earnings
confidence high
sentiment positive
materiality 0.75
Graham Corp Q2 revenue up 23% to $66M; EPS $0.28; record backlog $500M; reaffirms FY guidance
GRAHAM CORP
2025-Q2 EPS reported
$0.69
revenue$121,514,000
- 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.