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GHM

Graham Corporation

GHM

NYSE·Industrials·Industrial - Machinery·Mkt cap $1.4B

$115.42

-3.37%

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Our plain-language verdict, the thesis, risk factors, and what is changing about the business.

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52-Week Range

$46.08 - $125.82

P/E

85.50

Fwd P/E

70.38

Beta

1.05

Div Yield

0.00%

Avg Vol

229.6K

Shares Out

11.1M

Mkt Cap

$1.4B

Price action

Price chart

Up 135.4% over the trailing year

1W
1M
3M
6M
YTD
1Y
5Y
MAX

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.
  • Extreme premium - high expectations embedded

Growth

Moderate growth ahead

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

Value

Extreme premium - high expectations embedded

Momentum

Hot

+47.0% over 3m

Quality

Stable

Strong fundamentals

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: Aug 4, 2026

Q2 26 RECAP

JUN 8, 2026

Reported EPS of $0.33 vs $0.30 consensus (+10.0% surprise). Revenue of $67.1M vs $60.0M expected (+11.9%). Beat on both top and bottom lines.

EPS beat +10.0%
Rev beat +11.9%
Double beat

EPS surprise · last 4Q

1 of 1 beats

Q2 26

+10.0%

Next: Aug 4, 2026

Revenue trend · last 8Q

+7%

+21%

+11%

+23%

+21%

Q4 24

Q1 24

Q2 24

Q3 24

Q4 25

Q1 25

Q2 25

Q3 25

$49.1M

$50.0M

$53.6M

$47.0M

$59.3M

$55.5M

$66.0M

$56.7M

Margins · last 8Q

Gross

23.0%

Operating

6.1%

Profit

5.0%

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.