Quad/Graphics
Runs print, direct mail, creative, media, data, and marketing technology services.
Something off on this page? Send us feedback.
Profile
Sells production, creative, media, intelligence, and technology services through an MX Solutions Suite. The business is concentrated in U.S. print and related services, with Latin America print operations after the European divestiture.
Built around the MX Solutions Suite, the business combines Production, Creative, Media, Intelligence, and Technology with legacy commercial printing, packaging, in-store signage, branded merchandise, managed services, and postal optimization.
Operations are concentrated in U.S. print and related services, with an International segment now mainly tied to Latin America after the European operations sale. Core customers sit in commerce verticals such as retail, consumer packaged goods, direct-to-consumer, financial services, health, and publishing.
Execution depends on integrating data, creative, media, technology, direct mail, logistics, and large-scale production. Print-demand decline, industry overcapacity, postal-cost changes, and USPS work-sharing economics shape the operating model.
Company facts
Categories
Key statistics
Year to date +73.9% · Average volume (30d) 395.5K
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior target | Target |
|---|---|---|---|---|
| Aug 3, 2026 | Barrington | Target | $8.50 | $13.50 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Jul 28, 2026Q2 FY26 | $0.20 | $0.24 | +21.6% | $545.1M | $577.5M | +5.9% | +10.46% |
| Apr 28, 2026Q1 FY26 | $0.22 | $0.25 | +13.6% | $581.1M | $581.0M | 0.0% | −10.13% |
| Feb 17, 2026Q4 FY25 | $0.36 | $0.36 | 0.0% | $633.1M | $630.6M | −0.4% | +0.45% |
| Oct 28, 2025Q3 FY25 | $0.27 | $0.31 | +14.8% | $632.9M | $588.0M | −7.1% | −12.36% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $629.4M | $571.9M | $588.0M | $630.6M | $581.0M | $1.05B | |
| Gross profit | $109.7M | $103.1M | $114.6M | $117.3M | $104.5M | $577.5M | |
| Operating income | $26.2M | $22.9M | $33.7M | $36.0M | $26.1M | $14.9M | |
| Net income | $5.8M | −$100.0K | $10.2M | $11.1M | $6.2M | $3.7M | |
| Diluted EPS | $0.11 | −$0.00 | $0.21 | $0.22 | $0.13 | $0.07 | |
| Gross margin | 17.4% | 18.0% | 19.5% | 18.6% | 18.0% | 55.0% | |
| Operating margin | 4.2% | 4.0% | 5.7% | 5.7% | 4.5% | 1.4% |
Fiscal years (4-quarter sums)FY21 $2.96B · FY22 $3.22B · FY23 $2.96B · FY24 $2.67B · FY25 $2.42B
Revenue by product · Q2 FY26
Revenue by geography · Q2 FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $7.4M · Total debt $469.2M · Total assets $1.20B · Shareholders' equity $124.7M
Dividends
Last raised to $0.10 from $0.075 in Feb 2026. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Aug 17, 2026 | Aug 17 | Sep 4 | $0.10 | |
| May 21, 2026 | May 21 | Jun 5 | $0.10 | |
| Feb 27, 2026 | Feb 27 | Mar 13 | $0.10 | raised from $0.075 |
| Nov 17, 2025 | Nov 17 | Dec 5 | $0.075 | |
| Aug 18, 2025 | Aug 18 | Sep 5 | $0.075 | |
| May 22, 2025 | May 22 | Jun 6 | $0.075 | |
| Feb 28, 2025 | Feb 28 | Mar 14 | $0.075 | raised from $0.05 |
| Nov 18, 2024 | Nov 18 | Dec 6 | $0.05 |
Ownership
Shares outstanding 51.56M · Float 29.15M · 56.6% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| Quad/Graphics, Inc. Voting Trust | 12.29M | 24.00% | 13G | Feb 13, 2025 |
| William H. Miller Iv | 2.85M | 7.32% | 13D/G | Nov 12, 2024 |
| Miller Value Partners, LLC | 2.54M | 4.92% | 13F | Aug 14, 2026 |
| J. Joel Quadracci · director, officer: Chairman & CEO | 2.42M | 4.70% | Form 4 | Mar 3, 2026 |
| BlackRock, Inc. | 2.29M | 4.44% | 13F | Aug 7, 2026 |
Insider tradesForm 4
No open-market trades in the last 12 months.
View detailsPeers
- Deluxe
Hybrid print, promotional products, and data-driven marketing peer
- Cimpress
Mass-customized print, signage, packaging, and promo-products peer
- Omnicom Group
Global agency network overlapping in media, data, and production
- WPP (ADR)
Global marketing group spanning media, data, creative, and production
- Stagwell
Digital-first agency network with media, commerce, and marketing tools
- Ennis
Trade printer overlapping in forms, envelopes, labels, and direct mail
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Quad/Graphics | $10.10 | −0.05% | $520.2M | 16.0 | 7.4 | 0.2 | +1.0% |
| Deluxe | $23.64 | +0.04% | $1.08B | 10.5 | 6.0 | 0.5 | −4.2% |
| Cimpress | $89.28 | −0.06% | $2.16B | 23.7 | 17.7 | 0.6 | +8.7% |
| Omnicom Group | $88.28 | −0.01% | $24.22B | 47.7 | 8.5 | 1.1 | +63.4% |
| WPP (ADR) | $25.82 | +0.04% | $5.57B | — | — | 0.3 | −6.1% |
| Stagwell | $8.72 | −0.10% | $2.17B | 141.0 | 7.4 | 0.7 | +11.3% |
| Ennis | $21.52 | +0.05% | $544.4M | 12.9 | — | 1.4 | +1.4% |
| Median | 23.7 | 7.9 | 0.6 | +5.1% |