The Motley FoolT3·14mo ago
GHM Graham Corporation
XNYS 68.35 DelayedStock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Expected move IV rank history Fibonacci levels Insider trading
Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.
GHM
$68.35
—
Key stats
$68.35
Pre-market
$66.92
-2.09%
- 52-Week Range
- $52.57 – $125.82
- YTD
- +2.97%
- IV Rank (30D)
- 90.03
- Straddle Price
- $11.10
- P/C Vol Ratio
- 0.92
- Market Cap
- $0.8B
- Open
- $70.30
- Day Range
- $68.20 – $70.64
- Volume
- 221,609
- Prev Close
- $68.65
Fair Value
MODEL: LONG
A blended fair-value estimate combining up to six valuation methods. Each method is weighted by how well it fits the company — DCF down-weights for unprofitable names; DDM only fires for steady dividend payers; comparables down-weight when peer multiples disagree.
- DCF (quality-aware) — projects free cash flow with a horizon that scales to business quality. True compounders (quality 6/6) get 10 years explicit + 10 years fade before terminal; cyclical/struggling names (quality 0-1) get a 5-year terminal cliff. Quality is scored from ROE, gross margin, growth, FCF margin, debt load, and FCF consistency — the same factors that drive market premium for compounders.
- Market-Implied Growth (in Model Inputs) — reverse-DCF that answers "what growth rate is the market pricing in?". Lets you sanity-check the deviation: if implied growth is plausible for the business, the model's bearish flag may be wrong; if implausible, the market may be over-extrapolating.
- DDM (Gordon Growth Dividend Model) — values the stream of future dividends. Only used when trailing yield ≥ 2% and dividend payments are stable — below that the dividend is a token payout and Gordon (which values only the dividend stream) systematically underprices growth names, so those route to DCF + comparables + market anchor instead.
- P/E, EV/EBITDA, P/B, P/S — applies the peer-group median multiple to this company's per-share metric. Peers come from the same set as the "Related symbols" card. Earnings/sales metrics are forward-tilted by the company's recent revenue growth (capped at 25%) so they're comparable to peers' growth-embedded multiples — mimics how analysts use NTM rather than TTM. Per-multiple weights are biased by company quality (e.g. P/B down-weighted for asset-light tech).
- Market Anchor (SMA50) — the 50-day moving average, weighted by recent trading-range stability (tighter Bollinger bands → higher weight). Captures information fundamentals miss (forward consensus, sentiment, supply/demand) — but only when recent trading is steady enough that the market has converged on a view. During wild breakouts or breakdowns the anchor's weight collapses.
- Options Expected (B-L 30d) — the risk-neutral expected stock price at 30-day options expiration, derived from the full implied-volatility surface via Breeden-Litzenberger (second derivative of call price wrt strike → implied PDF, then E[S_T]). Forward-looking, captures all options-implied information (smile, skew, term structure) in one number. Weighted by chain liquidity. SP500-only at present (pre-computed daily). Backtest evidence: adds modest alpha across most bucket × holding combos.
- Blended value — weighted average. Confidence reflects how many methods fired and how tight peer dispersion is.
- Deviation pill — green when blended FV ≥ 10% above current price (undervalued); red when ≥ 10% below; grey otherwise.
| 10-yr Treasury (rf) | 5.15% |
| Beta vs SPY | 1.09 |
| Cost of Equity (CAPM) | 11.15% (VRP-adj) |
| WACC | 11.14% |
| Volatility Risk Premium | +40.5pp (IV − HV30), ERP adj +50bps |
| Effective Tax Rate | 15.2% |
| Rev. Growth (YoY, DCF input) | +8.0% |
| DCF Horizon | 5 years explicit + fade |
| Forward Tilt (NTM/TTM) | ×1.08 (applied to P/E, EV/EBITDA, P/S) |
| Free Cash Flow (TTM) | $-0.0B |
| Return on Equity (TTM) | 6.2% |
| Book / Price | 24.9% |
| Gross Margin (TTM) | 23.3% |
| FCF Margin (TTM) | -2.3% |
| Debt / Equity | 0.00 |
| Quality Score | 1/6 — cyclical/struggling (5y DCF) |
| SMA 50 | $88.18 (Market Anchor value) |
| SMA 20 / Bollinger Mid | $80.90 |
| Bollinger Width / SMA20 | 48.3% (drives anchor stability) |
| Net Debt | $-0.0B |
| Market Cap | $1B |
Peers used for multiples: CAT, CW, EME, FIX, GEV, IESC, PWR, STRL
60-Day Conviction
95%
20-Day Fair Value
≈ by Nov 20, 2026
$69.94
α +2.3%
rank 76%
conviction
94%
40-Day Fair Value
≈ by Dec 21, 2026
$70.50
α +3.1%
rank 74%
conviction
87%
60-Day Fair Value
≈ by Jan 19, 2027
$71.62
α +4.8%
rank 71%
conviction
95%
| Method | Implied Price | Weight | Detail |
|---|---|---|---|
| DCF | n/a | 0% | |
| DDM (Gordon) | n/a | 0% | |
| Peer P/E | $33.37 | 8% | median 30.0× · 8 peers |
| Peer EV/EBITDA | $52.89 | 8% | median 23.0× · 8 peers |
| Peer P/B | $158.30 | 8% | median 9.3× · 8 peers |
| Peer P/S | $100.64 | 8% | median 4.0× · 8 peers |
| Market Anchor (SMA50) | $88.18 | 44% | stability 77% (BB-width) |
| Options Expected (B-L 30d) | $66.45 | 23% | 16 strikes · skew +0.23 |
As of 2026-10-22 · updated
Related
About
- Industry (SIC)
- GENERAL INDUSTRIAL MACHINERY & EQUIPMENT (3560) · industry map
- Exchange
- XNYS
- Market Cap
- $0.8B
- Employees
- 732
- List Date
- 1972-06-01
- CIK
- 0000716314
- Next Earnings
- 2026-11-06 (Pre-Market)
- EPS Forecast
- $0.43 (4 est.)
- Headquarters
- Batavia, NY
- Homepage
- https://www.grahamcorp.com
Graham Corp designs and manufactures mission-critical fluid, power, heat transfer, vacuum, and mixing technologies for the Defense, Energy & Process, and Space industries. In Defense, its equipment is used in nuclear and non-nuclear propulsion, power, fluid transfer, thermal management, and mixing systems. In Energy & Process industries, it supplies equipment for vacuum, heat transfer, mixing, and fluid transfer applications used in oil refining, chemical facilities, fertilizers, ethylene, methanol, energetics, food & beverage, medical, and alternative energy applications such as hydrogen and …
Summary
—
composite
—
No summary data available for this symbol yet.
Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.
Chart
Seasonality
| Month | '21 | '22 | '23 | '24 | '25 | '26 | Avg |
|---|---|---|---|---|---|---|---|
| Jan | 0.41% | -6.02% | -0.51% | 0.99% | 2.90% | 5.33% | 0.52% |
| Feb | 3.09% | -33.80% | 48.04% | 23.00% | -24.89% | 10.84% | 4.38% |
| Mar | -7.17% | -3.14% | -8.02% | 15.06% | -5.48% | -9.41% | -3.03% |
| Apr | -4.66% | -1.22% | -7.34% | -8.93% | 3.39% | 16.31% | -0.41% |
| May | 3.82% | -0.67% | -13.16% | -2.13% | 23.22% | 5.63% | 2.78% |
| Jun | -10.12% | -6.23% | 20.29% | 5.35% | 25.79% | 24.52% | 9.93% |
| Jul | -0.07% | -3.77% | 4.63% | 14.54% | 16.63% | -19.48% | 2.08% |
| Aug | -13.79% | 28.61% | 15.36% | 1.63% | -11.64% | -11.83% | 1.39% |
| Sep | 1.89% | -1.24% | 2.66% | -0.20% | 14.42% | 3.38% | 3.48% |
| Oct | 0.87% | 0.68% | -3.41% | -4.30% | 10.76% | -21.35%* | -2.79% |
| Nov | -1.31% | 8.62% | 18.18% | 58.77% | -7.68% | -- | 15.32% |
| Dec | -0.96% | -2.43% | 0.74% | -0.83% | 16.19% | -- | 2.54% |
| Total | -26.02% | -27.69% | 86.85% | 134.93% | 64.01% | -6.60% | 37.58% |
Technical Indicators
Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.
Trend Indicators
- SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
- EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
- MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
- ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
- +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
- RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
- Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
- Williams %R — inverted scale: <−80 oversold, >−20 overbought.
Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.
Volume & Volatility
- Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
- OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
- Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
- ATR / True Range — average daily $ move; sizing and stop-loss reference.
- HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.
Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →
Trend Indicators
SMA 20: $80.90
SMA 50: $88.18
SMA 200: $91.36
Current: $68.35
EMA 12: $74.80
EMA 26: $80.34
MACD: -5.5459 | Signal: -1.3803
BEARISH
ADX (14): 33.86
TREND
+DI: 10.25
−DI: 37.74
Momentum Oscillators
RSI (14): 23.99
OVERSOLD
Stoch %K: 8.63
Stoch %D: 7.98
Williams %R: -91.41
Volume & Volatility
BB Upper: $96.71
BB Lower: $65.08
NEUTRAL
OBV: -985,006
Vol SMA 20: 250,609
Vol ROC: -18.08%
ATR: $4.00
True Range: $2.44
HV 20: 39.7%
HV 30: 39.7%
HV 60: 55.1%
Data Summary
Data Points: 500
Last Updated:
Date Range: 2024-10-23T00:00:00 – 2026-10-21T00:00:00
AI Analysis
LLM Stock Analysis Report
Executive Summary
Overall Assessment: BEARISH (confidence level: 6/10)
Key Drivers:
- Technical indicators suggest a bearish trend, with the MACD histogram indicating a potential sell signal
- Volatility is high, with beta at 2.06, indicating more risk than the broader market
- Recent news headlines are neutral, but lack of positive catalysts may be weighing on the stock
Primary Risks:
- High volatility and beta make the stock more susceptible to large price swings
- Lack of positive earnings or revenue surprises may lead to further declines
Investment Thesis: GHM is a high-risk, high-reward investment opportunity. The technical indicators suggest a bearish trend, but the options market pricing indicates potential for a $14.15 move by expiration. Investors should consider hedging strategies and risk management techniques to mitigate potential losses.
Recent News Sentiment Impact: The recent news headlines are mostly neutral, with no significant positive or negative catalysts. However, the lack of earnings or revenue surprises may be weighing on the stock.
Technical Analysis
Trend Direction:
- Short-term: BEARISH
- Medium-term: BEARISH
- Long-term: NEUTRAL
Support/Resistance Levels:
- Upper: $116.50 (Bollinger Bands)
- Middle: $104.27 (SMA 20)
- Lower: $92.04 (Bollinger Bands)
Momentum Signals:
- RSI: 58.90 (neutral)
- MACD: -0.54 (bearish)
- Bollinger Bands: neutral
Volume Analysis:
- Volume SMA 20: 224870.60
- On-Balance Volume (OBV): 1598908.22
- Volume Rate of Change: -43.87%
News & Sentiment Analysis
Recent Headlines Summary: The recent news headlines are mostly neutral, with no significant positive or negative catalysts.
Sentiment Assessment: The sentiment is NEUTRAL, with no strong positive or negative bias.
Catalyst Identification: No significant earnings or revenue surprises in the near term.
Market Narrative: The market narrative suggests a lack of clear direction, with no significant news driving the stock price.
Risk & Volatility Assessment
Risk Metrics:
- Beta: 2.06 (high risk)
- Alpha: 0.53
- Correlation: 0.50
- Stock Volatility: 0.53
Options Market Signals: IV Rank: 20.2% (Low) - shows if volatility is historically high/low Current IV: 70.0% Expected Move: $14.15 (35 DTE), 7-DTE: $6.12 Volume Flow: 53 calls vs 48 puts Open Interest: 57 calls vs 51 puts Put/Call Volume Ratio: 0.91 (Neutral sentiment) Put/Call OI Ratio: 0.90
Market Context & Positioning
Sector Performance: The Industrials sector is performing relatively well, with GHM underperforming.
Institutional Activity: Volume patterns suggest institutional interest, but no strong buying or selling pressure.
Correlation Analysis: GHM has a moderate correlation with the broader market (R-squared interpretation).
Relative Valuation: GHM is trading near its historical average, with no significant deviations from the mean.
Key Levels & Action Items
Critical Price Levels:
- Support: $104.27 (SMA 20)
- Resistance: $116.50 (Bollinger Bands)
Breakout/Breakdown Levels:
- Breakout level: $120.00
- Breakdown level: $90.00
Time-Sensitive Catalysts: No significant earnings or revenue surprises in the near term.
Risk Management: Stop-loss levels should be set at $102.00, with position sizing considerations to mitigate potential losses.
Note: The analysis is based on the provided data and may not reflect the complete picture of the stock's performance. It is recommended that investors conduct their own research and consider multiple factors before making an investment decision.
Generated
News
All GHM news →
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Showing 1–10 of 50
Page 1 of 5
Earnings History
14 of 19 under expected move
Avg Expected Move
12.83%
Avg Actual Move
8.76%
| Earnings Date | Timing | Expected Move | Actual Move | Ratio | Outcome |
|---|---|---|---|---|---|
| 2021-01-28 | Pre-Market | 10.14% | 5.78% | 0.57x | Within |
| 2021-08-10 | Pre-Market | 8.79% | 4.69% | 0.53x | Within |
| 2022-02-08 | Pre-Market | 28.04% | 24.38% | 0.87x | Within |
| 2022-06-09 | Pre-Market | 3.53% | 6.12% | 1.73x | Exceeded |
| 2023-02-06 | Pre-Market | 16.56% | 6.99% | 0.42x | Within |
| 2023-06-08 | Pre-Market | 15.47% | 11.11% | 0.72x | Within |
| 2023-08-07 | Pre-Market | 11.68% | 13.48% | 1.15x | Exceeded |
| 2023-11-06 | Pre-Market | 10.77% | 2.41% | 0.22x | Within |
| 2024-02-05 | Pre-Market | 10.26% | 11.02% | 1.07x | Exceeded |
| 2024-06-07 | After-Close | 10.31% | 6.11% | 0.59x | Within |
| 2024-08-07 | Pre-Market | 7.41% | 4.07% | 0.55x | Within |
| 2024-11-08 | After-Close | 11.97% | 4.99% | 0.42x | Within |
| 2025-02-07 | Pre-Market | 13.11% | 16.05% | 1.22x | Exceeded |
| 2025-06-09 | Pre-Market | 16.19% | 6.33% | 0.39x | Within |
| 2025-08-05 | Pre-Market | 12.80% | 18.21% | 1.42x | Exceeded |
| 2025-11-07 | Pre-Market | 14.56% | 0.35% | 0.02x | Within |
| 2026-02-06 | Pre-Market | 14.58% | 12.87% | 0.88x | Within |
| 2026-06-08 | Pre-Market | 13.82% | 10.98% | 0.79x | Within |
| 2026-08-06 | Pre-Market | 13.83% | 0.47% | 0.03x | Within |
Earnings calendar: this week’s reports with expected vs actual moves →
GHM Options Activity & IV Rank
GHM IV rank history, 52-week IV rank and IV percentile →
Volatility Metrics
Current IV: 69.2%
7-DTE IV: —
Expected Move: $11.10
7-DTE Move: $11.10
Days to Exp: 30 (2026-11-20)
Options Flow
Call Volume: 13
Put Volume: 12
P/C Volume: 0.923
NEUTRAL
Call OI: 18
Put OI: 21
P/C OI: 1.167
Total OI: 39
ATM Options Pricing
ATM Call: $5.25
ATM Put: $5.85
Call %: 7.7%
Put %: 8.6%
Chain Summary
Chain Volume: 343
Chain OI: 763
Last Updated: 10/21/2026
Spread Scanner GPU
Each spread is ranked by a composite score built in three stages. Full documentation →
Stage 1 — Base Score (GPU scanner)
score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.
Stage 2 — Skew Adjustment (±25% cap)
RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.
Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
- RSI <40 bullish / >60 bearish
- MACD crossover + histogram trend
- Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
- Stochastic %K <20 / >80
- Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
- Blended ATR + straddle expected-move penalty
- Bollinger Band signal (+ counter-trend penalty)
- BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
- IV rank ≥ 75 → strong boost for credit spreads
- IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
- Min open interest across all legs
- OI < 100 → −0.10 · OI < 500 → −0.05
score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →
Enter a ticker to scan for optimal spread opportunities.
Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.
Dealer Positioning
HIGH γ vs HISTORY
Estimated net dealer gamma is at the 90th percentile of this name's own daily history, near the high end of its range. This describes current positioning; it is not a forecast or a trading signal.
Gamma percentile
90%
vs own history
GEX tilt
+0.95
OI-weighted, today
Vanna tilt
+1.00
δ-sensitivity to IV
Charm tilt
-1.00
δ-decay vs time
Vanna tilt +1.00: the estimated dealer exposure leans positive, so the modeled hedge would shift noticeably if implied volatility changed.
Charm tilt -1.00: the estimated dealer exposure leans negative, so the modeled hedge would shift noticeably as time passes and options approach expiry.
? What is this?
· 3 ATM contracts, 0k total OI
Net dealer gamma is an estimate of the aggregate gamma held by options market makers across this name's option chain, weighted by open interest. Dealer positions aren't public, so it uses a standard simplifying assumption: dealers are treated as long the calls and short the puts that are open. Actual dealer books can differ.
Gamma percentile ranks today's estimate against this name's own daily history, from 0% (the lowest reading on record) to 100% (the highest). Raw gamma scales with how much open interest a chain carries, so it isn't comparable across names; the percentile is. The badge marks the bottom 20% as low and the top 20% as high.
Tilts run from −1 to +1 and show how lopsided the estimated dealer exposure is. GEX tilt compares call gamma with put gamma. Vanna tilt describes how the hedge would shift if implied volatility changed, and charm tilt how it would shift with the passage of time.
This card describes estimated positioning and where it sits historically. It is not a forecast of price direction or volatility and not a trading signal. Market-wide view: Dealer positioning screener.
Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Wing vs ATM
IV(put wing) − IV(ATM), in vol pointsHow much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.
- Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
- Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
- Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
- Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each sideWhich side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.
- Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
- Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
- Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
- Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together
Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:
- High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
- Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
- Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d
—
—
pts
EXTREME
as of Oct 21 · No data
30 DTE / 10d
—
—
pts
EXTREME
as of Oct 21 · ATM 69.2% / Wing —
Extreme reading.
Historically these have been contrarian — on the small set of observed earnings-day cases, large negative wing-vs-ATM gaps (calls pricing much richer than puts at the same delta) preceded sharp drops in the underlying within 1-12 days. Not financial advice and the dataset is small.
Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.
Volatility Surface
Enter a ticker to render the implied volatility surface.
Volatility Smile
Enter a ticker to render the implied volatility smile.
IV Rank (7 DTE)
IV Rank (30 DTE)90.0HighOct 21
Straddle Price (30 DTE)$11.10Oct 21
Beta Analysis
Risk Metrics
Beta: 2.0353
Alpha: -3.62%
Correlation: 0.4791
R-Squared: 23.0%
Stock Volatility: 53.9%
Market Volatility: 12.7%
Analysis Details
Benchmark: SPY
Data Points: 251
Period: 252 trading days
Data Points: 251
Period: 252 trading days
Interpretation:
High volatility - stock moves more than market
High volatility - stock moves more than market
Beta & Alpha Over Time
Notable investors who own GHM
3 of 37 tracked investors
| Investor | Value | Share of their portfolio | Rank | Q/Q shares | Source |
|---|---|---|---|---|---|
| Renaissance Technologies Hedge fund Jim Simons | $25.7M | #590 of 3138 | -16.0% | 13F | |
| Citadel Hedge fund Ken Griffin | $3.2M | #2484 of 6285 | new | 13F | |
| Rockefeller Capital Management Family office Rockefeller family | $497K | #2091 of 4729 | 0.0% | 13F |
Hedge funds, activists, holding companies and family offices we track, from their latest 13F (quarter-end value) and Form 4 filings in the last 3 years. Family offices · all institutions
GHM Institutional Ownership (13F)
Latest filings — 2026-09-30
? 13F Guide
Diluted shares outstanding: 11,285,000 (as of 2026-06-30)
Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.
- Shares — long equity positions in this name, aggregated across share classes.
- Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
- % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
- Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.
Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.
3 filers$7.25M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | PEAK6 LLC | $4.95M | 68.26% | 2026-06-30 |
| 2 | Susquehanna International Group, LLP Custodian | $1.84M | 25.43% | 2026-06-30 |
| 3 | Jane Street Group, LLC Custodian | $458.02K | 6.31% | 2026-06-30 |
3 filers$1.14M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Citadel Advisors LLC Custodian | $532.30K | 46.74% | 2026-06-30 |
| 2 | Susquehanna International Group, LLP Custodian | $309.48K | 27.17% | 2026-06-30 |
| 3 | Jane Street Group, LLC Custodian | $297.10K | 26.09% | 2026-06-30 |
GHM Insider Trading (Form 4)
Latest: 2026-09-21Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
| Filed | Reporter | Role | Action | Shares | Avg Price | Net $ | Link |
|---|---|---|---|---|---|---|---|
| 2026-09-21 | Mauro Gregorio | Director | Gift (G) | −936 | — | EDGAR | |
| 2026-09-21 | Mauro Gregorio | Director | Buy (P) | +1,200 | $49.01 | $58.8K | EDGAR |
| 2026-09-03 | Mauro Gregorio | Director | Exer (M) | +936 | — | EDGAR | |
| 2026-08-11 | Richard Alan Scholes | Chief Growth & Enblmnt Officer | Grant (A) | +5,241 RSU | — | EDGAR | |
| 2026-06-10 | Daniel J. Thoren | Executive Chairman | Mixed | +14,006 | $95.34 | -$771.8K | EDGAR |
| 2026-06-10 | Matthew Malone | President and CEO | Mixed | +6,142 | $95.34 | -$236.2K | EDGAR |
| 2026-06-10 | Christopher J. Thome | VP-Finance; CFO | Mixed | +5,426 | $95.34 | -$304.4K | EDGAR |
| 2026-06-08 | Daniel J. Thoren | Executive Chairman | Mixed | +3,950 | $107.96 | -$172.0K | EDGAR |
| 2026-06-08 | Matthew Malone | President and CEO | Mixed | +920 | $107.96 | -$40.1K | EDGAR |
| 2026-06-08 | Christopher J. Thome | VP-Finance; CFO | Mixed | +1,035 | $107.96 | -$65.6K | EDGAR |
| 2026-06-03 | James J Barber | Director | Exer (M) | +1,956 | — | EDGAR | |
| 2026-06-03 | Matthew Lee Gross | VP & GM of Flacktek | Award (A) | — | — | EDGAR | |
| 2026-06-03 | Michael E. Dixon | VP & GM of Barber-Nichols | Mixed | +527 | $106.11 | -$24.9K | EDGAR |
| 2026-06-03 | Lisa M. Schnorr | Director | Exer (M) | +1,956 | — | EDGAR | |
| 2026-06-03 | Jonathan W Painter | Director | Exer (M) | +1,956 | — | EDGAR |
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.
GHM Insider Holdings
12 insiders · @ $68.35
Officers, directors, and 10%+ owners who have filed a Form 4 in the past two years, ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
| # | Insider | Role | Shares | Disclosed Exposure | Lifetime OM Net | Filings | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | Daniel J. Thoren | Executive Chairman | 383,040 | $26.18M | $193.5K | 22 | 2026-06-10 |
| 2 | Alan E Smith | VP & General Manager - Batavia | 70,253 | $4.80M | -$230.2K | 48 | 2025-06-11 |
| 3 | Matthew Malone | President and CEO | 63,629 | $4.35M | $0 | 18 | 2026-06-10 |
| 4 | James J Barber | Director | 55,791 | $3.81M | $327.5K | 22 | 2026-06-03 |
| 5 | Christopher J. Thome | VP-Finance; CFO | 39,181 | $2.68M | $0 | 15 | 2026-06-10 |
| 6 | Lisa M. Schnorr | Director | 37,867 | $2.59M | $55.5K | 17 | 2026-06-03 |
| 7 | Jonathan W Painter | Director | 34,556 | $2.36M | $22.7K | 16 | 2026-06-03 |
| 8 | Cari L Jaroslawsky | Director | 18,623 | $1.27M | $0 | 8 | 2026-06-03 |
| 9 | Troy A. Stoner | Director | 18,623 | $1.27M | $0 | 8 | 2026-06-03 |
| 10 | Matthew Lee Gross | VP & GM of Flacktek | 15,203 | $1.04M | $0 | 1 | 2026-06-03 |
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.
GHM Board & Officers
As of SEC filings through Sep 21, 2026Directors 6
- James J Barber · since Jul 28, 2011
- Jonathan W Painter · since Jul 31, 2014
- Lisa M. Schnorr · since Jul 31, 2014
- Cari L Jaroslawsky · since Mar 23, 2022
- Mauro Gregorio · since Sep 1, 2025
- Matthew Malone · listed since May 2026
Officers 5
- Christopher J. Thome · VP-Finance; CFO · since Apr 4, 2022
- Richard Alan Scholes · Chief Growth & Enblmnt Officer · since Aug 10, 2026
- Michael E. Dixon · VP & GM of Barber-Nichols · since Jun 10, 2025
- Matthew Lee Gross · VP & GM of Flacktek · since Feb 3, 2026
- William H. Zmyndak · VP & GM Graham Manufacturing · since Apr 1, 2026
Changes in the last 10 years (31)
| Aug 10, 2026 | Richard Alan Scholes became Chief Growth & Enblmnt Officer |
| Jun 15, 2026 | The company announced the departure of Daniel J. Thoren from the board in an SEC filing |
| Jun 15, 2026 | The company announced the departure of Daniel J. Thoren as Executive Chairman in an SEC filing |
| Jun 1, 2026 | The company announced the departure of Alan E Smith as VP & General Manager - Batavia in an SEC filing |
| May 18, 2026 | Matthew Malone first listed as a director in an SEC filing |
| Apr 1, 2026 | William H. Zmyndak became VP & GM Graham Manufacturing |
| Feb 16, 2026 | The company announced the departure of Matthew Malone as President and CEO in an SEC filing |
| Feb 3, 2026 | Matthew Lee Gross became VP & GM of Flacktek |
| Sep 1, 2025 | Mauro Gregorio became a director |
| Jun 11, 2025 | Matthew Malone listed as President and CEO (previously President and COO) in SEC filings |
| Jun 11, 2025 | Daniel J. Thoren listed as Executive Chairman (previously Chief Executive Officer) in SEC filings |
| Jun 10, 2025 | Michael E. Dixon became VP & GM of Barber-Nichols |
| May 20, 2025 | Matthew Malone listed as President and COO (previously VP & GM of Barber-Nichols) in SEC filings |
| May 20, 2025 | Daniel J. Thoren listed as Chief Executive Officer (previously President and CEO) in SEC filings |
| Jul 27, 2022 | The company announced the departure of Jennifer R Condame as CAO and Controller in an SEC filing |
| May 24, 2022 | Daniel J. Thoren first listed as a director in an SEC filing |
| Apr 26, 2022 | Jeffrey Glajch reported in an SEC filing no longer being VP-Finance; CFO |
| Apr 26, 2022 | James R Lines reported in an SEC filing no longer being a director |
| Apr 26, 2022 | James R Lines reported in an SEC filing no longer being President and CEO |
| Apr 4, 2022 | Christopher J. Thome became VP-Finance; CFO |
| Mar 24, 2022 | The company announced the departure of James J Malvaso from the board in an SEC filing |
| Mar 23, 2022 | Troy A. Stoner became a director |
| Mar 23, 2022 | The company announced the departure of Troy A. Stoner from the board in an SEC filing |
| Mar 23, 2022 | Cari L Jaroslawsky became a director |
| Sep 2, 2021 | Daniel J. Thoren listed as President and CEO (previously President and COO) in SEC filings |
| Jun 1, 2021 | Matthew Malone became VP & GM of Barber-Nichols |
| Jun 1, 2021 | Daniel J. Thoren became President and COO |
| Jun 1, 2018 | Jeffrey Glajch no longer listed as a 10% owner in SEC filings |
| May 30, 2018 | John N Rice became Vice President of Sales |
| May 29, 2018 | Jeffrey Glajch first listed as a 10% owner in an SEC filing |
| Mar 7, 2017 | Alan E Smith listed as VP & General Manager - Batavia (previously VP of Operations) in SEC filings |
Not reported recently (3)
- Alan Fortier · Last reported as a director in an SEC filing dated Jun 6, 2024
- Gerard T Mazurkiewicz · Last reported as a director in an SEC filing dated Jun 2, 2021
- John N Rice · Last reported as Vice President of Sales in an SEC filing dated Aug 26, 2019
Compiled from SEC filings by the company and its directors and officers. Dates are as stated in those filings. Where no filing says when someone left, we show the last filing that listed them.
GHM Proposed Insider Sales (Form 144)
Latest: 2026-08-14
? Form 144 Guide
Last 30d:
0 filings
· Last 90d:
1 filing
· $5.6M notice value
· 1 unique filer
What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.
How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.
10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.
"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. An amended notice (Form 144/A) replaces the original it amends, and cancelled notices are dropped, so neither is double-counted above. A filed value that is clearly inconsistent with the share count at the stock's price (a filer typo) shows as a dash and is left out of the totals.
Source & freshness: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.
Top 90-day filers:
Thoren Daniel J. (1, $5.6M)
| Filed | Filer | Role | Shares | Notice Value | Planned Sale | Broker | Plan | Link |
|---|---|---|---|---|---|---|---|---|
| 2026-08-14 144/A | Thoren Daniel J. | Officer, Director | 50,000 | $5.59M | 2026-08-13 | Charles Schwab Corp | — | EDGAR |
| 2026-07-06 | Thoren Daniel J. | Officer, Former Executive Chairman | 28,950 | $3.13M | 2026-06-22 | Georgeson Securities Corp | — | EDGAR |
| 2026-06-23 | Thoren Daniel J. | Affiliate | 50,000 | $5.42M | 2026-06-23 | Charles Schwab Corp. | — | EDGAR |
Notice value is the aggregate market value the filer states they intend to sell — not a confirmed transaction. Compare to Insider Activity (Form 4) to see which planned sales actually executed. Market-wide feed: Planned sales (Form 144).
ETF Holders
49 ETFs hold GHM
25 shown · $125.62M total exposure · 0.02% AUM-weighted avg weight
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|---|---|---|---|---|---|
| 1 | VTI Vanguard Morningstar Total Stock Market ETF | Vanguard | 0.00% | $30.4M | — | 2026-09-30 |
| 2 | IWM iShares Russell 2000 ETF | iShares (BlackRock) | 0.03% | $19.5M | $75.1B | 2026-10-20 |
| 3 | VXF Vanguard Extended Market ETF | Vanguard | 0.01% | $10.8M | — | 2026-09-30 |
| 4 | NUKZ Range Nuclear Renaissance Index ETF | Nport | 1.18% | $10.5M | — | 2026-05-31 |
| 5 | IWO iShares Russell 2000 Growth ETF | iShares (BlackRock) | 0.05% | $7.2M | $13.6B | 2026-10-20 |
| 6 | PRN Invesco Dorsey Wright Industrials Momentum ETF | Nport | 1.64% | $7.0M | — | 2026-07-31 |
| 7 | DFAS Dimensional US Small Cap ETF | Dimensional | 0.02% | $5.8M | — | 2026-10-20 |
| 8 | VTWO Vanguard Russell 2000 ETF | Vanguard | 0.03% | $5.7M | — | 2026-09-30 |
| 9 | SCHA Schwab U.S. Small-Cap ETF | Nport | 0.02% | $5.0M | — | 2026-05-31 |
| 10 | DWAS Invesco Dorsey Wright SmallCap Momentum ETF | Nport | 1.09% | $4.6M | — | 2026-05-31 |
| 11 | DFAC Dimensional US Core Equity 2 ETF | Dimensional | 0.00% | $2.8M | — | 2026-10-20 |
| 12 | DFMC Dimensional US Micro Cap ETF | Dimensional | 0.04% | $2.7M | — | 2026-10-20 |
| 13 | IWC iShares Micro-Cap ETF | iShares (BlackRock) | 0.19% | $2.4M | $1.2B | 2026-10-20 |
| 14 | PSC Principal U.S. Small-Cap ETF | Nport | 0.09% | $2.1M | — | 2026-06-30 |
| 15 | AVSC Avantis U.S. Small Cap Equity ETF | Avantis | 0.06% | $1.7M | $3.1B | 2026-10-20 |
| 16 | VIS Vanguard Industrials ETF | Vanguard | 0.01% | $1.2M | — | 2026-09-30 |
| 17 | VTWG Vanguard Russell 2000 Growth ETF | Vanguard | 0.06% | $1.1M | — | 2026-09-30 |
| 18 | ITOT iShares Core S&P Total U.S. Stock Market ETF | iShares (BlackRock) | 0.00% | $1.0M | $97.4B | 2026-10-20 |
| 19 | DCOR Dimensional US Core Equity 1 ETF | Dimensional | 0.00% | $874,258 | — | 2026-10-20 |
| 20 | VFMO Vanguard U.S. Momentum Factor ETF | Vanguard | 0.04% | $688,354 | — | 2026-10-20 |
| 21 | GSSC Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF | Goldman | 0.06% | $660,001 | $1.0B | 2026-10-20 |
| 22 | SCHB Schwab U.S. Broad Market ETF | Nport | 0.00% | $625,174 | — | 2026-05-31 |
| 23 | AIMS Acuitas Small Cap Active ETF | Nport | 0.55% | $506,920 | — | 2026-06-30 |
| 24 | DUSG Dimensional US Small Cap Growth ETF | Dimensional | 0.02% | $436,339 | — | 2026-10-20 |
| 25 | EES WisdomTree U.S. SmallCap Fund | Nport | 0.06% | $405,412 | — | 2026-06-30 |
Fundamentals
Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.
Metrics
- Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
- Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
- Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
- Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
- Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
- YoY growth — compare to the same quarter a year earlier to remove seasonality.
- Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
- Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.
TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.
Trailing P/E
—
TTM Diluted EPS
$1.03
TTM Revenue
$261.15M
TTM Net Income
$11.82M
TTM Op. Cash Flow
$5.54M
Quarterly figures (12 quarters)
| Quarter | Period End | Revenue | Net Income | Diluted EPS | Op. Cash Flow |
|---|---|---|---|---|---|
| Q1 '27 | 2026-06-30 | $71.34M | $3.91M | $0.33 | $-12.65M |
| Q4 '26 | 2026-03-31 | $67.08M | $1.97M | $0.17 | $-151.00K |
| Q3 '26 | 2025-12-31 | $56.70M | $2.85M | $0.25 | $4.76M |
| Q2 '26 | 2025-09-30 | $66.03M | $3.09M | $0.28 | $13.58M |
| Q1 '26 | 2025-06-30 | $55.49M | $4.59M | $0.42 | $-2.26M |
| Q4 '25 | 2025-03-31 | $59.34M | $4.39M | $0.40 | $-3.56M |
| Q3 '25 | 2024-12-31 | $47.04M | $1.59M | $0.14 | $5.22M |
| Q2 '25 | 2024-09-30 | $53.56M | $3.28M | $0.30 | $13.93M |
| Q1 '25 | 2024-06-30 | $49.95M | $2.97M | $0.27 | $8.72M |
| Q4 '24 | 2024-03-31 | $49.07M | $1.34M | $0.12 | $8.64M |
| Q3 '24 | 2023-12-31 | $43.82M | $165.00K | $0.02 | $7.58M |
| Q2 '24 | 2023-09-30 | $45.08M | $411.00K | $0.04 | $3.29M |
Q1 2027 • period ending 2026-06-30 • filed 2026-08-06
Valuation
Ratios derived from TTM financials and the current market price, sampled daily. History chart shows how expensive the stock is today relative to its own recent past.
Price Multiples
- P/E — price / TTM earnings. Rough market rule: 10–15 value, 15–25 market, >30 growth/premium. Negative when earnings are negative.
- P/B — price / book value. Useful for financials and asset-heavy names; meaningless for asset-light software.
- P/S — price / TTM revenue. Useful when earnings are negative or noisy (early-stage growth).
- EV/EBITDA — capital-structure-neutral. <10 cheap, 10–15 reasonable, >20 rich. Good for comparing across leverage profiles.
- EV/Sales — like P/S but accounts for debt + cash. Compare within sector.
Profitability & Yields
- ROE — return on equity. >15% strong, >25% exceptional. Caution: high leverage inflates ROE.
- ROA — return on assets. Leverage-neutral; >5% solid, >10% exceptional.
- Div Yield — annual dividend / price. Compare to 10Y Treasury; sustained yield >6% often signals distress.
- FCF Yield — free cash flow / market cap. >5% is attractive; negative means burning cash.
Balance Sheet
- Debt/Equity — leverage. <1 conservative, >2 aggressive. Sector-dependent (utilities naturally high, tech low).
- Current Ratio — short-term liquidity. >1.5 comfortable, <1 raises short-term solvency flags.
Reading the history chart
- Compare current level to the 3-year band: near the high end = relatively expensive; near the low = relatively cheap.
- Multiples expanding while earnings are flat = sentiment-driven rally.
- Multiples compressing while earnings grow = value coming from fundamentals.
P/E
66.36
P/B
4.01
P/S
2.95
EV/EBITDA
32.51
EV/Sales
2.85
ROE
6.1%
ROA
3.2%
Div Yield
0.00%
FCF Yield
0.72%
Debt/Equity
0.00
Current Ratio
—
Market Cap
$771.33M
as of 2026-10-21
Short Interest & Float
Regulatory short-interest reports publish on a bi-weekly settlement cadence; short-volume is reported daily by the trade-reporting facilities. Float is derived from insider-ownership filings.
Metric definitions
- Short Interest — total shares currently sold short as of the settlement date. Lags real time by ~8 business days.
- SI % of Float — short interest / free float. The key crowding metric.
- Days to Cover — short interest / avg daily volume. How many full trading days it would take shorts to buy back. High DTC + catalyst = squeeze fuel.
- Short Vol Ratio — today's short-sale volume / total volume. Intraday selling pressure proxy (not the same as short interest).
- Free Float — shares available for public trading (total shares minus insider / restricted).
- Float % — free float / shares outstanding. <50% = tightly held, more prone to squeezes.
How to read the signals
- SI % of Float < 5% — typical, no particular signal.
- 5–15% — elevated; watch for catalysts (earnings, guidance, macro).
- 15–30% — heavily shorted; tight-float names in this range have produced notable squeezes historically.
- >30% — extreme; borrow is likely expensive and squeeze risk is material.
- Days to Cover > 5 combined with high SI% amplifies squeeze potential.
History chart
- Trend matters more than level. Rapidly rising short interest often precedes negative catalysts or heavy hedging.
- A sudden drop in SI after a rally may indicate a squeeze in progress.
Short interest is reported mid-month and end-of-month; short volume is daily.
Short Interest
953.01K
SI % of Float
8.73%
Days to Cover
5.31
Short Vol Ratio
45.1%
Free Float
10.92M
Float %
93.6%
Short interest 2026-09-30 • Short volume 2026-10-21 • Float 2026-05-15