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GrafTech International Ltd (EAF)
NYSE:EAF
Earnings Data
Report Date
Apr 24, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
-1.3Last Year’s EPS
-1.5Same Quarter Last Year
Based on 3 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call conveyed a mixed but pragmatic view: GrafTech reported meaningful operational achievements (notably substantial cost reductions, strong U.S. volume growth, record safety, and a solid liquidity cushion) while continuing to face significant market headwinds—including declining realized prices, negative quarterly profitability metrics, low utilization, and structural overcapacity driven by China and India exports. Management emphasized disciplined commercial actions, further cost improvement targets, strategic options (footprint optimization, partnerships, and trade/policy engagement), and moderate volume growth guidance for 2026, but noted that pricing pressure may persist into 2026 and poses material near-term margin risk.Company Guidance
Full-Year Volume Growth
Sales volume increased 6% for the full year 2025, reflecting commercial execution despite a challenging market backdrop.
Strong U.S. Market Momentum
U.S. sales volume grew 48% for the full year and was up 83% year-over-year in Q4; U.S. shipments represented 31% of full-year sales (up from 22% prior year).
Material Cost Reductions
Cash cost of goods sold per metric ton declined 11% year-over-year in 2025 (full-year cash costs just over $3,800/MT) and cumulatively fell 31% since 2023.
Improved Safety Performance
Total recordable incident rate improved to 0.41 in 2025, the best safety performance on record for the company.
Solid Liquidity Position
Ended 2025 with $340 million total liquidity, including $138 million cash, $102 million revolver availability and $100 million delayed draw term loan availability; no substantial debt maturities until Dec 2029.
Operational Scale and Utilization
Q4 production ~28,000 metric tons (capacity utilization 60%); full-year production 112,000 metric tons (utilization 63%).
Commercial Order Visibility and 2026 Volume Guidance
Approximately 65% of anticipated 2026 sales volume already committed; company expects 5%–10% sales volume growth in 2026 and referenced an expected ~10% year-over-year increase.
Progress Toward Lower Long-Term Costs
Management reiterated long-term cash cost target of approximately $3,600–$3,700/MT and expects a low single-digit percent YoY decline in cash costs per MT in 2026.
EAF Earnings History
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 |
|---|---|---|---|
Feb 06, 2026 | $15.69 | $8.44 | -46.21% |
Oct 24, 2025 | $17.38 | $17.02 | -2.07% |
Jul 25, 2025 | $13.50 | $15.40 | +14.07% |
Apr 25, 2025 | $6.53 | $7.04 | +7.81% |
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 Apr 24, 2026, Before Open (Confirmed).
What is GrafTech International Ltd (EAF) earnings time?
GrafTech International Ltd (EAF) earnings time is at Apr 24, 2026, 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 2026 (Q1) is -1.3.