Every material Form 8-K GRAHAM CORP has filed with the SEC since June 18, 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Graham Corporation reported second-quarter fiscal 2027 results for the period ended September 30, 2026, with net sales up 6% and diluted EPS up 39%, helped by the FlackTek acquisition and a higher gross margin. The company reaffirmed its fiscal 2027 net sales and adjusted EBITDA guidance but raised its SG&A expense outlook, which means higher costs for shareholders to watch.
Net sales were $69.8 million, up 6% from $66.0 million; diluted EPS was $0.39 versus $0.28 a year earlier.
Gross margin was 28.2% versus 21.7%; adjusted EBITDA rose 64% to $10.3 million.
Orders were $73.7 million versus $83.2 million a year earlier, while backlog reached $561.3 million, up 12%.
Fiscal 2027 net sales ($285 million to $295 million) and adjusted EBITDA ($35 million to $40 million) guidance were reaffirmed; SG&A guidance was raised to 17.5% to 18.5% of sales from 16.5% to 17.5%.
Graham Corporation reported first-quarter fiscal 2027 results for the quarter ended June 30, 2026, with net sales up 29% to $71.3 million, including $6.6 million from the FlackTek acquisition. GAAP net income fell 15% to $3.9 million, or $0.33 per diluted share, from $0.42 a year earlier, as gross margin declined to 25.0%. The company reaffirmed its full-year fiscal 2027 guidance, and backlog reached $557.2 million.
Net sales were $71.3 million, up 29% from $55.5 million, with Defense sales up $11.8 million, or 40%.
GAAP net income was $3.9 million, down 15%; diluted EPS was $0.33 versus $0.42; adjusted EPS was $0.49 versus $0.45.
Gross margin was 25.0% versus 26.5%, which the company attributed to a higher level of lower-margin Defense sales and material receipts.
Fiscal 2027 guidance was reaffirmed, including net sales of $285 million to $295 million; cash was $27.0 million with no debt after a $50.0 million investment from accounts advised by T. Rowe Price.
Graham Corporation posted slides for its June 18, 2026 Investor Day, furnished as Exhibit 99.1 to this 8-K. The deck introduces new three-year targets for FY27 to FY29, including 8-10% incremental margin expansion, organic revenue growth toward top-quartile levels, and selective, accretive acquisitions, which give shareholders a stated framework for future performance.
Slides were posted June 18, 2026 and accompany the company's 2026 Investor Day presentation.
New targets cover FY27-FY29: 8-10% incremental margin expansion, organic revenue CAGR toward top quartile, and selective, accretive M&A.
The deck cites a 19% revenue CAGR since FY22 and a market capitalization of $1.3 billion as of the June 15, 2026 close.
The deck cites a Navy revenue opportunity of about $1.8 billion through 2056, based on strategic platform projections.
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