GHCGraham Holdings Co.
GRAHAM HOLDINGS CO (GHC) operates in the education and financial services sectors through its subsidiaries, including Kaplan Educational Foundation and the College for Financial Planning. The company’s next catalyst is Oct 15, 2026 — GRAHAM HOLDINGS COMPANY (GHC) news, which will test the clarity of its strategic direction and operational momentum.
- Revenue: $4.96B (2026)
- Net income: $464.67M (2026)
- Free cash flow (TTM): $490.51M
The Read
GHC's stock historically showed a median absolute move of ~3%.
The schedule
- Thu15Oct
This news event could provide insight into the company's strategic direction and potential catalysts for the upcoming earnings print.
- Thu29Oct
This earnings print will test the company's ability to maintain revenue growth and margin stability amid a tightening macro environment. The outcome will also provide insight into the effectiveness of recent share repurchase activity and its impact on EPS.
- Tue9Feb
This earnings print will test the company's ability to sustain momentum from the Q3 report and deliver consistent performance in a challenging macro environment.
- Thu29Apr
This earnings print will test the company's ability to maintain growth and profitability in a potentially slowing macro environment.
- Thu29Jul
This earnings print will test the company's ability to maintain momentum and deliver consistent performance in a potentially slowing macro environment.
Past
- Tue15Sep
Actual outcome: Bear · $1,151.29 at outcome
The stock closed below the bear floor of $1150.00, indicating a bearish outcome. The price fell 0.8% from the event date to the outcome date, reflecting investor concerns about the ad market's performance and the potential impact on TV broadcasting revenue visibility.
With Graham Holdings entering the peak of the 2026 midterm election cycle, TV broadcasting revenue visibility will clarify. A favorable scenario pushes shares from $1203.54 to $1250, while a lighter-than-expected ad market could test $1150.
- Thu30Jul
Actual outcome: Bull · $1,198.20 at outcome
Graham Holdings Company reported Q2 2026 earnings with EPS of $65.53, exactly meeting analyst estimates, and generated $1.3 billion in quarterly revenue. The stock reached the bull target during the outcome window, supported by the steady financial results and ongoing strategic initiatives across its Kaplan and Graham Media Group divisions.
Quarterly earnings report focusing on Kaplan margins and Graham Media Group revenues.
- Thu30Apr
Actual outcome: Mixed · $1,109.92 at outcome
Graham Holdings reported Q1 2026 EPS of $24.99, exactly matching analyst estimates, alongside $1.236 billion in revenue. The company also completed the divestiture of its Kaplan Languages Group, but with fundamental results meeting expectations rather than providing a clear upside or downside surprise, the stock saw a muted reaction and remained squarely between the bull and bear targets.
- Wed1Apr
Actual outcome: Bull · $1,150.22 at outcome
The anticipated Accelerated Share Repurchase (ASR) announcement did not materialize during the event window. Without the expected buyback catalyst to provide floor support, the stock remained flat and traded between the bull and bear targets, supported only by minor developments such as a new Kaplan partnership.
- Wed25Feb
Actual outcome: Mixed · $1,045.57 at outcome
Graham Holdings delivered a massive 69.8% EPS beat ($24.86 vs. $14.64 estimate), but full-year revenue growth of 3% failed to reach the high-single-digit threshold the market required to overcome the 'cyclical peak' narrative. While the earnings strength was significant, the tepid top-line growth and lack of a valuation re-rating left the stock price flat and well below the bull target.
