The earnings call highlighted GrafTech's strategic efforts to increase sales volume and reduce costs, with a focus on shifting the geographic mix to higher-priced regions like the United States. However, challenges remain with a notable net loss and declining average selling prices. While the company is making progress, the near-term financial results reflect ongoing industry-wide pricing pressures.
Company Guidance
During GrafTech's first quarter 2025 earnings call, the company provided guidance indicating a strategic focus on increasing sales volume, regaining market share, and optimizing their geographic business mix. GrafTech reported a 2% year-over-year increase in sales volume for the first quarter and projected a low-double-digit percentage growth in sales volume for the full year 2025, which would indicate a cumulative volume growth of approximately 25% since 2023. The company emphasized its efforts to increase market share in the United States, achieving a nearly 25% year-over-year increase in sales volume in the region during the first quarter. Additionally, GrafTech announced a 15% price increase on uncommitted volumes for 2025, highlighting the need for higher price points to restore profitability and support future investments. The company also reported ongoing cost reduction efforts, achieving a 23% year-over-year reduction in cash COGS per metric ton in 2024 and expecting a mid-single-digit percentage decline in 2025. Despite challenging market conditions, GrafTech expressed optimism about its strategic initiatives and potential opportunities driven by shifts in global trade policies and regional demand dynamics.
Sales Volume Growth
GrafTech grew sales volume by 2% year-over-year in the first quarter and remains on track to increase sales volume by a low-double-digit percentage on a full year basis for 2025 compared to last year. This results in cumulative sales volume growth of approximately 25% since 2023.
Cost Reduction Achievements
The company reported a 23% year-over-year reduction in cash COGS per metric ton for 2024 and remains on track to achieve an incremental mid-single-digit percentage year-over-year decline in cash COGS per metric ton for 2025.
Geographic Mix Shift
Sales volume in the United States increased by nearly 25% year-over-year in the first quarter, demonstrating a strategic focus on the highest priced region.
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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
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
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EAF Earnings-Related Price Changes
Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
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%
Jul 26, 2024
$0.84
$0.80
-4.76%
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.
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FAQ
When does GrafTech International Ltd (EAF) report earnings?
GrafTech International Ltd (EAF) is schdueled to report earning on Aug 01, 2025, TBA Not Confirmed.
What is GrafTech International Ltd (EAF) earnings time?
GrafTech International Ltd (EAF) earnings time is at Aug 01, 2025, TBA Not Confirmed.
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