NYSE$GHM

Graham Corp · Q4 2025 earnings

Q4 2025 earnings · · Before market open · Investor relations

Briefing

Graham Corporation reported Q4 2025 revenue of $59.3M with net income of $4.4M and diluted EPS of $0.40.

Revenue grew 21% to $59.3 million across defense and industrial markets. Net income was $4.4 million ($0.40 per diluted share) as operating margin expanded to 9.3%. Record backlog of $412.3 million supports fiscal 2026 revenue guidance of $225M–$235M.

  • Q4 revenue $59.3M (+21% YoY).
  • Net income $4.4M; diluted EPS $0.40.
  • Gross margin 27.0%; operating margin 9.3%.
  • FY26 revenue guidance $225M–$235M (+10% at midpoint).

Headline financials

Total Revenue

$59.3M

Previous: $49.1M+20.8%
EPS (adj)

$0.40

Previous: $0.15+166.7%
Gross Margin

27.0%

Previous: 25.9%+4.2%
Operating Margin

9.3%

Previous: 3.1%+200.0%
Net Income Margin

7.4%

Previous: 2.7%+174.1%
Adjusted Ebitda Margin

12.9%

Previous: 6.0%+115.0%
Orders

$86.9M

Previous: $40.8M+113.0%
Backlog

$412M

Previous: $391M+5.5%
Adjusted EBITDA

$7.65M

Previous: $2.96M+158.9%
Net Income

$4.4M

Previous: $1.34M+228.0%
Operating Income

$5.52M

Previous: $1.52M+262.1%
Gross Profit

$16M

Previous: $12.7M+26.1%

Revenue & EPS history

Graham · Revenue · Quarterly

$59.3M

Q4 2025+20.8%vs Q4 2024
Beat estimate in 12 of 14 quarters(86%)
ActualEstimate

Forward guidance

The quarterly filing discusses operating priorities, liquidity, and sector risks.

Tailwinds

  • MD&A outlines strategic priorities and capital allocation.
  • Segment commentary supports the earnings narrative.

Headwinds

  • Macro, rates, or input costs may pressure margins.
  • One-time items can affect year-over-year comparability.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q4 2025

Historical avgQ4 2025

+0.1%

Avg return

Earnings day

+2.5%

Avg return

5 days after

+2.7%

Avg return

30 days after

54%

35 / 65 earnings

Positive

+22.9%

Q2 2025

Best reaction

-25.5%

Q3 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2026-10.3%-2.7%
Q3 2026+12.9%+19.7%+10.7%
Q2 2026+0.5%-2.0%-6.8%
Q1 2026-18.3%-15.9%-14.4%
Q4 2025+6.3%+10.1%+25.7%
Q3 2025-17.4%-20.4%-31.9%
Q2 2025+22.9%+24.6%+29.6%
Q4 2024+12.6%+17.7%+7.7%
Q3 2024+11.7%+15.9%+20.8%
Q2 2024-4.4%+1.4%+6.2%
Q1 2024+15.7%+20.3%+17.3%
Q1 2025+15.7%+20.3%+17.3%
Q4 2023+11.1%+11.1%+11.3%
Q3 2023+11.6%+16.4%+32.7%
Q2 2023+18.1%+16.6%+13.5%
Q1 2023+12.3%+17.7%+44.7%
Q4 2022+16.4%+20.6%-9.0%
Q3 2022-25.5%-23.0%-34.1%
Q2 2022-3.2%-1.5%-1.8%
Q1 2022-4.8%-9.7%-9.3%
Q4 2021+2.3%-0.1%-6.7%
Q3 2021-5.3%-2.7%-1.5%
Q2 2021-0.3%+1.5%+21.6%
Q1 2021+6.1%+5.8%+8.6%
Q4 2020-10.1%-10.1%-13.7%
Q3 2020-7.8%-10.8%-17.2%
Q2 2020+10.4%-2.0%-7.0%
Q1 2020+1.2%+1.8%-11.7%
Q4 2019+0.0%+1.4%-0.9%
Q3 2019-1.5%-1.1%-0.8%
Q2 2019+1.0%+1.2%-10.4%
Q1 2019+3.5%+10.0%+9.4%
Q4 2018+1.2%-1.3%-1.5%
Q3 2018+5.9%+0.5%-6.9%
Q2 2018-10.4%-11.1%-10.0%
Q1 2018-3.1%-3.0%-0.9%
Q4 2017-0.7%-3.5%-6.1%
Q3 2017+3.4%-0.3%+3.5%
Q2 2017-0.1%-3.6%+24.4%
Q1 2017-4.3%-4.2%+3.0%
Q4 2016-4.8%-1.1%+1.2%
Q3 2016+0.2%
Q2 2016-3.4%
Q1 2016+8.8%
Q4 2015-5.9%
Q3 2015-8.9%
Q2 2015+0.1%
Q1 2015-3.4%
Q4 2014+6.5%
Q3 2014-4.6%
Q2 2014-2.8%
Q1 2014+5.2%
Q4 2013+13.6%
Q3 2013+1.8%
Q2 2013+0.9%
Q1 2013+1.2%
Q4 2010-0.6%
Q4 2012-6.5%
Q3 2011+0.5%
Q3 2012+0.5%
Q2 2012+6.3%
Q4 2011-17.6%
Q2 2011-17.6%
Q1 2011-17.6%
Q1 2012-17.6%

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