decoded.report LIVE FROM SEC FILINGS
CASE FILE · OPENED JUST FOR YOU

GHM

GRAHAM CORP
LAST CLOSE… General Industrial Machinery & Equipment SHARES +6.9% · 12M CASH ~6 MO
12
QUIET
RISK INDEX
SHARE PRINTING 4 RUNWAY 8 = 12/100. WHY THIS NUMBER, PIECE BY PIECE.

THE READ The red-flag scanner came back clean this year; share count roughly stable; only about 6 months of cash at the current burn rate.

FLAGS DILUTION CASH WHAT CHANGED VERDICT INSIDERS OUTSIDE RECORDS
01

Red Flags

2025-08-27 → 2026-08-27

We read every document this company filed with the SEC this year and counted the classic danger phrases. Where wording can be misleading, we open the actual documents and separate real warnings from accounting boilerplate. Each hit links to the exact document.

Dilution (at the market offering) 0 THIS YEAR · 1 ALL TIME

An ATM lets the company print and sell new shares into the market any day it wants. Every print dilutes your slice.

Reverse stock split 0 THIS YEAR · 1 ALL TIME

A reverse split shrinks the share count to lift the price above $1. Repeat reverse splits are the classic death-spiral signature.

Going concern doubt 0 THIS YEAR · 5 ALL TIME

Auditors flagged substantial doubt the company survives the next 12 months without new money.

Delisting / exchange risk 0 THIS YEAR · 1 ALL TIME

The exchange has threatened to kick the stock off. Delisting pressure usually ends in a reverse split or a fire-sale raise.

SOURCE: FULL-TEXT SEARCH OF THE COMPANY'S OFFICIAL SEC FILINGS. "REAL WARNINGS" = WE OPENED THE LINKED DOCUMENTS AND FILTERED PHRASES WRAPPED IN NEGATIONS, RESOLUTION LANGUAGE OR STANDARD CONTRACT TERMS. "AT LEAST" = MORE DOCUMENTS CARRY THE PHRASE THIS YEAR THAN WE COULD OPEN AND READ.

02

The Printing Press

How many shares exist, over time, exactly as the company reported in its own filings. In microcaps, a rising share count is how holders pay for everything: salaries, debts, and bad deals. Sudden collapses in the line are reverse splits, marked below.

9,901,473 shares · 2011-07-29 11,737,033 shares · 2026-08-04 LAST 12M: +6.9% AVG/YEAR SINCE 2011: +1.1%

SOURCE: THE COMPANY'S OWN REPORTED SHARE COUNTS ACROSS 61 FILINGS, STRAIGHT FROM SEC RECORDS

CHECKING OFFICIAL SPLIT RECORDS…

What this means for YOUR shares

Type how many shares you hold. The math is plain division on the company's own reported counts.

03

Cash Countdown

Cash in the bank against how fast the company burns it. When this hits zero, the next stop is usually a desperate raise at bad terms, and existing holders pay through dilution.

~6 MONTHS OF CASH AT THE CURRENT BURNBAR = SHARE OF A 24-MONTH WINDOW
6 MO
EST RUNWAY
cash ÷ monthly burn
$4.28M
MONTHLY BURN
operating cash deficit
$26.95M
CASH ON HAND
latest reported quarter
+309.6%
CASH CHANGE QoQ
latest two reported quarters
2024·92024·122025·32025·62025·92025·122026·32026·6
CASH OVER TIME, LAST 8 REPORTED QUARTERS $32.32M → $26.95M TREND: -16.6%

RUNWAY = CASH ON HAND ÷ MONTHLY CASH BURN. SIMPLE ARITHMETIC ON THE COMPANY'S OWN REPORTED NUMBERS, NOT A PROJECTION.

04

What the Newest Filing Changed

The latest filings, translated into holder impact. Every number cites its form, date and SEC link.

Shares outstanding +0.4%

Shares outstanding rose 11.69M to 11.74M (+0.4%) between 10-K 2026-06-03 and 10-Q 2026-08-04.

NOW: 11,737,033 as of 2026-08-04 (10-Q, filed 2026-08-06)

WAS: 11,691,140 as of 2026-06-03 (10-K, filed 2026-06-08)

Cash and equivalents +309.6%

Cash and equivalents rose $6.58M to $26.95M ($20.37M, +309.6%) between 10-Q 2026-03-31 and 10-Q 2026-06-30.

NOW: $26.95M as of 2026-06-30 (10-Q, filed 2026-08-06)

WAS: $6.58M as of 2026-03-31 (10-Q, filed 2026-08-06)

Total assets +12.5%

Total assets rose to $363.96M (from $323.62M, +12.5%) between 10-Q 2026-03-31 and 10-Q 2026-06-30.

NOW: $363.96M as of 2026-06-30 (10-Q, filed 2026-08-06)

WAS: $323.62M as of 2026-03-31 (10-Q, filed 2026-08-06)

Total liabilities -6.3%

Total liabilities fell to $171.76M (from $183.30M, -6.3%) between 10-Q 2026-03-31 and 10-Q 2026-06-30.

NOW: $171.76M as of 2026-06-30 (10-Q, filed 2026-08-06)

WAS: $183.30M as of 2026-03-31 (10-Q, filed 2026-08-06)

Revenue +25.8%

Revenue rose $56.70M to $71.34M (+25.8%) between the period ended 2025-12-31 and the period ended 2026-06-30 (10-Q).

NOW: $71.34M as of 2026-06-30 (10-Q, filed 2026-08-06)

WAS: $56.70M as of 2025-12-31 (10-Q, filed 2026-02-06)

Cash burn / runway

Monthly operating cash deficit ~$4.28M ($-12.65M over the period ended 2026-06-30 in 10-Q). Against $26.95M cash is roughly 0.5 years of runway (6 months).

NOW: $-12.65M as of 2026-06-30 (10-Q, filed 2026-08-06)

!

Critical 8-K Ledger

OFFICIAL NOTICES · 24 MO

When something material happens, the company itself must announce it in an 8-K under the SEC's numbered item system. These are those announcements, newest first: bankruptcy papers, exchange delisting warnings, auditor changes, financials pulled back. Read straight from the SEC filing index, no interpretation layer.

2026-06-17 ITEM 5.02 · OFFICER / DIRECTOR EXIT FILING ↗
2026-06-05 ITEM 5.02 · OFFICER / DIRECTOR EXIT FILING ↗
2026-04-15 ITEM 3.02 · UNREGISTERED SHARE SALE FILING ↗
2026-03-30 ITEM 5.02 · OFFICER / DIRECTOR EXIT FILING ↗
2026-02-17 ITEM 5.02 · OFFICER / DIRECTOR EXIT FILING ↗
2025-11-10 ITEM 5.02 · OFFICER / DIRECTOR EXIT FILING ↗
2025-09-03 ITEM 5.02 · OFFICER / DIRECTOR EXIT FILING ↗
2025-06-06 ITEM 5.02 · OFFICER / DIRECTOR EXIT FILING ↗
2025-02-06 ITEM 5.02 · OFFICER / DIRECTOR EXIT FILING ↗

SOURCE: THE ITEM NUMBERS THE COMPANY ITSELF PUT ON EACH 8-K IN THE SEC'S FILING INDEX. HOVER A STAMP FOR WHAT THAT ITEM MEANS FOR YOUR SHARES. OFFICIAL NOTICES INSIDE THE LAST 12 MONTHS ALSO FEED THE RISK INDEX ABOVE (CAPPED AT 15 POINTS).

2023·122024·62024·92024·122025·62025·92025·122026·6
QUARTERLY REVENUE, LAST 8 QUARTERS $43.82M → $71.34M TREND: +62.8%

EACH BAR IS ONE REPORTED QUARTER. GREEN = MOST RECENT QUARTER GREW VS THE ONE BEFORE.

!

Breaking Filing

8-K · 2026-08-27

An 8-K is the "something happened right now" filing. Here is what this one says, in the company's own words.

Item 5.07

At the Annual Meeting of Stockholders held on August 25, 2026, the stockholders of the Graham Corporation (the “Company”) voted on the matters described below. 1. The Company’s stockholders elected three directors, each for a three-year term expiring in 2029 or until their successor is duly elected and qualified. The number of shares that voted for the election of each such director, withheld authority to vote for each such director and represented broker non-votes with respect to each such director is summarized in the table below. Director Nominee Votes For Votes Withheld Broker Non-Votes Ja...

READ THE ORIGINAL FILING

05

The Verdict

SELL · HIGH CONFIDENCE

A rules-based reading of the cited filing facts: a range with reasons, never a prediction.

SELL
SCREENING VERDICT
HIGH confidence
$12.30-$22.15
FAIR VALUE BRACKET
trailing earnings of $1.23/share at 10.0-18.0x
$93.37
LAST CLOSE
non-realtime

HOW THE BRACKET IS BUILT: TRAILING EARNINGS OF $1.23/SHARE AT 10.0-18.0X · BOOK EQUITY OF $16.38/SHARE AS A SUPPORT LEVEL · CASH FLOOR: $2.30/SHARE IN A WIND-DOWN.

BASIS FOR

+1

Share count is stable-ish (+0.4% change between the last two reported quarters).

+2

Revenue was roughly flat (+25.8% period over period).

+3

Fair-value range anchored to cited facts: $12.30 to $22.15 per share.

AGAINST

−1

Cash of $26,953,000 funds only ~0.5 years of operating burn (that is a going-concern pressure without a raise).

METHOD: DETERMINISTIC RULES OVER CITED SEC FILING FACTS: SHARE-COUNT CHANGE BETWEEN THE LAST TWO REPORTED QUARTERS (DILUTION), CASH-TO-BURN RUNWAY FROM THE MOST RECENT OPERATING CASH FLOW, PERIOD-OVER-PERIOD REVENUE GROWTH, AND A FAIR-VALUE RANGE ANCHORED TO CASH PER SHARE VS PRICE. THRESHOLDS ARE TUNABLE IN APP/VERDICT_ENGINE.PY. NOT A PREDICTION.

06

Insider Paper Trail

GRANTS ONLY

Every time an officer, director or big owner trades shares, the law makes them file a Form 4 within two business days. We read the actual filings: who traded, what kind of trade, how big, at what price.

0
OPEN-MARKET BUYS
nobody is buying with their own cash
0
OPEN-MARKET SELLS
no open-market selling
20
GRANTS / AWARDS
75,985 new shares/options handed out: future dilution
DATEWHOACTION
2026-08-10 Scholes Richard Alan CHIEF GROWTH & ENBLMNT O GRANT/AWARD 3,678 OPTIONS/DERIVATIVE
2026-08-10 Scholes Richard Alan CHIEF GROWTH & ENBLMNT O GRANT/AWARD 1,563 OPTIONS/DERIVATIVE
2026-06-08 Thoren Daniel J. DIRECTOR GRANT/AWARD 22,101
2026-06-08 Thoren Daniel J. DIRECTOR TAX WITHHOLDING 8,095 @ $95.34
2026-06-08 Thome Christopher J. VP-FINANCE; CFO GRANT/AWARD 8,619
2026-06-08 Thome Christopher J. VP-FINANCE; CFO TAX WITHHOLDING 3,193 @ $95.34
2026-06-08 Malone Matthew DIRECTOR GRANT/AWARD 8,619
2026-06-08 Malone Matthew DIRECTOR TAX WITHHOLDING 2,477 @ $95.34
2026-06-04 Thoren Daniel J. DIRECTOR OPTION EXERCISE 5,543
2026-06-04 Thoren Daniel J. DIRECTOR TAX WITHHOLDING 1,593 @ $107.96
2026-06-04 Thoren Daniel J. DIRECTOR OPTION EXERCISE 5,543 OPTIONS/DERIVATIVE
2026-06-04 Thome Christopher J. VP-FINANCE; CFO OPTION EXERCISE 1,643

NO OPEN-MARKET BUYS OR SELLS: JUST COMPENSATION PAPER. WATCH WHETHER THE GRANTS TURN INTO SALES ONCE THEY VEST. "10B5-1 PLAN" MEANS THE TRADE WAS SCHEDULED UNDER A PRE-SET TRADING PLAN, DISCLOSED IN THE FILING'S OWN FOOTNOTES: PRE-PLANNED SALES CARRY LESS SIGNAL THAN SPUR-OF-THE-MOMENT ONES. SOURCE: FORM 4 FILINGS, PARSED FROM THE SEC'S OWN XML, LAST 10 FILINGS.

07

Filing Timeline

The company's most recent SEC paperwork, newest first.

8-K 2026-08-27 0001193125-26-369611
144/A 2026-08-14 0001949846-26-000512
SCHEDULE 13G 2026-08-14 0001897612-26-000586
144 2026-08-13 0001949846-26-000511
SCHEDULE 13G/A 2026-08-13 0001015079-26-000073
4 2026-08-11 0000891839-26-000351

SOURCE: THE COMPANY'S SEC FILING INDEX

08

Outside the Filings

Public records that most investors never check, cross-checked against what the company claims. This is where shells slip up.

dfinsolutions.com
WEB ADDRESS ON RECORD
registered 2018-05-03 · via MarkMonitor Inc.
8.3 YRS OLD
DOMAIN AGE
old and consistent with an operating company: a good sign
1
OFFICIAL OFFERING DOCS · 12M
last one 2026-05-11: shares were actually sold to the market
1
SHELF REGISTRATIONS · 12M
paperwork filed to allow future share sales: future dilution waiting
0
BIG-OWNER TAKEOVER FILINGS · 12M
no outside investor has crossed the 5% disclosure line this year
PUBLIC FLOAT
shares actually tradable, vs held by insiders and big owners
SOLD SHORT
FINRA short interest: how many shares are bets against this company, and how many days of trading it would take to cover
CLEAR
US SANCTIONS SCREEN
company name checked against the official US sanctions list (19290 entries)
LEGAL IDENTITY (LEI)
every company that trades securities must carry a global legal identifier: status, parent chain and subsidiaries from the official registry
INSTITUTIONAL HOLDERS · 13F
quarterly institutional holdings filings scanned for this exact company name: which funds still report holding shares, from their own filings
SITE HISTORY
how long the company's website has been around, per the public web archive
CERT RECORD
public certificate logs date the company's web infrastructure: old and boring is good, brand-new is a tell
REGISTRANT HISTORY
old snapshots of public WHOIS pages: has the registered owner of this address changed hands
HOSTING + MAIL RECORDS
public DNS records: where the address is pointed and whether it can even receive mail

SOURCES: PUBLIC DOMAIN REGISTRATION RECORDS (FOUND IN THE COMPANY'S OWN FILING SIGNATURES) · THE COMPANY'S SEC FILING INDEX · OFFICIAL US SANCTIONS LIST · QUARTERLY 13F FILINGS VIA EDGAR FULL-TEXT SEARCH · LEGAL-IDENTITY, SITE-HISTORY, CERTIFICATE, REGISTRANT-HISTORY AND DNS SLOTS STREAM IN FROM FREE PUBLIC REGISTRIES WITHOUT BLOCKING THIS PAGE.

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09

Company Record

Legal nameGRAHAM CORP
Fiscal year end0331
HQ20 FLORENCE AVE, BATAVIA, NY
Last periodic report2026-08-06 (10-Q, 21d ago)
Shares outstanding11,737,033 as of 2026-08-04 (10-Q)

SOURCE: THE COMPANY'S SEC FILING INDEX

Next time GHM files something scary, know within minutes.

One Telegram message per material filing: dilution, going concern, delisting, insider dumps. No account, no email. Every line cites its SEC source. Leave anytime with /unwatch.

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