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

327 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 OrdersA record $533M backlog and $359M orders provide durable revenue visibility for engineered, long‑lead projects. With ~35–40% of backlog expected to convert in 12 months, management can better schedule production, hire, and capex, reducing short‑term revenue volatility and supporting multi‑quarter planning.
Strong Liquidity And Conservative Balance SheetThe $50M strategic equity injection plus revolver access and low leverage (TTM debt/equity ~0.08) give Graham meaningful financial flexibility. This supports organic investments, acquisitions, and working capital swings from large projects without forcing dilutive or distressed financing, underpinning multi‑period growth execution.
Expanded Capabilities Via Acquisitions And InvestmentsAcquisitions (Xdot, FlackTek) and investments in test, welding and an Arvada facility broaden technology, product mix and aftermarket scope. These structural capability gains increase addressable markets (mix to space/defense/advanced mixing), enable higher recurring aftermarket revenue, and can drive margin expansion as scale improves.
Bears Say
Weak Free Cash Flow / Cash ConversionFree cash flow swung to slightly negative and no longer covers net income, reflecting higher reinvestment and working capital usage. For a project‑based, engineered business this structural cash lumpiness can constrain shareholder returns and requires continued external liquidity or disciplined working‑capital management to fund growth.
Margin Compression And Mix PressureMaterial mix shift toward lower‑margin defense work, tariffs, and supply impacts compressed gross margins. If the higher‑volume, lower‑margin contracts persist or commodity/tariff cost pressure remains, operating leverage from revenue growth may be muted and margin recovery could take multiple quarters as integration and pricing adjustments play out.
Integration, SG&A And Lower Initial Margins From Acquired AssetsAcquired businesses are currently lower‑margin and carry purchase‑accounting amortization and one‑time integration costs, while SG&A is rising for ERP, equity comp and hires. Until scale and synergies materialize, these structural costs will pressure adjusted EBITDA and create earnings lumpiness that could persist across several reporting periods.

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 $1.12B.
      When is Graham Corporation’s upcoming earnings report date?
      Graham Corporation’s upcoming earnings report date is Aug 06, 2026 which is in 3 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
                      ▲(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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