Episode Details

Graham Corporation posts record revenues while margins slide, creating a wild Q4 2026 profit paradox wrapped in aggressive aerospace expansion.

In ~10 minutes:

- Why massive Navy submarine orders create an immediate margin illusion.

- A clever $4M FlackTek retention bonus maneuver hitting cash flow.

- Securing a sudden $50M strategic cash injection from T. Rowe Price.

- Building a liquid hydrogen test facility for commercial lunar landers.

The industrial manufacturer is moving from a reactive service model to an aggressive, proactive sales pipeline, using its billion-dollar installed base to pitch facility modernizations. But with an aging back-office database being ripped out for a new ERP system, the execution risks in the next quarter are massive.

Graham Corporation (GHM) | Q4 FY2026

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