earnings
confidence high
sentiment positive
materiality 0.75
Graham Corp Q3 net sales $47.0M (+7.3%); adjusted EPS $0.18 (+38%); raises gross margin guidance
GRAHAM CORP
2025-Q3 EPS
reported $0.71
vs consensus $0.29
▲ beat
(+144.4%)
- 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.