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.
Energy Transfer Q3 Preview: Graham P/E And Number Send Mixed Signals (Downgrade)
Recent developments have led me to question Energy Transfer LP's valuation appeal and downgrade my rating to Hold. ET's projected EPS growth appears overly optimistic compared to its modest dividend growth rates in recent quarters. Profitability and growth uncertain further translate into mixed valuation assessments:
Graham (GHM) is on the Move, Here's Why the Trend Could be Sustainable
Graham (GHM) made it through our "Recent Price Strength" screen and could be a great choice for investors looking to make a profit from stocks that are currently on the move.
7 Ideal "Safer" Dividend Buys From 61 September Graham Value All-Stars (GVAS)
The article analyzes Large Cap Value (GASV) stocks using YCharts' Value Score and the Ben Graham Formula to identify fair-priced, high-yield dividend opportunities. Seven of fourteen 'safer' lowest-priced GASV Dogs—ET, MPLX, YRD, VZ, BMY, BBVA, and MFC—are highlighted as buyable for September 2025. Top ten GASV stocks are projected by analysts to deliver average net gains of 26.84% by September 2026, with Energy Transfer (ET) leading at 35.43%.
Is Graham (GHM) Outperforming Other Industrial Products Stocks This Year?
Here is how Graham (GHM) and Gates Industrial (GTES) have performed compared to their sector so far this year.
Graham (GHM) is on the Move, Here's Why the Trend Could be Sustainable
Graham (GHM) could be a great choice for investors looking to make a profit from fundamentally strong stocks that are currently on the move. It is one of the several stocks that made it through our "Recent Price Strength" screen.
Attention Ben Graham Value Investors, Best Win-Win Pick I Can Find: Danaos
Danaos Corp. offers exceptional value - trading well below tangible asset value, with strong balance sheet safety and a robust earnings outlook. The company secures high profitability through long-term charter contracts, locking in favorable rates and providing revenue stability. Despite exceptional fundamentals and quant ratings, the market has yet to fully recognize the underlying asset value in DAC's share quote.
Graham Corporation (GHM) Q1 2026 Earnings Call Transcript
Graham Corporation (NYSE:GHM ) Q1 2026 Earnings Conference Call August 5, 2025 11:00 AM ET Company Participants Christopher J. Thome - Chief Accounting Officer, VP of Finance, CFO & Corporate Secretary Matthew J.
Graham (GHM) Beats Q1 Earnings and Revenue Estimates
Graham (GHM) came out with quarterly earnings of $0.45 per share, beating the Zacks Consensus Estimate of $0.25 per share. This compares to earnings of $0.33 per share a year ago.
