Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
GHM
HOLDGraham Corporation · Industrials · United States · $1.2B · Avg Vol: $30M/d
COMPANY DESCRIPTION
Graham Corporation designs and manufactures highly engineered vacuum, fluid condensation, and heat transfer equipment for the defense, energy, and chemical industries. The company's competitive moat is anchored by its sole-source supplier status for critical US Navy nuclear propulsion programs and its custom engineering capabilities. It operates as a premier niche industrial manufacturer with a highly visible, multi-year defense backlog.
FINANCIAL SUMMARY (USD)
| Year | 2023 | 2024 | 2025 | 2026 | CAGR | TTM | 2027E | 2028E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 157.1M | 185.5M | 209.9M | 245.3M | 16.0% | 245.3M | 289.2M | 321.8M | 14.5% |
| EPS | -0.05 | 0.42 | 1.12 | 1.14 | 64.8% | 1.09 | 1.50 | 1.83 | 26.8% |
| Shares | 10.6M | 10.8M | 10.9M | 11.1M | +4.1% | 11.7M | — | — | — |
| Debt | 20.4M | 7.8M | 6.9M | 20.2M | -0.3% | 20.2M | — | — | — |
| Equity | 96.9M | 105.6M | 119.6M | 140.3M | 13.1% | — | — | — | — |
| Op CF | 13.9M | 28.1M | 24.3M | 15.9M | 4.6% | 15.9M | — | — | — |
| Inv CF | -3.7M | -16.0M | -19.1M | -43.1M | — | — | — | — | — |
| Fin CF | -6.4M | -13.4M | -0.5M | 12.0M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Industrials, ranked by industry match, size, and score similarity. Cross-listings of GHM are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| GHM | Graham Corporation(you) | $1.2B | 38 | HOLD |
| BW | Babcock & Wilcox Enterprises, Inc. | $1.4B | 31 | SELL |
| MFP | Midera Food Processing, Inc. | $2.1B | 40 | HOLD |
| AMSC | American Superconductor Corporation | $1.5B | 48 | HOLD |
| PSIX | Power Solutions International, Inc. | $691M | 44 | HOLD |
| EROC | ERock, Inc. | $3.0B | 27 | SELL |
| TNC | Tennant Company | $1.5B | 64 | HOLD |
| CSW | CSW Industrials, Inc. | $4.7B | 44 | HOLD |
| EPAC | Enerpac Tool Group Corp. | $1.8B | 63 | HOLD |
| JBTM | JBT Marel Corporation | $7.1B | 39 | HOLD |
Peer medians: ROE 10.7% · P/E 30.6x · Gross margin 28.6%