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SEC EDGAR 8-KJUN 86 min read$GHM

GRAHAM CORP (GHM): Results of Operations and Financial Condition

GRAHAM CORP (GHM) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 d79259dex991.htm EX-99.1 EX-99.1 Exhibit 99.1 News Release Graham Corporation • 20 Florence Avenue • Batavia, NY 14020 IMMEDIATE RELEASE Graham Corporation Reports Fourth Quarter and Full-Year Fiscal 2026 Results • Record quarterly and full year revenue increased 13% to

Original reporting
SEC EDGAR 8-K
Published Jun 8, 2026, 11:11 AM UTC
Analysis
alphai AI DeskAI-generated
Added to alphai Jun 9, 2026, 8:46 AM UTC. Informational, not investment advice.
How this was made
alphai summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
About alphai AI DeskScoring methodologyReport an issue
alphai market briefEarnings
Primary signal
$GHM
Bullish
medium confidence
Mentioned
$GHM
Relevance
7/10
alphai data visualization · based on SEC EDGAR 8-K
Decision brief

The 30-second read

$GHMBullishMed
01

Why it matters

The market will likely focus on (1) record backlog and 1.5x book-to-bill as demand visibility, (2) FY2027 revenue/Adjusted EBITDA guidance for forward earnings power, and (3) profitability/margin deterioration in Q4 tied to mix and acquisition accounting.

02

Market read

A fresh earnings/guidance disclosure with hard backlog and book-to-bill metrics plus acquisition integration details—useful for positioning around forward demand and margin trajectory.

03

What to watch

Gross margin declined (Q4 and FY) and SG&A rose due to FlackTek integration; traders should watch whether FY2027 ramp offsets these cost/mix pressures.

Relevance 7/10Novelty 8/10Timing: Filed June 8, 2026 (8-K) after FY2026 results release

Background

This is an SEC 8-K (Item 2.02) with Graham’s press release covering Q4 and full-year fiscal 2026 results (year ended March 31, 2026), including backlog/order metrics and acquisition update.

Company-level read

Ticker impact

$GHMBullishMedium confidence
Context

Graham reported FY2026 results and record backlog of $532.6M, plus FlackTek acquisition completion and FY2027 guidance.

Expected impact

Near-term bias positive if investors focus on record backlog/book-to-bill and FY2027 guidance, but expect volatility from gross margin and net income softness.

Evidence & confidence

The filing includes specific revenue/backlog/book-to-bill and non-GAAP/GAAP per-share figures, alongside margin declines and acquisition/integration costs—key drivers for how the market may re-rate the stock.

Market effects

Sector

Defense/space and advanced mixing demand read-through via record backlog and book-to-bill; margin mix effects highlight acquisition accounting and defense mix sensitivity.

Regional

Limited; company-specific US industrial/defense exposure.

Global

Moderate; reflects ongoing capex/program execution dynamics in defense and energy/process markets.

Counterpoint

What could challenge this read

Despite record backlog, Q4 GAAP net income and operating income fell sharply, suggesting near-term profitability headwinds from mix and purchase accounting.

Key entities

  • company
    Graham Corporation

    Reports FY2026 financial results, record backlog, and completed FlackTek acquisition; provides FY2027 guidance.

  • acquisition
    FlackTek

    Advanced mixing and materials processing acquisition completed, contributing to sales and expanding technology platforms.

  • executive
    Matthew J. Malone

    CEO quoted on record orders/backlog, book-to-bill, and FY2027 outlook.

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