Northland Securities Comments on Graham FY2026 Earnings

Graham Corporation (NYSE:GHM) – Stock analysts at Northland Securities raised their FY2026 earnings estimates for shares of Graham in a research note issued to investors on Tuesday, February 10th. Northland Securities analyst B. Brooks now expects that the industrial products company will earn $1.49 per share for the year, up from their prior forecast of $1.41. Northland Securities currently has a “Outperform” rating on the stock. The consensus estimate for Graham’s current full-year earnings is $1.07 per share. Northland Securities also issued estimates for Graham’s Q4 2026 earnings at $0.42 EPS, Q1 2027 earnings at $0.46 EPS and Q4 2027 earnings at $0.68 EPS.

Graham (NYSE:GHM) last posted its quarterly earnings results on Friday, February 6th. The industrial products company reported $0.31 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.17 by $0.14. Graham had a net margin of 6.28% and a return on equity of 13.26%. The business had revenue of $56.70 million during the quarter, compared to analyst estimates of $52.36 million.

Other equities analysts also recently issued research reports about the company. Wall Street Zen upgraded Graham from a “sell” rating to a “hold” rating in a report on Sunday, November 16th. Weiss Ratings raised Graham from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Friday. Finally, Noble Financial lowered Graham from an “outperform” rating to a “market perform” rating in a research report on Tuesday, October 21st. Three investment analysts have rated the stock with a Buy rating and two have given a Hold rating to the company. Based on data from MarketBeat, Graham currently has an average rating of “Moderate Buy” and an average price target of $72.50.

Graham Stock Up 4.8%

Shares of NYSE GHM opened at $89.15 on Wednesday. The company has a market cap of $979.53 million, a price-to-earnings ratio of 66.03 and a beta of 0.92. Graham has a 52 week low of $24.78 and a 52 week high of $90.65. The firm’s fifty day moving average is $69.38 and its 200 day moving average is $59.91.

Institutional Investors Weigh In On Graham

A number of hedge funds have recently added to or reduced their stakes in the stock. AdvisorShares Investments LLC increased its holdings in Graham by 7.9% in the 4th quarter. AdvisorShares Investments LLC now owns 3,238 shares of the industrial products company’s stock valued at $208,000 after acquiring an additional 238 shares during the last quarter. Police & Firemen s Retirement System of New Jersey grew its position in shares of Graham by 15.0% during the second quarter. Police & Firemen s Retirement System of New Jersey now owns 2,371 shares of the industrial products company’s stock valued at $117,000 after purchasing an additional 310 shares in the last quarter. Raymond James Financial Inc. increased its holdings in shares of Graham by 1.5% in the third quarter. Raymond James Financial Inc. now owns 21,608 shares of the industrial products company’s stock worth $1,186,000 after purchasing an additional 319 shares during the last quarter. BNP Paribas Financial Markets lifted its position in shares of Graham by 62.8% in the second quarter. BNP Paribas Financial Markets now owns 1,063 shares of the industrial products company’s stock worth $53,000 after buying an additional 410 shares in the last quarter. Finally, Auto Owners Insurance Co boosted its stake in Graham by 4.8% during the second quarter. Auto Owners Insurance Co now owns 11,000 shares of the industrial products company’s stock valued at $545,000 after buying an additional 500 shares during the last quarter. 69.46% of the stock is currently owned by hedge funds and other institutional investors.

Key Graham News

Here are the key news stories impacting Graham this week:

• Positive Sentiment: Northland Securities upgraded Graham from “Market Perform” to “Outperform” — a directional endorsement that can attract buying interest from discretionary and institutional investors. Northland Upgrade
• Positive Sentiment: Northland raised near‑term and FY estimates: Q4 2027 to $0.68 (from $0.58), Q1 2027 to $0.46 (from $0.42) and lifted FY2026 to $1.49 (from $1.41). Those increases reflect greater confidence in upcoming results and support a higher valuation multiple. Northland Estimates
• Neutral Sentiment: Consensus analyst stance remains mixed — an aggregate “Hold”/average recommendation has been reported, so while some firms are bullish, broad coverage is not uniformly positive. Analyst Consensus
• Negative Sentiment: Noble Financial trimmed its estimates: Q4 2026 EPS cut sharply to $0.24 (from $0.36) and FY2026 down to $1.31 (from $1.38); Noble also lowered FY2027 slightly to $1.77 (from $1.81). Those cuts introduce caution and could cap upside if other firms follow. Noble Financial Revisions

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.