Graham: Impressive, If Only Margins Join The Momentum As Well (GHM)

Core Insights - Graham Corporation (GHM) is recognized as an impressive transition and growth story, particularly in its shift towards supplying defense applications and providing mission-critical solutions, supported by accelerating order intake [1]. Company Overview - Graham Corporation has transitioned into a supplier for various defense applications, indicating a strategic pivot that aligns with current market demands [1]. - The company has experienced a notable increase in order intake, suggesting strong demand for its products and services in the defense sector [1]. Investment Opportunities - The premium service "Value in Corporate Events" offers insights into major corporate events such as earnings reports, M&A, and IPOs, providing actionable investment ideas [2]. - The service aims to identify the best opportunities by covering approximately 10 major events each month, focusing on catalytic company events [2].