the SEC.
お知らせ • Jan 05Lee Enterprises Receives Notification from Nasdaq Related to Delayed Annual Report on Form 10-KLee Enterprises, Incorporated has received a letter from the Listing Qualifications Department of The Nasdaq Stock Market LLC (“Nasdaq”) indicating that, as a result of the company’s delay in filing its Annual Report on Form 10-K for the fiscal year ended Sept. 25, 2022 (the “2022 Form 10-K”) within the prescribed time period, the company is not in compliance with the timely filing requirement for continued listing under Nasdaq Listing Rule 5250(c)(1). This notification has no immediate effect on the listing or trading of the company's common stock on The Nasdaq Capital Market. Lee must submit to Nasdaq a plan of compliance within 60 days, or no later than Feb. 27, 2023, addressing how it intends to regain compliance with the Nasdaq Listing Rule. If Nasdaq accepts the plan, it may grant an extension of up to 180 days from the original filing due date of the 2022 Form 10-K, or until June 26, 2023, to regain compliance. If the company fails to regain compliance with the Nasdaq Listing Rule within the time periods described above, the company's common stock could be subject to delisting from Nasdaq. On Dec. 12, 2022, Lee disclosed that it required additional time to file its fiscal 2022 Form 10-K for the period ended Sept. 25, 2022. The company is working diligently to complete the internal controls evaluation described in its Form 8-K filing on Dec. 12 and file its 10-K for fiscal 2022. Lee expects to file the 2022 Form 10-K within the 60-day period described above, which would eliminate the need for the company to submit a formal plan to regain compliance with the Nasdaq Listing Rule. However, no assurance can be given as to the definitive date on which the 2022 Form 10-K will be filed. Notwithstanding the ongoing nature of its internal controls evaluation, the company does not expect the evaluation to result in any material impact on the preliminary financial results the Company released on Dec. 8, 2022 for the 12-month period as of and ended Sept. 25, 2022.
Reported Earnings • Dec 12Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: US$0.21 loss per share (down from US$3.99 profit in FY 2021). Revenue: US$781.0m (down 1.7% from FY 2021). Net loss: US$1.22m (down 105% from profit in FY 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 1.9% p.a. on average during the next 2 years, compared to a 3.2% growth forecast for the Media industry in the US. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
Recent Insider Transactions • Sep 27Insider recently bought US$855k worth of stockOn the 20th of September, Mason Slaine bought around 46k shares on-market at roughly US$18.52 per share. This transaction amounted to 18% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought US$894k more in shares than they have sold in the last 12 months.
Reported Earnings • Aug 05Third quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2022 results: US$0.05 loss per share (down from US$0.56 profit in 3Q 2021). Revenue: US$195.0m (flat on 3Q 2021). Net loss: US$269.0k (down 108% from profit in 3Q 2021). Revenue exceeded analyst estimates by 1.7%. Earnings per share (EPS) missed analyst estimates. Over the next year, revenue is forecast to stay flat compared to a 2.9% growth forecast for the industry in the US. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
Reported Earnings • May 06Second quarter 2022 earnings: EPS misses analyst expectationsSecond quarter 2022 results: US$1.26 loss per share (down from US$0.20 loss in 2Q 2021). Revenue: US$190.0m (down 1.3% from 2Q 2021). Net loss: US$7.28m (loss widened US$6.14m from 2Q 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 1,045%. Over the next year, revenue is forecast to stay flat compared to a 4.3% growth forecast for the industry in the US. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
Seeking Alpha • Dec 18Extra! Extra! Buffett-Backed LEE Is On A RunLee Enterprises is in the midst of a turnaround, as its digital subscription business is growing quickly while its print business is slowing down. The company is trading at a pretty inexpensive valuation, especially when we consider its growth potential in the coming years. Debt reduction efforts could create significant equity value in the long run.
Valuation Update With 7 Day Price Move • Dec 10Investor sentiment improved over the past weekAfter last week's 15% share price gain to US$27.70, the stock trades at a trailing P/E ratio of 10.1x. Average trailing P/E is 14x in the Media industry in the US. Total returns to shareholders of 34% over the past three years.
Seeking Alpha • Nov 26My DCF Model Indicates That Lee Enterprises Is Worth More Than $24Lee Enterprises is a local news provider in close to 77 markets across 26 states in the US. In my view, as management converts the company into a digital player, revenue would trend north to double digits. iIn the last five years, the free cash flow was close to $60-$78 million. With this in mind, I will assume a free cash flow of close to $77 million. With an exit multiple of 5.25x FCF, I obtained a fair price of $24, which is the amount of money that Alden Global Capital is proposing. I believe that the offer is too low because Lee has always traded at 11x-18x FCF. The company is also quite undervalued. Under moderate assumptions and an exit multiple of 12x, my DCF model implied a valuation that could be equal to even $87 per share.
Valuation Update With 7 Day Price Move • Nov 24Investor sentiment improved over the past weekAfter last week's 21% share price gain to US$24.23, the stock trades at a trailing P/E ratio of 8.8x. Average trailing P/E is 15x in the Media industry in the US. Total returns to shareholders of 3.1% over the past three years.
Seeking Alpha • Sep 20Lee Enterprises: Substantial Upside On An Actually Good BusinessUncertainty around high debts and "newspapers in a digital world" create a deep value opportunity today for keen investors. This is a high free cash flow business with good business economics at a really great valuation. I figure this stock has at least a $40/share fair value.
Reported Earnings • Aug 10Third quarter 2021 earnings released: EPS US$0.56 (vs US$0.23 loss in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: US$196.5m (up 7.6% from 3Q 2020). Net income: US$3.23m (up US$4.50m from 3Q 2020). Profit margin: 1.6% (up from net loss in 3Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 66 percentage points per year, which is a significant difference in performance.
Reported Earnings • May 12Second quarter 2021 earnings released: US$0.20 loss per share (vs US$0.95 loss in 2Q 2020)The company reported a solid second quarter result with reduced losses, improved revenues and improved control over expenses. Second quarter 2021 results: Revenue: US$192.4m (up 59% from 2Q 2020). Net loss: US$1.13m (loss narrowed 79% from 2Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 93 percentage points per year, which is a significant difference in performance.
Valuation Update With 7 Day Price Move • May 05Investor sentiment improved over the past weekAfter last week's 20% share price gain to US$36.13, the stock trades at a trailing P/E ratio of 27.4x. Average trailing P/E is 22x in the Media industry in the US. Total returns to shareholders of 57% over the past three years.
Valuation Update With 7 Day Price Move • Apr 02Investor sentiment improved over the past weekAfter last week's 17% share price gain to US$26.02, the stock trades at a trailing P/E ratio of 19.7x. Average trailing P/E is 27x in the Media industry in the US. Total returns to shareholders of 21% over the past three years.
Valuation Update With 7 Day Price Move • Mar 04Investor sentiment improved over the past weekAfter last week's 21% share price gain to US$2.81, the stock is trading at a trailing P/E ratio of 21.3x, up from the previous P/E ratio of 17.6x. This compares to an average P/E of 30x in the Media industry in the US. Total returns to shareholders over the past three years are 20%.
Executive Departure • Mar 01Independent Director has left the companyOn the 25th of February, William Mayer's tenure in the role of Independent Director ended. As of December 2020, William personally held 152.43k shares (US$192k worth at the time). A total of 2 executives have left over the last 12 months.
Executive Departure • Mar 01Independent Director has left the companyOn the 25th of February, Richard Cole's tenure as Independent Director ended after 15.0 years in the role. As of December 2020, Richard personally held 135.24k shares (US$170k worth at the time). A total of 2 executives have left over the last 12 months.
分析記事 • Feb 22Did Lee Enterprises' (NYSE:LEE) Share Price Deserve to Gain 74%?If you buy and hold a stock for many years, you'd hope to be making a profit. Furthermore, you'd generally like to see...
Is New 90 Day High Low • Feb 17New 90-day high: US$2.32The company is up 138% from its price of US$0.97 on 18 November 2020. The American market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Media industry, which is up 11% over the same period.
Valuation Update With 7 Day Price Move • Feb 12Investor sentiment improved over the past weekAfter last week's 23% share price gain to US$2.28, the stock is trading at a trailing P/E ratio of 17.3x, up from the previous P/E ratio of 14.1x. This compares to an average P/E of 27x in the Media industry in the US. Total return to shareholders over the past three years is a loss of 8.8%.
