Graham Corporation

NYSE:GHM Lagerbericht

Marktkapitalisierung: US$1.1b

Graham Zukünftiges Wachstum

Future Kriterienprüfungen 4/6

Graham wird ein jährliches Gewinn- und Umsatzwachstum von 30.5% bzw. 13.6% prognostiziert. Der Gewinn pro Aktie wird voraussichtlich wachsen um 28.7% pro Jahr. Die Eigenkapitalrendite wird in 3 Jahren voraussichtlich 13.5% betragen.

Wichtige Informationen

30.5%

Wachstumsrate der Gewinne

28.68%

EPS-Wachstumsrate

Machinery Gewinnwachstum16.3%
Wachstumsrate der Einnahmen13.6%
Zukünftige Eigenkapitalrendite13.45%
Analystenabdeckung

Low

Zuletzt aktualisiert05 May 2026

Jüngste Aktualisierungen zum künftigen Wachstum

Analyseartikel Aug 08

Earnings Beat: Graham Corporation Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

NYSE:GHM 1 Year Share Price vs Fair Value Explore Graham's Fair Values from the Community and select yours It's been a...

Recent updates

Narrativ-Update Apr 27

GHM: Fiscal 2026 Guidance And Mixed Ratings Will Shape Repricing Prospects

Analysts have raised their price target on Graham from $90.60 to $100.25, citing recent bullish initiation and upgrade activity that they say reflects increasing confidence in the company’s outlook and valuation assumptions. Analyst Commentary Recent research on Graham has been mixed, with both bullish and bearish analysts reassessing their views in a short time frame.
Narrativ-Update Apr 11

GHM: Fiscal 2026 Guidance And Mixed Ratings Will Shape Re Rating Potential

Analysts have nudged their average price target for Graham slightly higher to $90.60, reflecting a fresh round of bullish and mixed views in recent research updates that balance new initiations and a recent downgrade. Analyst Commentary Bullish Takeaways Bullish analysts highlight Graham's current valuation as appealing relative to their expectations for the business, which supports the higher average price target around $90.60.
Analyseartikel Apr 06

Should You Be Adding Graham (NYSE:GHM) To Your Watchlist Today?

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Narrativ-Update Mar 27

GHM: Fiscal 2026 Guidance Delivery Will Drive Re Rating Potential

Analysts have lifted their average price target on Graham from $88.25 to $90.60, citing recent initiations and rating changes that reflect updated views on fair value, growth assumptions, and P/E expectations. Analyst Commentary Recent research on Graham highlights a mix of optimism and caution, which is feeding directly into how analysts think about fair value, execution risk, and the appropriate P/E range.
Narrativ-Update Mar 11

GHM: Steady Fair Value Will Depend On Fiscal 2026 Guidance Delivery

Analysts have nudged their price target on Graham slightly higher to $88.25, reflecting small tweaks to discount rate and forward P/E assumptions after recent mixed research updates. Analyst Commentary Bullish Takeaways Bullish analysts view the latest upgrade as support for the current P/E framework, suggesting that the stock can justify a valuation closer to the refreshed $88.25 target when execution stays on plan.
Seeking Alpha Feb 25

Graham's Rapid Growth Doesn't Justify These Trading Levels (Downgrade)

Summary Graham Corporation has delivered exceptional growth, with shares up 184.4% versus 29% for the S&P 500 since the prior bullish call. GHM's defense sector dominance, sole-sourced contracts, and expanding backlog underpin long-term revenue stability and growth prospects. Recent acquisitions, including FlackTek, and facility investments have driven revenue and EBITDA guidance higher for FY2026. Despite operational strength, GHM is now significantly overvalued on both absolute and relative multiples, warranting a downgrade to a soft "Sell." Read the full article on Seeking Alpha
Narrativ-Update Feb 25

GHM: Stable Fair Value Will Reflect Revised Guidance And Execution Debates

Analysts have kept their average price target for Graham steady at $88.25. This reflects only marginal tweaks to their discount rate and long term assumptions about growth, margins and future P/E, rather than a change in overall conviction.
Analyseartikel Feb 11

Graham Corporation's (NYSE:GHM) 26% Jump Shows Its Popularity With Investors

Despite an already strong run, Graham Corporation ( NYSE:GHM ) shares have been powering on, with a gain of 26% in the...
Narrativ-Update Feb 11

GHM: Revised Guidance And Mixed Research Will Shape Execution Risk Outlook

Analysts have adjusted their price target for Graham from $75.50 to $88.25, citing updated assumptions about revenue growth, profit margins, and future P/E levels based on the latest research flow, which has included both upgrades and downgrades. Analyst Commentary Recent research on Graham has included both an upgrade and a downgrade in quick succession.
Narrativ-Update Jan 27

GHM: Strong Order Visibility And Margins Will Confront Second Half Slowdown Risks

Analysts have raised their price target for Graham to about $75.50 from roughly $69.25, citing what they describe as strong recent results, solid order visibility and firm margin trends, even as they expect order activity to cool slightly in the second half. Analyst Commentary Recent research on Graham highlights a mix of optimism and caution, with attention on how recent performance and order trends could feed through to future results and valuation.
Narrativ-Update Jan 12

GHM: Order Visibility And Margins Support Space Momentum But Signal Share Consolidation Potential

Narrative Update on Graham Analysts have lifted their blended price target on Graham to $71 from $67, citing what they describe as another strong quarter, solid order visibility, and ongoing margin expansion. They also flag recent share gains and the potential for a consolidation period.
Analyseartikel Dec 24

Market Participants Recognise Graham Corporation's (NYSE:GHM) Earnings Pushing Shares 29% Higher

Graham Corporation ( NYSE:GHM ) shares have continued their recent momentum with a 29% gain in the last month alone...
Narrativ-Update Dec 19

GHM: Strong Order Visibility And Margin Expansion Will Support Further Upside

Analysts have raised their price target on Graham from $67.00 to $71.00, citing another strong quarter, solid visibility into future orders, and ongoing margin expansion. They also note the potential for near term consolidation after the stock's sharp run up.
Analyseartikel Dec 10

Here's Why Graham (NYSE:GHM) Has Caught The Eye Of Investors

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Narrativ-Update Dec 05

GHM: Margin Expansion And Strong Order Visibility Will Drive Continued Outperformance

Analysts have nudged their price target on Graham slightly higher to about $71, up roughly $4. This reflects confidence in continued strong visibility and margin expansion, even as they anticipate a period of share price consolidation after substantial recent gains.
Narrativ-Update Nov 21

GHM: Margin Expansion And Business Momentum Will Drive Continued Outperformance

Graham's analyst price target has been increased from $64.50 to $69.25. This change reflects analysts' confidence in the company's strong margin expansion and ongoing business visibility, even though slower revenue growth is expected ahead.
Analyseartikel Nov 15

Investors Shouldn't Be Too Comfortable With Graham's (NYSE:GHM) Earnings

Last week's profit announcement from Graham Corporation ( NYSE:GHM ) was underwhelming for investors, despite headline...
Narrativ-Update Nov 05

GHM: Shares Will Likely Consolidate After Strong 40% Rally This Year

Narrative Update on Analyst Price Target for Graham Analysts have lowered their price target for Graham by $12.50 to $52.00, citing a significant rally in the shares and expectations for a potential period of consolidation following recent gains. Analyst Commentary Recent analyst updates reflect a mix of optimism regarding Graham's strong performance, alongside caution given the stock's rapid appreciation over the past year.
Narrativ-Update Oct 21

Analysts Raise Graham Price Target as Share Gains Drive Up Valuation and Cautious Optimism

Analysts have raised their price target for Graham from $59.50 to $64.50, citing the company's strong share price appreciation and expectations for a period of consolidation following recent gains. Analyst Commentary Recent analyst assessments reflect a nuanced view of Graham's current position in the market, with both optimism for continued strength and caution regarding the pace of gains.
Analyseartikel Oct 18

Graham Corporation's (NYSE:GHM) Business Is Yet to Catch Up With Its Share Price

Graham Corporation's ( NYSE:GHM ) price-to-earnings (or "P/E") ratio of 47.3x might make it look like a strong sell...
Analyseartikel Sep 17

What Does Graham Corporation's (NYSE:GHM) Share Price Indicate?

Graham Corporation ( NYSE:GHM ), is not the largest company out there, but it saw a double-digit share price rise of...
Analyseartikel Aug 08

Earnings Beat: Graham Corporation Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

NYSE:GHM 1 Year Share Price vs Fair Value Explore Graham's Fair Values from the Community and select yours It's been a...
Analyseartikel Jun 24

Graham Corporation's (NYSE:GHM) 32% Share Price Surge Not Quite Adding Up

Graham Corporation ( NYSE:GHM ) shares have continued their recent momentum with a 32% gain in the last month alone...
Analyseartikel May 09

Graham Corporation (NYSE:GHM) Looks Just Right With A 32% Price Jump

Those holding Graham Corporation ( NYSE:GHM ) shares would be relieved that the share price has rebounded 32% in the...
Analyseartikel Mar 31

Does Graham (NYSE:GHM) Deserve A Spot On Your Watchlist?

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Analyseartikel Feb 22

Graham Corporation's (NYSE:GHM) 29% Cheaper Price Remains In Tune With Earnings

Graham Corporation ( NYSE:GHM ) shareholders that were waiting for something to happen have been dealt a blow with a...
Seeking Alpha Jan 08

Graham Corporation: Some Encouraging Themes, But Outsized Gains Maybe Capped

Summary GHM has delivered outstanding returns of 125% over the past year, outperforming its peers from the Russell 2000 by 6x, and other industrial stocks by 8x (on average). GHM's backlog continues to maintain 30% annual growth, while its growing focus on the defense and navy portfolio provides strong revenue visibility. Margin progression and cash flow generation have been hallmarks, although there could be question marks over the latter as CAPEX commitments are set to lift. P/E valuations are now double the long-term average, but GHM offers sturdy enough earnings growth to help offset that. GHM no longer appeals as a mean-reversion bet within the Russell 2000 index, while the price action on the long-term charts looks stretched. Read the full article on Seeking Alpha
Seeking Alpha Oct 27

Why Graham Corporation's Stock Could Surge In 2025

Summary I expect Graham’s stock to rise in 2025, with potential interest rate cuts likely to restart big defense projects. Despite high interest rates, the company managed to maintain strong sales growth in defense projects, driven by the Mark 48 torpedo and submarine programs. Graham's debt-free status, with $21.6 million in cash reserves and a $35 million credit line, provides plenty of flexibility to handle any delays or cost overruns at the Batavia facility. While the company relies heavily on defense contracts and saw a recent drop in aftermarket sales, I believe the growth upside in the next year makes Graham a Strong Buy. Read the full article on Seeking Alpha
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Neues Narrativ Sep 24

Expanding Defense Contracts And Green Tech Forge Path To Robust Revenue Growth

Expansion in defense business and new facility construction aim to increase revenue stability and production efficiency, meeting U.S. Navy demands.
Seeking Alpha Aug 13

Defense Contractor Graham Corporation Rises On Robust Earnings

Summary Graham Corporation receives Strong Buy ratings from Seeking Alpha, the Quant system, and Wall Street analysts. Fiscal 2025 is expected to see a 76% increase in earnings per share and the analyst has a one-year target price of $35.75. The company has successfully diversified its business through strategic acquisitions, leading to strong growth prospects and financial performance. Read the full article on Seeking Alpha
Analyseartikel Jul 17

Here's Why We Think Graham (NYSE:GHM) Is Well Worth Watching

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Analyseartikel Jun 14

We Think Graham's (NYSE:GHM) Robust Earnings Are Conservative

Graham Corporation ( NYSE:GHM ) recently posted some strong earnings, and the market responded positively. Our analysis...
Seeking Alpha May 18

Graham Corporation: After A Fantastic Ride Higher, It's Time To Step Back (Rating Downgrade)

Summary Graham Corporation has seen a surge in its stock price, outperforming the S&P 500 significantly since late last year. The company has shown continued revenue growth, improving cash flows, and backlog expansion, indicating future revenue growth. Despite optimism about the company's long-term prospects, the recent surge in stock price warrants a downgrade to a 'hold' rating. Read the full article on Seeking Alpha
Seeking Alpha Mar 28

Best Defense Stock: Graham Corporation Ready For Take Off (SA Quant)

Summary War and geopolitical challenges have created greater demand for defense and mission-critical technologies – potential tailwinds for industrial and diversified conglomerate Graham Corporation. Global defense spending in 2023 reached a record $2.2T. The U.S. Navy is Graham Corporation’s largest customer, which drove a record $400M backlog and $123.3M repeat orders for Q3 2023. For FY24, the U.S. Navy/Marines have been allocated a total budget of $171.17B by the Department of Defense, which has awarded the Navy +$18B (as of 3/12/24). Graham has a solid Quant Rating and strong growth and momentum, +100% in the past year vs. the Industrial Sector (XLI) +28% vs. Aerospace & Defense (XAR) +22%. The Quant Team interviewed Graham’s executive team for insights into how this top quant-rated small-cap stock could be a more lucrative portfolio investment than other big-name aerospace and defense companies. Read the full article on Seeking Alpha
Analyseartikel Feb 15

Investors Still Aren't Entirely Convinced By Graham Corporation's (NYSE:GHM) Revenues Despite 27% Price Jump

Despite an already strong run, Graham Corporation ( NYSE:GHM ) shares have been powering on, with a gain of 27% in the...
Seeking Alpha Dec 20

Graham Corporation: A Solid Prospect On Improved Results And Attractive Growth Potential

Summary Graham Corporation, a producer of mission-critical fluid, power, heat transfer, and vacuum technologies, is a small company with potential for investors. The company has shown impressive revenue growth in recent years, driven by acquisitions and organic growth. With a positive outlook for the future, including expected revenue of over $200 million by 2027, Graham Corporation stock is a solid investment opportunity. Read the full article on Seeking Alpha
Analyseartikel Nov 13

Graham's (NYSE:GHM) Strong Earnings Are Of Good Quality

Graham Corporation ( NYSE:GHM ) just reported healthy earnings but the stock price didn't move much. Investors are...

Gewinn- und Umsatzwachstumsprognosen

NYSE:GHM - Zukünftige Analystenschätzungen und Finanzdaten der Vergangenheit (USD Millions)
DatumUmsatzGewinneFreier CashflowBargeld aus operativen TätigkeitenDurchschn. Anz. Analysten
3/31/20283142620412
3/31/20272812214345
3/31/2026238145235
12/31/202523815-613N/A
9/30/202522814-1113N/A
6/30/202521514-1013N/A
3/31/202521012524N/A
12/31/202420091937N/A
9/30/202419682639N/A
6/30/202418851828N/A
3/31/202418651928N/A
12/31/202317931824N/A
9/30/202317632026N/A
6/30/202316921823N/A
3/31/202315701014N/A
12/31/2022154-11821N/A
9/30/2022143-546N/A
6/30/2022139-524N/A
3/31/2022123-9-5-2N/A
12/31/2021109-7-20-17N/A
9/30/2021107-2-11-8N/A
6/30/20211011-7-4N/A
3/31/2021972-4-2N/A
12/31/202095346N/A
9/30/2020932-21N/A
6/30/2020870-12N/A
3/31/2020912-11N/A
12/31/201991-3-7-5N/A
9/30/201983-3N/A1N/A
6/30/201983-3N/A3N/A
3/31/2019920N/A8N/A
12/31/2018905N/A13N/A
9/30/201890-7N/A13N/A
6/30/201886-8N/A6N/A
3/31/201878-10N/A9N/A
12/31/201781-9N/A6N/A
9/30/2017865N/A10N/A
6/30/2017906N/A11N/A
3/31/2017925N/A12N/A
12/31/2016884N/A7N/A
9/30/2016833N/A14N/A
6/30/2016854N/A19N/A
3/31/2016906N/A19N/A
12/31/201510510N/A21N/A
9/30/201512212N/A5N/A
6/30/201513415N/A6N/A

Analystenprognosen zum zukünftigen Wachstum

Einkommen vs. Sparrate: GHMDas prognostizierte Gewinnwachstum (30.5% pro Jahr) liegt über der Sparquote (3.5%).

Ertrag vs. Markt: GHMDie Erträge des Unternehmens (30.5% pro Jahr) werden voraussichtlich schneller wachsen als der Markt US (16.8% pro Jahr).

Hohe Wachstumserträge: GHMEs wird erwartet, dass die Erträge des Unternehmens in den nächsten 3 Jahren erheblich steigen werden.

Einnahmen vs. Markt: GHMDie Einnahmen des Unternehmens (13.6% pro Jahr) werden voraussichtlich schneller wachsen als der Markt US (11.7% pro Jahr).

Hohe Wachstumseinnahmen: GHMDie Einnahmen des Unternehmens (13.6% pro Jahr) werden voraussichtlich langsamer wachsen als 20% pro Jahr.


Wachstumsprognosen für den Gewinn je Aktie


Künftige Eigenkapitalrendite

Künftige Eigenkapitalrendite: GHMDie Eigenkapitalrendite des Unternehmens wird in 3 Jahren voraussichtlich niedrig sein (13.5%).


Wachstumsunternehmen entdecken

Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/05/18 21:05
Aktienkurs zum Tagesende2026/05/15 00:00
Gewinne2025/12/31
Jährliche Einnahmen2025/03/31

Datenquellen

Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.

Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.

Analysemodell und Schneeflocke

Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.

Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.

Metriken für Industrie und Sektor

Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.

Analysten-Quellen

Graham Corporation wird von 8 Analysten beobachtet. 5 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.

AnalystEinrichtung
Russell StanleyBeacon Securities Limited
Jason UrsanerCJS Securities, Inc.
Tate SullivanMaxim Group