Graham Corporation (GHM) reported first-quarter fiscal 2027 net sales of $71.3 million, up 29% from $55.5 million a year earlier. Net income was $3.9 million, down 15% from $4.6 million, while diluted earnings per share were $0.33 compared with $0.42 in the prior-year quarter.
The company reported orders of $95.9 million, a book-to-bill ratio of 1.3x and record backlog of $557.2 million. Graham also said it had $27.0 million in cash and no outstanding debt as of June 30, 2026, after a $50.0 million stock issuance and repayment of $13.0 million of debt during the quarter.
- First-quarter fiscal 2027 net sales were $71.3 million, up 29% year over year.
- Net income was $3.9 million, compared with $4.6 million in the prior-year period.
- Diluted EPS was $0.33, compared with $0.42 a year earlier.
- Gross profit rose 21% to $17.8 million, with gross margin of 25.0%.
- Orders were $95.9 million and backlog reached a record $557.2 million.
- Graham reaffirmed its full-year fiscal 2027 guidance, including net sales of $285 million to $295 million.
$GHM Hedge Fund Activity
We have seen 93 institutional investors add shares of $GHM stock to their portfolio, and 75 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- CAPTRUST FINANCIAL ADVISORS added 153,699 shares (+inf%) to their portfolio in Q1 2026, for an estimated $12,129,925
- PORTOLAN CAPITAL MANAGEMENT, LLC added 103,556 shares (+inf%) to their portfolio in Q1 2026, for an estimated $8,172,639
- BRANDES INVESTMENT PARTNERS, LP removed 76,052 shares (-6.1%) from their portfolio in Q1 2026, for an estimated $6,002,023
- AMERICAN CENTURY COMPANIES INC removed 51,700 shares (-28.2%) from their portfolio in Q1 2026, for an estimated $4,080,164
- CENTERBOOK PARTNERS LP added 44,876 shares (+inf%) to their portfolio in Q1 2026, for an estimated $3,541,613
- UBS GROUP AG added 44,544 shares (+83.8%) to their portfolio in Q1 2026, for an estimated $3,515,412
- DIAMOND HILL CAPITAL MANAGEMENT INC removed 40,522 shares (-27.1%) from their portfolio in Q1 2026, for an estimated $3,197,996
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
