Graham Corp Stock Price, News & Analysis

Graham Corporation (NYSE: GHM), a global leader in mission critical fluid, power, heat transfer and vacuum technologies, will participate in the Gabelli 31st Annual Aerospace & Defense Symposium in New York City. CEO Matthew J. Malone and CFO Christopher J. Thome will deliver a presentation on September 4, 2025, at 1:15 pm ET.

The presentation will be accessible via live webcast through event registration or the company's investor relations website. Investors interested in one-on-one or group meetings should contact their sales representatives to schedule.

Graham Corporation (NYSE: GHM) reported strong Q1 fiscal 2026 results with significant growth across key metrics. Revenue increased 11% to $55.5 million, while net income surged 55% to $4.6 million. The company achieved a notable gross margin improvement of 170 basis points to 26.5%.

Orders reached $125.9 million, primarily driven by major defense contracts, including an $86.5 million order for the Virginia Class submarine program. The company maintains a robust backlog of $482.9 million, with 87% in defense contracts. Graham ended the quarter with no debt and $10.8 million in cash.

Management reiterated fiscal 2026 guidance, projecting revenue of $225-235 million and Adjusted EBITDA of $22-28 million, while maintaining their strategic goal of 8-10% annual organic revenue growth.

Graham Corporation (NYSE: GHM) has secured a significant $25.5 million follow-on order for the production of mission-critical hardware for the MK48 Mod 7 Heavyweight Torpedo program. Through its Barber-Nichols subsidiary in Arvada, CO, the company manufactures and tests alternators and regulators for these torpedoes.

CEO Matthew J. Malone highlighted that this award demonstrates GHM's strong position as a trusted supplier to the U.S. Navy and allied defense programs, emphasizing their engineering capabilities and precision manufacturing expertise. The company has made strategic investments to enhance operational efficiency, aiming to drive recurring revenue, improve margins, and create long-term shareholder value.

Graham Corporation (NYSE: GHM), a global leader in mission critical fluid, power, heat transfer and vacuum technologies, has scheduled its first quarter fiscal year 2026 earnings conference call for Tuesday, August 5, 2025, at 11:00 a.m. Eastern Time.

The company will release its financial results before market open on the same day. The conference call will include a Q&A session and will be accompanied by a slide presentation. A replay will be available until August 12, 2025, through both phone and webcast options.

Graham Corporation (GHM) reported strong Q4 FY2025 results with revenue growing 21% to $59.3M and net income of $4.4M. For full-year FY2025, sales increased 13% to $209.9M with net income of $12.2M, driven by Defense projects and Space demand. Gross margin expanded 330 basis points to 25.2%. The company achieved record backlog of $412.3M and a book-to-bill ratio of 1.1x. GHM provided FY2026 guidance with revenue of $225-235M (10% growth at midpoint) and Adjusted EBITDA of $22-28M. The company announced a planned management transition with CEO Daniel Thoren moving to Executive Chairman and Matt Malone, current COO, becoming CEO effective June 10, 2025.

Graham Corporation (NYSE: GHM), a global leader in mission critical fluid, power, heat transfer and vacuum technologies, has announced its participation in two upcoming investor conferences. CEO Matthew J. Malone and CFO Christopher J. Thome will present at the Wells Fargo 2025 Industrials Conference in Chicago on June 12, 2025, at 1:45 pm ET. They will also participate in the Northland Growth Conference, a virtual event on June 25, 2025, which will feature one-on-one meetings only. Investors can access the Wells Fargo presentation webcast and materials through Graham's investor relations website. Interested parties should contact their sales representatives to schedule meetings at either conference.

Graham Corporation (NYSE: GHM), a global leader in mission critical fluid, power, heat transfer and vacuum technologies, has scheduled its Fourth Quarter and Fiscal Year 2025 earnings release for Monday, June 9, 2025, before market open. The company will host a conference call and webcast at 11:00 a.m. Eastern Time to discuss financial results, strategy, and outlook.

The conference call can be accessed at (201) 689-8560, while the webcast and presentation will be available at ir.grahamcorp.com. A replay will be accessible through June 16, 2025, by dialing (412) 317-6671 with conference ID 13753289, or via the company's website.

Graham Corporation (NYSE: GHM) has secured a significant $136.5 million follow-on contract through its subsidiary Barber-Nichols to support the U.S. Navy's Virginia Class Submarine program. The contract period spans from April 2025 through February 2034. The company has already recognized approximately $50 million in backlog during Q4 of fiscal year 2025 for long-lead time materials procurement. This contract reinforces Graham's position as a key supplier of critical naval components and builds upon their existing partnership with HII's Newport News Shipbuilding division, which has driven investments in machinery and facilities to ensure optimal performance in delivering mission-critical systems.

Graham Corporation (NYSE: GHM) has secured a strategic investment of $2.2 million from a customer to implement new Radiographic Testing (RT) equipment at its Batavia, New York facility. The company will contribute an additional $1.4 million, bringing the total project cost to $3.6 million.

The investment will enhance GHM's capabilities in evaluating critical welds for the Columbia and Virginia class submarine programs. This initiative follows previous investments, including $13.5 million for defense production expansion in August 2023 and $2.1 million from BlueForge Alliance in July 2024 for welder training. The enhanced capabilities are expected to generate additional revenue starting in 2026.