Highest-materiality recent filing
Graham Corp. announces $50M PIPE investment by T. Rowe Price at $83.36/share
T. Rowe Price accounts acquire 599,808 shares (5% of GHM) at $83.36 per share based on 20-day average closing price.
Graham Corp boosts CEO salary to $600k, CFO to $400k, raises LTIP and bonus targets
CEO Matthew J. Malone base salary increased to $600,000 for fiscal 2027.
Graham Corp announces VP/GM Alan Smith retirement; William Zmyndak, new CIO and CHRO appointed
Alan Smith, VP and GM of Graham Manufacturing, to retire effective April 1, 2026; will serve as advisor.
Graham Corp Q3 EPS $0.25 (+79% YoY); backlog record $515.6M; guidance raised
Revenue $56.7M (+21% YoY); net income $2.8M, diluted EPS $0.25 (+79% YoY).
Graham acquires FlackTek for $35M plus $25M earnout; adds advanced mixing platform
Base purchase price of $35M paid 85% cash/15% stock (75,818 shares); up to $25M performance-based earnout over 4 years.
Graham Corp appoints Mauro Gregorio to Compensation and Nominating Committees
Mauro Gregorio appointed to Compensation Committee effective November 4, 2025.
Graham Corp Q2 revenue up 23% to $66M; EPS $0.28; record backlog $500M; reaffirms FY guidance
Revenue $66.0M (+23% YoY); net income $3.09M ($0.28 diluted EPS); adjusted EBITDA $6.3M (9.5% margin).
Graham acquires Xdot Bearing assets; adds foil bearing tech for high-speed rotating machines
Acquired certain assets of Xdot Bearing Technologies, a foil bearing consulting and design firm.
Graham appoints Mauro Gregorio to Board of Directors effective Sept 1, 2025
Mauro Gregorio appointed to Graham's Board effective September 1, 2025, term expiring at 2026 annual meeting.
Graham Corp annual meeting: all director nominees elected, say-on-pay approved, auditor ratified
Three directors (Jaroslawsky, Malone, Painter) elected to 3-year terms; each received over 7.9M votes for.
Graham Q1 FY26 revenue $55.5M, EPS $0.42; orders $125.9M on defense wins; backlog $482.9M
Revenue $55.5M, up 11% YoY; net income $4.6M, up 55%; diluted EPS $0.42, up 56%.
Graham Corp. provides slides for Wells Fargo conference; no material new data in available excerpt
Slides furnished under Regulation FD for the June 12, 2025 Wells Fargo Industrials Conference.
Graham Corp Q4 rev +21% to $59.3M, Adj EBITDA $7.7M, guides FY2026 rev $225-235M
Q4 FY2025: Revenue $59.3M (+21% YoY); net income $4.4M ($0.40 EPS) vs $1.3M prior year.
Graham Corp approves FY2026 executive LTI grants and cash bonus program
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.
Graham Corp Q3 net sales $47.0M (+7.3%); adjusted EPS $0.18 (+38%); raises gross margin guidance
Net sales of $47.0M, up 7.3% YoY; gross margin expanded 260 bps to 24.8%.
Daniel J. Thoren transitions from CEO to Executive Chairman effective June 10, 2025; will remain as strategic advisor.
Record Q2 net sales $53.6M, +19% YoY; net income $3.3M ($0.30 diluted) vs $0.4M ($0.04) last year.
Graham Corp. stockholders elect Schnorr and Thoren as directors, ratify auditor
Lisa M. Schnorr elected with 5,258,330 votes for, 1,828,196 withheld.
Graham Corp Q1 revenue record $50M, net income up 12%, gross margin expands to 24.8%
Revenue $49.95M (+5% YoY); net income $2.97M (+12%); diluted EPS $0.27; adjusted EPS $0.33 (+18%).
Graham Corp amends FY2025 executive bonus plan; CEO target at 100% of base
CEO Daniel Thoren target bonus set at 100% of base salary; CFO Thome and VP Malone at 50%.
Graham Corp grants FY2025 LTI awards: CEO 16,628 RSUs + 33,256 PSUs; directors get 2,934 RSUs each
CEO Thoren receives 16,628 RSUs (3-year vest) and 33,256 PSUs (3-year performance vest) under FY2025 LTI program.
Graham reports record FY2024 revenue of $185.5M (+18%); guides FY2025 revenue $200-210M
Q4 revenue $49.1M (+14% YoY); gross margin 25.9% (up 930 bps); net income $1.3M vs. loss of $0.5M.
Annual base salary for President & CEO Daniel Thoren raised to $500,000.
Pursuant to the Thoren Employment Agreement, Mr. Thoren will continue to serve as Chief Executive Officer of the Company through the close of business on June 9, 2025 after which Mr. Thoren will transition to Executive Chairman effective as of June 10, 2025.
Effective June 10, 2025, Mr. Malone shall be employed as the Company’s President and Chief Executive Officer (the “CEO Period”).
Pursuant to the Malone Employment Agreement, Mr. Malone will serve as President and Chief Operating Officer of the Company effective February 5, 2025 through the close of business on June 9, 2025 (the “COO Period”).
Max materiality 0.80 · Median 0.60 · Most common event earnings