McGraw Hill, Inc. · Brief

Next report

10 days

Nov 11 · before openest.Q2 FY27

Expected move

±16.9%implied · report alone

11.0915.59

straddle ±17.8%

spot 13.34exp Nov 20ATM strike 12.5ATM straddle 2.80IV 110%

Oct 30 closereport share · term structurethin chain

Expected move

5 reportsHistory

—≥ implied

Aug 14 '25—▼−5.80%—

Q2 FY26—▲+23.92%—

Q3 FY26—▲+15.96%—

Q1 FY27—▼−3.44%—

Aug 13 '26—▲+16.98%—

quarterimplied−25%0+25%realized×

Aug '26—▲+16.98%—

Q1 FY27—▼−3.44%—

Q3 FY26—▲+15.96%—

Q2 FY26—▲+23.92%—

Aug '25—▼−5.80%—

Shaded = implied · tick ▲▼ = realized · × = |realized| ÷ impliedSource: options EOD · implied at prior close · realized close to close

Nov 11 report · est.

Bull2

108managers reporting a position in the latest quarterly filings13F · Jun 30 '26

11.00%revenue from the largest disclosed customer one resellerSEC filings

Bear2 of 3

1managers whose positions together make up four fifths of the reported value13F · Jun 30 '26

8 of 24of the largest reporting managers cut their stake in the latest quarter13F · Jun 30 '26

AI captions · Sep 28 '26once per report · top 2 per case

MH report session

No linked exposure.

Oct 28impliedImplied move: ±16.6% into Nov 11 earnings (Oct 28 close).Source

Oct 98-KMaterial agreement: Indenture with The Bank of New York Mellon Trust Company, N.A.Source

privateThesis 0 · Decisions 0 · Observations 0

No thesis.