Q1 EPS Estimates for Graham Lowered by Northland Securities

Graham Corporation (NYSE:GHM) – Analysts at Northland Securities decreased their Q1 2027 earnings estimates for shares of Graham in a research note issued to investors on Tuesday, June 9th. Northland Securities analyst B. Brooks now forecasts that the industrial products company will post earnings of $0.33 per share for the quarter, down from their prior estimate of $0.46. The consensus estimate for Graham’s current full-year earnings is $2.05 per share. Northland Securities also issued estimates for Graham’s Q2 2027 earnings at $0.52 EPS, Q1 2028 earnings at $0.45 EPS, Q2 2028 earnings at $0.57 EPS, Q3 2028 earnings at $0.54 EPS, Q4 2028 earnings at $0.67 EPS and FY2028 earnings at $2.24 EPS.

Graham (NYSE:GHM) last released its quarterly earnings results 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 net margin of 5.10% and a return on equity of 12.24%. The firm had revenue of $67.08 million during the quarter, compared to analysts’ expectations of $59.95 million. During the same period in the previous year, the company earned $0.40 EPS. The firm’s revenue for the quarter was up 13.0% compared to the same quarter last year.

Other equities research analysts have also recently issued reports about the stock. Weiss Ratings reissued a “hold (c)” rating on shares of Graham in a research report on Wednesday, May 20th. Oppenheimer boosted their price objective on shares of Graham from $100.00 to $110.00 and gave the company an “outperform” rating in a research report on Tuesday. Finally, Zacks Research raised shares of Graham from a “hold” rating to a “strong-buy” rating in a research report on Friday, April 10th. One equities research analyst has rated the stock with a Strong Buy rating, three have assigned a Buy rating and two have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $95.33.

Graham Price Performance

Graham stock opened at $99.91 on Wednesday. The stock has a market cap of $1.17 billion, a price-to-earnings ratio of 88.42 and a beta of 1.04. Graham has a 1 year low of $44.05 and a 1 year high of $110.01. The firm has a 50-day moving average of $94.42 and a two-hundred day moving average of $80.43.

Institutional Investors Weigh In On Graham

Several hedge funds have recently modified their holdings of GHM. Rhumbline Advisers lifted its position in shares of Graham by 40.6% in the 2nd quarter. Rhumbline Advisers now owns 14,755 shares of the industrial products company’s stock worth $731,000 after purchasing an additional 4,257 shares during the period. Quantbot Technologies LP purchased a new stake in shares of Graham in the 2nd quarter worth approximately $325,000. Arrowstreet Capital Limited Partnership purchased a new stake in shares of Graham in the 2nd quarter worth approximately $226,000. Invesco Ltd. lifted its position in Graham by 1,396.0% during the second quarter. Invesco Ltd. now owns 115,893 shares of the industrial products company’s stock valued at $5,738,000 after acquiring an additional 108,146 shares during the last quarter. Finally, Walleye Capital LLC purchased a new stake in Graham during the second quarter valued at approximately $783,000. Hedge funds and other institutional investors own 69.46% of the company’s stock.

Graham News Roundup

Here are the key news stories impacting Graham this week:

• Positive Sentiment: Graham’s latest quarterly results showed $0.33 EPS versus $0.30 expected and $67.08 million in revenue versus $59.95 million expected, with revenue up 13% year over year. Article Title
• Positive Sentiment: The company highlighted record orders and a record $532.6 million backlog, which supports future revenue visibility and helped fuel a bullish view on backlog-led growth into fiscal 2027. Article Title
• Positive Sentiment: Management also pointed to capacity upgrades and the FlackTek integration, signaling continued investment in growth and operating scale. Article Title
• Neutral Sentiment: Several post-earnings articles framed the quarter as strong operationally, but also questioned whether investors should now focus more on profitability and margin trends than on top-line growth alone. Article Title
• Neutral Sentiment: One note flagged technological advances in bladeless mixers as a possible competitive risk, but this appears more like a longer-term watch item than an immediate catalyst. Article Title
• Negative Sentiment: Despite the earnings beat, some coverage described the stock as falling after the report, suggesting investors may be reacting to softer margins, valuation, or profit-taking after a strong run. Article Title

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.