Q3 Earnings Forecast for Graham Issued By Noble Financial

Graham Corporation (NYSE:GHM) – Stock analysts at Noble Financial issued their Q3 2027 earnings per share (EPS) estimates for shares of Graham in a research report issued to clients and investors on Tuesday, June 9th. Noble Financial analyst J. Gomes forecasts that the industrial products company will post earnings per share of $0.38 for the quarter. The consensus estimate for Graham’s current full-year earnings is $2.10 per share.

GHM has been the subject of several other reports. Weiss Ratings upgraded Graham from a “hold (c)” rating to a “hold (c+)” rating in a report on Tuesday. Oppenheimer lifted their price target on Graham from $100.00 to $110.00 and gave the company an “outperform” rating in a report on Tuesday. Northland Securities set a $111.00 price target on Graham in a report on Tuesday. Finally, Zacks Research upgraded Graham from a “hold” rating to a “strong-buy” rating in a report on Friday, April 10th. One investment analyst has rated the stock with a Strong Buy rating, three have issued a Buy rating and two have issued a Hold rating to the company. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $95.33.

Graham Trading Down 4.0%

Shares of NYSE GHM opened at $96.22 on Thursday. Graham has a one year low of $45.00 and a one year high of $110.01. The firm has a market capitalization of $1.12 billion, a PE ratio of 85.15 and a beta of 1.04. The company has a current ratio of 1.00, a quick ratio of 0.75 and a debt-to-equity ratio of 0.09. The business has a 50-day moving average price of $94.83 and a two-hundred day moving average price of $80.73.

Graham (NYSE:GHM) last announced its quarterly earnings data on Monday, June 8th. The industrial products company reported $0.33 EPS for the quarter, topping analysts’ consensus estimates of $0.30 by $0.03. Graham had a return on equity of 11.94% and a net margin of 5.10%.The firm had revenue of $67.08 million during the quarter, compared to analyst estimates of $59.95 million. During the same period last year, the company posted $0.40 EPS. The business’s quarterly revenue was up 13.0% compared to the same quarter last year.

Institutional Investors Weigh In On Graham

Several institutional investors have recently made changes to their positions in the company. Auto Owners Insurance Co lifted its holdings in shares of Graham by 6,323.0% during the 4th quarter. Auto Owners Insurance Co now owns 706,530 shares of the industrial products company’s stock valued at $4,538,000 after buying an additional 695,530 shares during the last quarter. Vanguard Group Inc. lifted its holdings in Graham by 2.2% in the 3rd 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 during the last quarter. Royce & Associates LP lifted its holdings in Graham by 2.7% in the 4th quarter. Royce & Associates LP now owns 472,207 shares of the industrial products company’s stock worth $30,330,000 after purchasing an additional 12,509 shares during the last quarter. Wasatch Advisors LP lifted its holdings in Graham by 6.1% in the 2nd quarter. Wasatch Advisors LP now owns 316,203 shares of the industrial products company’s stock worth $15,655,000 after purchasing an additional 18,084 shares during the last quarter. Finally, William Blair Investment Management LLC lifted its holdings in Graham by 8.8% in the 4th quarter. William Blair Investment Management LLC now owns 298,020 shares of the industrial products company’s stock worth $19,142,000 after purchasing an additional 24,005 shares during the last quarter. 69.46% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting Graham

Here are the key news stories impacting Graham this week:

• Positive Sentiment: Graham’s Q4 2026 earnings call highlighted record revenue, a record backlog of $532.6 million, and growth supported by defense demand, which suggests a strong pipeline into fiscal 2027. Graham Corp (GHM) Q4 2026 Earnings Call Highlights: Record Revenue and Strategic Growth Initiatives
• Positive Sentiment: Several writeups on the earnings call emphasized a backlog-led growth story, with capacity upgrades and the FlackTek integration seen as drivers for a revenue and EBITDA inflection in fiscal 2027. Graham Q4 Earnings Call Points to Backlog-Led Growth
• Positive Sentiment: Northland Securities and Noble Financial both published new models that generally point to higher earnings over time, including FY2027 and FY2028 estimates above prior levels in some cases, signaling confidence in the company’s longer-term earnings power.
• Neutral Sentiment: Graham’s earnings call transcript and valuation-focused coverage are prompting investors to reassess whether the stock already reflects the company’s strong sales growth, backlog, and defense exposure. Graham Corporation (GHM) Q4 2026 Earnings Call Transcript
• Neutral Sentiment: One Yahoo Finance piece framed the debate as a record-revenue growth story versus softer profitability guidance, indicating the market is focused on whether margins can expand enough to justify the current valuation. Graham (GHM) Valuation Check After Record Revenue, Defense Strength And Softer Profitability Guidance
• Neutral Sentiment: Analyst estimate updates from Northland and Noble were mostly incremental and did not represent a major surprise, but they reinforce the market’s focus on future quarterly earnings momentum rather than near-term execution alone.
• Negative Sentiment: Despite strong sales, investors appear concerned about softer profitability guidance and margin pressure, which can limit enthusiasm even when revenue and backlog are improving.
• Negative Sentiment: Another commentary piece questioned whether record 2026 sales are enough if margins remain weaker, suggesting some market participants may be taking profits after the recent run-up. Should Graham’s (GHM) Record 2026 Sales and Softer Margins Shift Investors’ Focus to Profitability?
• Negative Sentiment: A separate bearish article argued Graham’s future is positive but not strong enough to avoid selling, reflecting skepticism that the company’s growth will translate quickly into stronger earnings. Graham Corporation’s Future Is Bright, But Not Bright Enough To Avoid Selling

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.