Graham Holdings 2026: Revenue $1.33B, Net income $75.11M, EPS $17.6— 10-Q Summary
Graham Holdings reported 2026 revenue of $1.33B, up 3.7% YoY, but net income fell 38.9% to $75.11M. EPS declined 36.9% to $17.6. Nine-month revenue rose 6%, with gains in broadcasting, healthcare, and manufacturing offsetting education declines. Broadcasting revenue increased 10%, while healthcare and manufacturing grew 23% and 27%, respectively.
How this was made
The 30-second read
Why it matters
The key trading takeaway is the divergence between modest revenue growth and a steep drop in net income and diluted EPS, suggesting margin pressure or unfavorable mix, partially offset by growth in healthcare and broadcasting.
Market read
Company-specific earnings datapoints (revenue, net income, EPS) and segment drivers can drive near-term repricing of profitability expectations.
What to watch
The summary cites Kaplan revenue declines tied to the sale of KLG and Pathways weakness, plus agreed sale of Dublin Business School; traders may need to separate one-time impacts from underlying earnings power.
Background
The piece is a brief summary of Graham Holdings’ 10-Q filed Oct. 29, 2026, covering quarterly and nine-month results and segment commentary.
Ticker impact
Graham Holdings reported 2026 operating revenue of $1.33B (+3.7% YoY) but net income fell 38.9% and diluted EPS fell 36.9%.
Likely downward pressure as investors focus on the large net income and EPS declines versus revenue growth.
The article provides the company’s own quarterly financial results (revenue, net income, diluted EPS) and highlights specific segment drivers, which are direct inputs to earnings expectations and valuation.
Market effects
Highlights ongoing pressure in education (Kaplan declines) while healthcare and broadcasting show growth, reinforcing mixed demand signals across education and media/health services.
No clear regional spillover beyond US-listed diversified education and media/health services exposure.
Limited; primarily company-specific segment performance with no stated global macro shock.
Counterpoint
Revenue growth and segment gains (healthcare +23%, broadcasting +10% YTD) could indicate operating momentum that may offset near-term earnings volatility from divestitures and mix effects.
Key entities
- companyGraham Holdings Co
Reported 2026 operating revenue of $1.33B (+3.7% YoY) alongside a 38.9% net income decline and 36.9% diluted EPS decline, with segment drivers including Kaplan weakness and healthcare/broadcasting growth.