8-KCurrent report
Reg FD disclosure
✓ VerifiedGraham Corporation's investor day deck lays out the growth case: a 19% space revenue compound growth rate, more than 80% of defense revenue sole-sourced, and a space propulsion market anticipated to reach $30B by 2030.
Filed Jun 18, 2026 · 08:00 ET
Summary
- The slides accompany the June 18, 2026 investor day, citing a 19% space revenue compound growth rate since FY22.
- The defense franchise supplies mission-critical systems for submarines and aircraft carriers, with more than 80% of defense revenue sole-sourced behind high entry barriers.
- The deck sizes the radar market at $90B by 2030 growing at a 7.9% compound rate, and space propulsion at $30B by 2030 growing at 16.0%.
- Graham's compact radar pump technology runs at 50% of the weight and 60% of the volume of comparable industrial pumps.
Key facts
- Sole-sourced
- >80% of defense revenue
From the filing for Sole-sourced
“80% of defense revenue is sole-sourced with high barriers to entry”
Why it mattersThe investor day frames Graham as a defense-and-space compounder rather than a legacy industrial.
- Filed
- Jun 18, 2026
- Accepted
- 2026-06-18 12:00Z
- Period
- Jun 18, 2026
- Accession no.
- 0001193125-26-274996
- Size
- 27.6 MB
- Index
- Filing index