Graham Corporation Q1 Earnings Expectations
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 2 days ago
0mins
Source: Yahoo Finance
- Revenue Growth Expectations: Graham Corporation reported $56.7 million in revenue last quarter, a 20.5% year-over-year increase that exceeded analyst expectations, indicating strong performance in the industrial fluid and energy systems sector, although this quarter's expected revenue growth of only 1% suggests a slowdown.
- Profitability Analysis: The company not only surpassed analysts' EPS and EBITDA estimates last quarter, indicating ongoing improvement in profitability, but it has also missed Wall Street's revenue estimates multiple times over the past two years, prompting investors to remain cautious.
- Market Reaction: Following significant revenue growth reports from peers like Arrow Electronics and Mayville Engineering, Graham Corporation's stock price has risen 9.3% over the past month, reflecting market optimism ahead of its earnings report, with a current share price of $107.31 against an analyst target of $100.25.
- Industry Comparison: Arrow Electronics reported a 39% year-over-year growth, beating expectations by 12.9%, while Mayville Engineering grew by 6.8%, exceeding estimates by 3.7%, providing context for Graham Corporation's market performance and potentially influencing investor confidence.
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Analyst Views on GHM
Wall Street analysts forecast GHM stock price to rise
3 Analyst Rating
2 Buy
1 Hold
0 Sell
Moderate Buy
Current: 95.340
Low
100.00
Averages
100.50
High
101.00
Current: 95.340
Low
100.00
Averages
100.50
High
101.00
About GHM
Graham Corporation is engaged in the design and manufacture of mission-critical fluid, power, heat transfer and vacuum technologies for the defense, energy and process, and space industries. It designs and manufactures custom-engineered vacuum, heat transfer, cryogenic pump and turbomachinery technologies. For the defense industry, its equipment is used in nuclear and non-nuclear propulsion, power, fluid transfer, and thermal management systems. For the energy and process industries, the Company supplies equipment for vacuum, heat transfer, and fluid transfer applications used in oil refining, downstream chemical facilities, fertilizers, ethylene, methanol, edible oil, food and beverage, pulp and paper, and multiple alternative energy applications such as hydrogen, small modular nuclear, concentrated solar and geothermal processes. For the space industry, its equipment is used in propulsion, power and thermal management systems, and for life support systems.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Graham Corp to Release Q4 Earnings on June 8
- Earnings Release Announcement: Graham Corp is set to release its Q4 earnings on June 8, with an expected earnings per share (EPS) of 30 cents, down 30% from 43 cents in the same period last year.
- Declining Profit Expectations: The significant drop in EPS reflects the company's challenges due to changing market conditions and rising costs, which may impact investor confidence and stock performance.
- Mixed Analyst Ratings: Analysts have mixed ratings for Graham Corp ahead of the earnings release, indicating differing opinions on the company's future performance, which could lead to stock price volatility.
- Potential Market Reaction: Investors will closely monitor the actual results against expectations post-release; if the actual earnings fall short, it could negatively affect the stock price.
See More
Graham Corp Reports Record Revenue and Orders
- Record Annual Revenue: Graham Corp achieved an annual revenue of $245 million, marking a historic high for the company and indicating strong demand across core markets with significant future growth potential.
- Record Orders and Backlog: Annual orders reached $359 million, with a backlog of $533 million, both showing year-over-year increases that highlight the company's strengthening position in the defense and space sectors.
- Gross Margin Decline: The gross margin for Q4 fell to 22.7% from 27% in the prior year, primarily due to a higher proportion of defense revenue, which negatively impacted overall profitability.
- Optimistic Future Outlook: The company projects fiscal 2027 revenue guidance between $285 million and $295 million, with adjusted EBITDA guidance of $35 million to $40 million, reflecting confidence in future market demand.
See More
Graham Corporation Reports Record Q4 2026 Earnings and Strong Outlook
- Record Performance: Graham Corporation achieved a record annual revenue of $245 million for fiscal 2026, with total orders reaching $359 million and a backlog of $533 million, indicating strong market demand and execution that is expected to drive future growth.
- Defense Business Driver: The newly opened Navy facility is operational, and automated welding systems along with vertically integrated X-ray capabilities have commenced initial inspections, demonstrating that investments in the defense sector are yielding positive impacts and enhancing market competitiveness.
- Space Production Readiness: The liquid nitrogen testing capability and the new cryogenic test facility in Florida are operational, supporting active commissioning of internal products, indicating an enhancement in production capacity within the space sector that is expected to generate new revenue streams.
- Optimistic Outlook: The company expects revenue for fiscal 2027 to be between $285 million and $295 million, with adjusted EBITDA projected between $35 million and $40 million, reflecting confidence in future growth despite challenges related to margin pressure and cash flow variability.
See More
Graham Corporation Q4 Earnings Beat Expectations
- Earnings Surprise: Graham Corporation reported a Q4 non-GAAP EPS of $0.33, beating expectations by $0.03, which reflects the company's robust profitability and boosts investor confidence.
- Significant Revenue Growth: The company achieved revenue of $67.08 million, marking a 13.0% year-over-year increase and exceeding market expectations by $7.13 million, indicating its sustained competitive strength in the market.
- Investor Engagement: Graham presented at the KeyBanc Capital Markets 2026 Industrials & Basic Materials Conference, garnering significant investor interest, which may pave the way for future capital inflows.
- Strategic Investment: The company announced a $50 million investment from accounts advised by T. Rowe Price, enhancing its financial flexibility and providing funding support for future expansion and innovation.
See More
Graham Corp Reports Decline in Q4 Earnings
- Earnings Decline: Graham Corp reported fourth-quarter earnings of $1.97 million, or $0.18 per share, which is a significant drop from last year's $4.39 million and $0.40 per share, indicating pressure on profitability.
- Adjusted Earnings: Excluding items, the company reported adjusted earnings of $3.72 million, or $0.33 per share, suggesting that core business profitability remains somewhat supported, although overall performance fell short of expectations.
- Revenue Growth: Despite the decline in earnings, the company's revenue increased by 13% year-over-year to $67.08 million from $59.34 million, indicating that market demand still exists.
- Market Outlook: The contrast between revenue growth and declining earnings may affect investor confidence in the company's future growth potential, especially given ongoing challenges in cost control and profitability.
See More
Graham Corporation Q1 Earnings Expectations
- Revenue Growth Expectations: Graham Corporation reported $56.7 million in revenue last quarter, a 20.5% year-over-year increase that exceeded analyst expectations, indicating strong performance in the industrial fluid and energy systems sector, although this quarter's expected revenue growth of only 1% suggests a slowdown.
- Profitability Analysis: The company not only surpassed analysts' EPS and EBITDA estimates last quarter, indicating ongoing improvement in profitability, but it has also missed Wall Street's revenue estimates multiple times over the past two years, prompting investors to remain cautious.
- Market Reaction: Following significant revenue growth reports from peers like Arrow Electronics and Mayville Engineering, Graham Corporation's stock price has risen 9.3% over the past month, reflecting market optimism ahead of its earnings report, with a current share price of $107.31 against an analyst target of $100.25.
- Industry Comparison: Arrow Electronics reported a 39% year-over-year growth, beating expectations by 12.9%, while Mayville Engineering grew by 6.8%, exceeding estimates by 3.7%, providing context for Graham Corporation's market performance and potentially influencing investor confidence.
See More
Graham Corp to Release Q4 Earnings on June 8
- Earnings Release Announcement: Graham Corp is set to release its Q4 earnings on June 8, with an expected earnings per share (EPS) of 30 cents, down 30% from 43 cents in the same period last year.
- Declining Profit Expectations: The significant drop in EPS reflects the company's challenges due to changing market conditions and rising costs, which may impact investor confidence and stock performance.
- Mixed Analyst Ratings: Analysts have mixed ratings for Graham Corp ahead of the earnings release, indicating differing opinions on the company's future performance, which could lead to stock price volatility.
- Potential Market Reaction: Investors will closely monitor the actual results against expectations post-release; if the actual earnings fall short, it could negatively affect the stock price.
See More
Graham Corp Reports Record Revenue and Orders
- Record Annual Revenue: Graham Corp achieved an annual revenue of $245 million, marking a historic high for the company and indicating strong demand across core markets with significant future growth potential.
- Record Orders and Backlog: Annual orders reached $359 million, with a backlog of $533 million, both showing year-over-year increases that highlight the company's strengthening position in the defense and space sectors.
- Gross Margin Decline: The gross margin for Q4 fell to 22.7% from 27% in the prior year, primarily due to a higher proportion of defense revenue, which negatively impacted overall profitability.
- Optimistic Future Outlook: The company projects fiscal 2027 revenue guidance between $285 million and $295 million, with adjusted EBITDA guidance of $35 million to $40 million, reflecting confidence in future market demand.
See More
Graham Corporation Reports Record Q4 2026 Earnings and Strong Outlook
- Record Performance: Graham Corporation achieved a record annual revenue of $245 million for fiscal 2026, with total orders reaching $359 million and a backlog of $533 million, indicating strong market demand and execution that is expected to drive future growth.
- Defense Business Driver: The newly opened Navy facility is operational, and automated welding systems along with vertically integrated X-ray capabilities have commenced initial inspections, demonstrating that investments in the defense sector are yielding positive impacts and enhancing market competitiveness.
- Space Production Readiness: The liquid nitrogen testing capability and the new cryogenic test facility in Florida are operational, supporting active commissioning of internal products, indicating an enhancement in production capacity within the space sector that is expected to generate new revenue streams.
- Optimistic Outlook: The company expects revenue for fiscal 2027 to be between $285 million and $295 million, with adjusted EBITDA projected between $35 million and $40 million, reflecting confidence in future growth despite challenges related to margin pressure and cash flow variability.
See More
Graham Corporation Q4 Earnings Beat Expectations
- Earnings Surprise: Graham Corporation reported a Q4 non-GAAP EPS of $0.33, beating expectations by $0.03, which reflects the company's robust profitability and boosts investor confidence.
- Significant Revenue Growth: The company achieved revenue of $67.08 million, marking a 13.0% year-over-year increase and exceeding market expectations by $7.13 million, indicating its sustained competitive strength in the market.
- Investor Engagement: Graham presented at the KeyBanc Capital Markets 2026 Industrials & Basic Materials Conference, garnering significant investor interest, which may pave the way for future capital inflows.
- Strategic Investment: The company announced a $50 million investment from accounts advised by T. Rowe Price, enhancing its financial flexibility and providing funding support for future expansion and innovation.
See More
Graham Corp Reports Decline in Q4 Earnings
- Earnings Decline: Graham Corp reported fourth-quarter earnings of $1.97 million, or $0.18 per share, which is a significant drop from last year's $4.39 million and $0.40 per share, indicating pressure on profitability.
- Adjusted Earnings: Excluding items, the company reported adjusted earnings of $3.72 million, or $0.33 per share, suggesting that core business profitability remains somewhat supported, although overall performance fell short of expectations.
- Revenue Growth: Despite the decline in earnings, the company's revenue increased by 13% year-over-year to $67.08 million from $59.34 million, indicating that market demand still exists.
- Market Outlook: The contrast between revenue growth and declining earnings may affect investor confidence in the company's future growth potential, especially given ongoing challenges in cost control and profitability.
See More
Graham Corporation Q1 Earnings Expectations
- Revenue Growth Expectations: Graham Corporation reported $56.7 million in revenue last quarter, a 20.5% year-over-year increase that exceeded analyst expectations, indicating strong performance in the industrial fluid and energy systems sector, although this quarter's expected revenue growth of only 1% suggests a slowdown.
- Profitability Analysis: The company not only surpassed analysts' EPS and EBITDA estimates last quarter, indicating ongoing improvement in profitability, but it has also missed Wall Street's revenue estimates multiple times over the past two years, prompting investors to remain cautious.
- Market Reaction: Following significant revenue growth reports from peers like Arrow Electronics and Mayville Engineering, Graham Corporation's stock price has risen 9.3% over the past month, reflecting market optimism ahead of its earnings report, with a current share price of $107.31 against an analyst target of $100.25.
- Industry Comparison: Arrow Electronics reported a 39% year-over-year growth, beating expectations by 12.9%, while Mayville Engineering grew by 6.8%, exceeding estimates by 3.7%, providing context for Graham Corporation's market performance and potentially influencing investor confidence.
See More
