Q2 EPS Estimates for Graham Raised by Northland Securities

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

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

Several other research firms have also issued reports on GHM. Noble Financial lowered Graham from an “outperform” rating to a “market perform” rating in a research note on Tuesday, October 21st. Wall Street Zen upgraded Graham from a “sell” rating to a “hold” rating in a research report on Sunday, November 16th. 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 investment analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company. According to data from MarketBeat, Graham presently has an average rating of “Moderate Buy” and a consensus price target of $72.50.

Graham Trading Down 4.8%

Shares of NYSE:GHM opened at $83.99 on Thursday. The company has a market cap of $929.78 million, a price-to-earnings ratio of 62.22 and a beta of 0.92. Graham has a 12 month low of $24.78 and a 12 month high of $91.91. The company has a 50-day moving average price of $70.49 and a 200 day moving average price of $60.27.

Institutional Investors Weigh In On Graham

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

Key Graham News

Here are the key news stories impacting Graham this week:

• Positive Sentiment: Northland Securities raised several quarterly and full‑year EPS forecasts for GHM and moved the stock to an “Outperform,” boosting its FY2027 view to $2.38 and raising multiple quarterly estimates — a clear analyst vote of confidence that supports higher earnings expectations. Northland Securities Upgrades Graham (NYSE:GHM) to “Outperform”
• Positive Sentiment: Recent performance: coverage notes that GHM has delivered an exceptional multi‑year return (reported as an ~89% CAGR over 3 years) and the stock surged strongly last week — momentum that attracts buyers and helps justify some of the higher analyst targets. Graham (NYSE:GHM) delivers shareholders fantastic 89% CAGR over 3 years, surging 21% in the last week alone
• Neutral Sentiment: Broad analyst commentary: a Globe and Mail item summarizes analyst views on industrials including Graham and peers, providing context on sector drivers but no single catalyst for the stock today. Useful for positioning but not an immediate price driver. Analysts Offer Insights on Industrial Goods Companies: Graham (GHM) and Generac Holdings (GNRC)
• Negative Sentiment: Noble Financial trimmed its FY2027 EPS projection modestly (from $1.81 to $1.77) and maintained a Market Perform stance, a dissenting view that introduces some downside risk and may have encouraged short‑term selling. Noble Financial Reduces Earnings Estimates for Graham

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.