Philip Morris: Q4 Earnings Assessed By Graham P/E, Reiterate Hold
Philip Morris International delivered solid FY25 results, with particularly encouraging growth for its smoke-free products. SF products now account for 41.5% of sales and 42.9% of gross profit, more than doubling since 2020. Management projects 2026 organic net revenue growth of 5–7% and currency-neutral adjusted EPS growth of 7.5–9.5%.
Graham Corporation (GHM) Q3 2026 Earnings Call Transcript
Graham Corporation (GHM) Q3 2026 Earnings Call Transcript
Graham (GHM) Q3 Earnings and Revenues Beat Estimates
Graham (GHM) came out with quarterly earnings of $0.31 per share, beating the Zacks Consensus Estimate of $0.17 per share. This compares to earnings of $0.18 per share a year ago.
14 Ideal 'Safer' Dividend Buys From 29 Of 69 February Graham Value All-Stars (GVAS)
February's top Large Cap Value (GASV) stocks offer 27.69% to 69.77% net gains by February 2027, based on analyst targets. Fourteen of twenty-nine 'safer' lowest-priced GASV 'dogs' are currently buyable, with ideal dividend-to-price ratios and positive free cash flow yields. Top ten GASV by yield are ideally priced, with dividends from $1K invested exceeding share prices; all are considered 'IDEAL' for income-focused investors.
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.
