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Company

Quad/Graphics, Inc.

Ticker
QUAD
Sector
Industry
Report date
July 29, 2026
Valye AI Score

69

High visibility
Recent developments
Recent developments summary

Recent developments include multiple quarterly earnings reports and earnings call transcripts for Q1 and Q2 2026, with the company reporting positive net income and earnings per share. Industry outlooks and dividend stock discussions have also featured the company, reflecting ongoing market interest.

Recent developments:
  • Quad/Graphics reported Q2 earnings and revenues surpassing estimates, indicating positive operational results for the period [N1].
  • The company held a Q1 2026 earnings call providing detailed discussion of financial results and business conditions [N6].
  • Q1 earnings and revenues beat estimates, reflecting favorable performance in early 2026 [N7].
  • The company has been highlighted in industry outlooks alongside peers, indicating its relevance in the business services sector [N4].
Overview

Quad/Graphics, Inc. is a publicly reporting company with detailed financial disclosures and regular earnings updates. The company operates within the business services sector, with a focus on printing and marketing solutions as indicated by its industry context. Recent SEC filings provide insight into its financial condition, including net income and liquidity metrics as of Q1 2026. The company maintains active communication with investors through earnings calls and press releases, contributing to transparency about its operations and financial performance.

Executive summary

Financial figures (if any) are summarized from the latest available SEC filings and are provided for informational purposes only — not financial advice.

Scenarios for QUAD

Bull case model:

The company has demonstrated profitability with positive net income and earnings per share in the latest quarter. Consistent earnings reports and analyst coverage indicate active market interest and operational transparency. Industry outlooks and dividend stock discussions highlight the company's relevance in its sector, potentially supporting stable business operations.

Bear case model:

Liquidity ratios below 1.0, such as a current ratio of 0.94 and a low cash ratio of 0.01, indicate potential short-term liquidity constraints. The company operates in a competitive and evolving industry which may face pricing pressures and demand fluctuations. Limited disclosure on strategic initiatives or diversification may pose risks to sustained financial performance.

Moat:

Quad/Graphics operates in a competitive business services and printing industry where scale, client relationships, and operational efficiency are important. While specific competitive advantages are not detailed in the provided data, the company's ongoing earnings disclosures and industry presence suggest established market positioning. The company's ability to maintain profitability and liquidity amid industry challenges may reflect operational strengths.

Risks overview
Risks summary
Short-term liquidity constraints and competitive industry pressures represent key risks to the company's financial stability and operational performance.
Risks details:

• Liquidity Risk: The current ratio of 0.94 and cash ratio of 0.01 as of March 31, 2026, suggest the company has slightly more current liabilities than current assets, which could pose short-term liquidity challenges [S2].
• Industry Competition and Demand: Operating in the business services and printing sector, the company faces competition and potential demand variability that could impact revenue and profitability.

FINAL FORECAST FOR QUAD

Final take one line
Quad/Graphics, Inc. exhibits very high visibility with detailed financial disclosures and active earnings communication, though liquidity and industry competition remain key considerations.
Final take 12 to 24 month view

Business trends: Continued earnings disclosures and industry relevance highlight ongoing operational activity and market presence.
Execution milestones: Regular quarterly earnings calls and reports provide transparency into financial performance.
Key risks: Short-term liquidity constraints and competitive pressures in the business services sector.

Valye AI Visibility Research Score

High visibility

Visibility score reflects the breadth and consistency of available disclosure across SEC filings, recent public reporting, and baseline business context (research-only; not investment advice).

69
LLM visibility overview
LLM Visibility known facts
  • Quad/Graphics, Inc. is a publicly reporting company with recent SEC filings including a 10-K filed on 2026-02-18 and a 10-Q filed on 2026-07-29 [S1][S2].
  • The company reported net income of $6.2 million and basic and diluted EPS of $0.13 for the quarter ended March 31, 2026 [S2].
  • As of March 31, 2026, Quad/Graphics had cash and cash equivalents of $7 million, current assets of $522.6 million, and current liabilities of $554.3 million, resulting in a current ratio of 0.94 and a cash ratio of 0.01 [S2].
  • Recent news coverage includes multiple earnings call transcripts and earnings reports for Q1 and Q2 2026, indicating ongoing disclosure of financial results and operational updates [N1][N6][N7].
  • The company is mentioned in industry outlooks and dividend stock discussions, indicating its presence in the business services and advertising/marketing sectors [N3][N5].
  • Quad/Graphics has been covered by various analysts and media outlets, with reports on earnings performance and stock comparisons within the business services industry [N4][N8].
Sources
Sources - Context summary

Generated 2026-07-30

Sources - Earning calls
  • N6
  • N8
Sources - Other context
Sources - SEC Filings
  • S1 | 2026-02-18 | 10-K
  • S2 | 2026-07-29 | 10-Q
Sources - News headlines
  • N1 | 2026-07-28 | www.nasdaq.com | Quad/Graphics (QUAD) Q2 Earnings and Revenues Surpass Estimates | https://www.nasdaq.com/articles/quad-graphics-quad-q2-earnings-and-revenues-surpass-estimates
  • N2 | 2026-06-29 | www.nasdaq.com | Has AirJoule Technologies Corporation (AIRJ) Outpaced Other Business Services Stocks This Year? | https://www.nasdaq.com/articles/has-airjoule-technologies-corporation-airj-outpaced-other-business-services-stocks-year
  • N3 | 2026-05-17 | www.nasdaq.com | Billionaire Bill Miller Beat the S&P 500 for 15 Consecutive Years. Here Are His Fund's Top 3 Ultra-High-Yield Dividend Stocks Now. | https://www.nasdaq.com/articles/billionaire-bill-miller-beat-sp-500-15-consecutive-years-here-are-his-funds-top-3-ultra
  • N4 | 2026-05-12 | www.nasdaq.com | Are Business Services Stocks Lagging Quad Graphics (QUAD) This Year? | https://www.nasdaq.com/articles/are-business-services-stocks-lagging-quad-graphics-quad-year
  • N5 | 2026-05-08 | www.nasdaq.com | 3 Top Dividend Stocks to Maximize Your Retirement Income | https://www.nasdaq.com/articles/3-top-dividend-stocks-maximize-your-retirement-income-25
  • N6 | 2026-04-30 | www.nasdaq.com | Quad (QUAD) Q1 2026 Earnings Call Transcript | https://www.nasdaq.com/articles/quad-quad-q1-2026-earnings-call-transcript
  • N7 | 2026-04-28 | www.nasdaq.com | Quad/Graphics (QUAD) Q1 Earnings and Revenues Beat Estimates | https://www.nasdaq.com/articles/quad-graphics-quad-q1-earnings-and-revenues-beat-estimates
  • N8 | 2026-04-28 | www.nasdaq.com | Quad (QUAD) Q3 2025 Earnings Call Transcript | https://www.nasdaq.com/articles/quad-quad-q3-2025-earnings-call-transcript
Important legal disclaimer

This material is for informational purposes only and does not constitute investment, financial, legal or tax advice, or an offer or solicitation to buy or sell any security. The Valye AI Score is a model-based estimate derived from public information and is subject to change without notice. No representation or warranty, express or implied, is made as to the accuracy, completeness or fairness of the information herein. Past performance is not indicative of future results. Investors should conduct their own research and consult a qualified financial adviser before making any investment decisions.

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