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Graham
Graham (GHM) investor relations material
Graham TD Cowen 47th Annual Aerospace & Defense Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.TD Cowen 47th Annual Aerospace & Defense Conference summary12 Feb, 2026
Business overview and strategic direction
Provides mission-critical vacuum, heat transfer, and turbomachinery products for defense, energy, process, and space sectors, with a 50/50 defense-commercial split and a $1.7 billion defense backlog visibility.
Diversified into defense over the past five years, stabilizing revenue and enabling disciplined CapEx investments, including $42 million reinvested with >20% ROIC.
Recent acquisition of FlackTek for $35 million aligns with M&A strategy, expanding into high-value mixing technology for defense, energy, and space markets.
Focus on leveraging proprietary IP to commercialize products across multiple end markets, increasing addressable opportunities.
Laying groundwork for a growth phase over the next 5–10 years, with new facilities and validation capabilities coming online.
Operational and financial performance
Q3 revenue up 21% year-over-year, led by 31% growth in defense and strong aftermarket and new energy business contributions.
Adjusted EBITDA for the quarter was $6 million, up 50% year-over-year; YTD Adjusted EBITDA margin rose to 10.8%.
Fiscal 2026 guidance: $233–$239 million revenue (12% growth) and $24–$28 million adjusted EBIT (16% growth), targeting 11% EBITDA margin.
By fiscal 2027, aims for low- to mid-teen EBITDA margins (13–15%), with a 200 bps margin boost expected as a supplemental earn-out expires.
Backlog reached a record $516 million, 85% defense-related, with a 1.6 book-to-bill ratio for the first nine months, supporting 8–10% organic growth targets.
Margin dynamics and growth levers
Gross margin slightly declined due to mix and tariffs, but new business and operational improvements are expected to lift margins.
Defense contracts are often build-to-print with capped margins, but commercial and IP-driven products offer higher margin potential.
Operational leverage achieved through investments in validation, automation, and ERP systems, reducing lead times and improving efficiency.
Newer contracts and backlog have higher gross margins than legacy contracts, with legacy low-margin work gradually rolling off.
SG&A leverage improving as scale increases, with shared services and IT consolidation.
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Next Graham earnings date
Q4 20269 Jun, 2026
Graham
Next Graham earnings date
Q4 20269 Jun, 2026
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Frequently asked questions
Graham Corporation designs and manufactures vacuum and heat transfer equipment for process industries and defense applications. Its products include surface condensers, ejector systems, and heat exchangers used in oil refining, petrochemicals, power generation, and naval vessels. The company also provides engineering and aftermarket support services. The company is headquartered in Batavia, New York, and its shares are listed on the NYSE.
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