Northland Securities Lowers Earnings Estimates for Graham

Graham Corporation (NYSE:GHM) – Investment analysts at Northland Securities dropped their Q2 2027 earnings per share estimates for Graham in a research report issued to clients and investors on Tuesday, August 11th. Northland Securities analyst B. Brooks now forecasts that the industrial products company will earn $0.41 per share for the quarter, down from their prior forecast of $0.52. Northland Securities has a “Outperform” rating and a $135.00 price objective on the stock. The consensus estimate for Graham’s current full-year earnings is $1.87 per share. Northland Securities also issued estimates for Graham’s Q3 2027 earnings at $0.38 EPS, Q4 2027 earnings at $0.48 EPS, Q1 2028 earnings at $0.54 EPS, Q3 2028 earnings at $0.56 EPS and FY2028 earnings at $2.33 EPS.

A number of other research firms have also recently weighed in on GHM. Wall Street Zen upgraded shares of Graham from a “sell” rating to a “hold” rating in a research report on Saturday. Weiss Ratings lowered shares of Graham from a “hold (c+)” rating to a “hold (c)” rating in a report on Wednesday, July 29th. Zacks Research cut shares of Graham from a “strong-buy” rating to a “hold” rating in a research note on Wednesday, June 10th. Finally, Oppenheimer lifted their price target on shares of Graham to $130.00 and gave the stock an “outperform” rating in a research note on Thursday, June 25th. Two analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the stock. According to data from MarketBeat, Graham currently has an average rating of “Hold” and a consensus price target of $132.50.

Graham Stock Performance

NYSE:GHM opened at $108.95 on Wednesday. The firm has a market capitalization of $1.28 billion, a PE ratio of 104.76 and a beta of 1.04. The stock’s fifty day moving average is $107.63 and its 200 day moving average is $94.21. Graham has a fifty-two week low of $46.58 and a fifty-two week high of $125.82.

Graham (NYSE:GHM) last announced its earnings results on Thursday, August 6th. The industrial products company reported $0.49 EPS for the quarter, topping analysts’ consensus estimates of $0.27 by $0.22. The firm had revenue of $71.34 million during the quarter, compared to analysts’ expectations of $65.60 million. Graham had a return on equity of 11.09% and a net margin of 4.53%.The company’s quarterly revenue was up 28.6% on a year-over-year basis. During the same quarter in the previous year, the business earned $0.45 EPS.

Hedge Funds Weigh In On Graham

Several hedge funds have recently bought and sold shares of GHM. Thurston Springer Miller Herd & Titak Inc. bought a new stake in shares of Graham during the second quarter worth $52,000. BNP Paribas Financial Markets grew its holdings in shares of Graham by 62.8% in the second 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 last quarter. Comerica Bank increased its stake in Graham by 396.2% in the 3rd quarter. Comerica Bank now owns 1,052 shares of the industrial products company’s stock worth $58,000 after buying an additional 840 shares during the period. Fifth Third Bancorp purchased a new position in Graham in the 1st quarter worth about $69,000. Finally, Silvant Capital Management LLC bought a new stake in Graham during the 2nd quarter valued at about $101,000. Institutional investors own 69.46% of the company’s stock.

Key Headlines Impacting Graham

Here are the key news stories impacting Graham this week:

• Positive Sentiment: Graham appointed Rich Scholes as Chief Growth and Enablement Officer, a newly created position focused on growth strategy, customer alignment and enterprise execution. The move signals that management is investing in scaling the business across its Defense, Space, Energy and Process markets. Graham Corporation Announces Leadership Addition to Support Growth Phase
• Positive Sentiment: Proposed increases in U.S. defense spending could provide a favorable long-term demand backdrop for Graham’s defense and space-related products. However, the budget proposal remains subject to congressional approval. Pentagon Military Budget Article
• Negative Sentiment: Noble Financial made mixed but generally cautious revisions to its Graham forecasts: Q3 FY2027 EPS increased to $0.41 from $0.38, while Q2 estimates fell to $0.44 from $0.56, Q4 declined to $0.57 from $0.61, and full-year FY2027 EPS dropped to $1.91 from $1.98. The lower annual outlook may temper enthusiasm despite the strong recent quarter.
• Neutral Sentiment: Several articles about primary elections and sanctions legislation concern Senator Lindsey Graham or Representative Michael McCaul’s bill, not Graham Corporation. They have no direct, identifiable impact on GHM at this time.

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.