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, 2022 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 001-08462 GRAHAM CORPORATION (Exact name of registrant as specified in its charter) Delaware 16-119472 ...

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 June 30, 2022 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 001-08462 GRAHAM CORPORATION (Exact name of registrant as specified in its charter) Delaware 16-1194720 (St ...

Graham Corporation (NYSE:GHM) Q1 2023 Earnings Conference Call July 29, 2022 10:00 AM ET Company Participants Deborah Pawlowski - IR Dan Thoren - President and CEO Chris Thome - CFO Conference Call Participants Theodore O'Neill - Litchfield Hills Research John Deysher - Pinnacle Gary Schwab - Valley Forge Capital Andrew Shapiro - Lawndale Capital Brett Kearney - Gabelli Operator Greetings, and welcome to the Graham Corporation First Quarter Fiscal Year 2023 Financial Results. [Operator Instructions] As a re ...

Start Time: 11:00 January 1, 0000 12:03 PM ET Graham Corporation (NYSE:GHM) Q4 2022 Earnings Conference Call June 09, 2022, 11:00 AM ET Company Participants Dan Thoren - President and CEO Chris Thome - VP, Finance and CFO Deborah Pawlowski - Kei Advisors LLC, IR Conference Call Participants Brett Kearney - Gabelli Funds Theodore O’Neill - Litchfield Research Deborah Pawlowski Good morning, everyone, and thank you for joining us this morning for Graham Corporation's Fourth Quarter Fiscal Year 2022 Earnings R ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-K (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, 2022 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 001-08462 GRAHAM CORPORATION (Exact name of Registrant as specified in its charter) Delaware 16-1194720 (State or ...

Financial Data and Key Metrics Changes - Revenue for Q3 2022 increased to $28.8 million, up $1.6 million from the previous year, but the company reported a loss of $0.35 per share due to Navy project cost overruns [6][26] - Adjusted EBITDA for the quarter was negative $2.6 million, with an adjusted net loss of $0.27 per share [29] - Year-to-date adjusted EBITDA was negative $5.4 million, with a year-to-date net loss of $0.70 per share [34] Business Line Data and Key Metrics Changes - Defense revenue now constitutes over 58% of total sales, with Barber Nichols contributing $12 million in sales during the quarter [26][29] - The Batavia operations faced challenges due to the need to focus on Navy projects, leading to increased labor and material costs [27][28] - Barber Nichols has exceeded expectations with strong margins and a growing backlog [8][35] Market Data and Key Metrics Changes - The backlog at the end of Q3 reached a record $272.6 million, with defense representing 77% of the total backlog [41] - Commercial backlog grew from $33 million at the end of March to $63 million, indicating a recovery in commercial orders [42][43] Company Strategy and Development Direction - The company is committed to diversifying beyond refining and petrochemical sectors, focusing on defense work, which has shown success in bookings and revenue [8][46] - The acquisition of Barber Nichols has strengthened the company's strategy and provided additional market experience [46][49] - Future opportunities will arise from proper execution of plans and investments in automated welding technology [24][52] Management's Comments on Operating Environment and Future Outlook - Management acknowledged a challenging year but expressed confidence in turning the corner on operational issues by mid-fiscal 2023 [32][44] - The company is focused on improving project management skills and processes to better handle Navy contracts [102][106] - Management believes that the current challenges are primarily related to profitability rather than liquidity, with sufficient cash flow to navigate difficulties [39][113] Other Important Information - The company suspended its dividend due to non-compliance with financial covenants but has obtained a waiver from its lender [7][38] - The company is actively negotiating amendments to its credit facility to address covenant issues [39][110] Q&A Session Summary Question: Can you provide more background on Barber Nichols and the acquisition strategy? - Management indicated that Barber Nichols has historically grown organically and emphasized the need to stabilize performance before pursuing further acquisitions [58] Question: How satisfied is the U.S. Navy with delivery timelines? - The Navy is reportedly understanding of the challenges faced and has worked with the company to accommodate any delays [60][61] Question: What caused the cost overruns and delays in Batavia? - Management explained that a combination of labor shortages, COVID-19 impacts, and the need for additional training contributed to the issues [64][66] Question: What changes are being made to the welding school program? - The company has initiated a formal welding school in partnership with a trade school to train new welders from scratch, which has shown promising results [81][84] Question: How is the company managing labor constraints in the defense business? - Management noted that Barber Nichols has been successful in attracting talent due to its positive work culture and growth prospects [117]

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 ...