secwatch.observer — SEC 8-K summary
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Issuer:     GRAHAM CORP (GHM)
CIK:        0000716314
Form:       8-K
Filed at:   2025-08-05T23:59:59+00:00
Accession:  0001193125-25-173015
Event type: earnings
Sentiment:  positive
Materiality: 0.80
Item codes: 2.02, 7.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Graham Q1 FY26 revenue $55.5M, EPS $0.42; orders $125.9M on defense wins; backlog $482.9M
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/716314/000119312525173015/0001193125-25-173015-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/716314/000119312525173015/d853032d8k.htm
  HTML page:      https://secwatch.observer/filing/0001193125-25-173015

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