This small cap is flying under the radar as a supplier to SpaceX and the new space economy

▤ Summary

Graham Corporation is drawing attention after SpaceX’s IPO and renewed investor interest in the space economy. The company supplies fluid, power, heat transfer, and vacuum equipment for defense, energy, and space customers. Management used its investor day to present new three-year guidance through 2029 and highlight growth opportunities, margin expansion, and capacity investments. Analysts responded by raising price targets and pointing to demand from space and defense end markets. The article also notes Graham’s earlier acquisition of Barber-Nichols and recent orders from space customers including SpaceX.

▦ Linked Companies