Q3 Earnings Forecast for Graham Issued By Noble Financial

Graham Corporation (NYSE:GHM) – Equities research analysts at Noble Financial issued their Q3 2027 earnings per share (EPS) estimates for Graham in a research note issued to investors on Tuesday, June 9th. Noble Financial analyst J. Gomes anticipates that the industrial products company will post earnings of $0.38 per share for the quarter. The consensus estimate for Graham’s current full-year earnings is $2.10 per share.

Graham (NYSE:GHM) last released its earnings results on Monday, June 8th. The industrial products company reported $0.33 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.30 by $0.03. The firm had revenue of $67.08 million for the quarter, compared to analyst estimates of $59.95 million. Graham had a return on equity of 11.94% and a net margin of 5.10%.Graham’s revenue was up 13.0% compared to the same quarter last year. During the same period in the previous year, the company earned $0.40 earnings per share.

A number of other research analysts have also issued reports on the company. Oppenheimer lifted their target price on Graham from $100.00 to $110.00 and gave the stock an “outperform” rating in a report on Tuesday. Zacks Research raised Graham from a “hold” rating to a “strong-buy” rating in a research note on Friday, April 10th. Northland Securities set a $111.00 price target on Graham in a research note on Tuesday. Finally, Weiss Ratings raised Graham from a “hold (c)” rating to a “hold (c+)” rating in a research note on Tuesday. One analyst has rated the stock with a Strong Buy rating, three have assigned a Buy rating and two have given a Hold rating to the stock. Based on data from MarketBeat.com, Graham has a consensus rating of “Moderate Buy” and an average price target of $95.33.

Graham Price Performance

NYSE:GHM opened at $96.22 on Thursday. The business’s 50-day moving average price is $94.83 and its 200 day moving average price is $80.73. The firm has a market cap of $1.12 billion, a P/E ratio of 85.15 and a beta of 1.04. Graham has a 52-week low of $45.00 and a 52-week high of $110.01. The company has a quick ratio of 0.75, a current ratio of 1.00 and a debt-to-equity ratio of 0.09.

Hedge Funds Weigh In On Graham

A number of institutional investors have recently bought and sold shares of GHM. Auto Owners Insurance Co increased its stake in Graham by 6,323.0% in the 4th quarter. Auto Owners Insurance Co now owns 706,530 shares of the industrial products company’s stock worth $4,538,000 after purchasing an additional 695,530 shares in the last quarter. William Blair Investment Management LLC acquired a new stake in Graham during the 3rd quarter worth about $15,043,000. Royal Bank of Canada boosted its position in Graham by 7,833.6% during the 4th quarter. Royal Bank of Canada now owns 245,625 shares of the industrial products company’s stock worth $15,777,000 after acquiring an additional 242,529 shares during the period. Agman Capital LLC acquired a new stake in Graham during the 4th quarter worth about $14,079,000. Finally, Alyeska Investment Group L.P. acquired a new stake in Graham during the 3rd quarter worth about $10,356,000. Hedge funds and other institutional investors own 69.46% of the company’s stock.

Graham News Summary

Here are the key news stories impacting Graham this week:

• Positive Sentiment: Graham’s Q4 2026 earnings call highlighted record revenue, a record backlog of $532.6 million, and growth supported by defense demand, which suggests a strong pipeline into fiscal 2027. Graham Corp (GHM) Q4 2026 Earnings Call Highlights: Record Revenue and Strategic Growth Initiatives
• Positive Sentiment: Several writeups on the earnings call emphasized a backlog-led growth story, with capacity upgrades and the FlackTek integration seen as drivers for a revenue and EBITDA inflection in fiscal 2027. Graham Q4 Earnings Call Points to Backlog-Led Growth
• Positive Sentiment: Northland Securities and Noble Financial both published new models that generally point to higher earnings over time, including FY2027 and FY2028 estimates above prior levels in some cases, signaling confidence in the company’s longer-term earnings power.
• Neutral Sentiment: Graham’s earnings call transcript and valuation-focused coverage are prompting investors to reassess whether the stock already reflects the company’s strong sales growth, backlog, and defense exposure. Graham Corporation (GHM) Q4 2026 Earnings Call Transcript
• Neutral Sentiment: One Yahoo Finance piece framed the debate as a record-revenue growth story versus softer profitability guidance, indicating the market is focused on whether margins can expand enough to justify the current valuation. Graham (GHM) Valuation Check After Record Revenue, Defense Strength And Softer Profitability Guidance
• Neutral Sentiment: Analyst estimate updates from Northland and Noble were mostly incremental and did not represent a major surprise, but they reinforce the market’s focus on future quarterly earnings momentum rather than near-term execution alone.
• Negative Sentiment: Despite strong sales, investors appear concerned about softer profitability guidance and margin pressure, which can limit enthusiasm even when revenue and backlog are improving.
• Negative Sentiment: Another commentary piece questioned whether record 2026 sales are enough if margins remain weaker, suggesting some market participants may be taking profits after the recent run-up. Should Graham’s (GHM) Record 2026 Sales and Softer Margins Shift Investors’ Focus to Profitability?
• Negative Sentiment: A separate bearish article argued Graham’s future is positive but not strong enough to avoid selling, reflecting skepticism that the company’s growth will translate quickly into stronger earnings. Graham Corporation’s Future Is Bright, But Not Bright Enough To Avoid Selling

Graham Company Profile

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.