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NYSE: GHM GRAHAM CORP 8-K

Graham Corp sets fiscal 2027 executive pay, grants CEO 18,108 equity units at $99.41/share

Filed June 5, 2026 · Period ending June 1, 2026 · ~1 min read

4 key changes 2 sections

Key Changes

  • medium

    CEO Matthew Malone received 6,036 time-vesting RSUs and up to 12,072 performance-based PSUs for fiscal 2027, with PSUs tied 50% to return on invested capital and 50% to revenue growth over three years.

  • medium

    Executive cash bonus targets set at 50-100% of base salary, with payouts ranging 0-200% based on adjusted EBITDA (40%), bookings (20%), safety (20%), and personal goals (20%).

  • low

    Six non-employee directors each received 905 RSUs worth $90,000 based on June 1 closing price of $99.41 per share, representing standard annual board compensation.

  • low

    Former VP Alan Smith, who retired April 1 to advisory role, will not participate in fiscal 2027 incentive programs.

Summary

Graham Corporation renewed its executive compensation framework for fiscal year 2027, granting equity and establishing cash bonus targets for senior leadership. The compensation structure ties executive pay to operational metrics including profitability, revenue growth, and order bookings, with CEO Malone's equity package potentially reaching over 18,000 units if maximum performance targets are achieved. For retail investors, this filing provides transparency into how management incentives align with shareholder interests.

The performance metrics—particularly the focus on EBITDA and revenue growth—signal what management views as key value drivers. The three-year vesting schedule for equity awards also encourages executive retention during a period when the company is executing its strategic plan. Watch for Graham's fiscal 2027 quarterly results to track progress against these compensation metrics, especially adjusted EBITDA and bookings performance, which will determine actual payouts and indicate whether management is meeting the targets that drive their compensation.

Section-by-Section Diff

Event · Item 5.02 — Departure of Directors or Certain Officers; Election of Directors; Compensation

~1,100 words

Graham Corp renewed executive compensation plans for fiscal 2027, granting RSUs and PSUs to executives and non-employee directors.

3 Added
Added Fiscal 2027 executive equity compensation medium

Added in current filing · verify on EDGAR →

On June 1, 2026, the Compensation Committee (the “Compensation Committee”) of the Board of Directors of Graham Corporation (the “Company”) renewed and amended its Annual Long-Term Incentive Award Plan for Senior Executives (the “LTI Bonus Program”) for the fiscal year ending March 31, 2027 (“Fiscal 2027”) and approved grants of time-vesting restricted stock units (“RSUs”) and performance-vesting restricted stock units (“PSUs”) thereunder in the amounts set forth below to the Company’s named executive officers.

The company renewed its long-term incentive plan for fiscal 2027, granting RSUs and PSUs to senior executives. CEO Matthew Malone received 6,036 RSUs and 12,072 PSUs (at maximum performance), Executive Chairman Daniel Thoren received 629 RSUs and 1,258 PSUs, and CFO Christopher Thome received 1,408 RSUs and 2,816 PSUs. RSUs vest one-third annually over three years, while PSUs vest after three years based 50% on return on invested capital and 50% on cumulative revenue growth.

Added Fiscal 2027 cash bonus program medium

Added in current filing · verify on EDGAR →

On June 1, 2026, the Company also amended the Company’s Annual Executive Cash Bonus Program (the “Cash Bonus Program”) for Fiscal 2027. The target bonus levels under the Cash Bonus Program at 100% attainment of both Company and personal objectives are as follows: Daniel J. Thoren – 50% of base salary; Matthew Malone – 100% of base salary; and Christopher J. Thome – 70% of base salary.

The company amended its annual cash bonus program for fiscal 2027 with target bonuses ranging from 50% to 100% of base salary for named executives. Performance metrics are weighted 40% on adjusted EBITDA, 20% on bookings, 20% on safety goals, and 20% on personal goals. Executives can earn 0% to 200% of target depending on achievement of objectives.

Show 1 minor / wording change
Added Alan Smith transition low

Added in current filing · verify on EDGAR →

As previously disclosed, Alan Smith, effective April 1, 2026, retired from his position as Vice President and General Manager of Graham Manufacturing, and transitioned to an advisory role with the Company. As a result, Mr. Smith will not participate in the LTI Bonus Program or the Cash Bonus Program (as defined below) for Fiscal 2027.

Alan Smith retired from his VP and General Manager position effective April 1, 2026 and moved to an advisory role. He will not participate in either the long-term incentive or cash bonus programs for fiscal 2027.

Event · Item 9.01 — Financial Statements and Exhibits

~100 words

Graham Corp filed executive compensation plan documents for fiscal year 2027, including stock-based incentive and cash bonus programs.

2 Added
Show 2 minor / wording changes
Added Executive compensation plans FY2027 low

Added in current filing · verify on EDGAR →

Graham Corporation Annual Stock-Based Long-Term Incentive Award Plan for Senior Executives in effect for the fiscal year ending March 31, 2027

The company disclosed its annual stock-based long-term incentive award plan for senior executives covering fiscal year 2027. This is a routine annual compensation plan filing that governs equity-based compensation for senior management.

Added Executive cash bonus program FY2027 low

Added in current filing · verify on EDGAR →

Graham Corporation Annual Executive Cash Bonus Program in effect for Company’s named executive officers for the fiscal year ending March 31, 2027

The company disclosed its annual executive cash bonus program for named executive officers for fiscal year 2027. This is a routine annual compensation plan filing that establishes the framework for cash-based performance incentives for top executives.

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Figures/quotes linked to EDGAR · Narrative written by AI · Jun 10, 2026 · How we verify