Northland Securities Expects Higher Earnings for Graham

Graham Corporation (NYSE:GHM) – Analysts at Northland Securities lifted their Q1 2028 earnings per share estimates for shares of Graham in a research report issued on Tuesday, June 23rd. Northland Securities analyst B. Brooks now anticipates that the industrial products company will post earnings per share of $0.48 for the quarter, up from their previous forecast of $0.45. Northland Securities has a “Outperform” rating and a $135.00 price target on the stock. The consensus estimate for Graham’s current full-year earnings is $1.85 per share. Northland Securities also issued estimates for Graham’s Q2 2028 earnings at $0.60 EPS and FY2028 earnings at $2.30 EPS.

Graham (NYSE:GHM) last announced its quarterly earnings results on Monday, June 8th. The industrial products company reported $0.33 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.30 by $0.03. Graham had a return on equity of 11.94% and a net margin of 5.10%.The company had revenue of $67.08 million during the quarter, compared to analyst estimates of $59.95 million. During the same quarter in the previous year, the firm posted $0.40 EPS. The firm’s quarterly revenue was up 13.0% on a year-over-year basis.

Several other equities research analysts also recently weighed in on GHM. Zacks Research downgraded shares of Graham from a “strong-buy” rating to a “hold” rating in a report on Wednesday, June 10th. Oppenheimer raised their target price on shares of Graham from $100.00 to $110.00 and gave the company an “outperform” rating in a research note on Tuesday, June 9th. Wall Street Zen downgraded shares of Graham from a “hold” rating to a “sell” rating in a research report on Saturday, June 13th. Finally, Weiss Ratings raised shares of Graham from a “hold (c)” rating to a “hold (c+)” rating in a research note on Tuesday, June 9th. Three research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $103.33.

Graham Price Performance

Shares of GHM opened at $109.81 on Wednesday. Graham has a one year low of $46.08 and a one year high of $119.04. The stock’s fifty day moving average is $99.20 and its 200-day moving average is $84.08. The company has a debt-to-equity ratio of 0.09, a quick ratio of 0.68 and a current ratio of 1.00. The firm has a market capitalization of $1.28 billion, a price-to-earnings ratio of 97.18 and a beta of 1.04.

Institutional Trading of Graham

A number of hedge funds and other institutional investors have recently modified their holdings of GHM. Auto Owners Insurance Co boosted its stake in Graham by 6,323.0% during the fourth quarter. Auto Owners Insurance Co now owns 706,530 shares of the industrial products company’s stock valued at $4,538,000 after buying an additional 695,530 shares in the last quarter. Vanguard Group Inc. raised its position in Graham by 2.2% in the third quarter. Vanguard Group Inc. now owns 602,448 shares of the industrial products company’s stock worth $33,074,000 after acquiring an additional 12,974 shares in the last quarter. Royce & Associates LP lifted its holdings in Graham by 2.7% in the 4th quarter. Royce & Associates LP now owns 472,207 shares of the industrial products company’s stock valued at $30,330,000 after acquiring an additional 12,509 shares during the last quarter. Wasatch Advisors LP lifted its holdings in Graham by 6.1% in the 2nd quarter. Wasatch Advisors LP now owns 316,203 shares of the industrial products company’s stock valued at $15,655,000 after acquiring an additional 18,084 shares during the last quarter. Finally, William Blair Investment Management LLC boosted its position in shares of Graham by 8.8% during the 4th quarter. William Blair Investment Management LLC now owns 298,020 shares of the industrial products company’s stock valued at $19,142,000 after purchasing an additional 24,005 shares in the last quarter. Institutional investors own 69.46% of the company’s stock.

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.