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GHM

Graham Corporation

GHM

NYSE·Industrials·Industrial - Machinery·Mkt cap $1.0B

$87.78

+2.12%

P/E

83.60

Mkt Cap

$1.0B

52-Wk Range

$46.58–$125.82

52-Week Range

$46.58 - $125.82

P/E

83.60

Fwd P/E

55.84

Beta

1.05

Div Yield

0.00%

Avg Vol

243.2K

Shares Out

11.1M

Mkt Cap

$1.0B

Price action

Price chart

Up 83.7% over the trailing year

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

5 reasons

  • 88+ years of specialized engineering expertise in extreme-condition equipment design
  • Diversified customer base across defense, aerospace, energy, and chemical industries reduces cyclical risk
  • High barriers to entry due to complex certifications, regulatory approvals, and technical specifications
  • Recurring revenue from aftermarket parts and service contracts
  • Established relationships with major defense contractors and Fortune 500 industrial companies

Bear Case

2 risks

  • Average volatility.
  • High premium - requires strong execution

Growth

Moderate growth ahead

Increased defense and aerospace spending driving demand for torpedo ejection and rocket propulsion systems

Value

High premium - requires strong execution

Momentum

Weak

-7.9% over 3m

Quality

Stable

Solid business

Dividend

None

No dividend

Earnings track record

Latest print - beat on both lines

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Nov 6, 2026

Q3 26 RECAP

AUG 6, 2026

Reported EPS of $0.34 vs $0.27 consensus (+25.9% surprise). Revenue of $71.3M vs $65.6M expected (+8.8%). Beat on both top and bottom lines.

EPS beat +25.9%
Rev beat +8.8%
Double beat

EPS surprise · last 4Q

1 of 1 beats

Estimate

Actual

Q3 26

+25.9%

Revenue trend · last 8Q

+7%

+21%

+11%

+23%

+21%

+13%

+29%

Q2 24

Q3 24

Q4 25

Q1 25

Q2 25

Q3 25

Q4 26

Q1 27

$53.6M

$47.0M

$59.3M

$55.5M

$66.0M

$56.7M

$67.1M

$71.3M

Margins · last 8Q

Gross

24.9%

Operating

5.8%

Profit

5.5%

Wall Street consensus

1 analyst · 100% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

1

100%

Hold

0%

Sell

0%

Median Price Target

Latest: Oppenheimer · Jun 9, 2026

vs Industry

How GHM stacks vs Industrial - Machinery

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.