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Graham Corporation (GHM) Analyst/Investor Day Transcript
SA Transcripts · 2026-06-19 · via All Articles on Seeking Alpha

Graham Corporation (GHM) Analyst/Investor Day June 18, 2026 8:30 AM EDT

Company Participants

Rachel Jaakkola - Chief Human Resources Officer
Matthew Malone - President, CEO & Director
Michael Dixon
Charlie Straka
William Zmyndak
Matthew Gross
Will Zmyndak
Daniel Thoren - Executive Chairman
Paul Nistler
Keith Oufnac - Chief Information Officer
Christopher Thome - Chief Accounting Officer, VP of Finance, CFO & Corporate Secretary
Jonathan Dorsheimer - Group Head of New Energy and Sustainability Vertical & Equity Research Analyst

Conference Call Participants

Tony Spagnoletti
Royce Roemisch
Russell Stanley - Beacon Securities Limited, Research Division
Robert Brooks - Northland Capital Markets, Research Division

Conversation

Rachel Jaakkola
Chief Human Resources Officer

Good morning, everyone. Welcome. I am excited to announce that we have a very content-rich day for Graham Corporation today. Lots of good stuff to talk about. For those of you I haven't met yet, my name is Rachel Jaakkola, I'm the Chief Human Resource Officer for Graham Corporation. 90 years ago, Graham Corporation was founded on engineering excellence, manufacturing expertise and the ability to solve some of the most complex and crazy industrial challenges in the world. Yet in many ways, Graham Corporation, we know today is still very young.

While we carry a proud 90-year legacy, we are less than 5 years into the transformation of a reimagined company and one that has expanded its capabilities, entered new markets and positioned itself in the center of extraordinary growth opportunities. Think about the environment we're operating in today. Defense spending continues to grow. The space economy is expanding rapidly. Energy infrastructure is evolving and modernizing around the globe. Demand across our markets are accelerating and customers are looking for trusted partners who can deliver quality, innovation and reliability at scale. This is where Graham stands today. What makes this moment so compelling is the combination of who we have always been and who we're becoming.