Graham Corporation Investor Day Presentation

Graham Corporation held its 2026 Investor Day on June 18, 2026, presenting a comprehensive overview of its business strategy, market positions, and financial targets. The company highlighted its transformation into a mission-critical solution provider across Defense, Space, and Energy & Process end-markets, emphasizing its "Improve to Growth" phase. Key messages included leveraging proprietary technology, strong customer relationships, and a highly engaged culture to drive performance. Graham is focused on increasing content on strategic platforms, expanding aftermarket services, and scaling production capabilities. The company presented new 3-year targets (FY27-FY29) including 8-10% organic revenue CAGR, >14% Enterprise ROIC, and selective M&A. Financials showed a strong backlog, robust revenue growth, and expanding Adjusted EBITDA margins, with disciplined capital allocation prioritizing internal investments and strategic acquisitions. Investments in facilities and digital systems are supporting operational excellence and growth initiatives across all segments.