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Graham Corporation (GHM)
NYSE:GHM
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Graham (GHM) Price & Analysis

324 Followers

GHM Stock Chart & Stats

$103.93
-$1.47(-1.41%)
At close: 4:00 PM EDT
$103.93
-$1.47(-1.41%)

Bulls Say, Bears Say

Bulls Say
Record Backlog And Order CoverageRecord backlog and book-to-bill above one provide multi-period revenue visibility, with management expecting 35%–40% of backlog to convert within 12 months. This supports planning, capacity utilization and sustained growth, subject to execution.
Strong Defense And Space GrowthGrowth in Defense and Space positions Graham in markets supported by long-cycle programs and critical equipment requirements. Strong program ramps and new wins can expand the company’s addressable market and create durable demand beyond industrial cycles.
Conservative Balance Sheet And LiquidityA debt-free balance sheet and ample revolver capacity improve financial resilience and provide flexibility for capacity expansion, acquisitions and working-capital needs. This reduces financing risk while Graham executes its multi-year growth and margin improvement plans.
Bears Say
Weak Recent Cash ConversionLow operating cash flow and negative free cash flow indicate that earnings are not currently converting efficiently into liquidity. Working-capital demands or investment spending could constrain internally funded growth if the shortfall persists across upcoming reporting periods.
Defense Mix Pressures MarginsDefense growth is strategically attractive but currently carries lower margins than commercial work, creating mix pressure as it becomes a larger revenue share. Sustaining profitability will depend on execution, pricing and progress toward a more balanced business mix.
Higher Integration And Investment CostsFlackTek integration and investments in people, technology and facilities are increasing overhead before their benefits fully mature. These costs can suppress GAAP earnings and cash conversion over the next several quarters, raising the execution burden on management.

Graham News

GHM FAQ

What was Graham Corporation’s price range in the past 12 months?
Graham Corporation lowest stock price was $46.58 and its highest was $125.82 in the past 12 months.
    What is Graham Corporation’s market cap?
    Graham Corporation’s market cap is $1.19B.
      When is Graham Corporation’s upcoming earnings report date?
      Graham Corporation’s upcoming earnings report date is Nov 09, 2026 which is in 75 days.
        How were Graham Corporation’s earnings last quarter?
        Graham Corporation 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 Corporation overvalued?
          According to Wall Street analysts Graham Corporation’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does Graham Corporation pay dividends?
            Graham Corporation pays a Quarterly dividend of $0.11 which represents an annual dividend yield of N/A. See more information on Graham Corporation dividends here
              What is Graham Corporation’s EPS estimate?
              Graham Corporation’s EPS estimate is 0.35.
                How many shares outstanding does Graham Corporation have?
                Graham Corporation has 11,737,033 shares outstanding.
                  What happened to Graham Corporation’s price movement after its last earnings report?
                  Graham Corporation 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 Corporation?
                    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 Corporation

                      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

                      $130.75
                      ▲(25.81% Upside)
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5,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 2, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":64.23,"date":1767225600000,"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 4,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 3, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":73.28,"date":1769904000000,"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       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