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
Show less
Read more
Impact Snapshot
Event Time:
GHM
Last Price
Price Change
Price Change%
Volume Shares
Max Up
Max Down
%
Volume Ratio
Performance Comparison
Updated
|
Event Day
Stock performance from the time of news release until the following 4pm ET market close
|
Last price at news event
|
Since Event
Multi-day stock performance from the time of the news release
|
|---|---|---|
|
EVENT DAY
Stock performance from the time of news release until the following 4pm ET market close
|
LAST
PRICE AT NEWS EVENT |
SINCE EVENT
Multi-day stock performance from the time of the news release
|
| Last Price | ||
| VWAP | ||
|
High:
|
Max Up |
High:
|
|
Low:
|
Max Down |
Low:
|
|
%
|
Post news range |
%
|
|
|
Price change |
|
|
|
Price Change Percentage |
|
|
|
S&P 500 (SPX) |
|
|
%
|
Volume ratio |
%
|
| Volume | ||
| Ticks | ||
|
|
Avg transaction size |
|
Don't Miss Out On The Next BIG Stock Move
Event day
Event Day Chart will not be displayed beyond 90-day period of the event
Performance since event
Time And Velocity Analysis
Be the first to know
Opt in for alerts from News Quantifed
Sign Up Today
Opt-in for
GHM alerts
Learn More With NQ
Reading the Impact Report
Help Me Understand This Data
Help Me Understand This Data
How NQ Works
What is news-based trading?
And why is it so successful?
And why is it so successful?
Movers & Shakers
The biggest gainers and losers and WHY it moved
GHM alerts
High impacting Graham Corporation news events
Weekly update
A roundup of the hottest topics
GHM
News
- 2 Cash-Heavy Stocks with Impressive Fundamentals and 1 We Turn Down [Yahoo! Finance]Yahoo! Finance
- Graham (NYSE:GHM) was downgraded by analysts at Northland Securities from an "outperform" rating to a "market perform" rating. They now have a $80.00 price target on the stock.MarketBeat
- Graham Corporation Acquires FlackTek, Strengthening Mission-Critical Engineered Products Platform [Yahoo! Finance]Yahoo! Finance
- Graham Corporation Acquires FlackTek, Strengthening Mission-Critical Engineered Products PlatformBusiness Wire
- Graham Corporation Announces Third Quarter Fiscal Year 2026 Financial Results Conference Call and WebcastBusiness Wire
GHM
Earnings
- 11/7/25 - Miss
GHM
Sec Filings
- 1/26/26 - Form 8-K
- 11/12/25 - Form SCHEDULE
- 11/10/25 - Form 8-K/A
- GHM's page on the SEC website