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Stock impact report

Graham: Impressive, If Only Margins Join The Momentum As Well [Seeking Alpha]

Graham Corporation (GHM) 
NASDAQ:AMEX Investor Relations: graham-mfg.com/investor-relations-contacts
Company Research Source: Seeking Alpha
Despite strong sales and backlog, its margins remain compressed, with earnings growth lagging behind revenue expansion. Management's conservative guidance and lack of margin improvement raise caution, especially after significant share price appreciation. At current valuations near 40x earnings, risk-reward is unattractive until margin expansion and operating leverage materialize. roibu/iStock via Getty Images Over the summer, I called Graham Corporation ( GHM ) an impressive transition and growth story. In recent years, the company has become a supplier of various defense applications, providing mission-critical solutions. This transition is very encouraging, supported by accelerating order intake. More on my IG service If you like to see more ideas, please subscribe to the premium service "Value in Corporate Events" here and try the free trial. In this service we cover major earnings events, M&A, IPOs and other significant corporate events with actionable ideas. Further Show less Read more
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