“This decrease was primarily due to cash provided by operating activities of $15,933 and cash provided by financing activities of $11,956, which were more than offset by capital expenditures of $16,054 and cash used to acquire Xdot and FlackTek, net of cash ac…”10-K · Jun 8, 2026 ↗
Graham Corporation
GHM
Market read
Graham Corporation's current read is isolated; its market group is not confirming.
No new filing conclusion is available. 0 of 14 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 22 directly disclosed connections are confirming.
- GHM's market-adjusted activity becomes unusual and at least one connected name confirms.
Invalidation: The isolated read changes if GHM's group or a disclosed connection begins moving with it.
Research brief
The story so far
No new filing conclusion is available. 0 of 14 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 22 directly disclosed connections are confirming.
No thresholded supportive filing evidence is available yet.
No thresholded adverse filing evidence is available yet.
- GHM's market-adjusted activity becomes unusual and at least one connected name confirms.
Company research
Understand the business, not just the ticker
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
- Which operating variable is changing?
- Is that change durable, cyclical or one-off?
- What evidence would disprove the current interpretation?
- Latest annual revenue changed +16.9% year over year.
- Demand and volume has repeated favorable evidence across 5 filings.
- Foreign exchange has repeated favorable evidence across 5 filings.
- Data center and AI demand has repeated favorable evidence across 4 filings.
- Product pipeline and R&D has repeated favorable evidence across 4 filings.
- Tariffs and trade policy has repeated favorable evidence across 3 filings.
- Operating margin changed -1.1 percentage points in the latest annual period.
- P/E is 115% above the available filing-peer median; determine whether growth and quality justify the difference.
Price as of Sep 11, 2026
87.95Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
Persistent and emerging business drivers
“As of March 31, 2026 , the amount available under the Revolving Credit Facility was $ 60,889 , subject to the interest and leverage covenants.”10-K · Jun 8, 2026 ↗
“Business lost due to competition for orders against competitors using a relatively weaker currency cannot be quantified.”10-K · Jun 8, 2026 ↗
“For fiscal 2026, foreign currency exchange rate fluctuations increased our cash balances by $179 primarily due to the strengthening of the U.S.”10-K · Jun 8, 2026 ↗
Valuation discipline
Descriptive valuation snapshot
Price/sales 4.0× · EV/sales 4.0×. Comparisons use only industry-matched filing peers.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
How the market is pricing the story
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
No sourced recent-development timeline yet
Jodie has not returned a relevant primary source or news item for GHM. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Reported financial figures are not available yet
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Filing analysis
No comparable filing assessment is available yet
Jodie has not yet found a suitable current-versus-prior filing comparison for GHM. This does not mean the latest filing was neutral or immaterial.
Business ecosystem
The relationships behind GHM
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
LMTLockheed Martin CorporationcustomerJun 8, 2026 ▾
“A representative list of our customers include: Air Liquide, Applied Research Laboratory at Pennsylvania State University, Aramco, Axiom Space, Bechtel Plant Machinery Inc., Blue Origin, Boeing, CERN, China State-owned Refiners, Cummins, Dow Chemical, DuPont,…”
BAThe Boeing CompanycustomerJun 9, 2025 ▾
“A representative list of our customers include: Air Liquide, Applied Research Laboratory at Pennsylvania State University, Aramco, Axiom Space, Bechtel Plant Machinery Inc., Blue Origin, Boeing, CERN, China State-owned Refiners, Cummins, Dow Chemical, DuPont,…”
CMICummins Inc.customerJun 9, 2025 ▾
“A representative list of our customers include: Air Liquide, Applied Research Laboratory at Pennsylvania State University, Aramco, Axiom Space, Bechtel Plant Machinery Inc., Blue Origin, Boeing, CERN, China State-owned Refiners, Cummins, Dow Chemical, DuPont,…”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 20 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
GHM is currently a Follower in the organic co-movement group Climate Solutions & Machinery. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
This group is retained as the last observed read for GHM; it is not active in the latest market snapshot.
Context history
Theme membership history
No durable theme membership has been observed for this name yet.