Q2 EPS Estimates for Graham Lifted by Northland Securities

Graham Corporation (NYSE:GHM) – Investment analysts at Northland Securities lifted their Q2 2027 earnings per share (EPS) estimates for Graham in a research report issued on Tuesday, February 10th. Northland Securities analyst B. Brooks now anticipates that the industrial products company will post earnings per share of $0.67 for the quarter, up from their prior forecast of $0.51. 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 Q3 2027 earnings at $0.57 EPS and FY2027 earnings at $2.38 EPS.

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

GHM has been the topic of a number of other research reports. Weiss Ratings upgraded shares of Graham from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Friday, February 6th. Noble Financial lowered Graham from an “outperform” rating to a “market perform” rating in a research note on Tuesday, October 21st. Finally, Wall Street Zen upgraded Graham from a “sell” rating to a “hold” rating in a research report on Sunday, November 16th. Three research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, Graham has a consensus rating of “Moderate Buy” and an average target price of $72.50.

Graham Price Performance

Shares of NYSE GHM opened at $87.93 on Thursday. The company has a 50-day simple moving average of $69.98 and a 200-day simple moving average of $60.10. The company has a market cap of $973.34 million, a PE ratio of 65.13 and a beta of 0.92. Graham has a 12 month low of $24.78 and a 12 month high of $91.91.

Institutional Inflows and Outflows

Several institutional investors have recently modified their holdings of GHM. Blue Trust Inc. acquired a new position in shares of Graham in the 3rd quarter worth approximately $28,000. State of Alaska Department of Revenue bought a new stake in Graham in the 3rd quarter valued at about $33,000. BNP Paribas Financial Markets boosted its stake in Graham by 62.8% during the 2nd quarter. BNP Paribas Financial Markets now owns 1,063 shares of the industrial products company’s stock valued at $53,000 after purchasing an additional 410 shares during the period. First Horizon Advisors Inc. grew its position in Graham by 130.5% in the 2nd quarter. First Horizon Advisors Inc. now owns 1,178 shares of the industrial products company’s stock worth $58,000 after purchasing an additional 667 shares during the last quarter. Finally, Comerica Bank increased its stake in shares of Graham by 396.2% in the third quarter. Comerica Bank now owns 1,052 shares of the industrial products company’s stock valued at $58,000 after purchasing an additional 840 shares during the period. Institutional investors and hedge funds own 69.46% of the company’s stock.

Key Stories Impacting Graham

Here are the key news stories impacting Graham this week:

• Positive Sentiment: Northland Securities upgraded GHM to “Outperform” and materially raised multi‑period estimates (FY2026 and quarterly 2027 forecasts, including Q4 2027 to $0.68 and Q1 2027 to $0.46). This signals conviction that earnings will continue to improve and supports upside expectations. MarketBeat: Northland Research
• Neutral Sentiment: Northland’s model also made a very small downward tweak to its Q4 2026 estimate (from $0.43 to $0.42), a minor adjustment that is unlikely to change the overall bullish stance. MarketBeat: Estimate tweak
• Neutral Sentiment: Analysts’ consensus remains around a modest set of full‑year earnings expectations; several outlets still show an average recommendation near “Hold”, which limits immediate broad buying pressure. American Banking News: Analyst Consensus
• Negative Sentiment: Noble Financial cut near‑term and next‑year estimates — notably Q4 2026 down sharply (from $0.36 to $0.24) and FY2026/FY2027 trims — and keeps a “Market Perform” view. Those downward revisions to near‑term earnings likely pressured the stock as they counterbalance Northland’s optimism. MarketBeat: Noble Research

About Graham

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.