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 (NYSE: GHM) VP gains stock through RSU vesting and tax withholding
Graham Corp VP Michael E. Dixon reported routine equity compensation activity, including the vesting of 355 restricted stock units (RSUs) on February 4, 2026. A total of 120 shares were withheld at $73.19 per share to cover tax obligations. Following these transactions, Dixon directly holds 736 common shares and 2,287 RSUs with future vesting schedules extending through 2028.
Oppenheimer initiates coverage of Graham (GHM) with outperform recommendation
Oppenheimer has initiated coverage of Graham Corporation (GHM) with an "Outperform" rating. This indicates that Oppenheimer analysts expect GHM stock to perform better than the broader market or its industry peers. The details of their analysis are not included in this snippet.
2 Profitable Stocks to Own for Decades and 1 We Find Risky
This article identifies two profitable companies, Graham Corporation (GHM) and WisdomTree (WT), as strong long-term investments due to their consistent growth, financial strength, and expanding market positions. Conversely, it advises against investing in Kemper (KMPR) due to its declining net premiums, less profitable sales, and struggling capital management over the past five years. The analysis emphasizes that while profitability is important, sustained growth, strategic reinvestment, and robust market performance are key indicators of a sound investment.
GHM: Oppenheimer Initiates Coverage with Outperform Rating | GHM Stock News
Oppenheimer has initiated coverage of Graham Corporation (GHM) with an "Outperform" rating and set a new price target of $100.00. This positive outlook reflects increased confidence in the company's growth prospects, contrasting with a GuruFocus estimated fair value of $43.21. Graham Corporation specializes in designing and manufacturing critical fluid, power, heat transfer, and vacuum technologies for various industries.
Graham Corp. Experiences Revision in Its Stock Evaluation Amid Strong Performance Metrics
Graham Corp., an industrial manufacturer, has seen a valuation adjustment with its stock priced at $86.98. The company achieved a 185.74% return over the past year, significantly outperforming the S&P 500, and exhibits strong operational performance with a P/E ratio of 53 and ROCE of 13.83%. These metrics indicate a premium valuation compared to some peers, highlighting its competitive standing in the sector.
Park-Ohio (PKOH) Q4 Earnings: What To Expect
Park-Ohio (PKOH), a diversified manufacturing and supply chain services provider, is set to report its Q4 earnings. The market anticipates a 3.7% year-on-year revenue growth, an improvement from the previous flat revenue, despite a miss on analysts' revenue expectations in the last quarter. Analysts have largely reconfirmed their estimates, and the stock has seen positive sentiment in its segment, with an average analyst price target of $37.
GHM Stock News Today | Earnings, Events & Price Alerts
Graham Corporation (GHM) reported strong Q3 2026 earnings, with revenues of $56.7 million, exceeding analyst expectations, and an operating income of $3.124 million. The company's President and CEO highlighted disciplined execution, robust performance in end markets, and a record backlog, leading to a narrowed FY26 adjusted EBITDA view of $24M-$28M.
Graham Corp Stock: Quiet Ticker, Big Defense Energy Upside for US Investors
Graham Corp (GHM) is a small-cap industrial and defense supplier with significant exposure to US Navy, energy, and space markets. The company is pivoting towards higher-margin defense and engineered systems contracts, offering a differentiated risk-reward profile for diversified US portfolios. Despite limited analyst coverage and potential volatility due to its small float, GHM presents an opportunity for investors seeking exposure to US defense spending and energy infrastructure.
Graham Corp Stock: Quiet Ticker, Big Defense Energy Upside for US Investors
Graham Corp (GHM) is presented as a small-cap industrial and defense supplier with significant earnings potential from US Navy, energy, and space markets. The article emphasizes its strategic shift towards higher-margin defense contracts and highlights its low correlation to mega-cap tech, offering a direct play on US defense and energy infrastructure. Investors are advised to consider the company's concentration risk, cyclical exposure, and liquidity, positioning GHM as a satellite holding for diversified portfolios.
GHM Financials: Income Statement, Balance Sheet & Cash Flow
This article provides a detailed financial overview of Graham Corp (GHM), including its income statement, balance sheet, and cash flow statement. It analyzes key financial metrics, growth rates, profitability, and financial health indicators like Altman Z-Score and Piotroski F-Score for fiscal year 2025. The company showed strong revenue growth and profitability but moderate liquidity and significant capital investment.
Graham : GHM
Graham Corporation (GHM), founded in 1936, specializes in advanced equipment for diverse industries such as chemical, petrochemical, defense, space, and energy. The company, based in Batavia, New York, manufactures fluid, power, heat transfer, and vacuum technologies, including systems for power plants and defense and space sector applications. All articles related to Graham Corporation are listed, with the most recent article by Joel South from June 9, 2025.
Graham Corp. names new plant leader as 30-year veteran plans retirement
Graham Corporation has announced that William Zmyndak will take over as plant manager in Batavia. This change follows the retirement of Alan Smith, who served as Vice President and General Manager for 30 years. Smith's retirement marks a significant leadership transition for the company.
Graham Corporation (NYSE: GHM) details leadership moves at Graham Manufacturing
Graham Corporation announced a planned leadership transition at its Graham Manufacturing unit, with Alan Smith retiring as Vice President and General Manager on April 1, 2026, to move into an advisory role. William Zmyndak, currently Deputy General Manager, is expected to succeed Smith, bringing over three decades of operational leadership. Additionally, the company appointed Keith Oufnac as Chief Information Officer and Rachel Jaakkola as Chief Human Resources Officer, strengthening its executive team with expertise in digital transformation, cybersecurity, and human capital management.
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 Corp Earnings Call Highlights Growth and Backlog
Graham Corporation's Q3 earnings call revealed significant growth, with revenue up 21% and adjusted EBITDA jumping 50%. The company reported a record backlog of $515.6 million, largely driven by defense projects, and raised its full-year fiscal 2026 guidance. Strategic acquisitions and investments in capacity underscore confidence in sustained growth despite some margin pressures and market uncertainties in the Energy & Process segment.
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.
