The earnings call highlighted significant sales volume growth, cost reduction achievements, and positive EBITDA, indicating operational improvements and strategic momentum. However, these were tempered by ongoing pricing challenges, a reported net loss, and cash flow difficulties, which reflect continued market headwinds and financial pressures.

Company Guidance -

Q3 2025

During GrafTech's second quarter 2025 earnings call, the company provided guidance and highlighted key metrics reflecting their strategic initiatives and performance improvements. Sales volume grew by 12% year-over-year and 16% sequentially, reaching the highest level since Q3 2022. Capacity utilization rose to 65%, a nearly three-year high. The company achieved a 13% year-over-year decline in cash COGS per metric ton and expects to surpass initial cost reduction guidance for the full year. Despite a competitive pricing environment, GrafTech's weighted average price increased to approximately $4,200 per metric ton, an 8% rise from Q4 2024. The company reported positive EBITDA for the first time since Q2 2024, and their cash flow and liquidity position exceeded expectations. Additionally, GrafTech anticipates a 7% to 9% year-over-year decline in cash COGS per metric ton for 2025, with cash costs for the second half expected to rise due to seasonal factors and tariffs. Overall, the company remains focused on strategic growth, cost efficiency, and strengthening its market position amid evolving industry dynamics.

Sales Volume Growth

Sales volume increased by 12% year-over-year in the second quarter and 16% sequentially compared to the first quarter. Year-to-date sales volume is up 7% compared to 2024.

Cost Reduction Achievements

Achieved a 13% year-over-year decline in cash COGS per metric ton and expect to exceed initial cost reduction guidance for the full year.

Increased U.S. Market Share

Increased sales volume in the United States by 38% year-over-year, providing significant support to average selling price and boosting weighted average selling price by $80 per metric ton in the second quarter.

Positive EBITDA

Generated positive EBITDA for the first time since the second quarter of last year.

Safety Performance

On track for best safety performance ever, highlighting the team’s vigilance and commitment to a culture of safety.

GrafTech International (EAF) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

EAF Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 31, 2025	2025 (Q3)	-0.13 / -	-0.13	―	―	―
Jul 25, 2025	2025 (Q2)	-0.13 / -0.16	-0.06	-166.67% (-0.10)
Apr 25, 2025	2025 (Q1)	-0.16 / -0.15	-0.1	-50.00% (-0.05)
Feb 07, 2025	2024 (Q4)	-0.12 / -0.13	-0.85	84.71% (+0.72)
Nov 12, 2024	2024 (Q3)	-0.12 / -0.13	-0.08	-62.50% (-0.05)
Jul 26, 2024	2024 (Q2)	-0.10 / -0.06	-0.02	-200.00% (-0.04)
Apr 26, 2024	2024 (Q1)	-0.14 / -0.10	-0.02	-400.00% (-0.08)
Feb 14, 2024	2023 (Q4)	-0.14 / -0.85	0.17	-600.00% (-1.02)
Nov 03, 2023	2023 (Q3)	-0.03 / -0.08	0.37	-121.62% (-0.45)
Aug 04, 2023	2023 (Q2)	-0.01 / -0.02	0.44	-104.55% (-0.46)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

EAF Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 25, 2025	$1.35	$1.54	+14.07%
Apr 25, 2025	$0.65	$0.70	+7.69%
Feb 07, 2025	$1.49	$1.35	-9.40%
Nov 12, 2024	$2.07	$2.18	+5.31%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does GrafTech International Ltd (EAF) report earnings?

GrafTech International Ltd (EAF) is schdueled to report earning on Oct 31, 2025, Before Open (Confirmed).

What is GrafTech International Ltd (EAF) earnings time?

GrafTech International Ltd (EAF) earnings time is at Oct 31, 2025, Before Open (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is EAF EPS forecast?

EAF EPS forecast for the fiscal quarter 2025 (Q3) is -0.13.

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