Graham FY2027 EPS Forecast Raised by Northland Securities

Key Points

• Northland Securities raised Graham’s FY2027 EPS forecast to $1.76 from $1.75 and maintained an “Outperform” rating with a $135 price target. The estimate remains below the $1.87 consensus forecast.
• Graham’s latest quarterly results exceeded expectations, with EPS of $0.49 versus the $0.27 consensus and revenue of $71.34 million versus $65.60 million. Revenue increased 28.6% year over year.
• Analyst sentiment is mixed, with two Buy ratings and three Holds producing an overall “Hold” consensus and an average price target of $132.50. Institutional investors own approximately 69.46% of Graham’s outstanding shares.

Graham Corporation (NYSE:GHM - Free Report) - Northland Securities upped their FY2027 earnings per share estimates for shares of Graham in a research note issued to investors on Tuesday, August 11th. Northland Securities analyst B. Brooks now expects that the industrial products company will earn $1.76 per share for the year, up from their prior estimate of $1.75. Northland Securities has a "Outperform" rating and a $135.00 price target 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.

Graham (NYSE:GHM - Get Free Report) last issued its quarterly earnings data on Thursday, August 6th. The industrial products company reported $0.49 EPS for the quarter, beating the consensus estimate of $0.27 by $0.22. The company had revenue of $71.34 million for the quarter, compared to analyst estimates of $65.60 million. Graham had a return on equity of 11.09% and a net margin of 4.53%.Graham's quarterly revenue was up 28.6% compared to the same quarter last year. During the same period last year, the company earned $0.45 earnings per share.

A number of other equities research analysts have also recently issued reports on GHM. Weiss Ratings cut shares of Graham from a "hold (c+)" rating to a "hold (c)" rating in a research note on Wednesday, July 29th. Zacks Research cut shares of Graham from a "strong-buy" rating to a "hold" rating in a research report on Wednesday, June 10th. Oppenheimer increased their price objective on shares of Graham to $130.00 and gave the company an "outperform" rating in a report on Thursday, June 25th. Finally, Wall Street Zen upgraded shares of Graham from a "sell" rating to a "hold" rating in a research report on Saturday, August 8th. Two analysts have rated the stock with a Buy rating and three have issued a Hold rating to the stock. According to MarketBeat.com, the company presently has an average rating of "Hold" and an average price target of $132.50.

Graham Price Performance

Shares of GHM stock opened at $113.08 on Thursday. The company has a market cap of $1.33 billion, a price-to-earnings ratio of 108.73 and a beta of 1.04. The stock has a 50 day simple moving average of $107.82 and a 200-day simple moving average of $94.48. Graham has a 1-year low of $46.58 and a 1-year high of $125.82.

Institutional Investors Weigh In On Graham

Large investors have recently modified their holdings of the business. Thurston Springer Miller Herd & Titak Inc. purchased a new position in shares of Graham in the second quarter worth about $52,000. BNP Paribas Financial Markets lifted its stake in Graham by 62.8% in the 2nd quarter. BNP Paribas Financial Markets now owns 1,063 shares of the industrial products company's stock worth $53,000 after purchasing an additional 410 shares in the last quarter. Comerica Bank grew its position in shares of Graham by 396.2% in the third quarter. Comerica Bank now owns 1,052 shares of the industrial products company's stock valued at $58,000 after purchasing an additional 840 shares in the last quarter. Fifth Third Bancorp purchased a new stake in shares of Graham in the first quarter valued at approximately $69,000. Finally, Silvant Capital Management LLC acquired a new stake in shares of Graham in the second quarter valued at approximately $101,000. Hedge funds and other institutional investors own 69.46% of the company's stock.

More 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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

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