Graham Holdings Q2 Revenue Up 3% Despite Soft TV Broadcasting and Automotive Segments

Friday, Aug 1, 2025 1:10 pm ET1min read

Graham Holdings (GHC) reported Q2 2025 revenue of $1,215.8 million, a 2.6% increase YoY, and EPS of $14.33, exceeding the analyst estimate of $10.15. The education segment saw a 3% revenue increase, while healthcare revenue rose 37%. However, TV broadcasting revenue declined 8%, and manufacturing revenue dropped 7%. The company's strategy focuses on growing education and healthcare, maintaining leadership in broadcasting, and managing its manufacturing and automotive units for capital-efficient performance.

Graham Holdings (NYSE: GHC) reported its Q2 2025 financial results, showing a 2.6% year-over-year (YoY) increase in revenue to $1,215.8 million, and earnings per share (EPS) of $14.33, which exceeded the analyst estimate of $10.15 [3]. The company's education segment saw a 3% revenue increase, while healthcare revenue rose by 37%. However, television broadcasting revenue declined by 8%, and manufacturing revenue dropped by 7%.

The company's strategy focuses on growing its education and healthcare businesses, maintaining leadership in broadcasting, and managing its manufacturing and automotive units for capital-efficient performance. The education segment, led by Kaplan, generated a 3% revenue increase, with Kaplan International and higher education contributing to this growth. The healthcare segment benefited from a 37% revenue increase, driven by home health services supported by Medicare reimbursement.

Graham Holdings' strong net cash position of $1.13 billion provides flexibility for future investments or share repurchases. The company's management highlighted the completion of the World of Good Brands wind-down and continued integration work on the manufacturing acquisition as areas of focus. Investors should monitor segment trends, executed acquisitions, and any future updates on the company's operating strategy or leadership team.

References:
[1] https://finance.yahoo.com/news/graham-holdings-second-quarter-2025-102123570.html
[2] https://www.tradingview.com/news/reuters.com,2025:newsml_L8N3TT1Z8:0-graham-corp-expected-to-post-earnings-of-25-cents-a-share-earnings-preview/
[3] https://www.nasdaq.com/articles/graham-ghc-q2-revenue-rises-3

Graham Holdings Q2 Revenue Up 3% Despite Soft TV Broadcasting and Automotive Segments

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