Graham Corporation (GHM) Q4 2024 Earnings Report: Sales Miss, EPS Beat

Key Financials

* Revenue: $47.04 million (7.3% YoY growth, 5% miss)
* EPS (GAAP): $0.14 (40% beat)
* Adjusted EBITDA: $4.03 million (8.6% margin)

Highlights

* Revenue guidance reaffirmed at $205 million for the full year
* EBITDA guidance: $19.5 million at the midpoint
* Operating Margin: 4.7%, in line with Q4 2023
* Backlog: $385 million at quarter end

Company Overview

Graham Corporation designs and manufactures vacuum and heat transfer equipment for various industries, including energy, petrochemical, refining, and chemical.

Sales Growth

Graham Corporation has experienced strong revenue growth in recent years:

* 17% annualized revenue growth over the last five years
* 13.9% annualized revenue growth over the last two years

Operating Margin

While Graham Corporation has been profitable in recent years, its operating margin has been weak compared to industry peers.

Earnings Per Share

The company's EPS has shown improvement over the last five years and accelerated in the past two years.

Q4 Results

Graham Corporation's Q4 results were mixed:

* Revenue miss
* EPS beat
* EBITDA beat
* Full-year revenue guidance slightly below estimates

Analyst Outlook

Sell-side analysts expect Graham Corporation's revenue to grow 12.6% over the next 12 months.

Investment Opportunity

Graham Corporation's Q4 results were mixed, with a revenue miss and an EPS beat. Investors should consider the company's long-term business quality and valuation before making investment decisions.

Disclaimer: This information is for informational purposes only and should not be considered investment advice.