The call highlighted strong performance with significant revenue growth and a record backlog, driven by success in defense and space markets. However, the gross margin was affected by material receipts, and there are concerns about the impact of tariffs and extended decision cycles on large projects.

Company Guidance

During the Graham Corporation's Second Quarter 2026 Financial Results Conference Call, the company reported a 23% increase in revenue to $66 million, driven by strong performance across all end markets, including defense, energy, and space. Adjusted EBITDA rose by 12% to $6.3 million, with the adjusted EBITDA margin expanding by 40 basis points to 10.8%. The company achieved a book-to-bill ratio of 1.3x, elevating its backlog to a record $500.1 million, up 23% year-over-year. Approximately 35% to 40% of this backlog is expected to convert to revenue over the next 12 months, with about 85% attributed to the defense market. Notable developments included a $25.5 million follow-on order for the MK48 Mod 7 Heavyweight Torpedo program and the opening of a new 30,000 square foot advanced manufacturing facility in Batavia, New York. Graham also highlighted its strategic acquisition of Xdot Bearing Technologies, which is expected to be slightly accretive to fiscal 2026 results and supports the company's expansion into high-speed rotating systems across various sectors. The company reaffirmed its full-year guidance, maintaining a strong liquidity position with $20.6 million in cash and no debt.

Strong Revenue Growth

Revenue grew 23% to $66 million, driven by solid performance across all end markets.

Record Backlog

Backlog reached a record $500.1 million, up 23% year-over-year.

Defense Market Success

Sales to the defense market increased by $9.9 million or 32%.

New Space Orders

Barber-Nichols subsidiary booked $22 million in new orders from 6 industry-leading customers in the commercial space launch market.

Strategic Acquisition

Acquired Xdot Bearing Technologies, enhancing capabilities in high-speed rotating machinery.

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
Feb 09, 2026	2026 (Q3)	0.14 / -	0.14	―	―	―
Nov 07, 2025	2026 (Q2)	0.28 / 0.28	0.3	-6.67% (-0.02)
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)

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
Nov 07, 2025	$62.14	$62.36	+0.35%
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%

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 Feb 09, 2026, Before Open (Confirmed).

What is Graham Corporation (GHM) earnings time?

Graham Corporation (GHM) earnings time is at Feb 09, 2026, 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 (Q3) is 0.14.

Become an Expert with TipRanks Premium

What am I Missing?

Make informed decisions based on Top Analysts' activity

Know what industry insiders are buying

Get actionable alerts from top Wall Street Analysts

Find out before anyone else which stock is going to shoot up

Get powerful stock screeners & detailed portfolio analysis

Subscribe Now See Plans & Pricing