GHM logo

Graham Corporation Stock Price

NYSE:GHM Community·US$1.3b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 28 Fair Values set on narratives written by author

GHM Share Price Performance

US$107.44
56.82 (112.25%)
US$125.75
Fair Value
US$107.44
56.82 (112.25%)
14.6% undervalued intrinsic discount
US$125.75
Fair Value
Price US$107.44
AnalystConsensusTarget US$125.75
AnalystLowTarget US$52.00
AnalystHighTarget US$135.00

GHM Community Narratives

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Fair Value US$125.75 14.6% undervalued intrinsic discount

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

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20users have followed this narrative
·
Fair Value US$52 106.6% overvalued intrinsic discount

Defense Reliance And Space Demand Shifts Will Pressure Margins And Future Earnings

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Fair Value US$135 20.4% undervalued intrinsic discount

Defense And Commercial Space Backlog Will Drive Powerful Long Term Upside Potential

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US$52
106.6% overvalued intrinsic discount
Revenue
8.39% p.a.
Profit Margin
10.89%
Future PE
23.5x
Price in 2028
US$66.04

Trending Discussion

Updated Narratives

GHM logo

GHM: AI Data Center Backlog Will Drive Higher Margin Expansion

Fair Value: US$135 20.4% undervalued intrinsic discount
0 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
GHM logo

GHM: Backlog Led Defense And Space Demand Will Drive Future Upside

Fair Value: US$125.75 14.6% undervalued intrinsic discount
20 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
GHM logo

Defense Reliance And Space Demand Shifts Will Pressure Margins And Future Earnings

Fair Value: US$52 106.6% overvalued intrinsic discount
0 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Excellent balance sheet with moderate growth potential.

0 Risks
3 Rewards

Graham Corporation Key Details

US$245.3m

Revenue

US$187.4m

Cost of Revenue

US$57.9m

Gross Profit

US$45.4m

Other Expenses

US$12.5m

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
1.07
23.62%
5.10%
9.3%
View Full Analysis

About GHM

Founded
1936
Employees
732
CEO
Matthew Malone
WebsiteView website
grahamcorp.com

Graham Corporation designs and manufactures fluid, power, heat transfer, and vacuum technologies for chemical and petrochemical processing, defense, space, petroleum refining, cryogenic, and energy industries. The company offers power plant systems, including ejectors and surface condensers, as well as torpedo ejection, propulsion, and power systems comprising turbines, alternators, regulators, pumps, and blowers for the defense industry. It also provides heat transfer and vacuum systems that include ejectors, process and surface condensers, liquid ring pumps, and heat exchangers, as well as nozzles and power generation systems, such as turbines, generators, compressors, and pumps for the energy and process industry. In addition, the company offers rocket propulsion systems, including turbopumps, fuel, cryogenic, and nuclear propellant pumps; cooling systems comprising pumps, compressors, fans, and blowers; and life support systems that consist of fans, pumps, and blowers for the space industry. Further, it provides thermal management systems, such as pumps, blowers, and electronics for the defense and energy sector; advanced mixing systems, including bladeless centrifugal mixers, accessories, services, and consumables; and spare parts for its equipment. It serves customers in the United States, Asia, Canada, the Middle East, South America, and internationally. Graham Corporation was founded in 1936 and is headquartered in Batavia, New York.

Recent GHM News & Updates

Narrative Update Jul 08

GHM: AI Data Center Backlog Will Drive Higher Margin Expansion

Graham's analyst price target has been revised higher from $80 to $135, as analysts factor in the company's shift toward higher margin growth, automation driven efficiency gains, AI supported aftermarket opportunities, and increased confidence following recent investor communications and backlog trends. Analyst Commentary Recent research on Graham highlights a cluster of bullish analyst views, with multiple price target increases pointing to greater confidence in the company’s shift toward higher margin growth, operational efficiency, and AI supported aftermarket opportunities.
Seeking Alpha Jul 03

Graham Corporation: Strong Backlog, But The Market Already Knows It

Summary Graham Corporation boasts a record $532.6M backlog, 56% order growth, and a 1.5x book-to-bill ratio, ensuring strong FY2027 revenue visibility. Management guides for FY2027 revenue of $285–$295M and EBITDA of $35–$40M, with margin expansion expected as backlog converts and investments contribute. GHM’s premium valuation—trading at ~37x forward EV/EBITDA—reflects its superior growth, but current pricing limits near-term upside; Hold rating is maintained. Transformation toward defense and aerospace has improved revenue stability, but with only 5% implied upside to $116/share, risk-reward appears balanced. Read the full article on Seeking Alpha

Recent updates

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