Northland Securities Increases Earnings Estimates for Graham

Graham Corporation (NYSE:GHM) – Equities researchers at Northland Securities increased their FY2026 earnings per share estimates for Graham in a research report issued on Tuesday, February 10th. Northland Securities analyst B. Brooks now anticipates that the industrial products company will post earnings of $1.49 per share for the year, up from their prior estimate of $1.41. Northland Securities has a “Outperform” rating on the stock. The consensus estimate for Graham’s current full-year earnings is $1.07 per share. Northland Securities also issued estimates for Graham’s Q4 2026 earnings at $0.42 EPS, Q1 2027 earnings at $0.46 EPS and Q4 2027 earnings at $0.68 EPS.

A number of other research analysts have also weighed in on GHM. Noble Financial lowered shares of Graham from an “outperform” rating to a “market perform” rating in a research note on Tuesday, October 21st. Weiss Ratings raised Graham from a “hold (c+)” rating to a “buy (b-)” rating in a report on Friday, February 6th. Finally, Wall Street Zen raised Graham from a “sell” rating to a “hold” rating in a research note on Sunday, November 16th. Three equities research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $72.50.

Graham Stock Performance

Shares of Graham stock opened at $83.99 on Wednesday. The stock has a market capitalization of $929.78 million, a PE ratio of 62.22 and a beta of 0.92. Graham has a 52 week low of $24.78 and a 52 week high of $91.91. The stock has a 50 day moving average price of $70.49 and a two-hundred day moving average price of $60.27.

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

Hedge Funds Weigh In On Graham

Several institutional investors and hedge funds have recently bought and sold shares of the company. Blue Trust Inc. purchased a new stake in Graham during the third quarter valued at about $28,000. State of Alaska Department of Revenue bought a new stake in shares of Graham in the third quarter valued at approximately $33,000. BNP Paribas Financial Markets lifted its stake in shares of Graham by 62.8% during the 2nd quarter. BNP Paribas Financial Markets now owns 1,063 shares of the industrial products company’s stock valued at $53,000 after buying an additional 410 shares in the last quarter. First Horizon Advisors Inc. lifted its stake 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 valued at $58,000 after buying an additional 667 shares in the last quarter. Finally, Comerica Bank boosted its holdings in Graham by 396.2% in the 3rd quarter. Comerica Bank now owns 1,052 shares of the industrial products company’s stock worth $58,000 after buying an additional 840 shares during the period. 69.46% of the stock is owned by institutional investors.

Key Stories Impacting Graham

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

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.