Graham Corporation (GHM)
NYSE:GHM
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Earnings Data
Report Date
Aug 11, 2026Before Open (Confirmed)
Period Ending
2027 (Q1)Consensus EPS Forecast
0.32Last Year’s EPS
0.42Same Quarter Last Year
Strong Buy
Based on 4 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented strong commercial momentum and several record metrics (revenue, orders, backlog) alongside meaningful strategic investments and acquisitions that expand capabilities and liquidity. Management provided confident FY2027 guidance with substantial top-line and EBITDA growth expected. Offsetting these positives were margin pressure in the quarter due to product mix, one-time acquisition accounting impacts, higher SG&A from integration/investment activity, and lumpy cash flow/working capital dynamics. Overall, the positive operational and financial momentum and strong backlog outweigh near-term margin and integration headwinds.Company Guidance
Record Annual Revenue and Growth
Fiscal 2026 revenue reached a record $245.0M, up 17% year-over-year. Management cites disciplined execution and diversified end markets as drivers of the increase.
Record Orders, Backlog and Strong Book-to-Bill
Orders were a record $359M for the year (book-to-bill 1.5x). Backlog finished at a record $533M, up 29% year-over-year, with ~35%–40% of backlog expected to convert to revenue in the next 12 months, providing strong near-term revenue visibility.
Segment Momentum — Defense and Space
Defense revenue grew 21% year-over-year and remains a major driver of backlog; Space showed strong momentum with Q4 space revenue up 14% and space orders up 132% year-over-year, reflecting transitions from development to production and multiple customer wins.
Profitability and Adjusted Results
Full-year adjusted EBITDA increased 16% to $26.0M with adjusted EBITDA margin of 10.6% (in line with prior year). Adjusted net income rose 14% to $15.6M ($1.40 per diluted share) versus $1.24 prior-year adjusted EPS.
Strategic Acquisitions and Investments
Completed acquisitions of Xdot and FlackTek (FlackTek contributed $2.8M of Q4 sales). Investments completed or underway include Batavia Navy facility, automated welding, X-ray inspection, cryogenic test facilities (Jupiter and Arvada), and ERP upgrade; these expand capacity, capabilities and long-term competitiveness.
Strong Balance Sheet and Liquidity
Operating cash flow of $15.9M and net capex $15.8M for the year. Subsequent to year-end, received a $50M strategic investment (T. Rowe Price accounts), used ~$13M to repay debt, and combined with revolver have over $100M available liquidity to support organic and inorganic growth.
Confident Guidance for Fiscal 2027
Management guided FY2027 revenue of $285M–$295M (midpoint ~18% growth) and adjusted EBITDA $35M–$40M (midpoint ~44% growth vs FY2026), with gross margin expected to improve to 24.5%–25.5% and capex guidance of $18M–$22M.
GHM Earnings History
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 08, 2026 | $107.10 | $95.34 | -10.98% |
Feb 06, 2026 | $73.75 | $83.24 | +12.87% |
Nov 07, 2025 | $62.14 | $62.36 | +0.35% |
Aug 05, 2025 | $57.43 | $46.97 | -18.21% |
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 Aug 11, 2026, Before Open (Confirmed).
What is Graham Corporation (GHM) earnings time?
Graham Corporation (GHM) earnings time is at Aug 11, 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 2027 (Q1) is 0.32.