Graham FY2027 EPS Estimate Boosted by Northland Securities

Graham Corporation (NYSE:GHM) – Stock analysts at Northland Securities increased their FY2027 EPS estimates for Graham in a research note issued to investors on Tuesday, August 11th. Northland Securities analyst B. Brooks now forecasts that the industrial products company will post earnings of $1.76 per share for the year, up from their prior forecast of $1.75. Northland Securities has a “Outperform” rating and a $135.00 price objective on the stock. The consensus estimate for Graham’s current full-year earnings is $1.87 per share. Northland Securities also issued estimates for Graham’s Q2 2028 earnings at $0.56 EPS.

GHM has been the subject of several other reports. Weiss Ratings lowered Graham from a “hold (c+)” rating to a “hold (c)” rating in a research report on Wednesday, July 29th. Oppenheimer upped their price target on Graham to $130.00 and gave the company an “outperform” rating in a research note on Thursday, June 25th. Zacks Research cut Graham from a “strong-buy” rating to a “hold” rating in a report on Wednesday, June 10th. Finally, Wall Street Zen raised Graham from a “sell” rating to a “hold” rating in a research report on Saturday, August 8th. Two investment analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Hold” and an average target price of $132.50.

Graham Stock Performance

GHM stock opened at $113.08 on Thursday. The firm has a market cap of $1.33 billion, a PE ratio of 108.73 and a beta of 1.04. The firm’s 50 day moving average price is $107.82 and its 200-day moving average price is $94.48. Graham has a one year low of $46.58 and a one year high of $125.82.

Graham (NYSE:GHM) last posted its quarterly earnings results on Thursday, August 6th. The industrial products company reported $0.49 earnings per share for the quarter, beating the consensus estimate of $0.27 by $0.22. The business had revenue of $71.34 million during the quarter, compared to analysts’ expectations of $65.60 million. Graham had a net margin of 4.53% and a return on equity of 11.09%. The business’s revenue for the quarter was up 28.6% on a year-over-year basis. During the same quarter in the prior year, the company posted $0.45 EPS.

Hedge Funds Weigh In On Graham

Several large investors have recently made changes to their positions in GHM. BlackRock Inc. purchased a new position in shares of Graham during the 2nd quarter worth approximately $110,235,000. Auto Owners Insurance Co raised its position in Graham by 6,323.0% in the fourth quarter. Auto Owners Insurance Co now owns 706,530 shares of the industrial products company’s stock valued at $4,538,000 after purchasing an additional 695,530 shares during the period. Vanguard Group Inc. lifted its stake in Graham by 2.2% during the third quarter. Vanguard Group Inc. now owns 602,448 shares of the industrial products company’s stock worth $33,074,000 after purchasing an additional 12,974 shares in the last quarter. Royce & Associates LP lifted its stake in Graham by 2.7% during the fourth quarter. Royce & Associates LP now owns 472,207 shares of the industrial products company’s stock worth $30,330,000 after purchasing an additional 12,509 shares in the last quarter. Finally, William Blair Investment Management LLC purchased a new position in shares of Graham during the second quarter worth $45,159,000. 69.46% of the stock is currently owned by institutional investors and hedge funds.

Key Graham News

Here are the key news stories impacting Graham this week:

• Positive Sentiment: Northland Securities maintained an “Outperform” rating and a $135 target price. The firm raised its FY2027 EPS estimate slightly to $1.76 from $1.75, increased its Q1 2028 forecast to $0.54 from $0.48, and lifted its FY2028 estimate to $2.33 from $2.30. These revisions reinforce expectations for longer-term earnings growth. Brokers Issue Forecasts for Graham’s Q2 Earnings
• Positive Sentiment: Northland also raised its Q3 2028 EPS forecast to $0.56 from $0.54, adding to the positive longer-term outlook. Graham’s latest quarterly results provide additional support: earnings of $0.49 per share exceeded the $0.27 consensus estimate, revenue reached $71.34 million versus expectations of $65.60 million, and sales increased 28.6% year over year.
• Neutral Sentiment: The analyst revisions are not uniformly positive. Northland lowered its Q2 2027 EPS estimate to $0.41 from $0.52, cut Q3 2027 to $0.38 from $0.40, reduced Q4 2027 to $0.48 from $0.51, and trimmed Q2 2028 to $0.56 from $0.60. Noble Financial likewise lowered its FY2027 estimate to $1.91 from $1.98 and reduced its Q2 2027 forecast, but raised Q3 2027 expectations.
• Neutral Sentiment: A Zacks report noted increased options-market activity around GHM, suggesting investors are watching for a potentially significant move, but it did not provide a definitive bullish or bearish signal. Is the Options Market Predicting a Spike in Graham Stock?

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.