Northland Securities Predicts Stronger Earnings for Graham

Graham Corporation (NYSE:GHM) – Equities researchers at Northland Securities increased their FY2026 EPS estimates for Graham in a note issued to investors on Tuesday, February 10th. Northland Securities analyst B. Brooks now expects that the industrial products company will post earnings of $1.49 per share for the year, up from their prior forecast of $1.41. Northland Securities 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 Q4 2026 earnings at $0.42 EPS, Q1 2027 earnings at $0.46 EPS and Q4 2027 earnings at $0.68 EPS.

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

Graham Stock Performance

Shares of NYSE GHM opened at $87.93 on Wednesday. Graham has a 1 year low of $24.78 and a 1 year high of $91.91. The stock’s 50-day simple moving average is $69.98 and its 200-day simple moving average is $60.10. The firm has a market cap of $973.34 million, a price-to-earnings ratio of 65.13 and a beta of 0.92.

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

Institutional Investors Weigh In On Graham

Hedge funds have recently made changes to their positions in the business. William Blair Investment Management LLC bought a new position in Graham in the 3rd quarter worth approximately $15,043,000. Alyeska Investment Group L.P. acquired a new position in Graham during the 3rd quarter worth $10,356,000. Invesco Ltd. boosted its position in Graham by 1,396.0% during the 2nd quarter. Invesco Ltd. now owns 115,893 shares of the industrial products company’s stock worth $5,738,000 after acquiring an additional 108,146 shares during the period. Royce & Associates LP grew its stake in shares of Graham by 24.0% in the third quarter. Royce & Associates LP now owns 459,698 shares of the industrial products company’s stock worth $25,237,000 after purchasing an additional 89,014 shares in the last quarter. Finally, Kennedy Capital Management LLC increased its holdings in shares of Graham by 56.8% during the second quarter. Kennedy Capital Management LLC now owns 185,374 shares of the industrial products company’s stock valued at $9,178,000 after purchasing an additional 67,139 shares during the period. Institutional investors own 69.46% of the company’s stock.

More 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.