Quad/Graphics Implements Temporary Surcharge to Offset Rising Costs
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 day ago
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Should l Buy QUAD?
Quad/Graphics announced it is enacting an immediate, temporary surcharge on its printing inks, UV coating and varnishes to help offset increasing costs impacting its ink manufacturing subsidiary Chemical Research/Technology. "We understand the impact cost increases have on our clients, and we've taken steps to absorb or mitigate these increases," said Dave Honan, President and COO of Quad. "However, the pace of supply chain disruption and ongoing uncertainty driven by geopolitical developments require us to take measured action to maintain the quality and service our clients rely on."
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Analyst Views on QUAD
Wall Street analysts forecast QUAD stock price to rise
2 Analyst Rating
2 Buy
0 Hold
0 Sell
Moderate Buy
Current: 7.240
Low
8.20
Averages
9.10
High
10.00
Current: 7.240
Low
8.20
Averages
9.10
High
10.00
About QUAD
Quad/Graphics, Inc. is a marketing experience (MX) company that helps brands make direct consumer connections, from household to in-store to online. The Company operates through its MX Solutions Suite, a comprehensive range of marketing and print services that integrates creative, production and media solutions across online and offline channels. Its segments include the United States Print and Related Services and International. The United States Print and Related Services segment is predominantly comprised of the Company’s United States printing operations, managed as one integrated platform, and marketing and other complementary services. The International segment consists of the Company’s printing operations in Latin America. It serves both businesses and consumers in multiple industry verticals, with a particular focus on commerce, including retail, consumer packaged goods, and direct-to-consumer, financial services, and health.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Quad/Graphics Implements Temporary Surcharge to Offset Rising Costs
- Temporary Surcharge Implementation: Quad/Graphics has announced a temporary surcharge on its printing inks, UV coatings, and varnishes to offset rising costs driven by global supply chain volatility due to the ongoing conflict in the Middle East, which is expected to impact clients' cost structures.
- Cost Drivers: Key factors contributing to increased ink production costs include rising oil and gas prices, elevated transportation costs, and higher energy expenses, which not only affect inks but also related product categories such as coatings, adhesives, and specialty fluids.
- Client Communication Strategy: The company will communicate directly with clients regarding specific implementation details to ensure they understand the necessity of the surcharge, while committing to closely monitor market dynamics to address future challenges.
- Market Positioning and Impact: As one of the largest commercial printers in North America, Quad aims to maintain service quality and client trust through this measure, demonstrating its commitment to providing efficient marketing solutions despite cost pressures.
See More
Quad/Graphics Implements Temporary Surcharge on Printing Inks
- Cost Pressure Intensification: Quad/Graphics has announced a temporary surcharge on its printing inks, UV coatings, and varnishes to offset rising costs driven by volatility in global supply chains due to the ongoing conflict in the Middle East, particularly the surge in oil and gas prices that directly impacts ink production costs.
- Rising Transportation Costs: The significant increase in transportation costs, attributed to rising fuel prices and shipping disruptions, exacerbates the overall cost pressures faced by the printing industry, thereby affecting the company's profitability and pricing strategies for clients.
- Client Communication Strategy: The company will communicate directly with clients regarding specific implementation details, demonstrating its understanding of the impact of cost increases and taking steps to mitigate the negative effects, aiming to maintain client relationships and service quality.
- Market Dynamics Monitoring: Quad/Graphics will continue to closely monitor market dynamics to adjust strategies promptly, ensuring competitiveness and service quality in an uncertain geopolitical environment.
See More
Quad Announces Q1 2026 Earnings Release Date and Investor Conference Participation
- Earnings Release Schedule: Quad will release its Q1 2026 earnings after market close on April 28, 2026, followed by a live webcast and conference call on April 29 at 8:30 a.m. ET, aimed at providing detailed insights into financial performance and enhancing transparency for investors.
- Investor Conference Participation: Quad's management team will participate in the 20th Annual Barrington Research Virtual Spring Investment Conference on May 27, 2026, engaging in virtual meetings throughout the day to strengthen connections with investors and showcase the company's strategic direction.
- Investor Relations Access: Investors can join the webcast through the investor relations section of Quad's website or dial in using designated phone numbers, ensuring convenient and timely information dissemination to enhance investor engagement.
- Company Overview: Quad is a marketing experience company offering a comprehensive suite of marketing and print services, dedicated to simplifying marketing complexities through data-driven intelligence and advanced technology, serving approximately 2,100 clients across various industries, highlighting its significant market position.
See More
Miller Value Partners Fully Exits Buckle Stake
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- Financial Performance: As of February 13, 2026, Buckle's stock was priced at $53.45, with a one-year return of about 36.8%, outperforming the S&P 500, yet overall growth remains sluggish, raising concerns about its future profitability.
- Investment Strategy: The exit by Miller suggests that despite Buckle's P/E ratio of 13 not indicating overvaluation, its low single-digit net income growth and a projected 0.15% growth in fiscal 2027 may prompt investors to seek higher-return alternatives.
- Market Positioning: Buckle targets young consumers with casual apparel and accessories, operating over 400 retail locations and a robust e-commerce platform, but faces challenges of slowing growth that could impact its future investment appeal.
See More
Miller Value Partners Fully Exits Buckle Position
- Complete Position Exit: Miller Value Partners fully exited its position in Buckle during Q4 2025 by selling 72,000 shares for an estimated total of $4.22 million, resulting in a 1.49% decrease in the fund's reportable assets under management.
- Impact on Asset Management: This transaction reduced Buckle's representation in the fund's assets from 1.55% to zero, indicating a potential loss of confidence in the retailer and possibly affecting future investment strategies.
- Market Performance Analysis: Despite Buckle's stock rising 37% since its 1992 IPO, this pales in comparison to a 132% total return over the same period, highlighting challenges the company faces in the competitive apparel retail market.
- Future Investment Recommendations: Analysts advise caution for investors considering Buckle, as the company is projected to see only a 0.15% net income growth in fiscal 2027 and has not made it onto Motley Fool's list of top stocks, suggesting potentially better investment opportunities elsewhere.
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Miller Value Partners Acquires Stake in Dauch Corporation
- New Investment Position: Miller Value Partners initiated a new position in Dauch Corporation by acquiring 1,734,780 shares during Q4 2025, with an estimated transaction value of $11.12 million, reflecting confidence in the automotive supplier's growth potential.
- Asset Allocation Increase: This transaction accounts for 3.92% of Miller Value Partners' reportable assets, indicating a strategic diversification within its investment portfolio.
- Strong Stock Performance: Dauch's shares have risen 52.6% over the past year, outperforming the S&P 500 by 40.84 percentage points, demonstrating its competitive edge and investment appeal in the market.
- Future Growth Expectations: Dauch anticipates nearly doubling its revenue in fiscal 2026 to a range of $10.3 billion to $10.7 billion, with adjusted EBITDA targeted at $1.3 billion to $1.4 billion, showcasing robust growth prospects and market confidence.
See More
Quad/Graphics Implements Temporary Surcharge to Offset Rising Costs
- Temporary Surcharge Implementation: Quad/Graphics has announced a temporary surcharge on its printing inks, UV coatings, and varnishes to offset rising costs driven by global supply chain volatility due to the ongoing conflict in the Middle East, which is expected to impact clients' cost structures.
- Cost Drivers: Key factors contributing to increased ink production costs include rising oil and gas prices, elevated transportation costs, and higher energy expenses, which not only affect inks but also related product categories such as coatings, adhesives, and specialty fluids.
- Client Communication Strategy: The company will communicate directly with clients regarding specific implementation details to ensure they understand the necessity of the surcharge, while committing to closely monitor market dynamics to address future challenges.
- Market Positioning and Impact: As one of the largest commercial printers in North America, Quad aims to maintain service quality and client trust through this measure, demonstrating its commitment to providing efficient marketing solutions despite cost pressures.
See More
Quad/Graphics Implements Temporary Surcharge on Printing Inks
- Cost Pressure Intensification: Quad/Graphics has announced a temporary surcharge on its printing inks, UV coatings, and varnishes to offset rising costs driven by volatility in global supply chains due to the ongoing conflict in the Middle East, particularly the surge in oil and gas prices that directly impacts ink production costs.
- Rising Transportation Costs: The significant increase in transportation costs, attributed to rising fuel prices and shipping disruptions, exacerbates the overall cost pressures faced by the printing industry, thereby affecting the company's profitability and pricing strategies for clients.
- Client Communication Strategy: The company will communicate directly with clients regarding specific implementation details, demonstrating its understanding of the impact of cost increases and taking steps to mitigate the negative effects, aiming to maintain client relationships and service quality.
- Market Dynamics Monitoring: Quad/Graphics will continue to closely monitor market dynamics to adjust strategies promptly, ensuring competitiveness and service quality in an uncertain geopolitical environment.
See More
Quad Announces Q1 2026 Earnings Release Date and Investor Conference Participation
- Earnings Release Schedule: Quad will release its Q1 2026 earnings after market close on April 28, 2026, followed by a live webcast and conference call on April 29 at 8:30 a.m. ET, aimed at providing detailed insights into financial performance and enhancing transparency for investors.
- Investor Conference Participation: Quad's management team will participate in the 20th Annual Barrington Research Virtual Spring Investment Conference on May 27, 2026, engaging in virtual meetings throughout the day to strengthen connections with investors and showcase the company's strategic direction.
- Investor Relations Access: Investors can join the webcast through the investor relations section of Quad's website or dial in using designated phone numbers, ensuring convenient and timely information dissemination to enhance investor engagement.
- Company Overview: Quad is a marketing experience company offering a comprehensive suite of marketing and print services, dedicated to simplifying marketing complexities through data-driven intelligence and advanced technology, serving approximately 2,100 clients across various industries, highlighting its significant market position.
See More
Miller Value Partners Fully Exits Buckle Stake
- Stake Change: Miller Value Partners sold all 72,000 shares of Buckle in Q4 2025, totaling approximately $4.22 million, indicating a cautious stance on the retailer's future growth potential.
- Financial Performance: As of February 13, 2026, Buckle's stock was priced at $53.45, with a one-year return of about 36.8%, outperforming the S&P 500, yet overall growth remains sluggish, raising concerns about its future profitability.
- Investment Strategy: The exit by Miller suggests that despite Buckle's P/E ratio of 13 not indicating overvaluation, its low single-digit net income growth and a projected 0.15% growth in fiscal 2027 may prompt investors to seek higher-return alternatives.
- Market Positioning: Buckle targets young consumers with casual apparel and accessories, operating over 400 retail locations and a robust e-commerce platform, but faces challenges of slowing growth that could impact its future investment appeal.
See More
Miller Value Partners Fully Exits Buckle Position
- Complete Position Exit: Miller Value Partners fully exited its position in Buckle during Q4 2025 by selling 72,000 shares for an estimated total of $4.22 million, resulting in a 1.49% decrease in the fund's reportable assets under management.
- Impact on Asset Management: This transaction reduced Buckle's representation in the fund's assets from 1.55% to zero, indicating a potential loss of confidence in the retailer and possibly affecting future investment strategies.
- Market Performance Analysis: Despite Buckle's stock rising 37% since its 1992 IPO, this pales in comparison to a 132% total return over the same period, highlighting challenges the company faces in the competitive apparel retail market.
- Future Investment Recommendations: Analysts advise caution for investors considering Buckle, as the company is projected to see only a 0.15% net income growth in fiscal 2027 and has not made it onto Motley Fool's list of top stocks, suggesting potentially better investment opportunities elsewhere.
See More
Miller Value Partners Acquires Stake in Dauch Corporation
- New Investment Position: Miller Value Partners initiated a new position in Dauch Corporation by acquiring 1,734,780 shares during Q4 2025, with an estimated transaction value of $11.12 million, reflecting confidence in the automotive supplier's growth potential.
- Asset Allocation Increase: This transaction accounts for 3.92% of Miller Value Partners' reportable assets, indicating a strategic diversification within its investment portfolio.
- Strong Stock Performance: Dauch's shares have risen 52.6% over the past year, outperforming the S&P 500 by 40.84 percentage points, demonstrating its competitive edge and investment appeal in the market.
- Future Growth Expectations: Dauch anticipates nearly doubling its revenue in fiscal 2026 to a range of $10.3 billion to $10.7 billion, with adjusted EBITDA targeted at $1.3 billion to $1.4 billion, showcasing robust growth prospects and market confidence.
See More
