Research Analysts Set Expectations for Graham Q2 Earnings

Graham Corporation (NYSE:GHM) – Northland Securities cut their Q2 2027 earnings per share estimates for shares of Graham in a report issued on Tuesday, August 11th. Northland Securities analyst B. Brooks now anticipates that the industrial products company will post earnings per share of $0.41 for the quarter, down from their previous forecast of $0.52. Northland Securities has a “Outperform” rating and a $135.00 price objective on the stock. The consensus estimate for Graham’s current full-year earnings is $1.87 per share. Northland Securities also issued estimates for Graham’s Q3 2027 earnings at $0.38 EPS, Q4 2027 earnings at $0.48 EPS, Q1 2028 earnings at $0.54 EPS, Q3 2028 earnings at $0.56 EPS and FY2028 earnings at $2.33 EPS.

Graham (NYSE:GHM) last issued its earnings results on Thursday, August 6th. The industrial products company reported $0.49 earnings per share for the quarter, beating analysts’ consensus estimates of $0.27 by $0.22. Graham had a return on equity of 11.09% and a net margin of 4.53%.The business had revenue of $71.34 million during the quarter, compared to analyst estimates of $65.60 million. During the same period in the previous year, the company posted $0.45 EPS. Graham’s revenue was up 28.6% on a year-over-year basis.

Several other research firms also recently weighed in on GHM. Weiss Ratings downgraded Graham from a “hold (c+)” rating to a “hold (c)” rating in a report on Wednesday, July 29th. Wall Street Zen raised shares of Graham from a “sell” rating to a “hold” rating in a research report on Saturday. Oppenheimer boosted their price target on shares of Graham to $130.00 and gave the company an “outperform” rating in a report on Thursday, June 25th. Finally, Zacks Research cut shares of Graham from a “strong-buy” rating to a “hold” rating in a research report on Wednesday, June 10th. Two investment analysts have rated the stock with a Buy rating and three have given a Hold rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of “Hold” and an average price target of $132.50.

Graham Trading Up 0.2%

GHM opened at $108.95 on Wednesday. The company has a market capitalization of $1.28 billion, a price-to-earnings ratio of 104.76 and a beta of 1.04. Graham has a 12-month low of $46.58 and a 12-month high of $125.82. The business’s fifty day simple moving average is $107.63 and its 200-day simple moving average is $94.21.

Institutional Investors Weigh In On Graham

A number of hedge funds have recently made changes to their positions in GHM. Tudor Investment Corp ET AL bought a new stake in Graham during the third quarter valued at about $1,142,000. Nicholas Investment Partners LP bought a new position in Graham in the fourth quarter worth about $1,888,000. Agman Capital LLC purchased a new stake in shares of Graham during the fourth quarter valued at about $14,079,000. Legato Capital Management LLC lifted its position in shares of Graham by 21.7% during the fourth quarter. Legato Capital Management LLC now owns 50,519 shares of the industrial products company’s stock valued at $3,245,000 after buying an additional 9,004 shares during the last quarter. Finally, Ausbil Investment Management Ltd bought a new stake in shares of Graham in the 2nd quarter valued at about $615,000. 69.46% of the stock is currently owned by hedge funds and other institutional investors.

Graham News Summary

Here are the key news stories impacting Graham this week:

• Positive Sentiment: Graham appointed Rich Scholes as Chief Growth and Enablement Officer, a newly created position focused on growth strategy, customer alignment and enterprise execution. The move signals that management is investing in scaling the business across its Defense, Space, Energy and Process markets. Graham Corporation Announces Leadership Addition to Support Growth Phase
• Positive Sentiment: Proposed increases in U.S. defense spending could provide a favorable long-term demand backdrop for Graham’s defense and space-related products. However, the budget proposal remains subject to congressional approval. Pentagon Military Budget Article
• Negative Sentiment: Noble Financial made mixed but generally cautious revisions to its Graham forecasts: Q3 FY2027 EPS increased to $0.41 from $0.38, while Q2 estimates fell to $0.44 from $0.56, Q4 declined to $0.57 from $0.61, and full-year FY2027 EPS dropped to $1.91 from $1.98. The lower annual outlook may temper enthusiasm despite the strong recent quarter.
• Neutral Sentiment: Several articles about primary elections and sanctions legislation concern Senator Lindsey Graham or Representative Michael McCaul’s bill, not Graham Corporation. They have no direct, identifiable impact on GHM at this time.

Graham Company Profile

Graham Corporation (NYSE: GHM) is a U.S.-based industrial engineering company that designs, manufactures and services vacuum and heat transfer equipment. Its core offerings include liquid ring vacuum pumps, surface condensers, heat exchangers and custom-engineered vacuum systems. These products play a critical role in energy-intensive industries, where reliable removal of non-condensable gases and efficient heat exchange are vital to process performance.

The company’s technologies find application across a range of end markets, including power generation, petrochemical, oil and gas, LNG, and semiconductor manufacturing.