Graham Corporation to Announce Q3 Earnings on February 6
- Earnings Announcement: Graham Corporation is set to announce its Q3 earnings on February 6 before market open, with consensus EPS estimate at $0.18 (flat Y/Y) and revenue estimate at $52.35 million (+11.4% Y/Y), indicating stable performance in the market.
- Performance Beat Record: Over the past two years, Graham has beaten EPS estimates 88% of the time and revenue estimates 63% of the time, showcasing strong reliability in financial performance, which boosts investor confidence.
- Estimate Revision Dynamics: In the last three months, EPS estimates saw one upward and one downward revision, while revenue estimates experienced one upward and two downward revisions, reflecting mixed market sentiments that could influence investor decisions.
- Order Backlog and Growth Target: Graham currently holds a $500.1 million backlog and reaffirms its organic revenue growth target of 8%-10%, particularly as defense and space orders accelerate, highlighting the company's growth potential in the industry.
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- Earnings Announcement: Graham Corporation is set to announce its Q3 earnings on February 6 before market open, with consensus EPS estimate at $0.18 (flat Y/Y) and revenue estimate at $52.35 million (+11.4% Y/Y), indicating stable performance in the market.
- Performance Beat Record: Over the past two years, Graham has beaten EPS estimates 88% of the time and revenue estimates 63% of the time, showcasing strong reliability in financial performance, which boosts investor confidence.
- Estimate Revision Dynamics: In the last three months, EPS estimates saw one upward and one downward revision, while revenue estimates experienced one upward and two downward revisions, reflecting mixed market sentiments that could influence investor decisions.
- Order Backlog and Growth Target: Graham currently holds a $500.1 million backlog and reaffirms its organic revenue growth target of 8%-10%, particularly as defense and space orders accelerate, highlighting the company's growth potential in the industry.
- Launch Preparation Progress: NASA successfully moved the SLS rocket and Orion spacecraft to Launch Pad 39B at Kennedy Space Center on January 17, preparing for the Artemis II mission's approximately 10-day crewed flight test scheduled for February 6, marking a significant step towards returning humans to the moon.
- Market Potential Analysis: The long-term goals of the Artemis program include returning to the moon and exploring Mars, which is expected to boost stock performance for smaller companies like Karman Holdings, MDA Space, and Graham Corp., all of which play critical roles in the initiative.
- Karman Holdings Acquisition: Karman Holdings recently acquired Seemann Composites LLC for $220 million, expanding its operations into the maritime defense market while providing machining and welding services for key Artemis components, showcasing its growth potential in the aerospace sector.
- Graham Corp. Performance Growth: Graham Corp. reported a 23% year-over-year revenue increase to $66 million in its second-quarter earnings, with a significant rise in order volume leading to a book-to-bill ratio of 1.3, indicating strong market demand and optimistic future growth prospects.
Validea's Upgrades: Today's upgrades for Validea's P/E/Growth Investor model, based on Peter Lynch's strategy, show increased ratings for several stocks, indicating improved fundamentals and valuations.
Mercantile Bank Corp (MBWM): This small-cap value stock in the Money Center Banks industry received a rating increase from 72% to 74%, reflecting its strong balance sheet and reasonable price relative to earnings growth.
Cheesecake Factory Inc (CAKE): The mid-cap value stock in the Restaurants industry also saw its rating rise from 72% to 74%, highlighting its solid fundamentals and valuation metrics.
Graham Corp (GHM): This small-cap growth stock in the Misc. Capital Goods industry achieved a significant rating increase from 87% to 91%, indicating strong interest based on its underlying fundamentals and valuation.
Earnings Report: Graham Corp reported a profit of $3.09 million, or $0.28 per share, for the second quarter, down from $3.28 million, or $0.30 per share, in the previous year.
Adjusted Earnings: Excluding certain items, the company reported adjusted earnings of $3.43 million, or $0.31 per share.
Revenue Growth: The company's revenue increased by 23.3% to $66.03 million, compared to $53.56 million in the same period last year.
Future Guidance: Graham Corp provided full-year revenue guidance of $225 million to $235 million.

Acquisition Announcement: Graham Corporation has acquired specific assets of Xdot Bearing Technologies, a firm specializing in foil bearing technology, which is expected to enhance Graham's capabilities in high-speed rotating machines.
Integration and Growth Potential: The integration of Xdot's patented technology with Barber-Nichols' expertise aims to accelerate growth in high-performance markets, particularly in aerospace, defense, and energy transition sectors.
Business Strength: Flowserve Corporation is experiencing growth in its Pump and Flow Control Divisions, driven by strong demand in various global markets, particularly in North America, the Middle East, and Africa, with a notable increase in bookings across general industries and power end markets.
Expansion Efforts: The recent acquisition of MOGAS Industries has enhanced Flowserve's valve and automation product portfolio, contributing positively to sales growth and supporting its 3D growth strategy, which focuses on diversification, decarbonization, and digitization.
End Market Strength: Flowserve's strategic focus on investments in stormwater infrastructure and chemical production facilities, along with ongoing global investments in energy projects, has led to robust booking levels, including a record $1.1 billion in the second quarter of 2025.
Rewards to Shareholders: The company is committed to returning value to shareholders through significant dividend payments and share buybacks, having allocated over $108 million in the first half of 2025 for these purposes.










