Inferra AI / Company / GHC

Graham Holdings Co

GHC · Industrials

Last earnings Oct 29, 2026

Key results

Division Operating Results revenuequarter

$1,326.0 million

Division Operating Results Revenue for the third quarter of 2026 was $1,326.0 million , up 4% from $1,278.9 million in the third quarter of 2025.

SEC original ↗Graham Holdings Co — Earnings release (8-K exhibit)EX-99Oct 29, 2026

Growthquarter

up 4%

Division Operating Results Revenue for the third quarter of 2026 was $1,326.0 million , up 4% from $1,278.9 million in the third quarter of 2025.

SEC original ↗Graham Holdings Co — Earnings release (8-K exhibit)EX-99Oct 29, 2026

Operating incomequarter

$85.5 million

T he Company reported operating income of $85.5 million for the third quarter of 2026, compared to $67.1 million for the third quarter of 2025.

SEC original ↗Graham Holdings Co — Earnings release (8-K exhibit)EX-99Oct 29, 2026

Revenueytd

$3,864.5 million

Revenue for the first nine months of 2026 was $3,864.5 million, up 6% from $3,660.5 million in the first nine months of 2025.

SEC original ↗Graham Holdings Co — Earnings release (8-K exhibit)EX-99Oct 29, 2026

Operating incomeytd

$227.0 million

The Company reported operating income of $227.0 million for the first nine months of 2026, compared to $187.4 million for the first nine months of 2025.

SEC original ↗Graham Holdings Co — Earnings release (8-K exhibit)EX-99Oct 29, 2026

Net incomequarter

$75.1 million

Overall Company Results The Company reported net income attributable to common shares of $75.1 million ( $17.60 per share) for the third quarter of 2026, compared to $122.9 million ($27.91 per share) for the third quarter of 2025.

SEC original ↗Graham Holdings Co — Earnings release (8-K exhibit)EX-99Oct 29, 2026

Net incomeytd

$385.3 million

-more- 1 For the first nine months of 2026, the Company reported net income attributable to common shares of $385.3 million ($88.92 per share), compared to $183.6 million ($41.75 per share) for the first nine months of 2025.

SEC original ↗Graham Holdings Co — Earnings release (8-K exhibit)EX-99Oct 29, 2026

Net incomeQ3 2026

$88.92

-more- 1 For the first nine months of 2026, the Company reported net income attributable to common shares of $385.3 million ($88.92 per share), compared to $183.6 million ($41.75 per share) for the first nine months of 2025.

SEC original ↗Graham Holdings Co — Earnings release (8-K exhibit)EX-99Oct 29, 2026

Excluding these items, net income attributable to common shares was $80.2 million ( $18.77 per share) for the third quarter of 2026, compared to $62.0 million ($14.08 per share) for the third quarter of 2025.

SEC original ↗Graham Holdings Co — Earnings release (8-K exhibit)EX-99Oct 29, 2026

Excluding these items, net income attributable to common shares was $238.2 million ($54.98 per share) for the first nine months of 2026, compared to $176.1 million ($40.05 per share) for the first nine months of 2025.

SEC original ↗Graham Holdings Co — Earnings release (8-K exhibit)EX-99Oct 29, 2026

AI analysis

Q3 2026 · reported Oct 29, 2026

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

Net income · Q3 2026
$75.1M
EX-99 · Oct 29, 2026
Operating income · Q3 2026
$85.5M
+27.4% +$18M vs year ago computed from stated figures
EX-99 · Oct 29, 2026
Division Operating Results revenue · Q3 2026
$1,326.0M
EX-99 · Oct 29, 2026

Headline figures

MetricQ3 2026Prior qtrYear ago
Division Operating Results revenue$1,326.0 million——
Growthup 4%——
Operating income$85.5 million—$67.1 million
Net income$75.1 million——

EX-99 · Oct 29, 2026

Guidance · company-stated

No guidance located in the held release

Next earningsNo verified date on fileNo date is estimated or imported

Capital allocation

Capex$39.6M
Capex$80.2M
Capex$54.1M

Common Stock Repurchases During the first nine months of 2026, the Company purchased a total of 176,529 shares of its Class B common stock at a cost of $198.6 million.

General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

Division Operating Results Revenue for the third quarter of 2026 was $1,326.0 million , up 4% from $1,278.9 million in the third quarter of 2025

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

Guidance & outlook

No guidance located in the held release

Capital allocation

Common Stock Repurchases During the first nine months of 2026, the Company purchased a total of 176,529 shares of its Class B common stock at a cost of $198.6 million.

SEC original ↗Graham Holdings Co — Earnings release (8-K exhibit)EX-99Oct 29, 2026

Capital expenditures totaled $39.6 million and $20.2 million for the third quarter of 2026 and 2025, respectively.

SEC original ↗Graham Holdings Co — Earnings release (8-K exhibit)EX-99Oct 29, 2026

Capital expenditures totaled $80.2 million and $54.1 million for the first nine months of 2026 and 2025, respectively.

SEC original ↗Graham Holdings Co — Earnings release (8-K exhibit)EX-99Oct 29, 2026

Debt, Cash and Marketable Equity Securities At September 30, 2026, the Company had $853.4 million in borrowings outstanding at an average interest rate of 5.8% , including $186.2 million outstanding on its $400 million revolving credit facility.

SEC original ↗Graham Holdings Co — Earnings release (8-K exhibit)EX-99Oct 29, 2026

In addition to a cash payment and the assumption of $ 4.9 million in floor plan payables, the automotive subsidiary borrowed $ 38.7 million under the delayed draw term loan to finance the acquisition (see Note 7).

SEC original ↗Graham Holdings Co — 10-Q Quarterly report10-QOct 29, 2026

Intersection used a portion of the additional investment to settle, in a non-cash exchange, $ 19.3 million of the outstanding amount owed to the Company on the $ 30 million term loan extended in April 2023.

SEC original ↗Graham Holdings Co — 10-Q Quarterly report10-QOct 29, 2026

Strategy & priorities

Forward-looking statements are based on expectations, forecasts, and assumptions by the Company s management and involve a number of risks, uncertainties, and other factors that could cause actual results to differ from those stated, including, without limitation, comments about expectations related to acquisitions or dispositions or related business activities, the Company s business strategies and objectives, the prospects for growth in the Company s various business operations, the Company s future financial performance, and the risks and uncertainties described in Item 1A of the Company s Annual Report on Form 10-K.

SEC original ↗Graham Holdings Co — Earnings release (8-K exhibit)EX-99Oct 29, 2026

Risks & headwinds

Forward-looking statements are based on expectations, forecasts, and assumptions by the Company s management and involve a number of risks, uncertainties, and other factors that could cause actual results to differ from those stated, including, without limitation, comments about expectations related to acquisitions or dispositions or related business activities, the Company s business strategies and objectives, the prospects for growth in the Company s various business operations, the Company s future financial performance, and the risks and uncertainties described in Item 1A of the Company s Annual Report on Form 10-K.

SEC original ↗Graham Holdings Co — Earnings release (8-K exhibit)EX-99Oct 29, 2026

Due to the inherent uncertainty involved in making estimates, actual results reported in future periods may be affected by changes in those estimates.

SEC original ↗Graham Holdings Co — 10-Q Quarterly report10-QOct 29, 2026

What changed vs prior quarter

Division Operating Results revenue — prior quarter passage and this quarter's passage are both cited.

SEC original ↗Graham Holdings Co — Earnings release (8-K exhibit)EX-99Oct 29, 2026

Operating income — prior quarter passage and this quarter's passage are both cited.

SEC original ↗Graham Holdings Co — Earnings release (8-K exhibit)EX-99Oct 29, 2026

Revenue — prior quarter passage and this quarter's passage are both cited.

SEC original ↗Graham Holdings Co — Earnings release (8-K exhibit)EX-99Oct 29, 2026

Competitors

Competitors & peers

Same GICS sector — classification peers, not declared competitors

Documents

Filings

34 documents

Earnings releases

12 documents

Presentations

0 documents

No presentations for Graham Holdings Co are held in this edition of the library.

Transcripts

0 documents

No transcripts for Graham Holdings Co are held in this edition of the library.

See also the earnings calendar for every tracked company’s next earnings date.