The earnings call reflected a strong performance with significant revenue growth, record backlog, and strategic investments, particularly in the defense sector. However, there were concerns regarding the impact of tariffs and a decrease in annual orders. Overall, the company appears well-positioned for future growth.

Company Guidance -

Q4 2025

During the fiscal fourth quarter and full year 2025 earnings call for Graham Corporation, guidance focused on several key performance metrics. The company reported a revenue growth of approximately 13% year-over-year, reaching $210 million, with an adjusted EBITDA increase of 69% to $22.4 million, representing 10.7% of sales. A notable highlight was a record backlog of $412 million as of March 31, which grew 7% sequentially, and a book-to-bill ratio of 1.1, marking the fifth consecutive year above 1.0. The defense segment, particularly through the U.S. Navy programs, was a significant contributor, with the award of a $136.5 million contract for mission-critical equipment for the Virginia-class submarine program. The company also announced a strategic investment of $2.2 million to enhance capabilities in evaluating critical welds, complementing a $13.5 million investment for capacity expansion initiatives. Looking ahead, Graham expects capital expenditures to be 7% to 10% of sales, with an increase in R&D spending to 1% to 2% of revenue, aiming for a return on investment exceeding 20%. These strategic measures aim to support long-term organic growth goals of 8% to 10% and achieving low to mid-teens adjusted EBITDA margins by fiscal 2027.

Strong Revenue Growth

Full year revenue grew approximately 13% to $210 million and adjusted EBITDA increased 69% to $22.4 million.

Record Backlog

Record backlog of $412 million as of March 31, up 7% sequentially.

Defense Market Success

Received a $136.5 million contract award for the Virginia-class submarine program, demonstrating strong ties with the U.S. Navy.

Strategic Investments

Strategic investments totaling $3.6 million in capabilities for evaluating critical welds, with a target ROI exceeding 20%.

Improved Gross Margin

Gross margin expanded 110 basis points to 27% in the quarter and 330 basis points to 25.2% for the year.

Positive Book-to-Bill Ratio

Maintained a positive book-to-bill ratio of 1.1 for the fifth consecutive year.

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

Daily Earnings Calendar >

GHM Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Aug 12, 2025	2026 (Q1)	0.23 / -	0.27	―	―	―
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)
Jun 08, 2023	2023 (Q4)	-0.08 / -0.05	-0.13	61.54% (+0.08)

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
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%
Aug 07, 2024	$29.02	$27.84	-4.07%

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 Corp. (GHM) report earnings?

Graham Corp. (GHM) is schdueled to report earning on Aug 12, 2025, Before Open (Confirmed).

What is Graham Corp. (GHM) earnings time?

Graham Corp. (GHM) earnings time is at Aug 12, 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 (Q1) is 0.23.

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