{"filings":[{"id":2502958,"accession_number":"0001193125-26-369611","cik":716314,"company_name":"GRAHAM CORP","ticker":"GHM","form_type":"8-K","filed_at":"2026-08-27T12:00:05+00:00","items":["5.07"],"status":"ready","headline":"Graham Corp shareholders elect 3 directors, approve say-on-pay and Deloitte ratification","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["James J. Barber elected with 8,130,840 for, 895,812 withheld; broker non-votes 1,029,837.","Mauro Gregorio elected with 8,966,909 for, 59,743 withheld; Troy A. Stoner with 8,972,397 for, 54,255 withheld.","Advisory say-on-pay approved: 8,848,831 for, 36,156 against, 141,665 abstentions.","Deloitte & Touche LLP ratified as auditor for FY ending March 31, 2027: 9,835,209 for, 218,419 against, 2,861 abstentions.","Directors elected to three-year terms expiring 2029; all votes at annual meeting held August 25, 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.15,"market_cap_usd":1167048838.5410001,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":2087962,"accession_number":"0001193125-26-336614","cik":716314,"company_name":"GRAHAM CORP","ticker":"GHM","form_type":"8-K","filed_at":"2026-08-06T10:45:05+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Graham Corp Q1 net sales record $71.3M (+29% YoY); backlog $557.2M; reaffirms FY27 guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales $71.3M, up 29% YoY; net income $3.9M ($0.33 diluted EPS); adjusted EPS $0.49.","Adjusted EBITDA $8.8M (+28% YoY); margin 12.3%; orders $95.9M, book-to-bill 1.3x.","Record backlog $557.2M, 84% defense; $50M investment from T. Rowe Price; no debt outstanding.","Defense sales +40% to $41.4M; Space sales +86% to $6.3M; FlackTek contributed $6.6M revenue.","FY27 guidance reaffirmed: net sales $285-295M, gross margin 24.5-25.5%, adjusted EBITDA $35-40M."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":1167048838.5410001,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":1120803,"accession_number":"0001193125-26-274996","cik":716314,"company_name":"GRAHAM CORP","ticker":"GHM","form_type":"8-K","filed_at":"2026-06-18T12:00:16+00:00","items":["7.01","9.01"],"status":"ready","headline":"Graham Corporation posts slides for 2026 Investor Day; no specific updates disclosed","summary_kind":"llm","event_type":"other_material","confidence":"low","bullets":["Company filed 8-K announcing availability of slides for 2026 Investor Day held June 18, 2026.","Exhibit 99.1 contains only a title slide; no financial data, guidance, or strategic targets included.","No material new information for investors beyond the fact of the presentation."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.15,"calibrated_materiality_score":0.15,"market_cap_usd":1167048838.5410001,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":1093279,"accession_number":"0001193125-26-273382","cik":716314,"company_name":"GRAHAM CORP","ticker":"GHM","form_type":"8-K","filed_at":"2026-06-17T11:30:13+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Graham Corp names Jonathan Painter Chairman as Daniel Thoren retires","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Daniel J. Thoren resigned as Executive Chairman and director effective June 15, 2026; will serve as Strategic Advisor through June 2027 at $150k annual salary.","Alan E. Smith, former VP & GM of Graham Manufacturing, also transitions to Strategic Advisor through June 2027 at $150k salary.","Jonathan W. Painter appointed Chairman of the Board, effective June 15, 2026; he previously served as Chairman until June 2025.","Thoren's retirement is part of CEO succession plan announced Feb 2025; Board size returns to seven directors."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":1167048838.5410001,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":900199,"accession_number":"0001193125-26-260670","cik":716314,"company_name":"GRAHAM CORP","ticker":"GHM","form_type":"8-K","filed_at":"2026-06-08T11:11:30+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Graham reports record FY26 revenue $245.3M, up 17%; backlog $533M; guides FY27 rev $285-295M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Record Q4 revenue $67.1M (+13% YoY); full-year revenue $245.3M (+17% YoY).","FY26 adjusted EPS $1.40 (+13% YoY); adjusted EBITDA $26.0M (+16% YoY).","Record backlog $532.6M (+29% YoY); record orders $359.4M, book-to-bill 1.5x.","Completed acquisition of FlackTek; $50M investment from T. Rowe Price in Q1 FY27.","Fiscal 2027 guidance: rev $285-295M, adj. EBITDA $35-40M, gross margin 24.5-25.5%."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":1167048838.5410001,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":889357,"accession_number":"0001193125-26-259740","cik":716314,"company_name":"GRAHAM CORP","ticker":"GHM","form_type":"8-K","filed_at":"2026-06-05T20:34:55+00:00","items":["5.02","9.01"],"status":"ready","headline":"Graham Corp sets FY2027 executive LTI awards; grants RSUs/PSUs to named officers","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["CEO Matthew Malone granted 6,036 RSUs + 12,072 PSUs (max); Exec Chairman Thoren 629 RSUs + 1,258 PSUs.","CFO Christopher Thome granted 1,408 RSUs + 2,816 PSUs; L-T percentages: Thoren 50%, Malone 200%, Thome 70%.","Six non-employee directors each granted 905 RSUs valued at ~$90,000 based on $99.41 closing price.","Cash bonus targets: Malone 100% base, Thoren 50%, Thome 70%; weighted 40% Adj. EBITDA, 20% bookings, 20% safety, 20% personal.","Alan Smith retired as VP/GM effective April 1, 2026; not participating in FY2027 incentive programs."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":1167048838.5410001,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":98453,"accession_number":"0001193125-26-155977","cik":716314,"company_name":"GRAHAM CORP","ticker":"GHM","form_type":"8-K","filed_at":"2026-04-15T23:59:59+00:00","items":["1.01","3.02","7.01","9.01"],"status":"ready","headline":"Graham Corp. announces $50M PIPE investment by T. Rowe Price at $83.36/share","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["T. Rowe Price accounts acquire 599,808 shares (5% of GHM) at $83.36 per share based on 20-day average closing price.","Gross proceeds of $50 million to be used for debt repayment and funding organic/inorganic growth.","Transaction expected to close April 16, 2026, subject to customary closing conditions.","Company will file registration statement for resale of shares within 30 days of closing."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":1167048838.5410001,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":113929,"accession_number":"0001193125-26-131870","cik":716314,"company_name":"GRAHAM CORP","ticker":"GHM","form_type":"8-K","filed_at":"2026-03-30T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Graham Corp boosts CEO salary to $600k, CFO to $400k, raises LTIP and bonus targets","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["CEO Matthew J. Malone base salary increased to $600,000 for fiscal 2027.","CFO Christopher J. Thome base salary increased to $400,000 for fiscal 2027.","Malone's target LTIP award raised to 200% of base salary for fiscal 2027.","Thome's target Cash Bonus Program award raised to 70% of base salary for fiscal 2027.","Changes approved by Compensation Committee on March 24, 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":1167048838.5410001,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":113928,"accession_number":"0001193125-26-053140","cik":716314,"company_name":"GRAHAM CORP","ticker":"GHM","form_type":"8-K","filed_at":"2026-02-17T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Graham Corp announces VP/GM Alan Smith retirement; William Zmyndak, new CIO and CHRO appointed","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Alan Smith, VP and GM of Graham Manufacturing, to retire effective April 1, 2026; will serve as advisor.","William Zmyndak appointed Deputy GM; to assume VP/GM role upon Smith's retirement. 30+ yrs experience.","Keith Oufnac appointed Chief Information Officer; 20+ yrs digital transformation and cybersecurity experience.","Rachel Jaakkola appointed Chief Human Resources Officer; over decade of HR leadership in aerospace/defense.","Succession planned: Smith transitions to advisory role; Zmyndak, Oufnac, Jaakkola join leadership team."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":1167048838.5410001,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":113927,"accession_number":"0001193125-26-040276","cik":716314,"company_name":"GRAHAM CORP","ticker":"GHM","form_type":"8-K","filed_at":"2026-02-06T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Graham Corp Q3 EPS $0.25 (+79% YoY); backlog record $515.6M; guidance raised","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $56.7M (+21% YoY); net income $2.8M, diluted EPS $0.25 (+79% YoY).","Adjusted EBITDA $6.0M (+50%), margin 10.7%; orders $71.7M, book-to-bill 1.3x.","Record backlog $515.6M (+34% YoY), 85% from Defense market.","Acquired FlackTek for $35M (85% cash, 15% stock) on Jan 23, 2026; credit facility expanded to $80M.","Raised FY2026 guidance: net sales $233-239M, adjusted EBITDA $24-28M."],"consensus_eps_estimate":null,"consensus_eps_actual":0.95,"consensus_revenue_estimate":null,"consensus_revenue_actual":178215000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":1167048838.5410001,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":113926,"accession_number":"0001193125-26-021705","cik":716314,"company_name":"GRAHAM CORP","ticker":"GHM","form_type":"8-K","filed_at":"2026-01-26T23:59:59+00:00","items":["1.01","7.01","9.01"],"status":"ready","headline":"Graham acquires FlackTek for $35M plus $25M earnout; adds advanced mixing platform","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Base purchase price of $35M paid 85% cash/15% stock (75,818 shares); up to $25M performance-based earnout over 4 years.","FlackTek has ~$30M annualized revenue; base price ~12x projected 2026 adjusted EBITDA.","Credit facility amended from $50M to $80M to fund acquisition; pro forma leverage ~1.2x.","FlackTek CEO Matt Gross joins Graham as VP & GM; acquisition adds third core platform alongside vacuum/heat transfer and turbomachinery.","Further details will be provided on the FY2026 Q3 earnings call on Feb 6, 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":1167048838.5410001,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":130332,"accession_number":"0001193125-25-273313","cik":716314,"company_name":"GRAHAM CORP","ticker":"GHM","form_type":"8-K/A","filed_at":"2025-11-10T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Graham Corp appoints Mauro Gregorio to Compensation and Nominating Committees","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Mauro Gregorio appointed to Compensation Committee effective November 4, 2025.","Also appointed to Nominating and Corporate Governance Committee on same date.","He was previously appointed to the Board on September 3, 2025; now adds committee roles."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":1167048838.5410001,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":130334,"accession_number":"0001193125-25-270961","cik":716314,"company_name":"GRAHAM CORP","ticker":"GHM","form_type":"8-K","filed_at":"2025-11-07T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Graham Corp Q2 revenue up 23% to $66M; EPS $0.28; record backlog $500M; reaffirms FY guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $66.0M (+23% YoY); net income $3.09M ($0.28 diluted EPS); adjusted EBITDA $6.3M (9.5% margin).","Orders $83.2M (book-to-bill 1.3x); backlog record $500.1M, 85% defense.","Reiterated FY2026 guidance: revenue $225-235M, adjusted EBITDA $22-28M; tariff impact narrowed to $2-4M.","Secured $25.5M follow-on for MK48 Torpedo and $14.8M new Space orders during Q2.","Balance sheet: no debt, $20.6M cash, $44.7M revolver available."],"consensus_eps_estimate":null,"consensus_eps_actual":0.69,"consensus_revenue_estimate":null,"consensus_revenue_actual":121514000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1167048838.5410001,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":130333,"accession_number":"0001193125-25-244287","cik":716314,"company_name":"GRAHAM CORP","ticker":"GHM","form_type":"8-K","filed_at":"2025-10-21T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Graham acquires Xdot Bearing assets; adds foil bearing tech for high-speed rotating machines","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Acquired certain assets of Xdot Bearing Technologies, a foil bearing consulting and design firm.","Founder Dr. Erik Swanson joins Graham subsidiary Barber-Nichols upon closing.","Xdot has ~$1M in annual sales; expected to be slightly accretive to FY2026 GAAP net income.","Technology complements BN's turbomachinery; aims to expand into aerospace, defense, and energy transition markets."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":1167048838.5410001,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":146896,"accession_number":"0001193125-25-194532","cik":716314,"company_name":"GRAHAM CORP","ticker":"GHM","form_type":"8-K","filed_at":"2025-09-03T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Graham appoints Mauro Gregorio to Board of Directors effective Sept 1, 2025","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Mauro Gregorio appointed to Graham's Board effective September 1, 2025, term expiring at 2026 annual meeting.","Gregorio was President of Dow's $10B Performance Materials & Coatings division and served on boards of Eagle Materials and Radius Recycling.","Gregorio will receive standard non-employee director compensation including RSUs with grant date fair value of approx. $44,917.","No committees assigned yet; no material transactions or arrangements with any other person."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":1167048838.5410001,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":146895,"accession_number":"0001193125-25-191792","cik":716314,"company_name":"GRAHAM CORP","ticker":"GHM","form_type":"8-K","filed_at":"2025-08-29T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Graham Corp annual meeting: all director nominees elected, say-on-pay approved, auditor ratified","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Three directors (Jaroslawsky, Malone, Painter) elected to 3-year terms; each received over 7.9M votes for.","Say-on-pay advisory vote approved: 7,993,843 for, 333,753 against, 98,417 abstentions.","Ratification of Deloitte & Touche as auditor for FY2026 passed with 9,352,857 votes for, 255,469 against."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.15,"market_cap_usd":1167048838.5410001,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":146894,"accession_number":"0001193125-25-173015","cik":716314,"company_name":"GRAHAM CORP","ticker":"GHM","form_type":"8-K","filed_at":"2025-08-05T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Graham Q1 FY26 revenue $55.5M, EPS $0.42; orders $125.9M on defense wins; backlog $482.9M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $55.5M, up 11% YoY; net income $4.6M, up 55%; diluted EPS $0.42, up 56%.","Orders surged to $125.9M, including $86.5M for Virginia Class sub program and $25.5M for MK48 torpedo; book-to-bill 2.3x.","Gross margin improved 170bps to 26.5%; adjusted EBITDA margin 12.3%, up 200bps.","Backlog $482.9M, up 22% YoY, 87% defense; reiterated FY26 sales $225-235M, adj. EBITDA $22-28M.","No debt, $10.8M cash; Q1 capex $7.0M; completed Batavia defense facility expansion."],"consensus_eps_estimate":null,"consensus_eps_actual":0.42,"consensus_revenue_estimate":null,"consensus_revenue_actual":55487000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":1167048838.5410001,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":165368,"accession_number":"0001193125-25-139588","cik":716314,"company_name":"GRAHAM CORP","ticker":"GHM","form_type":"8-K","filed_at":"2025-06-12T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Graham Corp. provides slides for Wells Fargo conference; no material new data in available excerpt","summary_kind":"llm","event_type":"other_material","confidence":"low","bullets":["Slides furnished under Regulation FD for the June 12, 2025 Wells Fargo Industrials Conference.","Exhibit 99.1 text was truncated; no financial metrics, guidance, or specific announcements are visible.","Filing is furnished, not filed, and is not incorporated into SEC filings.","Company ticker GHM; CFO Christopher Thome signed the 8-K but disclosed no new business events.","This is a routine investor presentation with no apparent material changes disclosed."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":1167048838.5410001,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":165367,"accession_number":"0001193125-25-137412","cik":716314,"company_name":"GRAHAM CORP","ticker":"GHM","form_type":"8-K","filed_at":"2025-06-09T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Graham Corp Q4 rev +21% to $59.3M, Adj EBITDA $7.7M, guides FY2026 rev $225-235M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 FY2025: Revenue $59.3M (+21% YoY); net income $4.4M ($0.40 EPS) vs $1.3M prior year.","Full-year FY2025: Revenue $209.9M (+13%); net income $12.2M ($1.11 EPS) vs $4.6M.","Record backlog $412.3M; Q4 orders $86.9M including $50M for Virginia Class submarine program.","FY2026 guidance: Rev $225-235M, Adj EBITDA $22-28M; tariff impact est. $2-5M.","CEO Daniel Thoren becomes Exec. Chairman; Matt Malone promoted to CEO effective June 10, 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":1167048838.5410001,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":165366,"accession_number":"0001193125-25-136335","cik":716314,"company_name":"GRAHAM CORP","ticker":"GHM","form_type":"8-K","filed_at":"2025-06-06T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Graham Corp approves FY2026 executive LTI grants and cash bonus program","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["FY2026 LTI: CEO Thoren awarded 1,588 RSUs + 3,176 max PSUs; COO Malone 7,622 RSUs + 15,244 PSUs; CFO Thome 3,299 + 6,598; VP Smith 2,591 + 5,182.","Cash bonus targets unchanged: Thoren 50% of salary, Malone 100%, Thome 50%, Smith 50%; payout 0-200% based on Adj. EBITDA (50%), Bookings (20%), personal goals (30%).","Non-employee directors each awarded 1,956 RSUs valued at $77,000 based on $39.36 closing price.","RSUs vest 1/3 annually over three years; PSUs cliff vest at three years tied to ROIC and cumulative revenue metrics."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":1167048838.5410001,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":183025,"accession_number":"0001193125-25-022250","cik":716314,"company_name":"GRAHAM CORP","ticker":"GHM","form_type":"8-K","filed_at":"2025-02-07T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Graham Corp Q3 net sales $47.0M (+7.3%); adjusted EPS $0.18 (+38%); raises gross margin guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales of $47.0M, up 7.3% YoY; gross margin expanded 260 bps to 24.8%.","Net income of $1.6M ($0.14 diluted EPS) vs $0.2M ($0.02) last year; adjusted EPS $0.18 (+38%).","Reiterated FY sales $200-210M and adj. EBITDA $18-21M; raised gross margin guidance to 24-25% from 23-24%.","Capex guidance raised to $15-19M from $13-18M; $30M cash, no debt, $43M revolver available.","Orders $24.8M vs $123.3M last year (defense lumpiness); backlog $384.7M; book-to-bill YTD 1.0x."],"consensus_eps_estimate":0.2905,"consensus_eps_actual":0.71,"consensus_revenue_estimate":null,"consensus_revenue_actual":150551000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl+finnhub","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1167048838.5410001,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":183024,"accession_number":"0001193125-25-021340","cik":716314,"company_name":"GRAHAM CORP","ticker":"GHM","form_type":"8-K","filed_at":"2025-02-06T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Graham Corp announces CEO succession; Thoren to Executive Chairman, Malone to become CEO in June 2025","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Daniel J. Thoren transitions from CEO to Executive Chairman effective June 10, 2025; will remain as strategic advisor.","Matthew J. Malone appointed President & COO effective Feb 5, 2025; expected to assume CEO role on June 10, 2025.","Michael E. Dixon promoted to General Manager of Barber-Nichols, reporting to Malone, effective Feb 5, 2025.","Company reiterates sales and Adjusted EBITDA guidance provided on Nov 8, 2024.","Fiscal Q3 2025 earnings call scheduled for Feb 7, 2025; no results reported in this filing."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":1167048838.5410001,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":199603,"accession_number":"0001193125-24-253688","cik":716314,"company_name":"GRAHAM CORP","ticker":"GHM","form_type":"8-K","filed_at":"2024-11-08T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Graham Corp Q2: record revenue $53.6M, gross margin 23.9% (+790bps), backlog $407M, raises FY adj EBITDA guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Record Q2 net sales $53.6M, +19% YoY; net income $3.3M ($0.30 diluted) vs $0.4M ($0.04) last year.","Gross margin expanded 790bps to 23.9%; adjusted EBITDA margin +550bps to 10.5%.","Orders $63.7M, book-to-bill 1.2x; backlog record $407M, +30% YoY.","Raised FY2025 gross margin guidance to 23-24% (from 22-23%) and adj EBITDA to $18-21M (from $16.5-19.5M).","Cash $32.3M, no debt; capex guidance increased to $13-18M for land and testing facility."],"consensus_eps_estimate":null,"consensus_eps_actual":0.57,"consensus_revenue_estimate":null,"consensus_revenue_actual":103514000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1167048838.5410001,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":215633,"accession_number":"0001193125-24-205730","cik":716314,"company_name":"GRAHAM CORP","ticker":"GHM","form_type":"8-K","filed_at":"2024-08-23T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Graham Corp. stockholders elect Schnorr and Thoren as directors, ratify auditor","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Lisa M. Schnorr elected with 5,258,330 votes for, 1,828,196 withheld.","Daniel J. Thoren elected with 5,395,145 votes for, 1,691,381 withheld.","Advisory vote on executive compensation approved: 6,998,164 for, 66,941 against.","Deloitte & Touche LLP ratified as auditor for FY ending March 2025 with 8,354,812 votes for."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.15,"calibrated_materiality_score":0.15,"market_cap_usd":1167048838.5410001,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":215632,"accession_number":"0001193125-24-195406","cik":716314,"company_name":"GRAHAM CORP","ticker":"GHM","form_type":"8-K","filed_at":"2024-08-07T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Graham Corp Q1 revenue record $50M, net income up 12%, gross margin expands to 24.8%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $49.95M (+5% YoY); net income $2.97M (+12%); diluted EPS $0.27; adjusted EPS $0.33 (+18%).","Gross margin 24.8% (+170 bps); $2.1M BlueForge Alliance grant for defense welder training included.","Orders $55.8M (book-to-bill 1.1x); backlog $396.8M (+23% YoY); defense orders 51% of total.","FY2025 guidance reaffirmed: net sales $200-210M, adjusted EBITDA $16.5-19.5M, gross margin 22-23%.","Balance sheet: no debt, cash $21.6M, $29M available on revolver; new 29k sq ft facility planned."],"consensus_eps_estimate":null,"consensus_eps_actual":0.27,"consensus_revenue_estimate":null,"consensus_revenue_actual":49951000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1167048838.5410001,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":235007,"accession_number":"0001193125-24-164001","cik":716314,"company_name":"GRAHAM CORP","ticker":"GHM","form_type":"8-K","filed_at":"2024-06-20T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Graham Corp amends FY2025 executive bonus plan; CEO target at 100% of base","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["CEO Daniel Thoren target bonus set at 100% of base salary; CFO Thome and VP Malone at 50%.","Bonus based 50% on Adjusted EBITDA, 20% on Bookings, 30% on personal goals.","Effective June 17, 2024; plan permits payouts from 0% to 200% of target.","Compensation Committee retains discretion to adjust final payouts upward or downward."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":1167048838.5410001,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":235006,"accession_number":"0001193125-24-157936","cik":716314,"company_name":"GRAHAM CORP","ticker":"GHM","form_type":"8-K","filed_at":"2024-06-10T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Graham Corp grants FY2025 LTI awards: CEO 16,628 RSUs + 33,256 PSUs; directors get 2,934 RSUs each","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["CEO Thoren receives 16,628 RSUs (3-year vest) and 33,256 PSUs (3-year performance vest) under FY2025 LTI program.","CFO Thome receives 4,930 RSUs and 9,860 PSUs; VP Malone receives 3,873 RSUs and 7,746 PSUs.","Each of six non-employee directors awarded 2,934 RSUs based on $75,000 grant value at $25.56 close.","LTI percentages: CEO 170%, CFO 70%, VP/GMs 60%; PSUs tied to 3-year ROIC and revenue goals."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":1167048838.5410001,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":235005,"accession_number":"0001193125-24-156656","cik":716314,"company_name":"GRAHAM CORP","ticker":"GHM","form_type":"8-K","filed_at":"2024-06-07T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Graham reports record FY2024 revenue of $185.5M (+18%); guides FY2025 revenue $200-210M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 revenue $49.1M (+14% YoY); gross margin 25.9% (up 930 bps); net income $1.3M vs. loss of $0.5M.","Full-year net income $4.6M ($0.42 EPS) vs. $0.4M ($0.03 EPS); adjusted EBITDA $13.3M (7.2% of sales).","Record orders $268.4M (book-to-bill 1.4x); backlog $390.9M, up 30% YoY; 35-40% expected to convert in FY2025.","Eliminated $12.5M debt; received $13.5M strategic investment from a major defense customer for Batavia expansion.","FY2025 guidance: revenue $200-210M, gross margin 22-23%, adjusted EBITDA $16.5-19.5M, capex $10-15M."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":1167048838.5410001,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":235004,"accession_number":"0001193125-24-083550","cik":716314,"company_name":"GRAHAM CORP","ticker":"GHM","form_type":"8-K","filed_at":"2024-04-01T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Graham Corp raises base salaries for CEO to $500K, CFO to $360K, GM to $330K; LTIP targets set at 170%/70%/60%","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Annual base salary for President & CEO Daniel Thoren raised to $500,000.","CFO Christopher Thome salary raised to $360,000; VP & GM Matthew Malone salary raised to $330,000.","Fiscal 2025 target LTIP award percentages: Thoren 170%, Thome 70%, Malone 60% of base salary.","Salary changes approved by Board on March 27, 2024, effective immediately."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":1167048838.5410001,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":252830,"accession_number":"0001193125-24-023415","cik":716314,"company_name":"GRAHAM CORP","ticker":"GHM","form_type":"8-K","filed_at":"2024-02-05T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Graham Corp Q3 sales up 10% to $43.8M; gross margin +660bps to 22.2%; record orders $123.3M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $0.2M ($0.02 diluted EPS); adjusted net income $2.4M ($0.22 diluted EPS).","Record orders of $123.3M, primarily U.S. Navy follow-ons; backlog reached $399.2M (84% defense).","Raised FY2024 guidance: net sales $175-185M, adjusted EBITDA $15-16M from previous $11.5-13.5M.","Acquired P3 Technologies on Nov 9, 2023; debt reduced to $3.0M, fully paid post-quarter.","Cash from operations $19.5M YTD; new $50M revolving credit facility with lower costs."],"consensus_eps_estimate":null,"consensus_eps_actual":0.3,"consensus_revenue_estimate":null,"consensus_revenue_actual":136463000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1167048838.5410001,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":270314,"accession_number":"0001193125-23-270837","cik":716314,"company_name":"GRAHAM CORP","ticker":"GHM","form_type":"8-K","filed_at":"2023-11-06T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Graham Corp Q2 sales $45.1M (+18% YoY); net income $0.4M vs loss; adj. EBITDA $2.7M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Defense market sales up 69% to $25.1M; aftermarket sales to refining/petrochemical record $10.8M (+74%).","Gross margin expanded 220 bps to 16.0%; net income $0.04/diluted share vs ($0.02).","Backlog $313.3M, 80% defense; FY2024 guidance reiterated: revenue $170-180M, adj. EBITDA $11.5-13.5M.","Post-quarter closed new $50M revolver; paid off $11.5M term loan, leaving zero debt outstanding."],"consensus_eps_estimate":null,"consensus_eps_actual":0.28,"consensus_revenue_estimate":null,"consensus_revenue_actual":92645000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.78,"calibrated_materiality_score":0.78,"market_cap_usd":1167048838.5410001,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":270313,"accession_number":"0001193125-23-258545","cik":716314,"company_name":"GRAHAM CORP","ticker":"GHM","form_type":"8-K","filed_at":"2023-10-18T23:59:59+00:00","items":["1.01","1.02","2.03","7.01","9.01"],"status":"ready","headline":"Graham Corp refinances debt with new $50M Wells Fargo revolver, lowers cost","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["New $50M senior secured revolver with Wells Fargo; $35M immediately available, $15M more subject to EBITDA and liquidity targets.","Proceeds used to repay $11.5M term loan and $725k exit fee from prior Bank of America facility.","Borrowing rate reduced ~25 bps to SOFR plus 1.25% for first year; margins based on leverage ratio.","Five-year maturity (Oct 2028); financial covenants: total leverage ≤3.50x, fixed charge coverage ≥1.20x.","CFO says refinancing enhances financial flexibility and provides less than 3-year payback of exit fee."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":1167048838.5410001,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":287285,"accession_number":"0001193125-23-218500","cik":716314,"company_name":"GRAHAM CORP","ticker":"GHM","form_type":"8-K","filed_at":"2023-08-23T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Graham Corp shareholders elect Barber & Stoner as directors; all proposals pass","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["James J. Barber, Ph.D. elected with 7,282,132 votes for; Troy A. Stoner with 7,508,790.","Advisory say-on-pay approved (7,403,557 for, 370,425 against); annual frequency selected.","Ratification of Deloitte & Touche as FY2024 auditor approved (9,053,690 for, 117,757 against).","Amendment No. 1 to 2020 Equity Incentive Plan approved (7,647,199 for, 102,763 against)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.15,"market_cap_usd":1167048838.5410001,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":287284,"accession_number":"0001193125-23-204523","cik":716314,"company_name":"GRAHAM CORP","ticker":"GHM","form_type":"8-K","filed_at":"2023-08-07T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Graham Q1 revenue $47.6M (record), EPS $0.25; raises FY2024 guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales $47.6M (record), up 32% YoY; net income $2.6M, diluted EPS $0.25 vs $0.06 prior year.","Gross margin 23.1%, up 440 bps; defense market sales up 133% to $22.8M.","Orders $67.9M (+69% YoY), backlog $322M (+24% YoY); includes $13.5M strategic investment from defense customer.","Raised FY2024 guidance: revenue $170-$180M (prev $165-$175M), adj. EBITDA $11.5-$13.5M (prev $10.5-$12.5M).","CapEx guidance raised to $12-$13.5M (prev $5.5-$7M) for Batavia expansion funded by customer investment."],"consensus_eps_estimate":null,"consensus_eps_actual":0.25,"consensus_revenue_estimate":null,"consensus_revenue_actual":47569000.0,"consensus_period":"2023-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":1167048838.5410001,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":287283,"accession_number":"0001193125-23-193510","cik":716314,"company_name":"GRAHAM CORP","ticker":"GHM","form_type":"8-K","filed_at":"2023-07-25T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Graham Corp caps CEO PSU payout at 35,580 shares to comply with plan limit","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Compensation Committee approved amendment on July 21, 2023, limiting CEO Danial J. Thoren's PSU vesting to 35,580 shares.","Original PSU award covered 24,420 shares; new limit prevents exceeding the Plan's 60,000-share annual per-participant cap.","Stockholders will vote on a Plan amendment to clarify target shares used for the annual cap going forward.","Amendment applies to the PSU granted in May 2022; separate time-vesting RSUs of 24,420 shares remain unchanged."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":1167048838.5410001,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":307399,"accession_number":"0001193125-23-163033","cik":716314,"company_name":"GRAHAM CORP","ticker":"GHM","form_type":"8-K","filed_at":"2023-06-08T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Graham Corp fiscal 2023 sales $157.1M (+28%), net income $367K; FY2024 revenue guidance $165-175M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Record annual sales $157.1M, up 28% YoY; net income $367K vs prior year loss of $8.8M.","Adjusted EBITDA $7.7M within guidance despite $2.5M reserve for space customer bankruptcy.","Record fiscal year orders $202.7M (book-to-bill 1.3x); backlog $301.7M at year-end.","Fiscal 2024 guidance: revenue $165-175M, adjusted EBITDA $10.5-12.5M (mid-point up ~49% YoY).","Raised fiscal 2027 strategic goals: >$200M revenue and low-to-mid teens adjusted EBITDA margins."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1167048838.5410001,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":307398,"accession_number":"0001193125-23-151274","cik":716314,"company_name":"GRAHAM CORP","ticker":"GHM","form_type":"8-K","filed_at":"2023-05-23T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Graham renews FY2024 executive LTIP and cash bonus plans with RSU/PSU grants","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Compensation Committee approved RSU/PSU grants: CEO Thoren 18,265 RSUs/36,530 PSUs, CFO Thome 7,123/14,246, VP Malone 7,123/14,246.","L-T Incentive Percentage set at 100% for CEO, 50% for CFO and VP Malone.","Cash bonus target: 100% of base salary for CEO, 50% for CFO and VP Malone; payout range 0-200%.","Performance goals weighted 50% adjusted net income/operating income, 20% bookings, 30% personal goals for all three NEOs."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":1167048838.5410001,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":307397,"accession_number":"0001193125-23-089609","cik":716314,"company_name":"GRAHAM CORP","ticker":"GHM","form_type":"8-K","filed_at":"2023-04-03T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Graham Corp raises salaries for CFO, two VPs to $312,000 each","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Board approved annual base salary increase to $312,000 for Christopher Thome (CFO), Alan Smith (Graham Mfg GM), and Matthew Malone (Barber-Nichols GM).","No change to CEO Daniel Thoren's base salary, per his request.","Effective March 29, 2023; increases for three named executive officers."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":1167048838.5410001,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":326421,"accession_number":"0001193125-23-046262","cik":716314,"company_name":"GRAHAM CORP","ticker":"GHM","form_type":"8-K","filed_at":"2023-02-23T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Graham Corp awarded $5M vacuum system for geothermal/lithium project","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Award value approximately $5M; revenue expected over next 12-18 months.","Equipment for Hell's Kitchen Stage 1 geothermal plant in Imperial Valley, CA.","Customer is Controlled Thermal Resources (CTR), integrating lithium extraction and geothermal power.","CEO cites new energy as high-growth diversification opportunity.","Graham has supplied vacuum equipment to Imperial Valley geothermal since the 1980s."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":1167048838.5410001,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":326420,"accession_number":"0001193125-23-024874","cik":716314,"company_name":"GRAHAM CORP","ticker":"GHM","form_type":"8-K","filed_at":"2023-02-06T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Graham Corp Q3 revenue $39.9M (+39% YoY); raises FY23 revenue guidance to $145-155M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $368K ($0.03 diluted EPS) vs prior-year loss of $3.7M; adjusted EBITDA $2.2M.","Defense revenue up $5.1M YoY; shipped 4th first article unit to US Navy, on schedule for remaining by Q2 FY2024.","Raised FY2023 revenue guidance to $145-155M (from $135-150M); tightened adjusted EBITDA guidance to $7.5-8.5M.","Quarterly orders $20M (down 71% YoY) due to large contract timing; backlog $293.7M (+8% YoY), 80% defense.","Reduced debt by $5M to $14.2M; bank leverage ratio down to 2.5x; operating cash flow $9.3M."],"consensus_eps_estimate":null,"consensus_eps_actual":0.08,"consensus_revenue_estimate":null,"consensus_revenue_actual":114091000.0,"consensus_period":"2022-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1167048838.5410001,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":344132,"accession_number":"0001193125-22-278469","cik":716314,"company_name":"GRAHAM CORP","ticker":"GHM","form_type":"8-K","filed_at":"2022-11-07T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Graham Q2 sales up 12% to $38.1M, record backlog $313M, reaffirms FY2023 guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net loss $0.2M ($0.02 diluted loss); adjusted diluted EPS $0.03; adjusted EBITDA $1.5M vs $0.1M prior year.","Record orders of $91.5M (book-to-bill 2.4x); backlog $313.3M, up 20% sequentially with 79% defense.","Gross margin improved to 13.8% from 10.1% on better mix and execution.","Revenue guidance reaffirmed: $135M-$150M; adjusted EBITDA $6.5M-$9.5M.","Defense orders $69.6M driven by repeat U.S. Navy programs; expects first article projects to complete by Q1 FY2024."],"consensus_eps_estimate":null,"consensus_eps_actual":0.05,"consensus_revenue_estimate":null,"consensus_revenue_actual":74218000.0,"consensus_period":"2022-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":1167048838.5410001,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":360635,"accession_number":"0001193125-22-207789","cik":716314,"company_name":"GRAHAM CORP","ticker":"GHM","form_type":"8-K","filed_at":"2022-08-01T23:59:59+00:00","items":["5.02","5.03","5.07","9.01"],"status":"ready","headline":"Graham Corp CAO Jennifer Condame resigns for retirement; CFO Thome assumes CAO role","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Jennifer Condame resigns as Chief Accounting Officer effective Aug 1, 2022; she is retiring and cited no disagreement.","Christopher J. Thome, VP-Finance and CFO, appointed CAO and principal accounting officer effective Aug 1, 2022.","Bylaws amended to change voting standard for shareholder matters from majority of eligible votes to majority of votes cast.","Stockholders elected directors Cari L. Jaroslawsky (7.1M for) and Jonathan W. Painter (6.6M for) to three-year terms.","Advisory say-on-pay approved (6.4M for, 0.9M against); Deloitte ratified (8.7M for); ESPP amendment approved (7.3M for)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":1167048838.5410001,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":360634,"accession_number":"0001193125-22-205525","cik":716314,"company_name":"GRAHAM CORP","ticker":"GHM","form_type":"8-K","filed_at":"2022-07-29T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Graham Q1 sales up 79% to $36.1M; EPS $0.06 vs ($0.31); backlog record $260.7M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $0.7M ($0.06 diluted EPS) vs net loss $3.1M in prior year; adjusted EPS $0.12.","Record backlog $260.7M, up 2% sequentially; 74% defense, 11% refinery.","Orders $40.3M up 93% YoY; included $10M aftermarket, $7.3M space pumps, $7M India refinery.","FY2023 guidance reaffirmed: revenue $135-150M, adj. EBITDA $6.5-9.5M (5-6% margin).","Debt reduced to $17.1M from $18.4M; capex outlook $4.5-5.5M."],"consensus_eps_estimate":null,"consensus_eps_actual":0.06,"consensus_revenue_estimate":null,"consensus_revenue_actual":36075000.0,"consensus_period":"2023-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1167048838.5410001,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":379740,"accession_number":"0001193125-22-170555","cik":716314,"company_name":"GRAHAM CORP","ticker":"GHM","form_type":"8-K","filed_at":"2022-06-09T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Graham Corp Q4 revenue up 55% to $39.7M but net loss $1.4M; FY22 net loss $8.8M; guides FY23 rev $135-150M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 revenue $39.7M (+55% YoY); net loss $1.4M; adjusted EBITDA $0.4M (1% margin).","FY22 revenue $122.8M (+26%); net loss $8.8M; adjusted EBITDA loss $5.0M (-4.1% margin).","Backlog $256.5M, 76% defense; defense revenue 51% of FY22 total ($62.2M).","FY23 guidance: revenue $135-150M, adjusted EBITDA $6.5-9.5M (5-6% margin).","New five-year strategic plan targets high single-digit revenue growth and low double-digit to mid-teens adjusted EBITDA margin."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1167048838.5410001,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":379739,"accession_number":"0001193125-22-169306","cik":716314,"company_name":"GRAHAM CORP","ticker":"GHM","form_type":"8-K","filed_at":"2022-06-07T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Graham Corp sets FY2023 executive cash bonus targets: CEO 100% base, CFO and VP 50% each","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Target bonus for CEO Daniel Thoren is 100% of base salary; CFO Christopher Thome and VP Alan Smith each at 50%.","Performance goals weighted: 50% net income/operating income, 20% bookings, 30% personal goals.","Payout ranges from 0% to 200% of target based on attainment of financial and personal objectives.","Compensation Committee retains discretion to adjust final payouts upward or downward."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":1167048838.5410001,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":379738,"accession_number":"0001193125-22-166286","cik":716314,"company_name":"GRAHAM CORP","ticker":"GHM","form_type":"8-K","filed_at":"2022-06-02T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Graham Corp. confirms FY2022 revenue guidance $120-125M, adj. EBITDA loss $5M; strategy webinar June 9","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Preliminary FY2022 revenue in line with Feb 7 guidance: $120-$125M; adjusted EBITDA loss of $5M.","Company to host corporate strategy and Q4 FY2022 financial results webinar on June 9, 2022 at 11:00 a.m. ET.","New corporate brand and website launched to reflect reenergized organization and strategic direction.","President/CEO Daniel Thoren and CFO Christopher Thome to present strategic plan and near/long-term outlook."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":1167048838.5410001,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":379737,"accession_number":"0001193125-22-161776","cik":716314,"company_name":"GRAHAM CORP","ticker":"GHM","form_type":"8-K","filed_at":"2022-05-27T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Graham Corp. grants RSUs/PSUs to executives, approves FY2022 cash bonuses","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["CEO Daniel Thoren: 24,420 RSUs and 48,840 PSUs granted under renewed LTI program.","CFO Christopher Thome: 8,852 RSUs and 17,704 PSUs; VP Alan Smith: 9,158 RSUs and 18,316 PSUs.","Non-employee directors each awarded 6,105 RSUs ($50,000 value at $8.19/share).","Alan Smith receives separate 18,315 RSUs vesting in 3 years ($150,000 value).","FY2022 cash bonuses: Thoren $127,237, Smith $27,370, Jeffrey Glajch $48,874."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":1167048838.5410001,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":397916,"accession_number":"0001193125-22-091944","cik":716314,"company_name":"GRAHAM CORP","ticker":"GHM","form_type":"8-K","filed_at":"2022-03-31T23:59:59+00:00","items":["1.01","2.03","7.01","9.01"],"status":"ready","headline":"Graham Corp amends credit agreement, waives covenants through Sept 2022, reduces line to $15M","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Waived maximum total leverage ratio and fixed charge coverage requirements through September 30, 2022.","Line of credit reduced from $30M to $15M; interest rate unchanged at BSBY plus 1.5%.","New covenants: max net loss $10M for FY ending March 2022; adjusted EBITDA minimums $2.0M (June 2022) and $2.25M (Sept 2022).","Requires minimum liquidity of $10M through FY 2023 reporting, then $20M; no dividends allowed until compliance.","Company paid down approximately $10M in debt in Q4 ending March 2022; no borrowings on line as of March 31, 2022."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":1167048838.5410001,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":397915,"accession_number":"0001193125-22-083371","cik":716314,"company_name":"GRAHAM CORP","ticker":"GHM","form_type":"8-K","filed_at":"2022-03-24T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Graham Corporation appoints Cari Jaroslawsky and Troy Stoner to board; Chair retires, Painter named new Chair","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Cari L. Jaroslawsky (Eaton Mission Systems SVP/GM) and Troy A. Stoner (Argon ST CEO) appointed as directors effective March 23, 2022.","James J. Malvaso (Chair) and Gerard T. Mazurkiewicz (Audit Chair) retired; no disagreement with company or board.","Jonathan W. Painter elected as new Board Chair; Lisa Schnorr named Audit Committee Chair, James Barber Compensation Committee Chair.","New directors bring defense-industry expertise as Graham continues transition from energy to diversified defense/space company."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":1167048838.5410001,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":397914,"accession_number":"0001193125-22-070040","cik":716314,"company_name":"GRAHAM CORP","ticker":"GHM","form_type":"8-K","filed_at":"2022-03-09T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Graham appoints Christopher Thome as CFO; Jeffrey Glajch to retire April 15","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Thome joins as VP-Finance & CFO effective April 4, 2022; initial base salary $290,000/year.","Thome previously Corporate Controller & Treasurer at Allied Motion Technologies (AMOT).","Glajch will retire on April 15, 2022, providing transition services for 9 months afterward.","Glajch receives severance equal to 9 months of base salary plus health premiums for 9 months.","Thome's employment agreement includes 12-month non-compete and change-in-control benefits."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":1167048838.5410001,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":"2022-03-09T23:59:59+00:00|397914"}