UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark One) EXCHANGE ACT OF 1934 ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES For the quarterly period ended December 31, 2021 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _____________ to ___________ Commission File Number 1-8462 GRAHAM CORPORATION (Exact name of registrant as specified in its charter) Delaware 16-1194720 (S ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2021 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _____________ to ___________ Commission File Number 1-8462 GRAHAM CORPORATION (Exact name of registrant as specified in its charter) Delaware 16-1194720 ( ...

Graham Corporation (NYSE:GHM) Q2 2022 Earnings Conference Call October 27, 2021 11:00 AM ET Company Participants Deborah Pawlowski - IR Jeff Glajch - CFO Dan Thoren - President & COO Conference Call Participants Theodore O'Neill - Litchfield Hills Research Tate Sullivan - Maxim Group Dick Ryan - Colliers Gary Schwab - Valley Forge Capital Management William Bremer - Vanquish Capital Partners Tom Spiro - Spiro Capital Operator Greetings. And welcome to Graham Corporation's Second Quarter Fiscal Year 2022 Fin ...

GRAHAM CORPORATION Q1 FY2022 TELECONFERENCE NYSE: GHM • August 10, 2021 James R. Lines, Chief Executive Officer Daniel J. Thoren, President and Chief Operating Officer Jeffrey F. Glajch, Vice President & Chief Financial Officer © 2021 Graham Corp. Safe Harbor Statement This presentation contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. Forward-looking statements are subject to r ...

Financial Data and Key Metrics Changes - Revenue for the quarter was $20.2 million, with $16.7 million being organic and $3.5 million from the acquisition of Barber-Nichols [7][8] - Orders in the first quarter were $20.9 million, primarily organic, with Barber-Nichols contributing $200,000 for June [11] - Consolidated backlog at June 30 was $236 million, with 80% allocated to defense [12][27] Business Line Data and Key Metrics Changes - Defense revenue constituted 35% of total revenue in the quarter, expected to approach 50% with Barber-Nichols fully integrated [8] - Orders from the crude oil refining market totaled $11.5 million, indicating a recovery in that segment [11] - The acquisition of Barber-Nichols is expected to be accretive in fiscal 2022 despite additional amortization costs [26] Market Data and Key Metrics Changes - The company anticipates approximately 50% of future business to come from the defense market, with growth opportunities in space and recovery in energy markets [27][40] - The domestic market is flat, but international markets present growth potential [40] Company Strategy and Development Direction - The acquisition of Barber-Nichols is seen as a transformational move to diversify revenue and earnings [12][44] - The company plans to leverage strengths from both Graham and Barber-Nichols for organic and inorganic growth [35] - Future capital investments will focus on small to medium acquisitions that complement existing businesses [39][99] Management's Comments on Operating Environment and Future Outlook - Management views fiscal 2022 as a transition year with expectations for sequential improvement in revenue and profitability [19][42] - The company is optimistic about the upcoming up-cycle in the energy and petrochemical sectors starting in FY 2023 [45] - Management emphasizes the importance of maintaining strong engineering capabilities and customer relationships to sustain market leadership [46] Other Important Information - Jim Lines, the CEO, announced his retirement effective August 31, with Dan Thoren succeeding him [4][13] - The company has made significant investments in IT tools and resources to enhance operational efficiency [16] Q&A Session Summary Question: Opportunities in space development programs - Barber-Nichols is involved in propulsion systems for space applications, including rocket engine turbo pumps [53][54] Question: Impact of aggressive pricing strategies on margins - Management acknowledged aggressive pricing to secure contracts but emphasized successful execution despite operational challenges [56][57] Question: Margin profiles for commercial business - Recent orders in both domestic and international markets have better margin levels compared to previous backlog [65] Question: Future gross margin expectations - Management expects a substantial increase in margins as the company transitions into fiscal 2023 [62][75] Question: Capital allocation and acquisition focus - The company is prioritizing markets for potential acquisitions, including space and defense, while evaluating opportunities thoughtfully [98][99]

Graham Corporation (NYSE:GHM) Q4 2021 Results Earnings Conference Call June 1, 2021 11:00 AM ET Company Participants Deborah Pawlowski - Investor Relations, Chairman, Chief Executive Officer, Founder at Kei Advisors Jim Lines - Chief Executive Officer Jeff Glajch - Chief Financial. Officer Dan Thoren - President, Chief Operating Officer Conference Call Participants Tate Sullivan - Maxim Group Theodore O'Neill - Litchfield Hills Research Brett Kearney - Gabelli Funds John Deysher - Pinnacle Capital Managemen ...

FORM 10-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended March 31, 2021 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _____________ to ___________. Commission File Number 1-8462 GRAHAM CORPORATION (Exact name of Registrant as specified in its charter) Delaware 16-1194720 (State or ot ...

© 2021 Graham Corp. 1 NYSE: GHM • June 1, 2021 BNI Acquisition Announcement and Q4FY2021 Teleconference James R. Lines Chief Executive Officer Jeffrey F. Glajch Vice President & Chief Financial Officer Dan Thoren President and Chief Operating Officer Safe Harbor Statement This presentation contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. Forward-looking statements are subject t ...

Company Overview - Graham Corporation manufactures custom-fabricated, engineered-to-order products and solutions for defense, energy, and process industries[7] - The company's market capitalization is $158 million with 9.99 million common shares outstanding as of March 18, 2021[8] - Institutional holders own 77% of the company, while insider ownership is 4.4%[8] Financial Performance and Strategy - The company's Q3 FY21 TTM sales were $94.9 million and orders were $120.5 million[18] - Graham is aiming to increase predictable revenue streams by executing defense backlog, focusing on core installed base, and acquiring new products for core and defense markets[22] - The company intends to strengthen financial results and margins by increasing skilled labor, earning sole-source bidding opportunities, standardizing defense manufacturing processes, and acquiring strong performing businesses[23] - Graham expects $20 million to $30 million in annual revenue from penetrating the defense industry[26] - YTD FY21 sales were $71.8 million, compared to $67.5 million in YTD FY20[28] - YTD FY21 diluted EPS was $0.20, compared to $0.13 in YTD FY20[29] Market Outlook and Orders - The company is cautiously optimistic about the market outlook, with an active pipeline in Asia for refining but weakness in North America[42] - In Q3 FY2021, defense industry orders increased by $45.2 million to $52.3 million compared to Q3 FY2020[45]

© 2021 Graham Corp. 1 NYSE: GHM • February 25, 2021 Gabelli 31st Annual Pump, Valve & Water Symposium James R. Lines President & Chief Executive Officer Jeffrey F. Glajch Vice President & Chief Financial Officer Safe Harbor Statement This presentation contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. Forward-looking statements are subject to risks, uncertainties and assumptions ...