Earnings summaries and quarterly performance for GRAHAM.
Executive leadership at GRAHAM.
Matthew J. Malone
Detailed
President and Chief Executive Officer
CEO
AE
Alan E. Smith
Detailed
Vice President and General Manager – Batavia
CJ
Christopher J. Thome
Detailed
Vice President – Finance, Chief Financial Officer, Chief Accounting Officer and Corporate Secretary
DJ
Daniel J. Thoren
Detailed
Executive Chairman
ME
Michael E. Dixon
Detailed
Vice President and General Manager – Barber-Nichols
Board of directors at GRAHAM.
Research analysts who have asked questions during GRAHAM earnings calls.
RS
Russell Stanley
Beacon Securities
6 questions for GHM
Also covers: AAWH, AYRWF, CURLF +5 more
GS
Gary Schwab
Valley Forge Capital Management
5 questions for GHM
JG
Joe Gomes
Noble Capital Markets
5 questions for GHM
Also covers: ACCO, BLBX, BTBT +15 more
Tony Bancroft
Gabelli Funds
5 questions for GHM
Also covers: CR, CW, CWST +3 more
BB
Bobby Brooks
Northland Capital Markets
3 questions for GHM
Also covers: ATMU, CECO, CXT +11 more
JH
John H. Bair
Ascend Wealth Advisors, LLC
3 questions for GHM
Also covers: CWCO
RR
Richard Ryan
Oak Ridge Financial
3 questions for GHM
Also covers: INTT, SOTK
TS
Tate Sullivan
Maxim Group
3 questions for GHM
Also covers: ABM, AMPS, BEEM +17 more
Christopher Glynn
Oppenheimer & Co. Inc.
1 question for GHM
Also covers: AIT, AME, AYI +16 more
FF
Frank Francese
First Eagle Investment Management
1 question for GHM
GB
George Bancroft
Gabelli Funds
1 question for GHM
Also covers: CR, DCO, HEI +2 more
JB
John Bair
Ascend Wealth Advisors
1 question for GHM
Also covers: CWCO, FSTR, FTCO +3 more
JG
Joseph Gomes
G.research, LLC
1 question for GHM
Also covers: ACCO, BTBT, CMTL +17 more
Recent press releases and 8-K filings for GHM.
Graham Corporation Reports Strong Q3 Fiscal 2026 Results and Raises Full-Year Guidance
GHM
Earnings
Guidance Update
M&A
- Graham Corporation reported strong Q3 fiscal 2026 financial results, with revenue increasing 21% to $56.7 million and Adjusted EBITDA increasing 50% to $6 million.
- The company achieved a record backlog of $515.6 million, up 34% year-over-year, and a book-to-bill ratio of 1.3x for the quarter, driven by strong demand in defense and space markets.
- Strategic growth initiatives included the acquisition of XDot Bearing Technologies during the quarter and FlackTek in late January for $35 million, adding a third core technology platform and approximately $30 million in annual revenue.
- Graham increased its full-year fiscal 2026 guidance, now expecting revenue between $233 million and $239 million and Adjusted EBITDA between $24 million and $28 million, reflecting strong execution and robust demand.
7 hours ago
Graham Corporation Reports Strong Q3 Fiscal 2026 Results and Raises Full-Year Guidance
GHM
Earnings
Guidance Update
M&A
- Graham Corporation reported strong Q3 fiscal year 2026 results, with revenue increasing 21% to $56.7 million and Adjusted EBITDA up 50% to $6 million.
- The company achieved a record backlog of $515.6 million, a 34% year-over-year increase, driven by $71.7 million in bookings and a 1.3 times book-to-bill ratio.
- Strategic growth included the acquisition of XDot Bearing Technologies and the completion of the FlackTek acquisition in late January for $35 million, adding a third core technology platform with approximately $30 million in annual revenue.
- Full-year fiscal 2026 guidance was raised, with expected revenue between $233 million and $239 million and Adjusted EBITDA between $24 million and $28 million.
- Significant organic investments are coming online, including a new Navy manufacturing facility and a renovated assembly and test facility, with a new cryogenic test facility entering commissioning.
7 hours ago
Graham Corporation Reports Strong Q3 2026 Results and Raises Full-Year Guidance
GHM
Earnings
Guidance Update
M&A
- Graham Corporation reported strong fiscal third quarter 2026 results with revenue increasing 21% to $56.7 million and adjusted EBITDA increasing 50% to $6 million.
- The company completed the acquisition of FlackTek for $35 million (85% cash, 15% equity) in late January, adding a third core technology platform and approximately $30 million in annual revenue.
- Bookings remained strong, resulting in a book-to-bill ratio of 1.3 times and driving backlog to a record $515.6 million, up 34% year-over-year, with 35%-40% expected to convert to revenue over the next 12 months.
- For fiscal year 2026, Graham increased its guidance, now expecting revenue between $233 million and $239 million and adjusted EBITDA between $24 million and $28 million.
- The company continues to make significant organic investments, including the completion of a new Navy manufacturing facility and new testing facilities in Arvada, CO, and Jupiter, FL.
8 hours ago
Graham Reports Strong Q3 FY26 Results and Acquires FlackTek
GHM
Earnings
M&A
New Projects/Investments
- Graham reported strong financial results for Q3 FY26, with revenue increasing 21% to $56.7 million, GAAP Net Income up 79% to $2.8 million, and Adjusted EBITDA growing 50% to $6.0 million.
- The company announced the acquisition of FlackTek for $35 million (comprised of 85% cash and 15% GHM common stock), with a potential four-year earn-out of an additional $25 million. This acquisition adds advanced materials processing as a third core platform and FlackTek projects ~$30 million in 2026 revenue.
- Graham achieved a record backlog of $515.6 million and Q3 FY26 orders of $71.7 million, leading to a book-to-bill ratio of 1.3x.
- The company completed several strategic organic investments, including a new Navy Facility in Batavia, NY, and an Assembly & Test Facility in Arvada, CO, in prior quarters of FY26.
13 hours ago
Graham Corporation Reports Strong Third Quarter Fiscal 2026 Results and Raises Full-Year Guidance
GHM
Earnings
Guidance Update
M&A
- Graham Corporation reported strong third quarter fiscal 2026 results, with revenue increasing 21% to $56.7 million and net income per diluted share rising 79% to $0.25.
- The company achieved orders of $71.7 million, a book-to-bill ratio of 1.3x, and a record backlog of $515.6 million, providing significant visibility into future demand.
- Graham updated and increased its full-year fiscal 2026 guidance, now expecting Net Sales between $233 million and $239 million and Adjusted EBITDA between $24 million and $28 million.
- The company maintains a strong balance sheet with no debt and $22.3 million in cash as of December 31, 2025, and recently acquired FlackTek in January 2026 for $35.0 million.
13 hours ago
Graham Corporation Reports Third Quarter Fiscal 2026 Results, Announces Acquisition, and Updates Guidance
GHM
Earnings
Guidance Update
M&A
- Graham Corporation reported Third Quarter Fiscal 2026 results, with revenue increasing 21% to $56.7 million, net income per diluted share increasing 79% to $0.25, and Adjusted EBITDA increasing 50% to $6.0 million.
- The company recorded orders of $71.7 million and achieved a record backlog of $515.6 million as of December 31, 2025, with a book-to-bill ratio of 1.3x.
- Subsequent to the quarter end, Graham acquired FlackTek in January 2026 for $35.0 million, comprised of 85% cash and 15% stock, with potential performance-based earnouts.
- Graham updated and increased its full-year fiscal 2026 guidance, projecting net sales between $233 million to $239 million and Adjusted EBITDA between $24 million to $28 million.
- The company maintained a strong balance sheet with no debt and $22.3 million in cash at quarter end, and increased its revolving credit facility to $80 million in connection with the FlackTek acquisition.
13 hours ago
Graham Acquires FlackTek, Expands Core Platforms
GHM
M&A
New Projects/Investments
Debt Issuance
- Graham Corporation acquired 100% of FlackTek Manufacturing and FlackTek Sales for a $35 million base purchase price (85% cash, 15% stock) plus up to $25 million in performance-based earnouts over four years, with the transaction completed on January 26, 2026.
- This acquisition establishes advanced mixing and materials processing as Graham’s third core platform, aiming to broaden market exposure and is expected to enhance margins and recurring revenues.
- To expand financial flexibility, Graham amended its credit facility on January 23, 2026, increasing the revolver to $80 million while keeping pro forma leverage near 1.2x.
- Analyst coverage following the deal was mixed, with one analyst rating GHM as a Buy with an $84.00 price target, while another flagged valuation concerns such as a high P/E ratio and lack of dividend yield.
Jan 26, 2026, 12:40 PM
Graham Corporation Acquires FlackTek, Expands Credit Facility
GHM
M&A
New Projects/Investments
Debt Issuance
- Graham Corporation (GHM) acquired FlackTek Manufacturing, LLC and FlackTek Sales, LLC on January 23, 2026, for a base purchase price of $35 million, paid 85% in cash and 15% in 75,818 shares of Graham's common stock.
- The acquisition includes a potential $25 million in performance-based cash earnouts over four years, beginning in fiscal year 2027.
- FlackTek has approximately $30 million in annualized revenue, and the base purchase price represents about 12x its projected adjusted EBITDA for 2026.
- In connection with the acquisition, Graham increased its revolving credit facility from $50 million to $80 million, resulting in a pro forma leverage ratio of approximately 1.2x.
Jan 26, 2026, 12:40 PM
Graham Corporation Acquires FlackTek
GHM
M&A
New Projects/Investments
- Graham Corporation acquired FlackTek Manufacturing, LLC and FlackTek Sales, LLC for a base purchase price of $35 million, paid 85% in cash and 15% using 75,818 shares of Graham's common stock, with potential for up to $25 million in future performance-based cash earnouts over four years.
- This acquisition establishes advanced mixing and material processing as a third core platform for Graham, alongside its vacuum & heat transfer and turbomachinery businesses, strengthening its mission-critical engineered products portfolio.
- FlackTek has approximately $30 million in annualized revenue and the acquisition is expected to enhance margins and deepen customer relationships, expanding into new sub-markets including battery, medical, nuclear, semiconductor, and personal care.
- Following the transaction, Graham's pro forma leverage ratio is approximately 1.2x, and its revolving credit facility was increased from $50 million to $80 million to enhance financial flexibility and support continued investment.
Jan 26, 2026, 12:30 PM
Graham Corporation Reports Strong Q2 2026 Results and Record Backlog
GHM
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Graham Corporation reported strong Q2 fiscal 2026 revenues of $66 million, a 23% year-over-year increase, driven by increased demand in the Defense and Energy & Process markets, and achieved a record backlog of $500.1 million.
- For the six months ended September 30, 2025, the company reported sales of $121.51 million and net income of $7.69 million, with basic earnings per share of $0.70.
- The company anticipates full-year fiscal 2026 net sales of approximately $230 million and an EBITDA guidance of $25 million at midpoint.
- Strategic investments include expanding manufacturing capacity with a new facility in Batavia, NY, and constructing a cryogenic propellant testing site in Florida, expected to be finished in the third quarter of fiscal 2026, to support future growth.
Nov 8, 2025, 1:38 AM
Quarterly earnings call transcripts for GRAHAM.
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more