GHM pitches backlog-driven growth: record $532.6M backlog, capacity upgrades and FlackTek integration set up fiscal 2027 revenue and EBITDA step-up.
Graham Corporation (GHM) Q4 2026 Earnings Call Transcript
Graham NYSE: GHM reported record fiscal 2026 revenue, orders and backlog, with management pointing to strong demand in defense, improving momentum in space and contributions from recent acquisitions as the company enters fiscal 2027.
Graham (GHM) came out with quarterly earnings of $0.33 per share, beating the Zacks Consensus Estimate of $0.3 per share. This compares to earnings of $0.43 per share a year ago.
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.
Here is how Graham (GHM) and W.W. Grainger (GWW) have performed compared to their sector so far this year.
Graham (GHM) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
SanDisk (SNDK) shares have risen more than 3000% over the past year. Andrew Graham and Diane King Hall discuss the momentum in the memory stock as it prepares for earnings after Thursday's close.
Graham Holdings Company is a highly diversified holding company with five distinct operating segments, offering significant internal diversification. GHC's Healthcare and Education segments are driving revenue and profit growth, while other segments have shown mixed or declining performance. The stock trades at a low EV/EBITDA multiple, supported by a strong net cash position of $519.6 million, making current valuation attractive.
Realty Income Corporation faces considerable headwinds, leading to lower single-digit growth projections. O's acquisition-driven model faces growth pressure from higher borrowing costs and increased leverage, with debt-to-equity now near 10-year peak. However, growth pressure is already priced in, judging by various benchmarks such as AAA bond yields, the Graham number, and the Graham P/E.
Top ten large cap value (GASV) stocks are forecasted to deliver an average 38.12% net gain by mid-March 2027, with yields up to 13.03%. Analyst targets suggest the five lowest-priced, highest-yield GASV stocks could outperform, offering an 18.5% higher gain than the top ten as a group. Fourteen of twenty-nine 'safer' lowest-priced GASV stocks are currently buyable, with seven meeting the ideal dividend-to-price criteria for fair value.
March's Large Cap Value (GASV) screen highlights 14 fair-priced, 'safer' dividend stocks, including Hafnia Ltd, IRSA Inversiones, and Weibo Corp, as actionable buys. Top ten GASV stocks are projected to deliver an average 33.21% net gain by March 2027, with risk/volatility slightly below the market average. Analyst targets indicate the five lowest-priced, highest-yield GASV stocks could outperform, with Hafnia Ltd showing a potential 42.88% gain.