Graham Corp (GHM) reported Q4 earnings of $0.40 per share, up from $0.12 per share year-over-year, with revenue increasing 20.9% to $59.345 million. The company projects fiscal year 2026 adjusted EBITDA of $22 million to $28 million on sales of $225 million to $235 million, while anticipating a $2 million to $5 million impact from tariffs; shares rose 10.76% in pre-market trading following the announcement.
Graham Corp (GHM) reported a robust fourth quarter, with net earnings significantly increasing to $4.395 million, or $0.40 per share, compared to $1.340 million, or $0.12 per share, in the prior-year period. On an adjusted basis, earnings reached $4.752 million, or $0.43 per share. This improved profitability was supported by a substantial 20.9% year-over-year revenue growth, with revenues climbing to $59.345 million from $49.070 million. The market reacted positively to these results, evidenced by a 10.76% pre-market increase in GHM's stock price to $46.52. For fiscal 2026, Graham Corp projects adjusted EBITDA between $22 million and $28 million on sales of $225 million to $235 million. This guidance suggests potential continued growth from fiscal 2025's adjusted EBITDA of $22.429 million and sales of $209.896 million, although the lower end of the EBITDA guidance is flat. Management attributes the positive outlook to ongoing business momentum and the initial benefits of strategic investments in organic and inorganic growth, operational enhancements for margin expansion, and a strong balance sheet. However, the company anticipates a $2.0 million to $5.0 million adverse impact from tariffs in fiscal 2026, which is incorporated into its guidance. Capital expenditures for fiscal 2026 are planned to be between $15 million and $18 million, reflecting continued investment.
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