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

326 Followers

GHM Stock Chart & Stats

$95.38
-$0.39(-0.89%)
At close: 4:00 PM EST
$95.38
-$0.39(-0.89%)

Bulls Say, Bears Say

Bulls Say
Strong Liquidity & Conservative Balance SheetThe company fortified its balance sheet with a $50M institutional investment and revolver access, leaving over $100M of liquidity after debt paydown. That durable financial flexibility supports capital spending, acquisitions and working capital through multi-year growth and defense program cycles.
Record Backlog And Orders Provide Revenue VisibilityA $533M backlog and a 1.5x book-to-bill ratio materially increases near-term revenue visibility and de-risks execution over the next 12 months. This backlog supports steady manufacturing utilization and planning, smoothing revenue recognition across engineered projects and aftermarket conversion.
Strategic Acquisitions And Capacity InvestmentsTargeted acquisitions and capital investments expand product platforms, defense capabilities and production scale. These structural moves broaden addressable markets (mix into space/defense/process), enable aftermarket growth and create operating-leverage potential as integration and higher volumes drive margin improvement.
Bears Say
Weaker Cash Conversion / Slightly Negative FCFFree cash flow turning slightly negative while net income is positive signals working-capital or reinvestment strain. Persistent FCF volatility can constrain dividends, buybacks or M&A funding and requires monitoring, especially as capex and integration costs remain elevated over the next 2–6 months.
Recent Margin CompressionMaterial margin deterioration reflects a shift to lower-margin defense mix, higher material receipts, tariffs and lost one-time benefits. If lower-margin mix and input-cost pressures persist, long-term profitability and ability to fund growth investments without further margin recovery will be challenged.
Integration & SG&A Pressure From AcquisitionsIntegration costs, ERP conversion and equity-based comp temporarily elevate SG&A and depress adjusted margins. Lower initial margins at recent add-ons (FlackTek) mean a lag before synergies; sustained elevated SG&A or slower-than-expected margin recovery would reduce cash flow and ROI on acquisitions.

Graham News

GHM FAQ

What was Graham Corporation’s price range in the past 12 months?
Graham Corporation lowest stock price was $46.08 and its highest was $125.82 in the past 12 months.
    What is Graham Corporation’s market cap?
    Graham Corporation’s market cap is $1.27B.
      When is Graham Corporation’s upcoming earnings report date?
      Graham Corporation’s upcoming earnings report date is Aug 11, 2026 which is in 31 days.
        How were Graham Corporation’s earnings last quarter?
        Graham Corporation released its earnings results on Jun 08, 2026. The company reported $0.18 earnings per share for the quarter, missing the consensus estimate of $0.288 by -$0.108.
          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 0.27.
                How many shares outstanding does Graham Corporation have?
                Graham Corporation has 11,691,140 shares outstanding.
                  What happened to Graham Corporation’s price movement after its last earnings report?
                  Graham Corporation reported an EPS of $0.18 in its last earnings report, missing expectations of $0.288. Following the earnings report the stock price went down -10.98%.
                    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

                      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 GHM earnings summaries

                      GHM Stock 12 Month Forecast

                      Average Price Target

                      $130.75
                      ▲(37.08% Upside)
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                      Ownership Overview

                      5.63%19.35%1.33%60.88%
                      1.33% Other Institutional Investors
                      60.88% Public Companies and
                      Individual Investors

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