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 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 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 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 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 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 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 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.
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