Graham Announces Leadership Transitions and Executive Appointments
Graham Corporation announced a planned leadership transition including the retirement of Alan Smith, Vice President and General Manager of Graham Manufacturing, and the appointment of William Zmyndak as his successor. The company also appointed Keith Oufnac as CIO and Rachel Jaakkola as CHRO to strengthen digital, cybersecurity, and talent management capabilities. These strategic moves aim to reinforce operational excellence and support Graham's long-term growth across its defense, energy, and space markets.
Graham revamps leadership: new manufacturing head, CIO and HR chief
Graham Corporation announced a leadership transition, appointing William Zmyndak as Deputy General Manager of Graham Manufacturing, set to become Vice President and General Manager in April 2026 upon Alan Smith's retirement. The company also appointed Keith Oufnac as Chief Information Officer and Rachel Jaakkola as Chief Human Resources Officer. These changes aim to strengthen the executive team and support the company's long-term strategy in mission-critical technologies.
Graham Corporation's Q4 Earnings Call: Our Top 5 Analyst Questions
Graham Corporation reported a strong Q4 CY2025, beating analyst estimates for revenue, EPS, and EBITDA, driven by robust demand in its defense segment and contributions from recent acquisitions. The company also raised its full-year revenue and EBITDA guidance. The article highlights key analyst questions from the earnings call, focusing on capital allocation, M&A strategy, defense program growth, product sales restrictions, and the outlook for material receipts on gross margin.
2 Cash-Burning Stocks with Competitive Advantages and 1 We Avoid
This article identifies two cash-burning companies, Graham Corporation (GHM) and AAR (AIR), with competitive advantages and potential for growth, while advising caution on GATX (GATX) due to its cash burn and liquidity concerns. It provides brief justifications for each stock's outlook, including financial metrics and market positions.
Graham Corp Earnings Call Highlights Growth and Backlog
Graham Corporation's recent Q3 earnings call revealed strong revenue growth of 21% year-over-year and a 50% jump in adjusted EBITDA. The company reported a record backlog of $515.6 million, primarily defense-related, and raised its fiscal 2026 outlook. Strategic acquisitions like Xdot and FlackTek are enhancing its technology portfolio and expanding market reach, despite some gross margin pressures and external headwinds from tariffs and supply chain costs.
Graham Corporation (NYSE:GHM) Q3 2026 Earnings Call Transcript
Graham Corporation reported a strong Q3 fiscal year 2026, with revenue increasing 21% to $56.7 million and adjusted EBITDA up 50% to $6 million. The company beat earnings expectations with an EPS of $0.255 against an expected $0.17. Key drivers included performance in defense markets, strategic acquisitions of Xdot Bearing Technologies and FlackTek, and ongoing investments in capacity expansion and technology, leading to a record backlog of $515.6 million.
Graham Corp. Q3 2026 Earnings: Profit of $2.8M, Revenue $56.7M - News and Statistics
Graham Corp. reported strong fiscal third-quarter results for 2026, with a profit of $2.8 million, or 25 cents per share (31 cents adjusted), significantly surpassing Wall Street's expectations of 17 cents per share. The company also posted revenue of $56.7 million, exceeding analyst forecasts of $51.4 million. Graham anticipates full-year revenue to be between $233 million and $239 million.
GHM Q4 Deep Dive: Backlog Growth and Acquisitions Strengthen Platform for 2026
Graham Corporation (GHM) reported better-than-expected Q4 CY2025 results, with significant revenue growth and adjusted EPS beating analyst estimates. The company's performance was driven by strong defense segment demand and contributions from recent acquisitions like FlackTek and Xdot. Management provided an optimistic outlook, citing a record backlog, strategic investments, and new platform integrations as key drivers for future growth and margin expansion.
Graham: Fiscal Q3 Earnings Snapshot
Graham Corp. (GHM) reported strong fiscal third-quarter results, with profits of $2.8 million and adjusted earnings of 31 cents per share, surpassing Wall Street expectations of 17 cents per share. The company also exceeded revenue forecasts, posting $56.7 million against an expected $51.4 million. Graham projects full-year revenue to be between $233 million and $239 million.
Earnings call transcript: Graham’s Q3 2026 earnings beat expectations
Graham Corporation (GHM) significantly exceeded Q3 2026 financial expectations with an EPS of $0.31 against a forecast of $0.18 and revenue of $56.7 million, surpassing the anticipated $53.25 million. This strong performance, driven by growth in defense, space, and energy markets, led to a 2.74% pre-market stock price increase and an upward revision of full-year revenue guidance to $233-$239 million. The company's strategic initiatives, including the acquisition of FlackTek and XDot Bearing Technologies, alongside investments in expanded manufacturing and testing facilities, reinforce its competitive position and long-term growth objectives.
GRAHAM CORP SEC 10-Q Report
Graham Corp (GHM) has released its Form 10-Q report for the third quarter of fiscal 2026, showcasing significant financial growth and operational advancements. The company reported a 21% increase in net sales to $56.7 million, alongside improved profitability with net income rising to $2.8 million. Strategic initiatives include increased sales to the Defense industry, expansion in New Energy markets, and investments in new manufacturing facilities and production capacity to meet growing demand.
Graham Corporation (NYSE:GHM) Reports Bullish Q4 CY2025
Graham Corporation (NYSE: GHM) announced strong Q4 CY2025 results, outperforming revenue, adjusted EPS, and adjusted EBITDA estimates. The company reported a 20.5% year-on-year sales increase, reaching $56.7 million, and raised its full-year revenue and EBITDA guidance due to robust performance across its end markets and a record-high backlog. Despite a slight dip in operating margin this quarter, the company's long-term growth in sales and EPS demonstrates increased profitability as it expands.
Graham Corp (NYSE:GHM) Beats Q3 Estimates, Raises Guidance on Record Backlog
Graham Corporation (NYSE:GHM) reported strong Q3 fiscal 2026 results, exceeding analyst estimates for both revenue and EPS, driven by robust activity in the Defense sector. The company raised its full-year guidance and announced a record backlog of $515.6 million, primarily tied to the Defense industry. This positive performance and strategic acquisition of FlackTek led to a favorable pre-market reaction from investors.
Graham Corporation (GHM) To Report Earnings Tomorrow: Here Is What To Expect
Graham Corporation (GHM) is set to report its earnings tomorrow, with analysts predicting an 11.3% year-on-year revenue growth to $52.35 million and adjusted earnings of $0.18 per share. The company previously exceeded revenue expectations by 14.7% last quarter, and analyst estimates have remained consistent. Sentiment in the engineered components and systems segment, including Graham Corporation, has been positive, with share prices up 8% on average over the last month.
Graham Corporation (GHM) To Report Earnings Tomorrow: Here Is What To Expect
Graham Corporation (GHM) is set to report earnings tomorrow, with analysts expecting an 11.3% year-on-year revenue growth to $52.35 million and adjusted earnings of $0.18 per share. The company previously exceeded revenue and EBITDA estimates last quarter. Sentiment in the engineered components and systems segment is positive, with GHM's share price up 8% in the last month, aligning with the industry average.
Northland Sees Graham Corporation (GHM) Near Full Value as Order Growth Slows
Northland downgraded Graham Corporation (GHM) to Market Perform from Outperform, increasing its price target to $80. This decision comes as the stock approaches full value, reinforced by management's forecast of a significant slowdown in order growth in the latter half of 2026. The firm remains positive on Graham's recent acquisition of FlackTek, which specializes in material processing solutions, despite the perceived near-term valuation limitations.
Graham CEO, CFO to speak at TD Cowen aerospace & defense event
Graham Corporation's CEO, Matthew J. Malone, and CFO, Christopher J. Thome, will present at the TD Cowen 47th Annual Aerospace & Defense Conference on February 12, 2026. They will discuss the company's role as a global leader in critical fluid, power, heat transfer, and vacuum technologies for the Defense, Energy & Process, and Space industries. A live webcast registration link is available for interested investors.
Northland Sees Graham Corporation (GHM) Near Full Value as Order Growth Slows
Northland downgraded Graham Corporation (NYSE:GHM) to Market Perform from Outperform, while raising its price target to $80 from $71. The firm remains constructive on Graham's acquisition of FlackTek but believes the stock is nearing full value, reinforced by management's anticipation of slower order growth in the latter half of 2026. This suggests that a more opportune entry point for investors might emerge in the future.
Earnings Preview: Graham (GHM) Q3 Earnings Expected to Decline
Graham (GHM) is expected to report a year-over-year decline in Q3 earnings to $0.17 per share, despite a projected 9.2% increase in revenues to $51.37 million. Analysts have lowered their EPS estimates by 2.95% over the last 30 days, resulting in a negative Earnings ESP of -88.46%. While the company holds a Zacks Rank #3, the negative Earnings ESP makes it difficult to confidently predict an earnings beat, despite having surpassed consensus EPS estimates in three of the last four quarters.
Graham Corporation to Announce Q3 Earnings on February 6
Graham Corporation will announce its Q3 earnings on February 6, with expected EPS of $0.18 and revenue of $52.35 million. The company has a strong record of beating estimates and holds a significant backlog of $500.1 million, reaffirming its organic revenue growth target of 8%-10% driven by accelerating defense and space orders. Wall Street analysts forecast a moderate buy for GHM with an average 1-year price target of $75.50.
Graham Corporation. Buy, Sell or Hold?
Beacon Securities analyst Russell Stanley reiterated a "Buy" rating on Graham Corporation (NYSE: GHM) and raised his price target to $90.00 from $74.00. This follows Graham's announcement of acquiring FlackTek for $35 million, which is expected to establish a third operating platform and contribute to increased revenue and Adjusted EBITDA forecasts for the company. Stanley highlighted the strong technical picture of the stock, trending upward to new all-time highs.
Graham Signs Credit Agreement Amendment With Wells Fargo
Graham Corporation (GHM) has amended its credit agreement with Wells Fargo, increasing its revolving credit limit from $50.0 million to $80.0 million. This amendment also allows for indebtedness of Graham India up to $5.0 million for letters of credit or similar obligations. The company anticipates these changes will enhance financial flexibility and support both liquidity needs and international operations.
Batavia manufacturer makes $35M acquisition
Graham Corp. in Batavia has acquired FlackTek, a Louisville, Colorado-based company specializing in mixing systems and material processing solutions, for $35 million. This acquisition, announced on Monday, is a significant move for Graham Corp.
Graham acquires FlackTek for $35 million, adds advanced mixing tech
Graham Corporation has acquired FlackTek Manufacturing and Sales for $35 million, establishing advanced mixing and material processing as its third core platform. The acquisition, comprising 85% cash and 15% stock with potential earnouts, adds approximately $30 million in annualized revenue. FlackTek's CEO will join Graham's leadership team, and the combined entity aims to leverage FlackTek's precision mixing technology across various industries.
Graham Corp - On Jan 23, Co Amends Credit Agreement With Wells Fargo Bank National Association - SEC Filing
Graham Corp (GHM) announced that on January 23, it amended its credit agreement with Wells Fargo Bank, National Association. This information was disclosed in an SEC filing.
Graham Corporation Acquires FlackTek, Strengthening Mission-Critical Engineered Products Platform
Graham Corporation has acquired FlackTek Manufacturing and Sales for $35 million, integrating advanced mixing and material processing as a third core platform alongside its existing vacuum, heat transfer, and turbomachinery businesses. This strategic move aims to enhance Graham's product portfolio with disruptive technology, recurring consumables, and aftermarket opportunities, leveraging FlackTek's proprietary bladeless centrifugal mixing solutions and expanding into new markets like battery and medical. The acquisition, funded by cash and stock with potential earnouts, is expected to boost long-term growth and strengthen Graham's position in defense, energy, process, and space markets.
Graham Corporation (NYSE:GHM) Given Average Recommendation of "Moderate Buy" by Analysts
Graham Corporation (NYSE:GHM) has received an average "Moderate Buy" recommendation from six analysts, with a 12-month average price target of $60.00. The company recently reported quarterly EPS of $0.31, missing estimates by $0.02, but revenue of $66.03 million exceeded expectations. GHM's stock opened at $73.32, near its 1-year high, and institutional investors own approximately 69.46% of the company's shares.
1 Unpopular Stock That Deserves Some Love and 2 We Brush Off
This article analyzes three stocks, identifying one as a potential buying opportunity despite Wall Street's pessimism and two facing significant challenges. It recommends Astronics (ATRO) due to impressive revenue growth and increasing returns on capital, while expressing hesitation about Graham Corporation (GHM) due to poor expense management and limited cash, and Bunge Global (BG) due to declining sales and profitability. The piece highlights StockStory's independent analysis for uncovering such opportunities and risks.
Feb. 6 Graham call to review Q3 FY26 results, strategy and outlook
Graham Corporation announced it will release its third quarter fiscal year 2026 financial results on Friday, February 6, 2026, before financial markets open. The company will host a conference call and webcast at 11:00 a.m. Eastern Time to discuss its financial and operating results, strategy, and outlook, followed by a question-and-answer session. A telephonic replay will be available until February 13, 2026.
Grace & White Inc. NY Has $1.67 Million Position in Graham Corporation $GHM
Grace & White Inc. NY decreased its stake in Graham Corporation (NYSE:GHM) by 35.6% in the third quarter, reducing its holdings to 30,439 shares valued at approximately $1.67 million. Despite this reduction and mixed analyst ratings, Graham still holds a "Moderate Buy" consensus and a $60.00 target price. The company reported a revenue beat but an EPS miss in its latest quarter and has a market capitalization of $762.46 million.
1 Growth Stock with Explosive Upside and 2 We Avoid
This article identifies one growth stock (Zscaler) with explosive upside potential and two stocks (ThredUp and Graham Corporation) that investors should avoid. The recommendations are based on factors like revenue growth, operating margins, valuation ratios, and future outlook, aiming to guide investors toward sustainable long-term growth opportunities.
With 81% ownership in Graham Corporation (NYSE:GHM), institutional investors have a lot riding on the business
Institutional investors hold 81% ownership in Graham Corporation (NYSE:GHM), indicating significant influence over the company's share price and a belief in its prospects, as evidenced by their interest. The top 13 shareholders collectively own 52% of the company, with Brandes Investment Partners, LP being the largest individual institutional shareholder at 12%. Insiders also hold a notable stake of US$45 million, while the general public accounts for 12% ownership.
Graham Corporation, Hyster-Yale Materials Handling, Hillman, Regal Rexnord, and ESAB Shares Skyrocket, What You Need To Know
Shares of Graham Corporation, Hyster-Yale Materials Handling, Hillman, Regal Rexnord, and ESAB all rose after a market rotation initiated by President Trump's call for a $1.5 trillion defense budget for 2027. The industrial sector also benefited from stabilizing energy costs. This surge in industrial and defense stocks follows a period where tech names experienced profit-taking.
Graham Corp (GHM) Is Quietly Going Off – Is This Boring Stock the Next Big Win?
Graham Corp (GHM) is presented as an under-the-radar industrial stock gaining quiet attention from investors. The article analyzes its price action, business model in vacuum and heat transfer equipment, and risk profile, positioning it as a steady long-term investment rather than a volatile meme stock. It emphasizes GHM's potential for growth due to its critical role in industrial sectors like energy and defense, suggesting it's a "cop" for long-term builders, not meme-chasers.
Graham Corp (GHM) Is Quietly Going Off – Is This Boring Stock the Next Big Win?
Graham Corp (GHM) is presented as an under-the-radar industrial stock gaining traction among serious investors, despite not being a viral sensation. The article highlights its steady price action, essential business in vacuum and heat transfer equipment for various industries, and a risk level lower than that of highly hyped stocks. It suggests GHM could be a good long-term investment for those seeking real-economy companies rather than meme stocks.
Graham Corp: Quiet Industrial Player With A Stock That Is Starting To Make Noise
Graham Corp's stock has seen a significant multi-month uptrend, driven by fresh contract wins, improving margins, and strategic shifts towards higher-margin defense and engineered system contracts. Despite a recent minor pullback, the stock has delivered substantial returns for investors over the past year, reflecting growing confidence in the company's turnaround and operational leverage. Analysts maintain a cautiously positive outlook, anticipating further upside as the company's backlog converts and margins expand.
Graham Corp: Quiet Industrial Player With A Surprisingly Punchy Stock Chart
Graham Corp's stock has experienced a significant rally over the past year, with shares climbing 40% to 70%, driven by improving earnings expectations and interest in niche industrial sectors. While recent trading shows a modest pullback and muted news flow, analysts maintain a cautious but constructive "Hold" to "modest Buy" stance, with price targets slightly above current levels. The company's future trajectory hinges on defense and space funding, energy capital expenditure, and continued margin execution.
3 Small-Cap Stocks We're Skeptical Of
This article identifies three small-cap stocks—Graham Corporation (GHM), Hyster-Yale Materials Handling (HY), and Amdocs (DOX)—that investors should approach with skepticism due to various financial and operational concerns such as low margins, declining sales, and slowed growth. It contrasts these with potentially higher-quality investment opportunities in a market characterized by concentrated gains.
Market Participants Recognise Graham Corporation's (NYSE:GHM) Earnings Pushing Shares 29% Higher
Graham Corporation's shares have risen 29% in the last month and are up 58% over the past year, leading to a P/E ratio of 55.9x, significantly higher than the market average in the United States. This high P/E is supported by the company's strong recent earnings growth of 75% and an anticipated EPS increase of 24% in the coming year, surpassing the broader market forecast of 16%. The market appears to be confident in Graham's future growth prospects, justifying its elevated valuation.
Why Graham Corporation (GHM) Stock Is Trading Up Today
Shares of Graham Corporation (NYSE: GHM) jumped 7.1% today after an insider, Gregorio Mauro, purchased 1,200 shares, signaling confidence in the company's future. This open-market purchase of approximately $58,812 suggests insiders believe the stock is undervalued or set for growth. Despite previous volatility and a drop 11 months ago due to underwhelming Q4 results, GHM is up 56.2% since the beginning of the year and has reached a new 52-week high.
batavia
This article compiles several news updates from Batavia, including a large load leaving Graham Corp and their strong first-quarter financial results. Other local news includes an author discussing a fantasy series, information about horse racing at Batavia Downs, a bridge closure, a flag football tournament, an art demonstration, a school's sports hall of fame announcement, a free rabies vaccine clinic, a new real estate listing, and details about the GLOW Corporate Cup. The Knights of Columbus also continued their scholarship funding for local Catholic school students, and SUNY GCC announced its Spring 2023 dean's list.
3 Reasons GHM is Risky and 1 Stock to Buy Instead
This article evaluates Graham Corporation (GHM), highlighting its weak operating margin, unimpressive growth initiatives, and short cash runway as key risks. Despite recent stock performance, the authors recommend against buying GHM due to its business quality falling short of standards and suggest investing in other high-quality stocks with strong momentum instead.
Graham Corporation (NYSE:GHM) Receives Average Rating of "Moderate Buy" from Brokerages
Graham Corporation (NYSE:GHM) has received a consensus "Moderate Buy" rating from six brokerages, with an average 12-month price target of $60.00. The company recently reported a slight EPS miss but a revenue beat, trading around $57.22 with high institutional ownership. Several analysts have adjusted their ratings, and institutional investors have been actively trading GHM shares.
Graham receives $22 million in space industry orders
Graham Corporation announced it secured approximately $22 million in new orders for its Barber-Nichols LLC subsidiary from six commercial space launch customers. These orders, for advanced turbomachinery and precision-engineered components, leverage Graham's impressive 87.23% stock return over six months and revenue growth of 14.64%, with revenue generation expected over the next 12 to 24 months. The company is expanding production capacity and holds more cash than debt, supporting its strategic diversification into the space sector alongside recent acquisitions and board appointments.
Graham Corporation: Double-Digit Growth, Higher Bar For H2
Graham Corporation (GHM) shares have risen significantly due to strong orders, increased guidance, and improved profitability, despite a softer Q2. The company is experiencing double-digit revenue growth and has a record backlog, with expanding gross margins driven by mix, pricing, and execution. Management is focused on capital allocation with increased CapEx/R&D aimed at high ROIC and EBITDA margins, while acknowledging risks such as valuation sensitivity and execution challenges.
Composite Rating For Graham Corp Jumps To 96
Graham Corp (GHM) experienced an improvement in its IBD SmartSelect Composite Rating, increasing from 90 to 96. This new score indicates that the company is outperforming 96% of all other stocks based on key fundamental and technical stock-picking criteria. However, Graham Corp is not currently trading near a buy zone.
Graham Corporation (NYSE: GHM) schedules results call Nov. 7 at 11 a.m. ET
Graham Corporation announced it will release its second quarter fiscal year 2026 financial results before financial markets open on Friday, November 7, 2025. The company will host a conference call and webcast to discuss its financial and operating results, strategy, and outlook. The call is scheduled for November 7, 2025, at 11:00 a.m. Eastern Time, with a telephonic replay available through November 14, 2025.
GHM Stock Price and Chart — NYSE:GHM
This article provides a detailed overview of Graham Corporation (GHM) stock performance, key financials, and analyst insights. It covers stock price trends, upcoming earnings, market capitalization, dividend yield, revenue, net income, and employee information. The article also includes analysis ideas, technical indicators, analyst ratings, and frequently asked questions about GHM stock.
Graham Corporation Announces Transition to Strengthen Core Leadership Team and Support Continued Growth
Graham Corporation announced key leadership changes as part of its succession plan. Daniel J. Thoren will transition from President & CEO to Executive Chairman and Strategic Advisor effective June 2025, while Matthew J. Malone is appointed President & COO effective February 2025, with an expectation to assume the CEO role in June 2025. The company also reiterated its sales and Adjusted EBITDA guidance for November 8, 2024.
Graham Corp. Acquires Xdot Bearing Technologies
Graham Corporation (NYSE: GHM) has announced the acquisition of Xdot Bearing Technologies, a firm specializing in foil bearing technology. This acquisition expands the capabilities of Graham's subsidiary, Barber-Nichols (BN), by integrating Xdot's innovative foil bearing design with BN's turbomachinery expertise, aiming to enhance high-speed rotating machine design and accelerate growth in high-performance markets. Xdot's founder, Dr. Erik Swanson, will join the BN team, and the acquisition is expected to be slightly accretive to Graham Corp.'s fiscal year 2026 GAAP net income.
