Graham (NYSE:GHM) Hits New 12-Month High After Strong Earnings

Graham Corporation (NYSE:GHM)’s share price hit a new 52-week high during mid-day trading on Friday after the company announced better than expected quarterly earnings. The stock traded as high as $82.00 and last traded at $77.9550, with a volume of 8262 shares trading hands. The stock had previously closed at $73.75.

The industrial products company reported $0.31 EPS for the quarter, topping the consensus estimate of $0.17 by $0.14. Graham had a return on equity of 12.44% and a net margin of 6.00%.The company had revenue of $56.70 million during the quarter, compared to analyst estimates of $52.36 million.

Graham News Summary

Here are the key news stories impacting Graham this week:

• Positive Sentiment: Q3 results beat on both EPS and revenue — EPS of $0.31 vs. ~$0.17 estimate and revenue $56.7M vs. ~$52.3M, signaling stronger demand and improved margins. Graham: Fiscal Q3 Earnings Snapshot
• Positive Sentiment: Official press release/corporate commentary highlights the quarter’s strength and provides management context on drivers (Defense, Energy & Process, Space). Useful for assessing sustainability of orders and backlog. Graham Corporation Reports Third Quarter Fiscal 2026 Results
• Positive Sentiment: Company raised FY2026 revenue guidance to a $233.0M–$239.0M range (vs. consensus ~$235.9M), which supports the upside in the stock but keep an eye on how execution tracks against the midpoint. Graham Delivers Strong Q3 Results and Raises Guidance
• Positive Sentiment: At least one analyst raised the price target to $85, reflecting the better-than-expected quarter and refreshed guidance (can support further upside if upgrades continue). Graham (GHM) price target increased by 11.11% to 85.00
• Neutral Sentiment: Analyst and media write-ups summarizing the beat and guidance provide color, but investors should review the company slide deck and call for backlog, margin outlook, and capital allocation details before extrapolating future growth. View Press Release / Slide Deck

Wall Street Analyst Weigh In

A number of analysts recently issued reports on GHM shares. Weiss Ratings downgraded Graham from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Monday, January 12th. Northland Securities downgraded shares of Graham from an “outperform” rating to a “market perform” rating and set a $80.00 target price on the stock. in a research note on Tuesday, January 27th. Noble Financial cut shares of Graham from an “outperform” rating to a “market perform” rating in a research note on Tuesday, October 21st. Finally, Wall Street Zen raised shares of Graham from a “sell” rating to a “hold” rating in a research report on Sunday, November 16th. One analyst has rated the stock with a Buy rating and four have given a Hold rating to the stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Hold” and a consensus target price of $72.50.

Hedge Funds Weigh In On Graham

A number of institutional investors have recently modified their holdings of GHM. Vanguard Group Inc. grew its stake 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 purchasing an additional 12,974 shares in the last quarter. Royce & Associates LP lifted its holdings in shares of Graham by 24.0% in the 3rd quarter. Royce & Associates LP now owns 459,698 shares of the industrial products company’s stock worth $25,237,000 after buying an additional 89,014 shares during the period. Wasatch Advisors LP grew its position in shares of Graham by 6.1% during the 2nd quarter. Wasatch Advisors LP now owns 316,203 shares of the industrial products company’s stock worth $15,655,000 after buying an additional 18,084 shares in the last quarter. William Blair Investment Management LLC purchased a new position in shares of Graham during the third quarter valued at $15,043,000. Finally, American Century Companies Inc. raised its holdings in shares of Graham by 19.5% in the second quarter. American Century Companies Inc. now owns 265,443 shares of the industrial products company’s stock valued at $13,142,000 after acquiring an additional 43,256 shares in the last quarter. 69.46% of the stock is owned by hedge funds and other institutional investors.

Graham Stock Up 13.3%

The stock’s 50 day moving average is $68.12 and its two-hundred day moving average is $59.37. The company has a market capitalization of $918.65 million, a PE ratio of 67.41 and a beta of 0.92.

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.