Q3 2026 Graham Corp Earnings Call Transcript

Feb 6, 2026 / 04:00 PM GMT

Release Date Price: $83.24 (+12.87%)

Transcript 10-Q8-K

Key Points

Positve

Revenue increased by 21% to $56.7 million, driven by strong performance across end markets.
Adjusted EBITDA rose by 50% to $6 million, reflecting improved profitability and operational efficiency.
Record backlog of $515.6 million, up 34% year over year, providing excellent revenue visibility.
Successful acquisition of X dot bearing technologies and Flakteech, enhancing competitive positioning and expanding technology platforms.
Strong demand in defense and space markets, with a book to bill ratio of 1.3 times, indicating robust future growth potential.

Negative

Gross margin declined by 100 basis points due to sales mix and absence of prior year grant benefits.
Tariffs impacted results by approximately $1 million for the first nine months of fiscal 2026.
Material receipts were higher than normal, affecting gross margins and expected to remain lumpy.
Energy and process orders were down slightly due to macroeconomic factors affecting large capital projects.
Increased SG&A expenses due to investments in operations, technology, and acquisition-related costs.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

GHM.N - Graham Corp
Q3 2026 Graham Corp Earnings Call
Feb 06, 2026 / 04:00PM GMT

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Presentation
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Unidentified_1 [1]
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Greetings and welcome to the Graham Corporation 3rd quarter fiscal year 2026 financial results conference call.

At this time, all participants are in a listen-only mode.

A brief question-and-answer session will follow the formal presentation.

If anyone should require operator assistance during the conference, please press 0 on your telephone keypad.

As a reminder, this conference is being recorded.

It is now my pleasure to introduce your host, Tom Cook, Investor relations.

Thank you, sir. You may begin.

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Unidentified_2 [2]
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