Earnings Preview: Graham (GHM) Q3 Earnings Expected to Decline
Graham (GHM) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
17 Ideal 'Safer' Dividend Buys From 30 Of 73 November Graham Value All-Stars (GVAS)
Top ten GASV stocks offer projected average net gains of 50.81% by December 2026, with yields ranging from 8.16% to 12.74%. Seventeen of thirty 'safer' lowest-priced GASV stocks are currently fair-priced and ideal for dividend-focused investors seeking value. Analyst targets suggest the five lowest-priced, highest-yield GASV stocks could deliver 21.77% higher gains than the broader top ten group.
Graham (GHM) Moves 7.3% Higher: Will This Strength Last?
Graham (GHM) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.
Graham P/E And Number: Why Realty Income Outshines Simon Property
Realty Income and Simon Property Group can both benefit from the Fed's recent rate cut, which better supports their P/FFO multiples. Both stocks' valuations are currently compressed when benchmarked by AAA bond rates following Graham's approach, making both interesting REIT opportunities. A closer look at Graham P/E and the Graham number shows O to be an even stronger candidate than SPG.
Graham Holdings Company (GHC) Analyst/Investor Day Transcript
Graham Holdings Company (GHC) Analyst/Investor Day Transcript
Touchstone Small Cap Fund Q3 2025 Contributors And Detractors
Among the largest contributors to Fund performance were Armstrong World Industries, Ingevity Corporation, and Graham Holdings Co. Graham Holdings outperformed the benchmark on strong second quarter results, led by solid growth in Kaplan Education and the continued expansion of its Healthcare segment. Among the largest detractors from Fund performance were Interparfums, Haemonetics Corporation, and White Mountains Insurance Group.
Annaly Capital Q3: Graham P/E And Number Show Attractive Valuation, But Risks Remain
Judging by its FQ3 earnings report, I expect flat earnings growth ahead for Annaly Capital Management. Other risks include chronic book value per share (BVPS) erosion and significant equity dilution, both of which can pressure long-term valuation. To counterbalance these negatives, Annaly Capital Management stock now trades at a sizable discount, judging by two independent valuation methods.
Graham Corporation: Double-Digit Growth, Higher Bar For H2
Graham Corporation shares are up ~40% YTD as stronger orders, higher guidance, and improved profitability offset a softer Q2; management still targets higher FY26 gross margin and EBITDA. 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.
Graham: Impressive, If Only Margins Join The Momentum As Well
Graham Corporation has transitioned into a mission-critical defense solutions provider, driving robust order momentum and revenue growth. 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.
Graham Machinery: Not A Bad Time To Cash In After A Sturdy Run (Rating Downgrade)
Graham Corporation has generated returns of over 88% since early May, outperforming its Russell 2000 and Industrial peers by 4-5x in the process. Q2-26 results showed strong revenue growth and record backlog of $500M, yet margins declined mainly due to mix issues, and free cash flow remains negative. The lack of an upgrade in guidance is not ideal for a stock that is priced at a 70% premium on an EBITDA multiple basis and offers negative FCF yield.
Graham (GHM) Q2 Earnings Lag Estimates
Graham (GHM) came out with quarterly earnings of $0.31 per share, missing the Zacks Consensus Estimate of $0.33 per share. This compares to earnings of $0.31 per share a year ago.
10 Ideal 'Safer' Dividend Buys From 38 Of 68 October Graham Value All-Stars (GVAS)
The article analyzes the top large-cap value (GASV) stocks using YCharts' Value Score and Ben Graham Formula to identify fair-priced, high-yield dividend opportunities. Ten of eighteen 'safer' lowest-priced GASV stocks, including ET, MPLX, YRD, VZ, BMY, TFC, T, SU, MFC, and BBVA, are considered buyable in October. Analyst projections suggest the top ten GASV stocks could deliver average net gains of 38.01% by October 2026, with Lexinfintech Holdings leading potential returns.
