The earnings call presented strong financial performance with record revenue and backlog growth, significant defense contract wins, and improved profitability. Strategic investments are progressing well, though the nature of lumpy orders and potential tariff impacts are concerns.

Company Guidance -

Q2 2026

During the Graham Corporation's first quarter fiscal 2026 earnings call, the company provided several key metrics highlighting their strong performance. Revenue grew by 11% to $55.5 million, driven by increased sales in energy and process markets, with aftermarket sales rising by 33% over the previous year. The adjusted EBITDA saw a 33% increase, reaching $6.8 million, which represents a 12.3% margin of sales. The company achieved a book-to-bill ratio of 2.3x, resulting in a record backlog of $482.9 million, a 22% increase compared to the prior year. Approximately 35% to 40% of this backlog is expected to convert to revenue within the next 12 months. The company also highlighted a strategic $25.5 million follow-on order for the MK48 Mod 7 heavyweight torpedo program and a $136.5 million contract for the Virginia-class submarine program. Looking ahead, Graham remains confident in achieving its fiscal 2027 targets of 8% to 10% organic revenue growth per year and low to mid-teen adjusted EBITDA margins.

Record Revenue and Backlog

Revenue increased 11% to $55.5 million, and the backlog reached a company record of $482.9 million, a 22% increase over the prior year.

Strong Growth in Key Markets

Energy and process markets saw increased sales, particularly in refining, petrochemical, and new energy. Aftermarket performance was 33% higher than the previous year.

Significant Defense Contracts

Awarded a $136.5 million follow-on contract for the U.S. Navy's Virginia-class submarine program and a $25.5 million follow-on order for the MK48 Mod 7 heavyweight torpedo program.

Improved Profitability

Adjusted EBITDA increased 33% year-over-year to $6.8 million, with a gross margin expansion of 170 basis points to 26.5%.

Operational and Strategic Investments

Strategic capital investments, including a new Batavia manufacturing facility and a cryogenic testing facility in Florida, remain on schedule and within budget.

Graham (GHM) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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GHM Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 10, 2025	2026 (Q2)	0.29 / -	0.3	―	―	―
Aug 05, 2025	2026 (Q1)	0.23 / 0.42	0.27	55.56% (+0.15)
Jun 09, 2025	2025 (Q4)	0.18 / 0.40	0.12	233.33% (+0.28)
Feb 07, 2025	2025 (Q3)	0.10 / 0.14	0.02	600.00% (+0.12)
Nov 08, 2024	2025 (Q2)	0.12 / 0.30	0.04	650.00% (+0.26)
Aug 07, 2024	2025 (Q1)	0.15 / 0.27	0.25	8.00% (+0.02)
Jun 07, 2024	2024 (Q4)	0.04 / 0.12	-0.05	340.00% (+0.17)
Feb 05, 2024	2024 (Q3)	-0.04 / 0.02	0.03	-33.33% (>-0.01)
Nov 06, 2023	2024 (Q2)	-0.04 / 0.04	-0.02	300.00% (+0.06)
Aug 07, 2023	2024 (Q1)	-0.02 / 0.25	0.06	316.67% (+0.19)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

GHM Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 05, 2025	$57.43	$46.97	-18.21%
Jun 09, 2025	$42.00	$44.66	+6.33%
Feb 07, 2025	$47.28	$39.69	-16.05%
Nov 08, 2024	$33.38	$39.07	+17.05%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Graham Corporation (GHM) report earnings?

Graham Corporation (GHM) is schdueled to report earning on Nov 10, 2025, Before Open (Confirmed).

What is Graham Corporation (GHM) earnings time?

Graham Corporation (GHM) earnings time is at Nov 10, 2025, Before Open (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is GHM EPS forecast?

GHM EPS forecast for the fiscal quarter 2026 (Q2) is 0.29.

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