Equities Analysts Issue Forecasts for Graham FY2027 Earnings

Graham Corporation (NYSE:GHM) – Stock analysts at Noble Financial reduced their FY2027 EPS estimates for Graham in a research report issued on Monday, February 9th. Noble Financial analyst J. Gomes now forecasts that the industrial products company will post earnings per share of $1.77 for the year, down from their previous forecast of $1.81. Noble Financial currently has a “Market Perform” rating on the stock. The consensus estimate for Graham’s current full-year earnings is $1.07 per share.

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

Graham Stock Performance

GHM opened at $87.93 on Wednesday. The company has a market capitalization of $973.34 million, a PE ratio of 65.13 and a beta of 0.92. The stock’s fifty day moving average is $69.98 and its 200-day moving average is $60.10. Graham has a one year low of $24.78 and a one year high of $91.91.

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

Institutional Investors Weigh In On Graham

Several hedge funds have recently bought and sold shares of the business. Auto Owners Insurance Co grew its stake in Graham by 4.8% during the 2nd quarter. Auto Owners Insurance Co now owns 11,000 shares of the industrial products company’s stock valued at $545,000 after acquiring an additional 500 shares in the last quarter. First Horizon Advisors Inc. boosted its holdings in shares of Graham by 130.5% during the second 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 period. Cornerstone Investment Partners LLC acquired a new stake in shares of Graham during the second quarter worth approximately $215,000. Los Angeles Capital Management LLC grew its position in Graham by 30.2% during the second quarter. Los Angeles Capital Management LLC now owns 21,410 shares of the industrial products company’s stock valued at $1,060,000 after purchasing an additional 4,965 shares in the last quarter. Finally, Mitsubishi UFJ Asset Management Co. Ltd. increased its stake in Graham by 209.5% in the 2nd quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 8,366 shares of the industrial products company’s stock valued at $414,000 after buying an additional 5,663 shares during the period. 69.46% of the stock is 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 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

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.