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Graham Corporation

GHM

Industrials · 87.95 +2.8% today

Isolated · not yet confirmedMarket checked 11 Sept, 15:55 GMT-4

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.

Company+2.8% todayVolume comparison unavailable
Market group0 of 14 activeClimate Solutions & Machinery · unavailable
Disclosed network0 of 8 confirmingNo filing-linked name is confirming now
What would change this read
  • 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.

Watch this read

Research brief

The story so far

Industrials · Specialty Industrial Machinery

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.

Evidence that supports

No thresholded supportive filing evidence is available yet.

Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • GHM's market-adjusted activity becomes unusual and at least one connected name confirms.

Company research

Understand the business, not just the ticker

As of Sep 12, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods9
Price observations320
Usable filing statements143
Verified relationships0
Evidence supporting the case
  • 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.
Evidence challenging the case
  • Operating margin changed -1.1 percentage points in the latest annual period.
Questions before a position
  • P/E is 115% above the available filing-peer median; determine whether growth and quality justify the difference.
Longer-term price context

Price as of Sep 11, 2026

87.95
6m+1.0%12m+78.9%24m
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2022-03-31$122.8M+26.0%$-0.83+5.8%
2023-03-31$157.1M+27.9%$0.03+1.1%
2024-03-31$185.5M+18.1%$0.42+1.8%
2025-03-31$209.9M+13.1%$1.11+2.0%
2026-03-31$245.3M+16.9%$1.12+0.7%

What management says matters

Persistent and emerging business drivers

Capital investment and capacitymixed · 5 filings
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
Credit and interest ratesmixed · 5 filings
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
Demand and volumemixed · 5 filings
Business lost due to competition for orders against competitors using a relatively weaker currency cannot be quantified.
10-K · Jun 8, 2026
Foreign exchangepositive · 5 filings
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.

Scenario scaffold

Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.

Price action

How the market is pricing the story

87.95+2.8% today

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.