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    Gary Schwab • Valley Forge Capital Management

    Gary Schwab is the President and Analyst at Valley Forge Capital Management, specializing in equity analysis with a focus on small- and mid-cap companies such as Graham Corporation. With a career in investment management spanning over a decade, Schwab has held leadership positions at Valley Forge since joining the firm and plays a key role in investment diligence and portfolio management. Under his leadership, Valley Forge has been recognized as an award-winning hedge fund, demonstrating strong risk-adjusted returns for its clients. Schwab's credentials include extensive experience in financial analysis and portfolio strategy, backed by robust industry knowledge and a hands-on approach to company research.

    Gary Schwab's questions to Graham Corp (GHM) leadership

    Gary Schwab's questions to Graham Corp (GHM) leadership • Q1 2026

    Question

    Gary Schwab of Valley Forge Capital Management requested more detail on the potential $2-5 million impact from tariffs and asked about the company's ability to mitigate these costs.

    Answer

    CFO Christopher Thome explained the potential impact stems from overseas raw material purchases and sales to foreign customers. He detailed mitigation strategies including using in-country manufacturing partners for commoditized work and leveraging favorable contract terms, such as equitable adjustment clauses, to protect the company. He confirmed the Q1 impact was not material.

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    Gary Schwab's questions to Graham Corp (GHM) leadership • Q4 2025

    Question

    Gary Schwab from Valley Forge Capital Management asked about the allocation of new welders, future headcount needs for new facilities, and the commercial status of P3's SCAMP and MCD products, including potential applications outside of space.

    Answer

    President & COO Matthew Malone explained that new welding talent is cross-utilized between defense and energy markets and that new facilities will not require a large personnel increase. He noted that Graham is now seen as a leader in workforce development. Regarding P3 products, Malone confirmed SCAMP has broad interest in medical and transportation, while the MCD has potential to disrupt the 24/7 pump market, though it is still in the early business development phase.

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    Gary Schwab's questions to Graham Corp (GHM) leadership • Q2 2025

    Question

    Gary Schwab asked about the potential impact of General Dynamics' investment in the Austal shipyard for submarine module construction. He also followed up on the NextGen nozzle, inquiring what percentage of the installed base Graham has contact information for to begin marketing.

    Answer

    President and CEO Daniel Thoren stated that the Austal shipyard expansion does not directly affect Graham's specialized equipment business but views it as a positive development for accelerating overall shipbuilding. Regarding the customer contact list for the new nozzle, Thoren replied that he did not have that specific number available.

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