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Graham Corp. (GHM)
NYSE:GHM
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Graham (GHM) Price & Analysis

338 Followers

GHM Stock Chart & Stats

$91.86
-$1.47(-1.41%)
At close: 4:00 PM EDT
$91.86
-$1.47(-1.41%)

Bulls Say, Bears Say

Bulls Say
Backlog And Demand VisibilityRecord backlog and book-to-bill above one indicate that new orders are replenishing revenue faster than projects are being delivered. This provides multi-quarter visibility for an engineered-to-order business and supports capacity planning, revenue conversion, and sustained demand beyond a single reporting period.
Defense, Space And Aftermarket GrowthGrowth across Defense, Space, and aftermarket activities broadens Graham’s demand base and supports a more durable revenue profile. Program ramps and an installed base create opportunities for repeat equipment, parts, refurbishment, and service revenue as customers maintain critical systems.
Conservative Balance SheetA debt-free balance sheet with cash and substantial revolver availability gives Graham flexibility to fund capacity investments, pursue strategic initiatives, and absorb project timing variability. Lower leverage also reduces financial risk while the company scales its backlog and integrates FlackTek.
Bears Say
Weak Current Cash ConversionNegative trailing free cash flow despite positive earnings shows that current accounting profitability is not fully converting into cash. If working-capital needs or investment spending remain elevated, cash available for debt reduction, acquisitions, and internal growth could stay constrained.
Mix-driven Margin PressureA higher contribution from lower-margin Defense work can dilute consolidated profitability even when revenue and gross profit grow. Persistent mix pressure would make it harder to reach the company’s margin expansion objectives and could reduce operating leverage from future sales growth.
Elevated Integration And Investment CostsHigher SG&A from FlackTek integration and investments in people, processes, and technology is weighing on reported earnings before the expected benefits fully materialize. Continued spending raises execution demands and could delay margin improvement if growth or synergies underperform.

Graham News

GHM FAQ

What was Graham Corp.’s price range in the past 12 months?
Graham Corp. lowest stock price was $52.57 and its highest was $125.82 in the past 12 months.
    What is Graham Corp.’s market cap?
    Graham Corp.’s market cap is $803.75M.
      When is Graham Corp.’s upcoming earnings report date?
      Graham Corp.’s upcoming earnings report date is Nov 09, 2026 which is in 21 days.
        How were Graham Corp.’s earnings last quarter?
        Graham Corp. released its earnings results on Aug 06, 2026. The company reported $0.33 earnings per share for the quarter, beating the consensus estimate of $0.27 by $0.06.
          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. pays a Quarterly dividend of $0.11 which represents an annual dividend yield of 3.29%. See more information on Graham Corp. dividends here
              What is Graham Corp.’s EPS estimate?
              Graham Corp.’s EPS estimate is 0.34.
                How many shares outstanding does Graham Corp. have?
                Graham Corp. has 11,737,033 shares outstanding.
                  What happened to Graham Corp.’s price movement after its last earnings report?
                  Graham Corp. reported an EPS of $0.33 in its last earnings report, beating expectations of $0.27. Following the earnings report the stock price went up 0.469%.
                    Which hedge fund is a major shareholder of Graham Corp.?
                    Currently, no hedge funds are holding shares in GHM
                    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 (GHM) Earnings & Revenues

                      GHM Company Deck

                      GHM Earnings Call

                      Q1 2026
                      0:00 / 0:00
                      Earnings Call Sentiment|Positive
                      The call conveyed strong execution and momentum: record revenue, double-digit growth in high-potential end markets (Defense and Space), record backlog and robust order activity, successful integration of FlackTek, and a strengthened balance sheet. Headwinds are manageable and largely related to sales mix (higher Defense content) leading to a year-over-year gross margin decline, near-term operating cash timing effects, and incremental SG&A related to strategic investments. Management maintained full-year guidance and reiterated a multi-year growth and margin expansion framework, indicating confidence in the outlook.View all GHM earnings summaries

                      GHM Stock 12 Month Forecast

                      Average Price Target

                      $124.50
                      ▲(35.53% Upside)
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3,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 4, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":87.12,"date":1772323200000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 3,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 4, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":81.85,"date":1775001600000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 3,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 3, \t&nbsp;</span>\n       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                      Ownership Overview

                      5.61%19.28%0.87%57.27%
                      0.87% Other Institutional Investors
                      57.27% Public Companies and
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