EAF
GrafTech International Ltd.15.70
-0.57-3.5%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Pricing weak into 2026
Q&A reinforced prepared remarks on unrelenting pricing pressure, with management stating observed 2026 levels aren't better than 2025 amid China exports (~300k tons total, ~250k UHP) and Indian capacity plans. Comfortable with US volumes post-Indian tariff drop to 18%, targeting growth via quality/service that 'wins ties' in value markets while walking low-margin deals elsewhere. Surfaced heightened needle coke focus for battery anodes via Seadrift partnerships, not standalone capex, amid pending anti-dumping tariffs. Analysts pressed on competition and liquidity; responses stayed qualitative, non-specific. Quality carries the day. Watch US execution and pivot progress.
Key Stats
Market Cap
405.38MP/E (TTM)
-Basic EPS (TTM)
-7.90Dividend Yield
0%Recent Filings
10-Q
Q3 FY2025 results
GrafTech posted Q3 revenue of $144M, up 10% y/y from $131M on 9% higher sales volume of 28.8k MT, while gross profit swung to $10M from a $12M loss after smaller LCM adjustments. Operating loss narrowed to $5M from $26M, but net loss held at $28M—matching $1.10/share on 25.9M diluted shares, anti-dilutive as flagged. Cash fell to $178M amid $61M operating outflow; $1.1B debt steady, with $207M revolver/term availability and covenant compliance. Debt burden triples interest to $25M. Volumes climbed. Steel overcapacity pressures prices.
8-K
Q3 sales volume up 9%
GrafTech posted Q3 net sales of $144 million and sales volume of 28.8 thousand MT, up 9% year-over-year, fueled by 53% U.S. growth but offset by 7% lower realized prices at $4,200 per MT. Cost cuts slashed cash COGS per MT 10%, yielding $13 million adjusted EBITDA—including $11 million from a resolved dispute—and $18 million adjusted free cash flow. Liquidity hit $384 million. U.S. steel trends brighten.
8-K
1-for-10 reverse split effective
GrafTech executed a 1-for-10 reverse stock split, effective August 29, 2025, after board approval and stockholder vote on August 14. Authorized common shares drop from 3B to 300M; preferred from 300M to 30M. Fractions round up to whole shares. EAF resumes trading on NYSE under same symbol, new CUSIP 384313 607.
8-K
1-for-10 reverse split approved
GrafTech stockholders approved on August 14, 2025, a reverse stock split amendment, with the board selecting a 1-for-10 ratio effective August 29, 2025, slashing authorized common shares from 3B to 300M and preferred from 300M to 30M. Trading resumes adjusted on NYSE under EAF that day. No fractions: shareholders round up to whole shares.
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