Graham (NYSE:GHM) Surpasses Estimates with 20.5% Revenue and 69% EPS Beat in Q4 CY2025

Graham Corporation (NYSE:GHM) reports Q4 CY2025 results exceeding expectations: revenue up 20.5% YoY to $56.7 million and non-GAAP EPS of $0.31, 69.1% above consensus. The full-year revenue guidance of ~$236 million is near analyst estimates. Q4 backlog reached $515.6 million, reflecting 27.8% YoY growth over the past two years and potential capacity constraints. Revenue growth was driven by strong end-market activity, with the Defense segment robust and Energy & Process and Space markets performing in line with expectations. Five-year sales CAGR of 20.1% and 42% CAGR in EPS demonstrate improving profitability. Operating margin expanded 14.2 percentage points over five years, but declined 1 point QoQ to 5.5% as gross margins tightened. Analysts project 6.6% revenue growth and $1.50 full-year EPS for CY2026, up 17% from 2025. <div> <div>Date: February 6, 2026</div> <div>Relative terms converted to absolute dates as per protocol.</div> </div>