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Inferra AI / Company / GHM

Graham Corp

GHM · Industrials

Last earnings Aug 6, 2026

Key results

Revenuefull-year

11%

Revenue increased 11% to $55.5 million, reflecting the strength of the Company s product portfolio and diversified revenue base Gross profit increased 19% to $14.7 million

SEC original ↗Graham Corp — Earnings release (8-K exhibit)EX-99Aug 5, 2025

Net incomefull-year

55%

Net income increased 55% to $4.6 million

SEC original ↗Graham Corp — Earnings release (8-K exhibit)EX-99Aug 5, 2025

AI analysis

Q1 FY2026 · reported Aug 5, 2025

Based on: Earnings release + Q1 FY2026 deck + parent 8-K — transcript not held

Headline figures

MetricFull yearPrior yearYear ago
Revenue11%——
Net income55%——

EX-99 · Aug 5, 2025

Guidance · company-stated

Direction: Raised

Revenue$225 million

“Fiscal 2026 Outlook Based upon the results for the first quarter of fiscal 2026, as well as our expectations for the remainder of the fiscal year, we are reiterating our full year fiscal 2026 guidance provided earlier this year as follows: (as of August 5, 2025) Fiscal 2026 Guidance Net Sales $225 million to $235 million Gross Margin (1) 24.5% to 25.5% of sales SG&A expense (including amortization) (2) 17.5% to 18.5% of sales Adjusted EBITDA (1)(3) $22 million to $28 million Effective Tax Rate 20% to 22% Capital Expenditures $15.0 million to $18.0 million (1) Includes the estimated impact of increased tariffs over the prior year of approximately $2.0 million to $5.0 million.”

Classified from the release's primary full-year outlook statement.

Next earningsNo verified date on fileNo date is estimated or imported

Capital allocation

Capex$7.0M
Guidance Net revenuefull year$225M
Guidance Net revenue$235M
Gross margin24.5%
Revenue17.5%

Capital expenditures for the first quarter fiscal 2025 were $7.0 million, focused on capacity expansion, increasing capabilities, and productivity improvements.

Company-stated claims

Aug 6, 2026

Historical · 2.0x · backlog_orders

“Total Aftermarket orders for the Energy & Process and Defense markets increased 5% to $10.9 million and FlackTek contributed $13.2 million to orders during the quarter or 2.0x net FlackTek sales.”

EX-99 · Aug 6, 2026
General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

Graham Corp Q1 FY2026 — Revenue increased 11% to $55.5 million, reflecting the strength of the Company s product portfolio and diversified revenue base Gross profit increased 19% to $14.7 million

Based on: Earnings release + Q1 FY2026 deck + parent 8-K — transcript not held

Guidance & outlook

Direction: Raised

Revenue: “Fiscal 2026 Outlook Based upon the results for the first quarter of fiscal 2026, as well as our expectations for the remainder of the fiscal year, we are reiterating our full year fiscal 2026 guidance provided earlier this year as follows: (as of August 5, 2025) Fiscal 2026 Guidance Net Sales $225 million to $235 million Gross Margin (1) 24.5% to 25.5% of sales SG&A expense (including amortization) (2) 17.5% to 18.5% of sales Adjusted EBITDA (1)(3) $22 million to $28 million Effective Tax Rate 20% to 22% Capital Expenditures $15.0 million to $18.0 million (1) Includes the estimated impact of increased tariffs over the prior year of approximately $2.0 million to $5.0 million.”

Revenue — Raised (“increased”)
“Fiscal 2026 Outlook Based upon the results for the first quarter of fiscal 2026, as well as our expectations for the remainder of the fiscal year, we are reiterating our full year fiscal 2026 guidance provided earlier this year as follows: (as of August 5, 2025) Fiscal 2026 Guidance Net Sales $225 million to $235 million Gross Margin (1) 24.5% to 25.5% of sales SG&A expense (including amortization) (2) 17.5% to 18.5% of sales Adjusted EBITDA (1)(3) $22 million to $28 million Effective Tax Rate 20% to 22% Capital Expenditures $15.0 million to $18.0 million (1) Includes the estimated impact of increased tariffs over the prior year of approximately $2.0 million to $5.0 million.”

Classified from the release's primary full-year outlook statement.

Capital allocation

Capital expenditures for the first quarter fiscal 2025 were $7.0 million, focused on capacity expansion, increasing capabilities, and productivity improvements.

SEC original ↗Graham Corp — Earnings release (8-K exhibit)EX-99Aug 5, 2025

The Company had no debt outstanding as of June 30, 2025, with $44.3 million available on its revolving credit facility after taking into account outstanding letters of credit.

SEC original ↗Graham Corp — Earnings release (8-K exhibit)EX-99Aug 5, 2025

Fiscal 2026 Outlook Based upon the results for the first quarter of fiscal 2026, as well as our expectations for the remainder of the fiscal year, we are reiterating our full year fiscal 2026 guidance provided earlier this year as follows: (as of August 5, 2025) Fiscal 2026 Guidance Net Sales $225 million to $235 million Gross Margin (1) 24.5% to 25.5% of sales SG&A expense (including amortization) (2) 17.5% to 18.5% of sales Adjusted EBITDA (1)(3) $22 million to $28 million Effective Tax Rate 20% to 22% Capital Expenditures $15.0 million to $18.0 million (1) Includes the estimated impact of increased tariffs over the prior year of approximately $2.0 million to $5.0 million.

SEC original ↗Graham Corp — Earnings release (8-K exhibit)EX-99Aug 5, 2025

Moreover, Graham s credit facility also contains ratios based on Adjusted EBITDA.

SEC original ↗Graham Corp — Earnings release (8-K exhibit)EX-99Aug 5, 2025

Strategy & priorities

Malone continued, We remain focused on high-return initiatives that drive long-term value creation, including numerous in-process capital investments expected to generate returns above 20%.

SEC original ↗Graham Corp — Earnings release (8-K exhibit)EX-99Aug 5, 2025

These initiatives include automated welding, enhanced radiographic testing technologies, and our new cryogenic testing facility in Florida, which we expect will improve margins and create new revenue opportunities.

SEC original ↗Graham Corp — Earnings release (8-K exhibit)EX-99Aug 5, 2025

I m also pleased to announce that we ve completed the expansion of our Batavia defense facility this month.

SEC original ↗Graham Corp — Earnings release (8-K exhibit)EX-99Aug 5, 2025

Capital expenditures for the first quarter fiscal 2025 were $7.0 million, focused on capacity expansion, increasing capabilities, and productivity improvements.

SEC original ↗Graham Corp — Earnings release (8-K exhibit)EX-99Aug 5, 2025

Eastern Time ( ET ) to review its financial results as well as its strategy and outlook.

SEC original ↗Graham Corp — Earnings release (8-K exhibit)EX-99Aug 5, 2025

Risks & headwinds

For the first quarter of fiscal 2026, the impact of tariffs was not material to our consolidated financial statements in comparison to the prior year.

SEC original ↗Graham Corp — Earnings release (8-K exhibit)EX-99Aug 5, 2025

However, we still estimate the range of potential impact of increased tariffs for the full year to be between $2 million to $5 million.

SEC original ↗Graham Corp — Earnings release (8-K exhibit)EX-99Aug 5, 2025

Fiscal 2026 Outlook Based upon the results for the first quarter of fiscal 2026, as well as our expectations for the remainder of the fiscal year, we are reiterating our full year fiscal 2026 guidance provided earlier this year as follows: (as of August 5, 2025) Fiscal 2026 Guidance Net Sales $225 million to $235 million Gross Margin (1) 24.5% to 25.5% of sales SG&A expense (including amortization) (2) 17.5% to 18.5% of sales Adjusted EBITDA (1)(3) $22 million to $28 million Effective Tax Rate 20% to 22% Capital Expenditures $15.0 million to $18.0 million (1) Includes the estimated impact of increased tariffs over the prior year of approximately $2.0 million to $5.0 million.

SEC original ↗Graham Corp — Earnings release (8-K exhibit)EX-99Aug 5, 2025

Forward-looking statements are subject to risks, uncertainties and assumptions and are identified by words such as continue, expects, future, outlook, believes, could, guidance, may , will, plan and other similar words.

SEC original ↗Graham Corp — Earnings release (8-K exhibit)EX-99Aug 5, 2025

Because they are forward-looking, they should be evaluated in light of important risk factors and uncertainties.

SEC original ↗Graham Corp — Earnings release (8-K exhibit)EX-99Aug 5, 2025

These risk factors and uncertainties are more fully described in Graham Corporation s most recent Annual Report filed with the Securities and Exchange Commission (the SEC ), included under the heading entitled Risk Factors , and in other reports filed with the SEC.

SEC original ↗Graham Corp — Earnings release (8-K exhibit)EX-99Aug 5, 2025

Documents

Earnings deck slides

0 decks with slide view

Graham Corp — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Graham Corp — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Graham Corp — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Graham Corp — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Graham Corp — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Graham Corp — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Competitors

Competitors & peers

Same GICS sector — classification peers, not declared competitors

RELX (RELX) IndustrialsThomson Reuters (TRI) IndustrialsFedEx (FDX) IndustrialsVertiv (VRT) IndustrialsCanadian National Railway (CNI) IndustrialsAerCap Holdings (AER) IndustrialsCanadian Pacific Kansas City (CP) IndustrialsGeneral Dynamics (GD) Industrials

Filings

30 documents

Earnings releases

12 documents

Presentations

6 documents

Transcripts

0 documents

No transcripts for Graham Corp are held in this edition of the library.

Mentioned by

4 companies

Other tracked companies whose held documents mention Graham Corp by name or ticker. A mention is counted once per document, from the document text the library holds.

See also the earnings calendar for every tracked company’s next earnings date.