Lindblad Expeditions Holdings Inc. is classed by the SEC under Transportation Services (industry code 4700), based in New York, NY. Its latest filed balance sheet (2025-12-31) shows total assets of $987 million (its filed statements).
Brokerage businessTransportation ServicesNew York, NYfilings since 20119 of 9 filed
Three tenses, nine metrics. Unseen metrics stay unseen; the grade never fakes a number. Proxy era: provisional values, marked. Weighed as a brokerage business: prior from its industry code (SEC 4700, Transportation Services); the filing read can change it. All three tenses have at least two readings, so the archetype blend applies as printed.
The grade, in three tenses
Headline 4.4 out of ten, 9 of 9 metrics filed: past 4.5 out of ten, present 3.9 out of ten, future 4.9 out of ten. The past asks what it actually did, the present what it is doing right now, the future what it is set up to do next.
The nine metrics
Surviving crises (past): 4.7 out of ten. 1 warning event since 2017; the latest 2022-03-14. 47th percentile among 18 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Track record (past): 5.7 out of ten. +13.7% a year over 10 filed years; profitable in 3 of 10. 57th percentile among 15 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Shareholder treatment (past): 2.2 out of ten. Share count grew 1.9% a year. 0% of cash flow returned. Insiders: 34 sales, 0 purchases. 22nd percentile among 13 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Financial health (present): 3.6 out of ten. Leverage 129%: owes 129¢ per asset dollar. 36th percentile among 17 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Industry position (present): 3.5 out of ten. bottom 35% of 15 in its family; net margin -3.9%. 35th percentile among 15 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Leadership (present): 5.3 out of ten. top 47% of 9 in its family for leadership; chief executive since 2025. 53rd percentile among 9 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-09).
Room to expand (future): 3.6 out of ten. bottom 36% of 15 in its family for room to expand. 36th percentile among 15 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Growth drivers (future): 6.0 out of ten. top 40% of 15 in its family for growth drivers. 60th percentile among 15 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Expectations vs reality (future): 5.1 out of ten. top 49% of 14 in its family for expectations against reality. 51st percentile among 14 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
The filing record
Newest annual report: Form 10-K filed 2026-02-26 for the period ended 2025-12-31 (on EDGAR). Newest quarterly report: Form 10-Q filed 2026-08-03 for the period ended 2026-06-30 (on EDGAR). Newest results release: Form 8-K filed 2026-08-03 (on EDGAR). Newest filing: Form 4, 2026-10-02. Filings on record since 2011. Read from EDGAR 2026-10-12.
Who runs it
Leahy, Natalya (CEO); Ein, Mark (Chairman and CEO); Lindblad, Sven-Olof (CEO); Bressler, Benjamin (*Founder & CEO of NHA); Goldberg, Frederick (Chief Financial Officer); Dryden, L. Dyson (Interim, CFO); Byus, Trey (Chief Expedition Officer); Taylor, Keith A (Chief Maritime Officer); Bisnow, Michael Elliott (director); Fahey, John M Jr (director); and 6 more. 16 officers and directors have filed their own trades in the last fifteen months, names and titles as filed with the SEC, through 2026-10-02.
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