Graham Corporation: Double-Digit Growth, Higher Bar For H2 [Seeking Alpha]
Graham Corporation (GHM)
NASDAQ:AMEX Investor Relations:
graham-mfg.com/investor-relations-contacts
Company Research
Source: Seeking Alpha
TTM revenue growth is ~16% with quarterly volatility; defense rose 32% in Q2, space 17%, and energy/process 11%, pushing book-to-bill to 1.3x and backlog to a record ~$500M. Gross margin expanded from ~7% in 2022 to ~25% in 2025, driven by mix, pricing, and execution; Q2 margin dipped 220 bps on tariffs, mix, and comps. Capital allocation is now central: CapEx/R&D lifted to ~10–12% of sales (from ~2% in 2022), free cash flow near-term pressured, but aimed at ROIC 20% and EBITDA margin of 13–15%. Key risks: high valuation sensitivity, execution on cost/mix to meet margin guide, heavy defence exposure in backlog, and payback on stepped-up investment and M&A not meeting expectations. AndreyPopov/iStock via Getty Images Introduction Graham Corporation ( GHM ) has seen strong price appreciation the past year. It is up almost 40% YTD and 6.71% the last month. The rise is backed by increased profitability, strong orders, and increased guidance over the last 11 months. Despite
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GHM
News
- Winners And Losers Of Q3: Graham Corporation (NYSE:GHM) Vs The Rest Of The Engineered Components and Systems Stocks [Yahoo! Finance]Yahoo! Finance
- Graham (NYSE:GHM) was upgraded by analysts at <a style="font-weight:bold" href="https://www.wallstreetzen.com/newsletters/zen-ratings?ticker=GHM&utm_campaign=getratings&utm_medium=online&utm_source=MarketBeat">Wall Street Zen</a> from a MarketBeat
- 5 Must-Read Analyst Questions From Graham Corporation's Q3 Earnings Call [Yahoo! Finance]Yahoo! Finance
- 2 Profitable Stocks with Exciting Potential and 1 We Find Risky [Yahoo! Finance]Yahoo! Finance
- Graham: Strong Fundamentals, But Wait For Valuations To Cool Off [Seeking Alpha]Seeking Alpha
GHM
Earnings
- 11/7/25 - Miss
GHM
Sec Filings
- 11/12/25 - Form SCHEDULE
- 11/10/25 - Form 8-K/A
- 11/7/25 - Form 10-Q
- GHM's page on the SEC website