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Side-by-side financial comparison of Electronic Arts (EA) and Graham Holdings Co (GHC). Click either name above to swap in a different company.
Electronic Arts is the larger business by last-quarter revenue ($1.9B vs $1.3B, roughly 1.5× Graham Holdings Co). Graham Holdings Co runs the higher net margin — 8.7% vs 4.6%, a 4.1% gap on every dollar of revenue. On growth, Electronic Arts posted the faster year-over-year revenue change (1.0% vs 0.4%). Over the past eight quarters, Graham Holdings Co's revenue compounded faster (4.2% CAGR vs 3.4%).
Electronic Arts Inc. (EA) is an American video game company headquartered in Redwood City, California. Founded in May 1982 by former Apple employee Trip Hawkins, the company was a pioneer of the early home computer game industry and promoted the designers and programmers responsible for its games as "software artists".
Graham Holdings Company is a diversified American conglomerate holding company. Headquartered in Arlington County, Virginia, and incorporated in Delaware, it was formerly the owner of The Washington Post newspaper and Newsweek magazine.
EA vs GHC — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.9B | $1.3B |
| Net Profit | $88.0M | $108.7M |
| Gross Margin | 73.8% | — |
| Operating Margin | 6.7% | 3.8% |
| Net Margin | 4.6% | 8.7% |
| Revenue YoY | 1.0% | 0.4% |
| Net Profit YoY | -70.0% | -80.2% |
| EPS (diluted) | $0.35 | $24.76 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $1.9B | $1.3B | ||
| Q3 25 | $1.8B | $1.3B | ||
| Q2 25 | $1.7B | $1.2B | ||
| Q1 25 | $1.9B | $1.2B | ||
| Q4 24 | $1.9B | $1.2B | ||
| Q3 24 | $2.0B | $1.2B | ||
| Q2 24 | $1.7B | $1.2B | ||
| Q1 24 | $1.8B | $1.2B |
| Q4 25 | $88.0M | $108.7M | ||
| Q3 25 | $137.0M | $122.9M | ||
| Q2 25 | $201.0M | $36.7M | ||
| Q1 25 | $254.0M | $23.9M | ||
| Q4 24 | $293.0M | $548.8M | ||
| Q3 24 | $294.0M | $72.5M | ||
| Q2 24 | $280.0M | $-21.0M | ||
| Q1 24 | $182.0M | $124.4M |
| Q4 25 | 73.8% | — | ||
| Q3 25 | 75.9% | — | ||
| Q2 25 | 83.3% | — | ||
| Q1 25 | 80.6% | — | ||
| Q4 24 | 75.8% | — | ||
| Q3 24 | 77.5% | — | ||
| Q2 24 | 84.2% | — | ||
| Q1 24 | 79.9% | — |
| Q4 25 | 6.7% | 3.8% | ||
| Q3 25 | 10.9% | 5.2% | ||
| Q2 25 | 16.2% | 6.0% | ||
| Q1 25 | 20.8% | 4.1% | ||
| Q4 24 | 20.0% | 5.8% | ||
| Q3 24 | 19.0% | 6.8% | ||
| Q2 24 | 21.9% | 2.2% | ||
| Q1 24 | 13.2% | 3.1% |
| Q4 25 | 4.6% | 8.7% | ||
| Q3 25 | 7.4% | 9.6% | ||
| Q2 25 | 12.0% | 3.0% | ||
| Q1 25 | 13.4% | 2.0% | ||
| Q4 24 | 15.6% | 44.1% | ||
| Q3 24 | 14.5% | 6.0% | ||
| Q2 24 | 16.9% | -1.8% | ||
| Q1 24 | 10.2% | 10.8% |
| Q4 25 | $0.35 | $24.76 | ||
| Q3 25 | $0.54 | $27.91 | ||
| Q2 25 | $0.79 | $8.35 | ||
| Q1 25 | $0.99 | $5.45 | ||
| Q4 24 | $1.11 | $124.05 | ||
| Q3 24 | $1.11 | $16.42 | ||
| Q2 24 | $1.04 | $-4.79 | ||
| Q1 24 | $0.67 | $27.72 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $2.8B | $267.0M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $6.2B | $4.8B |
| Total Assets | $13.3B | $8.4B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $2.8B | $267.0M | ||
| Q3 25 | $1.1B | $190.8M | ||
| Q2 25 | $1.5B | $176.2M | ||
| Q1 25 | $2.1B | $156.7M | ||
| Q4 24 | $2.8B | $260.9M | ||
| Q3 24 | $2.2B | $244.4M | ||
| Q2 24 | $2.4B | $140.7M | ||
| Q1 24 | $2.9B | $130.9M |
| Q4 25 | $6.2B | $4.8B | ||
| Q3 25 | $6.0B | $4.5B | ||
| Q2 25 | $6.1B | $4.4B | ||
| Q1 25 | $6.4B | $4.3B | ||
| Q4 24 | $7.4B | $4.3B | ||
| Q3 24 | $7.4B | $4.0B | ||
| Q2 24 | $7.4B | $4.0B | ||
| Q1 24 | $7.5B | $4.0B |
| Q4 25 | $13.3B | $8.4B | ||
| Q3 25 | $11.9B | $7.9B | ||
| Q2 25 | $11.7B | $7.6B | ||
| Q1 25 | $12.4B | $7.6B | ||
| Q4 24 | $13.5B | $7.7B | ||
| Q3 24 | $13.1B | $7.4B | ||
| Q2 24 | $12.7B | $7.2B | ||
| Q1 24 | $13.4B | $7.3B |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $1.8B | $28.3M |
| Free Cash FlowOCF − Capex | — | $5.0M |
| FCF MarginFCF / Revenue | — | 0.4% |
| Capex IntensityCapex / Revenue | — | 1.9% |
| Cash ConversionOCF / Net Profit | 20.75× | 0.26× |
| TTM Free Cash FlowTrailing 4 quarters | — | $275.3M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.8B | $28.3M | ||
| Q3 25 | $130.0M | $178.1M | ||
| Q2 25 | $17.0M | $94.8M | ||
| Q1 25 | $549.0M | $46.0M | ||
| Q4 24 | $1.2B | $116.3M | ||
| Q3 24 | $234.0M | $237.6M | ||
| Q2 24 | $120.0M | $52.0M | ||
| Q1 24 | $580.0M | $1.1M |
| Q4 25 | — | $5.0M | ||
| Q3 25 | — | $161.8M | ||
| Q2 25 | — | $78.0M | ||
| Q1 25 | — | $30.5M | ||
| Q4 24 | — | $91.1M | ||
| Q3 24 | — | $219.4M | ||
| Q2 24 | — | $33.7M | ||
| Q1 24 | — | $-20.2M |
| Q4 25 | — | 0.4% | ||
| Q3 25 | — | 12.6% | ||
| Q2 25 | — | 6.4% | ||
| Q1 25 | — | 2.6% | ||
| Q4 24 | — | 7.3% | ||
| Q3 24 | — | 18.2% | ||
| Q2 24 | — | 2.8% | ||
| Q1 24 | — | -1.8% |
| Q4 25 | — | 1.9% | ||
| Q3 25 | — | 1.3% | ||
| Q2 25 | — | 1.4% | ||
| Q1 25 | — | 1.3% | ||
| Q4 24 | — | 2.0% | ||
| Q3 24 | — | 1.5% | ||
| Q2 24 | — | 1.5% | ||
| Q1 24 | — | 1.8% |
| Q4 25 | 20.75× | 0.26× | ||
| Q3 25 | 0.95× | 1.45× | ||
| Q2 25 | 0.08× | 2.58× | ||
| Q1 25 | 2.16× | 1.93× | ||
| Q4 24 | 4.01× | 0.21× | ||
| Q3 24 | 0.80× | 3.28× | ||
| Q2 24 | 0.43× | — | ||
| Q1 24 | 3.19× | 0.01× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
EA
| Live Services And Other Net Revenue | $1.3B | 67% |
| PC And Other Net Revenue | $465.0M | 24% |
| Packaged Goods Net Revenue | $86.0M | 5% |
| Other | $56.0M | 3% |
| Estimated Service Offering Period | $25.0M | 1% |
GHC
| Products | $602.7M | 48% |
| Kaplan International | $251.9M | 20% |
| Manufacturing | $117.8M | 9% |
| Television Broadcasting | $110.5M | 9% |
| Higher Education | $83.8M | 7% |
| Supplemental Education | $74.9M | 6% |
| Related Party | $4.4M | 0% |
