Graham Corp Stock Price, News & Analysis

Graham Corporation (NYSE: GHM) reported Q2 fiscal 2026 revenue of $66.0 million, up 23% year-over-year, and gross profit of $14.3 million with a 21.7% gross margin. Adjusted EBITDA rose 12% to $6.3 million and adjusted EPS was $0.31. Orders were $83.2 million and backlog reached a record $500.1 million with ~85% defense exposure. The company had $20.6 million cash, no debt, and $44.7 million available on its revolver. Management reiterated full-year fiscal 2026 guidance: $225–$235 million revenue and $22–$28 million adjusted EBITDA, and narrowed estimated tariff impact to $2.0–$4.0 million. The recently announced Xdot acquisition is said not to materially affect guidance.

Graham Corporation (NYSE: GHM) said its Barber-Nichols subsidiary booked multiple orders from six commercial space customers with an aggregate value of approximately $22 million. The orders, for advanced turbomachinery and precision components, are expected to convert into revenue over the next 12 to 24 months.

To meet demand Graham is expanding capacity at its Colorado Barber-Nichols facility with new CNC machining centers, a liquid nitrogen test stand, and supporting infrastructure, and is progressing a cryogenic test facility near its P3 Technologies site in Jupiter, Florida, expected to open later this year.

Graham Corporation (NYSE: GHM) will release second quarter fiscal year 2026 financial results before markets open on Friday, November 7, 2025. The company will host a conference call and webcast at 11:00 a.m. Eastern Time the same day to review results, strategy, outlook and to hold a question-and-answer session.

Phone access: (201) 689-8560. Live webcast and slides: ir.grahamcorp.com. Telephonic replay available from 3:00 p.m. ET on November 7, 2025 through November 14, 2025 via dial-in (412) 317-6671 with conference ID 13756267. A webcast replay and transcript will be posted at ir.grahamcorp.com.

Graham Corporation (NYSE: GHM) announced on October 20, 2025 the acquisition of specified assets of Xdot Bearing Technologies, a specialist in patented foil bearing design. Xdot’s technology will be integrated into Graham’s wholly owned subsidiary Barber-Nichols (BN) to expand high-speed rotating-machine capabilities for aerospace & defense, energy transition, and industrial markets.

The deal brings Xdot’s annual sales of approximately $1 million, transfers patented foil bearing designs and know-how to BN, and includes Xdot founder Dr. Erik Swanson joining BN after closing. The company expects the acquisition to be slightly accretive to fiscal year 2026 GAAP net income and says BN will support Xdot customers under ISO9001 and AS9100 quality systems.

Graham Corporation (NYSE: GHM) said its CEO Matthew J. Malone and CFO Christopher J. Thome will host investor meetings at the Maxim Growth Summit in New York City on Thursday, October 23, 2025.

Interested investors are asked to contact their sales representative to register and schedule one-on-one or group meetings.

Graham Corporation (NYSE: GHM), a global leader in mission-critical fluid, power, heat transfer and vacuum technologies, has appointed Mauro Gregorio to its Board of Directors, effective September 1, 2025.

Gregorio brings significant expertise from his recent role as President of Dow Inc.'s Performance Materials & Coatings division, where he managed a $10 billion business segment. He currently serves on Eagle Materials' board and previously held board positions at Radius Recycling. His experience includes leadership roles in Consumer Solutions and Energy Solutions at Dow, with positions across Europe, Latin America, and the United States.

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.