Northland Capmk Weighs in on Graham’s Q2 Earnings (NYSE:GHM)

Graham Corporation (NYSE:GHM) – Analysts at Northland Capmk lifted their Q2 2026 earnings per share (EPS) estimates for Graham in a research report issued on Thursday, August 7th. Northland Capmk analyst B. Brooks now anticipates that the industrial products company will post earnings of $0.33 per share for the quarter, up from their previous estimate of $0.31. Northland Capmk currently has a “Strong-Buy” rating on the stock. The consensus estimate for Graham’s current full-year earnings is $1.07 per share. Northland Capmk also issued estimates for Graham’s Q3 2026 earnings at $0.29 EPS, Q4 2026 earnings at $0.38 EPS, FY2026 earnings at $1.46 EPS, Q2 2027 earnings at $0.45 EPS, Q3 2027 earnings at $0.46 EPS, Q4 2027 earnings at $0.61 EPS and FY2027 earnings at $1.93 EPS.

Graham (NYSE:GHM) last announced its quarterly earnings results on Tuesday, August 5th. The industrial products company reported $0.45 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.25 by $0.20. Graham had a return on equity of 12.83% and a net margin of 6.43%. The company had revenue of $55.49 million for the quarter, compared to the consensus estimate of $55.53 million.

A number of other brokerages also recently issued reports on GHM. Northland Securities assumed coverage on Graham in a report on Monday, June 23rd. They set an “outperform” rating and a $55.00 price target on the stock. Maxim Group upgraded Graham to a “buy” rating and set a $65.00 price target on the stock in a report on Wednesday, July 2nd.

Graham Price Performance

Shares of NYSE:GHM opened at $48.30 on Friday. Graham has a 1 year low of $24.78 and a 1 year high of $58.00. The company has a market cap of $530.33 million, a PE ratio of 38.33 and a beta of 0.92. The stock’s 50-day moving average is $49.67 and its 200 day moving average is $39.78.

Institutional Trading of Graham

Large investors have recently bought and sold shares of the company. New York State Teachers Retirement System boosted its position in Graham by 839.0% during the 1st quarter. New York State Teachers Retirement System now owns 939 shares of the industrial products company’s stock valued at $27,000 after acquiring an additional 839 shares in the last quarter. GAMMA Investing LLC boosted its position in Graham by 12,800.0% during the 1st quarter. GAMMA Investing LLC now owns 5,418 shares of the industrial products company’s stock valued at $156,000 after acquiring an additional 5,376 shares in the last quarter. Bank of New York Mellon Corp boosted its position in shares of Graham by 2.6% in the 1st quarter. Bank of New York Mellon Corp now owns 27,647 shares of the industrial products company’s stock worth $797,000 after purchasing an additional 696 shares in the last quarter. Two Sigma Investments LP bought a new stake in shares of Graham in the 4th quarter worth approximately $279,000. Finally, Legal & General Group Plc boosted its position in shares of Graham by 26.0% in the 4th quarter. Legal & General Group Plc now owns 2,599 shares of the industrial products company’s stock worth $116,000 after purchasing an additional 536 shares in the last quarter. 69.46% of the stock is owned by institutional investors.

Graham Company Profile

Graham Corporation, together with its subsidiaries, designs and manufactures fluid, power, heat transfer, and vacuum equipment for chemical and petrochemical processing, defense, space, petroleum refining, cryogenic, energy, and other industries. It offers power plant systems, including ejectors and surface condensers; torpedo ejection, propulsion, and power systems, such as turbines, alternators, regulators, pumps, and blowers; and thermal management systems comprising pumps, blowers, and drive electronics for defense sector.