Graham Corporation (GHM) Earnings Call Transcripts

Graham Corporation's Latest Earnings Call - June 18, 2026

In the fiscal Q1 2026 earnings call for Graham Corporation (GHM:US), management reported a strong performance, with revenue reaching $70 million, up 15% year-over-year, and adjusted EPS of $0.45, exceeding estimates by $0.05. The company highlighted a robust backlog of $533 million, primarily driven by defense contracts, which is expected to support continued organic growth of 8% to 10% over the next three years. Management maintained its fiscal 2027 revenue guidance of $285 million to $295 million, reflecting an 18% increase at the midpoint, bolstered by contributions from the recently acquired FlackTek and ongoing demand in defense and energy sectors.

Reported metrics

Guidance from management

Management maintained fiscal 2027 revenue guidance of $285 million to $295 million, reflecting strong demand and backlog support. They expect adjusted EBITDA margins to expand to 14% to 16% by fiscal 2029.

What management said

So with that, we're going to take a little bit of time to go ring the bell. For the folks that are here visiting, you're going to go down with [ ICR ] team down to the floor or you can stay here and work. At 9:45, we're going to come back together. And will get restarted. Next up is going to be Charlie with space, and then we'll go through right after Charlie with energy and process, and then we'll move to FlackTek ...

Thank you, Tony. Really good insight. And before Royce goes, one of the things I want to share with Royce is if you have a process question with anything to do with vacuum, this gentleman has solved some of the hardest vacuum challenges in any refinery around the world. So we're not just talking to a guy that's sort of done this once or twice. He's kind of the go-to guy in the business if you have an issue. So with t...

What analysts pressed on

Analysts expressed concerns about the ability to manage growth while maintaining quality and execution standards, particularly in the defense sector. There were questions regarding how Graham plans to balance capital allocation with the urgency of capturing new market opportunities.

Main topics on the call

• Strong Backlog and Revenue Growth — Graham Corporation reported a backlog of $533 million, with approximately 85% tied to defense contracts. Management stated, "This backlog provides tremendous visibility and stability," supporting their projected organic ...
• Defense Sector Focus — The defense segment has seen significant growth, with revenue increasing from $62 million to $147 million over the past five years, representing a 24% CAGR. Management emphasized, "We are entrenched on the most strategic...
• Acquisition of FlackTek — The acquisition of FlackTek is expected to enhance Graham's capabilities in various markets. Management noted, "FlackTek has already achieved some near-term wins under our umbrella," indicating a positive integration tra...
• Emerging Opportunities in Space and Energy — Management highlighted a 76% increase in space orders and a 185% increase in new energy orders, signaling strong demand in these sectors. They stated, "We see tremendous growth potential in the space market," reflecting ...

Read the full Graham Corporation transcript (June 18, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 30 Graham Corporation earnings call transcripts on record, spanning January 29, 2020 to August 6, 2026. Based on this history, Graham Corporation reports quarterly. The most recent call on file is dated August 6, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

GHM

Exchange

NYSE

Country

US

Sector

Industrials

Industry

Machinery

Calls on record

30

First call

January 29, 2020

Most recent

August 6, 2026

Reporting cadence

quarterly