GHM GRAHAM CORP

MIXED Impact: 6/10 8-K
Horizon weeks Filed Jun 8, 2026 Processed 1d 21h ago SEC 0001193125-26-260670
8-K Item 2.02: Earnings release

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Executive Summary

Graham Corporation reported Q4 FY2026 revenue of $67.1M (+13% YoY), beating consensus, but GAAP net income fell 55% to $0.18/diluted share due to margin compression from mix shift and acquisition costs. Adjusted EPS of $0.33 beat the $0.30 consensus by 10%. Full-year revenue hit a record $245.3M and backlog reached $532.6M. FY2027 guidance calls for revenue of $285M-$295M and Adjusted EBITDA of $35M-$40M, implying ~18% revenue growth and ~44% EBITDA growth at the midpoints, which is bullish for the forward outlook.

Key Financial Metrics

Guidance
$285M-$295M
raised
Gross Margin
22.7%

Actionable Insight

The strong FY2027 guidance and record backlog provide visibility for future growth, but near-term margin pressure from mix and integration costs may weigh on sentiment. Monitor Q1 FY2027 for margin recovery and FlackTek contribution as key catalysts.

Key Facts

  • Record Q4 revenue of $67.1M, 13% YoY growth
  • GAAP net income $0.18/diluted share, down 55% YoY
  • Adjusted EPS $0.33 beat consensus of $0.30 (+10.9%)
  • Gross margin contracted 430 bps to 22.7% due to mix and purchase accounting
  • Record backlog of $532.6M, up 29% YoY
  • FY2027 guidance: revenue $285M-$295M, Adj. EBITDA $35M-$40M
  • Completed FlackTek acquisition; $50M PIPE from T. Rowe Price in April 2026

Financial Impact

Revenue +13% to $67.1M; GAAP net income -55% to $1.97M; Adjusted EBITDA -11% to $6.8M; FY2027 guidance implies 18% revenue growth and 44% Adj. EBITDA growth

revenuegross marginnet incomeadjusted EPSbacklogguidance

Risk Factors

  • Margin compression from lower-margin Defense sales and acquisition accounting
  • Execution risk on FlackTek integration and ERP upgrade
  • Tariff impact expected $1.0M-$1.5M in FY2026 could persist
  • Aftermarket orders declined from record levels

Market Snapshot

Exchange
NYSE
Sector
General Industrial Machinery & Equipment
Analyst Consensus
78% bullish (9 analysts)

Documents Analyzed

This report is based on 8 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001193125-26-260670
Document: d79259dex992.htm0001193125-26-260670
Document: d79259d8k.htm0001193125-26-260670
Document: d79259dex993.htm0001193125-26-260670
Document: 0001193125-26-260670-index-headers.html0001193125-26-260670
Document: 0001193125-26-260670-index.html0001193125-26-260670
Document: 0001193125-26-260670.txt0001193125-26-260670
8-K Data (Synthetic)0001193125-26-260670
3 reports for GHM
Performance horizon
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Reports for GHM — sortable, filterable
Type Now
Jun 8, 2026
1d ago
8-K
MIXED ★ 6/10
$106.77 awaiting T+20awaiting T+20—$95.34 (−10.71%)
Apr 30, 2026
5w ago
S-3
NEUTRAL ★ 4/10
$94.80 $99.41▲ +4.86%▼ −0.40%$95.34 (+0.57%)
Apr 15, 2026
7w ago
8-K
NEUTRAL ★ 5/10
$91.97 $99.12▲ +7.77%▲ +1.73%$95.34 (+3.66%)
Showing 3 of 3

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