Profitable Companies Show Resilience: Analysis of GHM, PLXS, and ARES | StockStory - News and Statistics
StockStory's analysis highlights Graham Corporation (GHM), Plexus Corp (PLXS), and Ares Management (ARES) as top profitable companies demonstrating resilience and potential for shareholder returns. Graham Corporation exhibits exceptional revenue and EPS growth, while Plexus Corp shows accelerating demand and strong returns on capital. Ares Management boasts superb revenue growth and outperforming EPS, reinforcing the idea that profitable businesses are better positioned to navigate market challenges and capitalize on opportunities.
Graham (NYSE: GHM) CFO exercises 2,375 RSUs; 900 shares withheld for taxes
Graham Corporation's VP-Finance and CFO, Christopher J. Thome, exercised 2,375 restricted stock units (RSUs) on May 17, 2026, converting them into common shares. To cover tax obligations, 900 shares were withheld at a price of $98.28 per share, a non-market transaction. Following these actions, Thome directly holds 28,835 common shares and retains additional RSUs with future vesting dates stretching into 2028.
Graham Corp (NYSE: GHM) chair exercises 6,089 RSUs, 1,800 shares withheld for taxes
Graham Corp's Executive Chairman, Daniel J. Thoren, exercised 6,089 restricted stock units (RSUs) on May 17, 2026, which converted into an equal number of common shares. To cover tax withholding obligations, 1,800 common shares were withheld at a price of $98.28 per share. Following these transactions, Thoren directly holds 358,412 common shares, in addition to remaining RSU awards.
GRAHAM CORP (GHM) CEO reports RSU vesting, tax share withholding and updated holdings
GRAHAM CORP's President and CEO, Matthew Malone, reported routine equity compensation activity involving Restricted Stock Units (RSUs). On May 17, 2026, 2,375 RSUs vested, with 682 shares withheld for tax obligations at $98.28 per share. Following these transactions, Malone directly holds 54,757 common shares and retains additional RSUs set to vest through June 2028.
Northland Capital Markets Initiates Coverage of Graham (GHM) with Outperform Recommendation
Northland Capital Markets has initiated coverage of Graham Corporation (GHM) with an "Outperform" rating, indicating a positive outlook for the company's stock performance. This new coverage suggests that Northland Capital Markets believes GHM is likely to exceed market expectations.
Graham Corp (GHM) Shares Fall 3.2% -- What GF Score of 74 Tells Investors
Graham Corp (GHM) shares fell 3.2% on May 14, 2026, to $98.80, a price significantly above its GF Value™ of $37.39, indicating it is overvalued. Despite a strong GF Score™ of 74/100, driven by high growth and momentum ranks, its valuation rank is very low (1/10). This overvaluation, coupled with a P/E ratio above its historical median and no recent insider transactions, suggests caution for investors.
Graham Corp stock hits all-time high at 101.72 USD By Investing.com
Graham Corp's stock reached an all-time high of $101.72, pushing its market capitalization to $1.18 billion, reflecting a 167.55% growth over the past year. Despite its strong performance, InvestingPro analysis suggests the stock is currently overvalued. The company recently agreed to sell $50 million of common stock to T. Rowe Price and received an Outperform rating from Oppenheimer, highlighting significant investor interest and analyst optimism ahead of its next earnings report on June 4, 2026.
Graham Corp stock hits all-time high at 101.72 USD
Graham Corp's stock has reached an all-time high of $101.72, signaling strong investor confidence, despite being considered overvalued by InvestingPro analysis. The company recently agreed to sell $50 million of its common stock to T. Rowe Price Investment Management and received an Outperform rating from Oppenheimer, further highlighting significant market interest. Investors are now looking to its next earnings report on June 4, 2026, for future direction.
What to Know About This Fund’s $9 Million Graham Corporation Buy
Catawba River Capital has acquired 117,716 shares of Graham Corporation (NYSE:GHM) for an estimated $9.22 million, establishing a new position that represents 4.63% of the fund’s 13F reportable AUM. This investment comes as Graham Corporation has seen significant stock performance, with a 180% return over the past year, and is experiencing strong growth in revenue and backlog, driven by defense spending and space-related demand. The article suggests this acquisition indicates confidence in Graham's continued growth, positioning it as a niche industrial compounder.
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[EFFECT] GRAHAM CORP SEC Filing
This SEC filing for Graham Corp (GHM) is an "EFFECT" filing, indicating that a previously filed S-3 registration statement has become effective. The filing notes an effectiveness date of May 11, 2026, at 4:00 P.M. The document is a Notice of Effectiveness for an S-3 form, with CIK 0000716314 and File Number 333-295458.
Graham Corporation (GHM) registers 599,808 PIPE shares for resale by T. Rowe Price
Graham Corporation has registered 599,808 shares of common stock for resale by selling stockholders, including various T. Rowe Price funds, stemming from a Private Investment in Public Equity (PIPE) transaction that closed on April 16, 2026. The company will not receive any proceeds from these resales. The shares were originally issued at $83.36 per share, and the prospectus outlines various methods through which the selling stockholders may dispose of their shares.
Graham (NYSE:GHM) Stock Forecast & Analyst Predictions
Graham Corporation's stock prediction highlights strong future growth, with earnings and revenue forecasted to increase by 30.5% and 13.6% annually, respectively. The company's focus on defense contracts, expanding backlog, and strategic acquisitions are key drivers outlined in various analyst updates. Recent leadership changes and new technology initiatives further support its expected financial performance.
Graham Corp. Experiences Revision in Stock Evaluation Amid Strong Market Position
Graham Corp., an industrial manufacturer, has faced a stock evaluation adjustment, showing a high P/E ratio of 61 and a P/B ratio of 6.86. Despite these figures, it demonstrates strong profitability with a ROCE of 15.98% and an ROE of 11.26%, distinguishing it from competitors. The company maintains a strong market presence and a premium valuation within the industrial manufacturing sector.
Graham Corp. (GHM) Rallied Amid Increased Demand in Defense End Markets
Graham Corporation (NYSE: GHM) experienced a rally due to increased demand in its defense end markets, as highlighted by Conestoga Capital Advisors in their Q1 2026 investor letter. The company produces mission-critical engineering products and has shown significant stock performance, with a 6.58% one-month return and a 178.41% gain over the past 52 weeks. Despite this, some hedge funds consider AI stocks to offer greater potential returns.
Graham Corp stock hits all-time high at 98.89 USD By Investing.com
Graham Corp (GHM) stock reached an all-time high of $98.89, marking a 195.8% increase over the past year, and giving the company a market capitalization of $1.09 billion. Despite this surge and strong third-quarter financial results, InvestingPro analysis suggests the stock may be overvalued with a high P/E ratio. Oppenheimer recently initiated coverage with an Outperform rating and a $100 price target, highlighting positive analyst sentiment, alongside Graham Corporation's sale of $50 million in common stock to T. Rowe Price.
Graham Corp stock hits all-time high at 98.89 USD
Shares of Graham Corp (GHM) have reached an all-time high of 98.89 USD, representing a 195.8% increase over the past year. Despite this growth, InvestingPro analysis suggests the stock may be overvalued with a high P/E ratio, prompting analysts to monitor its sustainability. The company recently reported strong Q3 FY2026 financial results, including an earnings per share of $0.31 and revenue of $56.7 million, and secured a $50 million common stock sale to T. Rowe Price Investment Management, Inc.
Graham Corporation (NYSE: GHM) registers 599,808 shares after $50M PIPE
Graham Corporation has registered 599,808 shares of common stock for resale by selling stockholders following a $50 million private investment in public equity (PIPE) that closed on April 16, 2026. The shares were sold to accounts advised by T. Rowe Price at $83.36 each, and the registration allows these stockholders to resell them publicly. Graham will not receive any proceeds from these resales but will cover the registration expenses.
Graham (NYSE:GHM) - Stock Analysis
Graham Corporation's stock (NYSE:GHM) is analyzed, highlighting its current valuation, future growth prospects, and recent analyst activities. The company, which designs and manufactures fluid, power, heat transfer, and vacuum technologies, is considered 5.0% undervalued by analysts, with earnings forecast to grow by 30.54% annually. Recent news indicates fluctuating price targets and mixed analyst sentiments, though the stock has seen significant gains over the past year.
Graham Corp. Experiences Revision in Its Stock Evaluation Amid Strong Market Position
Graham Corp., a small-cap industrial manufacturer, has had its stock valuation revised, characterized by a high P/E ratio of 61 and a price-to-book value of 6.86. The company demonstrates strong performance metrics, including a ROCE of 15.98% and an ROE of 11.26%, distinguishing it within its industry. Its valuation is significantly higher than peers like CECO Environmental Corp., The Gorman-Rupp Co., and Skywater Technology, Inc.
Graham Corp stock hits all-time high at 97.11 USD
Graham Corp (GHM) stock reached an all-time high of $97.11, currently trading at $97.14, reflecting a 218% 1-year return. Despite this impressive performance, InvestingPro analysis indicates the stock may be overvalued with a P/E ratio of 71.42. Recent positive developments include strong Q3 FY2026 financial results, a $50 million common stock sale to T. Rowe Price, and an Outperform rating with a $100 price target from Oppenheimer.
A Look at Graham Corp (GHM) After 3.3% Gain -- GF Value $37.00 v
Graham Corp (GHM) shares rose by 3.3% to $94.80, but according to GuruFocus' GF Value, the stock is significantly overvalued with an intrinsic value estimate of $37.00. While GHM boasts strong financial strength and growth, its high P/E ratio and lack of insider buying suggest potential risks for investors. The article advises caution due to the substantial disparity between the current price and its estimated fair value.
GHM Price Today: Graham Corporation Stock Price, Quote & Chart | MEXC
This article provides comprehensive information on Graham Corporation (GHM) stock, including its current trading price, market data, and historical performance. It details how to buy GHM on MEXC, outlines the company's business, and answers frequently asked questions about its financial health, sector classification, and dividend policy. The stock is noted for its strong performance over the past year.
Graham Springs Ahead of Oppenheimer Conference
Graham Corporation (NYSE: GHM) announced that its CEO and CFO will present at Oppenheimer’s 21st Annual Industrial Growth Virtual Conference on Wednesday, May 6, and host investor meetings. The company, a global leader in designing and manufacturing mission-critical technologies, saw its shares open higher on Wednesday. Interested investors are encouraged to contact their sales representatives to register and schedule meetings.
Graham Springs Ahead of Oppenheimer Conference
Graham Corporation (NYSE: GHM) shares rose on Wednesday following the announcement that its CEO, Matthew J. Malone, and CFO, Christopher J. Thome, will present at Oppenheimer’s 21st Annual Industrial Growth Virtual Conference on May 6. The company, which specializes in mission-critical fluid, power, heat transfer, vacuum, and advanced mixing technologies, will also host investor meetings at the event. GHM's stock was up $1.35, or 1.5%, trading at $93.12 early Wednesday.
GHM Price Today: Graham Corporation Stock Price, Quote & Chart
Graham Corporation (GHM) is currently trading at $94.81, showing a +3.30% increase from its previous close. The stock has demonstrated strong performance, with a +10.73% return over the past month and a +218.36% increase over the last 12 months. The article provides detailed key market data, information on how to buy GHM on MEXC, company information, and an extensive FAQ section covering its financial performance, valuation, and market classification.
Graham CEO, CFO to meet investors at Oppenheimer event May 6
Graham Corporation announced that its President and CEO, Matthew J. Malone, and CFO, Christopher J. Thome, will present at Oppenheimer's 21st Annual Industrial Growth Virtual Conference on May 6, 2026. They will also host investor meetings. A live webcast registration link is available on the company's investor relations website for those interested in attending the presentation.
Graham Corp. Experiences Valuation Adjustment Amidst Strong Market Performance and Unique Positioning
Graham Corp., a small-cap industrial manufacturer, has recently updated its valuation, showing a P/E ratio of 61 and a price-to-book value of 6.86. The company has significantly outperformed the S&P 500 over the past one and three years, demonstrating returns of 219.64% and 596.20% respectively. This strong performance and high valuation differentiate Graham Corp. within the industrial manufacturing sector.
Graham Corp stock (US38500T1016): Why Google Discover changes matter more now
Google's 2026 Discover Core Update is changing how investors access news on Graham Corp (US38500T1016) by delivering personalized insights directly to mobile feeds, allowing for faster market checks without traditional searches. This mobile-first shift provides retail investors with a crucial edge in monitoring energy sector trends, defense contracts, and industrial manufacturing developments for this NYSE-listed company (GHM). The algorithm prioritizes credible, visual content and expert analysis, enhancing the visibility of niche industrial small-caps like Graham Corp.
Graham Corp stock (US38500T1016): Why Google Discover changes matter more now
Google's 2026 Discover Core Update is revolutionizing how investors receive financial news, particularly for companies like Graham Corp. The update prioritizes personalized, visual, and fresh content in mobile feeds, delivering tailored updates on Graham Corp's stock and industry directly to interested investors without the need for active searching. This change increases visibility for quality content about the company, potentially accelerating awareness of catalysts and improving decision-making for those tracking small-cap industrials.
Graham Corp. Experiences Revision in Stock Evaluation Amid Strong Market Performance
Graham Corp., a small-cap industrial manufacturer, has revised its stock evaluation amidst strong market performance, with its stock priced at $90.97 and an annual return of 201.92%, significantly outperforming the S&P 500. The company has shown considerable volatility, with a 52-week high of $94.97 and a low of $28.49, yet technical indicators generally suggest a positive outlook despite some mixed signals. Its year-to-date return of 41.63% further highlights its resilience in the market.
Graham Corporation Announces $50 Million Investment from Accounts Advised by T. Rowe Price
Graham Corporation announced it will sell $50 million worth of common stock to accounts advised by T. Rowe Price Investment Management, Inc. This investment, representing 5% of common stock or 599,808 shares at $83.36 per share, is expected to close on April 16, 2026. Graham plans to use the proceeds to strengthen its balance sheet, repay debt, and fund future growth opportunities, with the CEO emphasizing T. Rowe Price as a long-term partner and the deal enhancing financial flexibility.
Graham Corporation Announces $50 Million Investment from T. Rowe Price to Support Growth and Strengthen Balance Sheet
Graham Corporation has secured a $50 million strategic investment from T. Rowe Price Investment Management, Inc.-advised accounts. This investment, involving the purchase of 599,808 shares at $83.36 per share, will be used to strengthen Graham's balance sheet through debt repayment and to fund future organic and inorganic growth initiatives. The transaction is expected to close on April 16, 2026, and is viewed as a positive development for the company's financial flexibility and strategic expansion.
Graham Raises $50 Million in PIPE With T. Rowe Price Accounts at $83.36/Share
Graham (GHM) announced a $50 million private placement, selling 599,808 common shares at $83.36 each to T. Rowe Price Investment Management accounts. The closing is anticipated around April 16, 2026, and will be followed by a Registration Rights Agreement to facilitate resale for the investors. This strategic move aims to strengthen Graham's balance sheet and provide liquidity.
T. Rowe Price invests $50M in Graham Corporation (NYSE: GHM)
Graham Corporation announced a $50 million private investment in public equity (PIPE) from accounts advised by T. Rowe Price Investment Management. The company will sell 599,808 common shares at $83.36 each, representing about 5% of its common stock, with the deal expected to close around April 16, 2026. Graham plans to use the proceeds to repay debt, strengthen its balance sheet, and fund future organic and inorganic growth initiatives.
T. Rowe Price puts $50M into Graham as company targets debt paydown
Graham Corporation announced that T. Rowe Price Investment Management will invest $50 million to acquire approximately 5% of Graham's common stock. The transaction, expected to close on April 16, 2026, involves the sale of 599,808 shares at $83.36 per share. Graham plans to use the proceeds to strengthen its balance sheet through debt repayment and fund future organic and inorganic growth opportunities.
Graham Corp stock hits all-time high, reaching 94.97 USD By Investing.com
Graham Corp (GHM) stock has reached an all-time high of $94.97, marking a significant milestone with a market capitalization of approximately $1 billion and a 211.87% increase over the past year. This surge is driven by strong investor confidence and robust performance metrics, including a recent Q3 FY2026 earnings beat with an EPS of $0.31 and revenue of $56.7 million. Although InvestingPro data suggests the stock is overvalued based on current P/E ratio, Oppenheimer initiated coverage with an Outperform rating and a $100 price target, signaling continued positive outlook.
Does Graham (GHM) Surging Onto Growth Screens Recast Its Core Earnings Narrative?
Graham Corp (GHM) has appeared on growth screens due to strong earnings and revenue growth, consistently beating analyst expectations with improved profit margins. This performance, combined with robust price action, highlights its ability to convert backlog into profitable revenue, particularly from defense and space sectors. While the company's recent guidance raise and positive forecasts signal continued momentum, investors should also consider the potential risks associated with its heavy exposure to long-cycle defense programs.
Graham Corp (NYSE:GHM) Combines Minervini Trend Template with High Growth Momentum
Graham Corp (NYSE:GHM) demonstrates a strong combination of technical momentum and fundamental growth, aligning with Mark Minervini's Trend Template and exhibiting High Growth Momentum. The stock shows a robust uptrend, trading above key moving averages and near its 52-week high, with significant relative strength. This technical performance is backed by accelerating earnings and revenue growth, consistent positive earnings surprises, and improving profit margins, although the current price volatility suggests waiting for a clearer entry point.
Graham Corp. Experiences Revision in Its Stock Evaluation Amid Strong Performance Metrics
Graham Corp., a small-cap industrial manufacturer, has had its stock evaluation adjusted, reflected in a high P/E ratio of 61 and a price-to-book value of 6.86. The company has shown strong performance, significantly outperforming the S&P 500 with a year-to-date return of 42.89% and a 211.54% return over the past year. Its PEG ratio of 0.86 suggests a favorable growth outlook compared to its valuation, establishing a competitive edge over peers.
Graham Corporation Reports Sales Grew 22% for Second Quarter Fiscal 2022
Graham Corporation announced a 22% increase in sales for the second quarter of fiscal 2022, reaching $34.1 million, primarily driven by the acquisition of Barber-Nichols. The defense industry significantly contributed to revenue, accounting for 58% of the quarter's sales and 49% year-to-date. Despite the sales growth, profits and gross margins were negatively impacted by lower-margin defense projects, while the company maintains its fiscal 2022 guidance for revenue and Adjusted EBITDA.
GRAHAM CORP (NYSE: GHM) VP Zmyndak reports 3,473 RSUs with 2027-2029 vesting
GRAHAM CORP (NYSE: GHM) VP William H. Zmyndak has filed a Form 3, disclosing his initial equity holdings of 3,473 Restricted Stock Units (RSUs). These RSUs convert into common stock on a one-for-one basis and are scheduled to vest in tranches between 2027 and 2029. This filing serves as a position disclosure rather than a new market transaction.
GHM Financials: Revenue Breakdown, Margins & Competitor Comparison
This article provides a financial overview of Graham Corp (GHM), detailing its revenue breakdown, profitability margins, and a comparison with competitors. GHM's largest revenue contributor is its Defense segment, and the company maintains respectable gross, operating, and net margins. The analysis also benchmarks GHM's financial performance against KODK and SERV within the Industrial Machinery & Equipment industry.
Tudor Investment Corp ET AL Invests $1.14 Million in Graham Corporation $GHM
Tudor Investment Corp ET AL has acquired a new stake of 20,793 shares in Graham Corporation (NYSE:GHM) worth approximately $1.14 million, representing about 0.19% ownership. This investment comes as Graham Corporation reported strong quarterly earnings, beating analyst expectations with an EPS of $0.31 and revenue of $56.7 million. Analyst sentiment for GHM is mixed to positive, with an average price target of $81.67.
Graham Corporation, Keysight, Flowserve, MasTec, and GE Aerospace Shares Plummet, What You Need To Know
Shares of Graham Corporation, Keysight, Flowserve, MasTec, and GE Aerospace plummeted following President Trump's threat to "completely obliterate" Iran's energy infrastructure, specifically Kharg Island. This ultimatum sparked fears of a total energy supply shock, leading to a flight to safety in the market. The article highlights the impact on individual stocks and suggests that significant price drops can create buying opportunities for high-quality companies.
Graham raises pay for CEO Matthew J. Malone and CFO Christopher J. Thome
Graham (GHM) has increased the base salaries for CEO Matthew J. Malone to $600,000 and CFO Christopher J. Thome to $400,000, effective March 24, 2026. The compensation increases also include adjustments to their incentive plans for fiscal 2027, with Malone's target LTIP at 200% of base salary and Thome's target cash bonus at 70% of base salary. These changes were approved by the company's Compensation Committee.
Graham Corporation (NYSE: GHM) raises CEO salary and 2027 incentive targets
Graham Corporation has announced updates to its executive compensation packages. CEO Matthew J. Malone's annual base salary has been set at $600,000, and he will receive a target equity long-term incentive plan award equal to 200% of his base salary for fiscal 2027. CFO Christopher J. Thome's base salary is now $400,000, with a target Executive Cash Bonus Program award of 70% of his base salary for fiscal 2027.
Vanguard (GHM) amendment lists zero beneficial holdings after internal realignment
The Vanguard Group has filed an amended Schedule 13G/A for Graham Corp (GHM), reporting zero beneficial ownership due to an internal realignment. This change is procedural, disaggregating holdings to be reported separately by subsidiaries in accordance with SEC Release No. 34-39538, rather than indicating a sale of shares. Future filings by Vanguard affiliates may disclose these holdings under different names.
Graham Corp. Hits Day Low of $77.76 Amid Price Pressure
Graham Corp., an industrial manufacturing firm, experienced a significant stock price decline, hitting an intraday low of $77.76. Despite this short-term dip and recent weekly and monthly losses, the company has shown impressive long-term growth of 153.98% over the past year, outperforming the S&P 500. Financially, Graham Corp. maintains a strong balance sheet with a low debt-to-equity ratio and consistent positive performance over the last seven quarters.
Graham Corporation Acquires FlackTek to Expand Advanced Materials Processing Capabilities
Graham Corporation has acquired FlackTek, a company known for its advanced mixing and material processing technology, for $35 million plus earnouts. This acquisition adds a third core platform to Graham's capabilities, complementing its existing strengths in vacuum, heat transfer, and turbomachinery, and aims to enhance its offerings across defense, energy, and space markets. The integration of FlackTek's bladeless dual asymmetric centrifugal mixing technology is expected to provide laboratory managers and technical teams with more precise, repeatable, and scalable mixing solutions for complex materials.
