FY2027 EPS Estimates for Graham Decreased by Noble Financial

Graham Corporation (NYSE:GHM) – Research analysts at Noble Financial dropped their FY2027 earnings per share estimates for shares of Graham in a research report issued on Monday, February 9th. Noble Financial analyst J. Gomes now anticipates that the industrial products company will post earnings per share of $1.77 for the year, down from their prior estimate of $1.81. Noble Financial has a “Market Perform” rating on the stock. The consensus estimate for Graham’s current full-year earnings is $1.07 per share.

Graham (NYSE:GHM) last released its earnings results on Friday, February 6th. The industrial products company reported $0.31 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.17 by $0.14. The business had revenue of $56.70 million during the quarter, compared to analyst estimates of $52.36 million. Graham had a net margin of 6.28% and a return on equity of 13.26%.

A number of other research firms have also weighed in on GHM. Weiss Ratings raised shares of Graham from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Friday, February 6th. Northland Securities upgraded Graham from a “market perform” rating to an “outperform” rating in a research report on Tuesday. Finally, Wall Street Zen raised Graham from a “sell” rating to a “hold” rating in a research note on Sunday, November 16th. Three research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $72.50.

Graham Trading Down 4.8%

GHM opened at $83.99 on Wednesday. Graham has a twelve month low of $24.78 and a twelve month high of $91.91. The firm has a market capitalization of $929.78 million, a PE ratio of 62.22 and a beta of 0.92. The firm’s 50-day moving average price is $70.49 and its 200 day moving average price is $60.27.

Institutional Investors Weigh In On Graham

Institutional investors and hedge funds have recently added to or reduced their stakes in the business. Auto Owners Insurance Co lifted its stake in shares of Graham by 4.8% in the 2nd quarter. Auto Owners Insurance Co now owns 11,000 shares of the industrial products company’s stock valued at $545,000 after purchasing an additional 500 shares during the last quarter. First Horizon Advisors Inc. increased its position in shares of Graham by 130.5% during the 2nd quarter. First Horizon Advisors Inc. now owns 1,178 shares of the industrial products company’s stock worth $58,000 after purchasing an additional 667 shares during the last quarter. Cornerstone Investment Partners LLC acquired a new stake in shares of Graham during the 2nd quarter worth about $215,000. Los Angeles Capital Management LLC raised its holdings in Graham by 30.2% in the 2nd quarter. Los Angeles Capital Management LLC now owns 21,410 shares of the industrial products company’s stock valued at $1,060,000 after buying an additional 4,965 shares during the period. Finally, Mitsubishi UFJ Asset Management Co. Ltd. increased its position in shares of Graham by 209.5% during the second quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 8,366 shares of the industrial products company’s stock valued at $414,000 after acquiring an additional 5,663 shares during the last quarter. Hedge funds and other institutional investors own 69.46% of the company’s stock.

Graham News Roundup

Here are the key news stories impacting Graham this week:

• Positive Sentiment: Northland Securities raised several quarterly and full‑year EPS forecasts for GHM and moved the stock to an “Outperform,” boosting its FY2027 view to $2.38 and raising multiple quarterly estimates — a clear analyst vote of confidence that supports higher earnings expectations. Northland Securities Upgrades Graham (NYSE:GHM) to “Outperform”
• Positive Sentiment: Recent performance: coverage notes that GHM has delivered an exceptional multi‑year return (reported as an ~89% CAGR over 3 years) and the stock surged strongly last week — momentum that attracts buyers and helps justify some of the higher analyst targets. Graham (NYSE:GHM) delivers shareholders fantastic 89% CAGR over 3 years, surging 21% in the last week alone
• Neutral Sentiment: Broad analyst commentary: a Globe and Mail item summarizes analyst views on industrials including Graham and peers, providing context on sector drivers but no single catalyst for the stock today. Useful for positioning but not an immediate price driver. Analysts Offer Insights on Industrial Goods Companies: Graham (GHM) and Generac Holdings (GNRC)
• Negative Sentiment: Noble Financial trimmed its FY2027 EPS projection modestly (from $1.81 to $1.77) and maintained a Market Perform stance, a dissenting view that introduces some downside risk and may have encouraged short‑term selling. Noble Financial Reduces Earnings Estimates for Graham

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.