[8-K] Graham Corporation Reports Material Event

Rhea-AI Filing Summary

On 5-Aug-2025 Graham Corporation (NYSE: GHM) filed a Form 8-K to furnish, not file, information under Item 2.02 (Results of Operations) and Item 7.01 (Reg FD). The filing simply notifies investors that:

• Exhibit 99.1 contains the Q1 FY-2026 press release covering results for the period ended 30-Jun-2025.
• Exhibit 99.2 provides supplemental tables on historical sales, orders and backlog, which will be posted at www.grahamcorp.com.
• The furnished material is excluded from Exchange Act §18 liability and is not incorporated into other SEC filings.

No quantitative performance metrics, earnings guidance or strategic updates are included in the 8-K itself. Additional details must be obtained from the referenced exhibits.

Insights

Sell-Side Securities Analyst

TL;DR: Disclosure only; no numbers. Investors must read Ex.99.1 for substantive Q1 data.

This 8-K is procedural, alerting the market to the release of Q1 results and supplemental backlog figures. Because the filing lacks financial metrics, it does not allow an immediate assessment of revenue, margin or order trends. The exhibits, which are furnished rather than filed, limit legal liability but still provide transparency. Overall market impact should be muted until investors review the actual press release.

Corporate Disclosure Specialist

TL;DR: Standard Reg FD compliance; neutral governance impact.

The company follows best practice by simultaneously furnishing its earnings release and data tables, ensuring equal information access. Marking the exhibits as ‘furnished’ preserves flexibility while maintaining Reg FD compliance. No new risk factors or material events are disclosed, so governance and regulatory implications remain neutral.

GRAHAM CORP false 0000716314 0000716314 2025-08-05 2025-08-05

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

WASHINGTON, D.C. 20549

FORM 8-K

CURRENT REPORT

PURSUANT TO SECTION 13 OR 15(d)

OF THE SECURITIES EXCHANGE ACT OF 1934

Date of Report (Date of earliest event reported): August 5, 2025

Graham Corporation

(Exact name of Registrant as specified in its charter)

Delaware		001-08462		16-1194720
(State or other jurisdiction of incorporation)		(Commission File Number)		(IRS Employer Identification No.)

20 Florence Avenue, Batavia, New York		14020
(Address of principal executive offices)		(Zip Code)

Registrant’s telephone number, including area code: (585) 343-2216

N/A

(Former name or former address, if changed since last report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the Registrant under any of the following provisions:

☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each class		Trading Symbol(s)		Name of each exchange on which registered
Common Stock, par value $0.10 per share		GHM		NYSE

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Item 2.02. Results of Operations and Financial Condition.

On August 5, 2025, Graham Corporation (the “Company”) issued a press release describing its results of operations and financial condition for its first quarter ended June 30, 2025. The Company’s earnings press release is furnished to this Current Report on Form 8-K as Exhibit 99.1.

Item 7.01. Regulation FD Disclosure.

On August 5, 2025, the Company will post on its website at www.grahamcorp.com supplemental data tables, furnished hereto as Exhibit 99.2, regarding historical sales, orders and backlog information.

The information furnished pursuant to these Items 2.02 and 7.01, including Exhibit 99.1 and Exhibit 99.2 shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities under such section and shall not be deemed to be incorporated by reference into any filing of the Company under the Securities Act of 1933, as amended, or the Exchange Act.

Item 9.01. Financial Statements and Exhibits.

(d) Exhibits.

Exhibit No.		Description
99.1		Press Release dated August 5, 2025 describing the results of operations and financial condition for Graham Corporation’s first quarter ended June 30, 2025.
99.2		Supplemental Data Tables.
104		Cover Page Interactive Data File (embedded within the Inline XBRL document).

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the Registrant has duly caused this Report to be signed on its behalf by the undersigned hereunto duly authorized.

				Graham Corporation
Date: August 5, 2025				By:		/s/ Christopher J. Thome
						Christopher J. Thome
						Vice President – Finance, Chief Financial Officer and Chief Accounting Officer

FAQ

Where can investors find Graham Corporation's Q1 FY-2026 results?

The complete earnings data are in Exhibit 99.1 to this Form 8-K and on the company’s website.

What information is included in Exhibit 99.2 of GHM's 8-K?

Exhibit 99.2 supplies supplemental tables covering historical sales, orders and backlog.

Are the furnished exhibits considered "filed" with the SEC?

No. The company explicitly states the information is furnished, not filed, and is not subject to §18 liability.

Which SEC items does this 8-K address for Graham Corporation?

The filing covers Item 2.02 (Results of Operations) and Item 7.01 (Regulation FD Disclosure).

Does the 8-K disclose any financial figures such as revenue or EPS?

No. The 8-K itself contains no quantitative metrics; investors must consult Exhibit 99.1.