Graham (GHM) Invested Capital (2021 - 2026)
Graham's Invested Capital was $192.2 million in fiscal Q1 2027 (quarter ended Jun 30, 2026), up 25.4% from the prior quarter.
Analysis
Graham (GHM) Invested Capital (2021 - 2026) Analysis & Trends
For FY2026 (ended Mar 31, 2026), Invested Capital at Graham came in at $153.32 million, up 28.2% from FY2025.
- Invested Capital shows a five-year compound annual growth rate of 9.4% (FY2021 to FY2026).
- In earlier fiscal years, Invested Capital was $119.58 million in FY2025 (+13.3%), $105.57 million in FY2024 (-2.9%), $108.68 million in FY2023 (-5.4%) and $114.87 million in FY2022 (+17.3%).
- The fiscal Q1 2027 figure marks the highest quarterly Invested Capital in data going back to fiscal Q4 2021.
- The best year-over-year quarter for Invested Capital over five years was fiscal Q4 2026 (growth of 28.2%); the worst was fiscal Q3 2023 (a decline of 11.3%).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | Caterpillar | 372.79 Bn | 344.49 Bn | 7.76 Bn | 64.54 Bn |
| 2 | Amphenol | 207.98 Bn | 202.68 Bn | 3.55 Bn | 34.42 Bn |
| 3 | Deere | 181.02 Bn | 189.78 Bn | 4.66 Bn | 51.21 Bn |
| 4 | Eaton | 166.86 Bn | 164.09 Bn | 2.86 Bn | 40.91 Bn |
| 5 | Parker-Hannifin | 120.45 Bn | 118.58 Bn | 2.25 Bn | 23.93 Bn |
| 6 | Vertiv Holdings | 92.94 Bn | 83.56 Bn | 1.23 Bn | 7.70 Bn |
| 7 | Emerson Electric | 86.56 Bn | 79.32 Bn | 2.66 Bn | 33.51 Bn |
| 8 | 3M | 84.72 Bn | 66.18 Bn | 2.68 Bn | 15.56 Bn |
| 9 | Illinois Tool Works | 73.32 Bn | 69.88 Bn | 1.90 Bn | 12.59 Bn |
| 10 | Graham | 1.01 Bn | 934.15 Mn | 17.80 Mn | 192.20 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 192.20 Mn |
| Mar 31, 2026 | 153.32 Mn |
| Mar 31, 2025 | 119.58 Mn |
| Mar 31, 2024 | 105.57 Mn |
| Dec 31, 2023 | 106.76 Mn |
| Sep 30, 2023 | 111.66 Mn |
| Jun 30, 2023 | 111.02 Mn |
| Mar 31, 2023 | 108.68 Mn |
| Dec 31, 2022 | 112.08 Mn |
| Sep 30, 2022 | 116.09 Mn |
| Jun 30, 2022 | 114.12 Mn |
| Mar 31, 2022 | 114.87 Mn |
| Dec 31, 2021 | 126.29 Mn |
| Sep 30, 2021 | 125.35 Mn |
| Jun 30, 2021 | 125.70 Mn |
| Mar 31, 2021 | 97.95 Mn |
API Access
Graham Invested Capital API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=invested-capital&ticker=GHM&period=max&api_key=YOUR_API_KEY
import requests
url = "https://data.businessquant.com/historic"
params = {"slug": "invested-capital", "ticker": "GHM", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()
const res = await fetch("https://data.businessquant.com/historic?slug=invested-capital&ticker=GHM&period=max&api_key=YOUR_API_KEY");
const data = await res.json();