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Graham Corp. (DE:781)
FRANKFURT:781

Graham (781) Price & Analysis

1 Followers

781 Stock Chart & Stats

€90.50
€1.50(1.69%)
At close: 4:00 PM EDT
€90.50
€1.50(1.69%)

Bulls Say, Bears Say

Bulls Say
Record Backlog And OrdersA record $533M backlog with 35–40% expected to convert in 12 months provides durable near-term revenue visibility. This supports production planning, contractual revenue conversion, and reduces reliance on quarter-to-quarter new order timing for 2–6 month stability in cash and operations.
Conservative Balance Sheet And Ample LiquidityLow leverage (D/E ~0.08), a growing equity base and a subsequent $50M strategic investment that leaves over $100M available liquidity materially increase financial flexibility. This supports capex, acquisitions and buffers cyclicality without forcing distressed financing over the medium term.
Strategic Acquisitions And Capacity InvestmentsAcquisitions (Xdot, FlackTek) and investments in facilities, test and automation broaden product platforms, defense capabilities and aftermarket service capacity. These structural moves expand addressable markets, enable scale-driven margin improvement, and strengthen long-term competitive positioning.
Bears Say
Weakening Free Cash Flow ConversionTTM free cash flow turning slightly negative despite positive operating cash flow signals weaker cash conversion and heavier working-capital or reinvestment needs. Over 2–6 months this raises funding risk for growth investments or shareholder returns and increases reliance on external liquidity.
Margin Compression And Operating Profitability PressureNoticeable margin erosion (quarter and full-year) driven by mix shifts, material/tariff impacts and loss of a prior grant indicates structural margin pressure. Operating income is negative in TTM despite positive EBITDA and net income, suggesting below-the-line items and mix could constrain sustainable operating profitability.
Integration, SG&A And Lower Initial Acquisition MarginsElevated SG&A from acquisitions, ERP conversion and equity comp, plus FlackTek's initial ~10% adjusted EBITDA margin and purchase-accounting amortization, create a durable near-term drag. Realizing synergies and margin normalization may take multiple quarters and pressure reported margins and cash flow.

Graham News

781 FAQ

What was Graham Corp.’s price range in the past 12 months?
Graham Corp. lowest stock price was €39.40 and its highest was €112.40 in the past 12 months.
    What is Graham Corp.’s market cap?
    Graham Corp.’s market cap is €954.82M.
      When is Graham Corp.’s upcoming earnings report date?
      Graham Corp.’s upcoming earnings report date is Aug 06, 2026 which is in 4 days.
        How were Graham Corp.’s earnings last quarter?
        Graham Corp. released its earnings results on Jun 08, 2026. The company reported €0.157 earnings per share for the quarter, missing the consensus estimate of €0.251 by -€0.094.
          Is Graham Corp. overvalued?
          According to Wall Street analysts Graham Corp.’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does Graham Corp. pay dividends?
            Graham Corp. does not currently pay dividends.
            What is Graham Corp.’s EPS estimate?
            Graham Corp.’s EPS estimate is 0.24.
              How many shares outstanding does Graham Corp. have?
              Graham Corp. has 11,691,140 shares outstanding.
                What happened to Graham Corp.’s price movement after its last earnings report?
                Graham Corp. reported an EPS of €0.157 in its last earnings report, missing expectations of €0.251. Following the earnings report the stock price went down -7.726%.
                  Which hedge fund is a major shareholder of Graham Corp.?
                  Currently, no hedge funds are holding shares in DE:781
                  What is the TipRanks Smart Score and how is it calculated?
                  Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                    Company Description

                    Graham Corp.

                    Graham Corporation, founded in 1936 and based in Batavia, New York, is an engineering and manufacturing company that, along with its subsidiaries, specializes in creating advanced fluid, power, heat transfer, and vacuum equipment. This specialized machinery serves a broad spectrum of critical industries, including chemical and petrochemical processing, defense, aerospace, petroleum refining, cryogenic applications, and energy. The company's diverse product range includes: Power Generation Solutions: Such as ejectors and surface condensers for power plants, as well as turbines, generators, compressors, and pumps. Defense and Space Technologies: Providing torpedo ejection and power systems that integrate turbines, alternators, regulators, pumps, and blowers; also supplying rocket propulsion systems like turbopumps and fuel pumps. Thermal Management and Life Support Systems: Offering pumps, blowers, and electronics for thermal control, cooling systems featuring pumps, compressors, fans, and blowers, and life support equipment comprising fans, pumps, and blowers. Heat Transfer and Vacuum Equipment: Including ejectors, process and surface condensers, liquid ring pumps, heat exchangers, nozzles, and turbomachinery products. Beyond manufacturing, Graham Corporation also provides comprehensive servicing and supplies spare parts for its equipment. The company distributes its products directly across a global network, with operations in the United States, Canada, the Middle East, Asia, and South America, among other international regions.

                    Graham (781) Earnings & Revenues

                    781 Company Deck

                    781 Earnings Call

                    Q4 2026
                    0:00 / 0:00
                    Earnings Call Sentiment|Positive
                    The call presented strong commercial momentum and several record metrics (revenue, orders, backlog) alongside meaningful strategic investments and acquisitions that expand capabilities and liquidity. Management provided confident FY2027 guidance with substantial top-line and EBITDA growth expected. Offsetting these positives were margin pressure in the quarter due to product mix, one-time acquisition accounting impacts, higher SG&A from integration/investment activity, and lumpy cash flow/working capital dynamics. Overall, the positive operational and financial momentum and strong backlog outweigh near-term margin and integration headwinds.View all DE:781 earnings summaries

                    781 Stock 12 Month Forecast

                    Average Price Target

                    €114.15
                    ▲(26.14% Upside)
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