GrafTech showed significant sales volume growth and cost reductions, achieving positive EBITDA for the first time since the previous year. However, the company faced pricing challenges and reported a net loss for the quarter. The efforts to improve liquidity and market share, particularly in the U.S., were notable positive developments, although the broader market environment remains challenging.

Company Guidance -

Q3 2025

In the second quarter of 2025, GrafTech demonstrated strong operational and financial performance, indicating progress towards its strategic objectives. Sales volume increased by 12% year-over-year and 16% sequentially, marking the highest level since the third quarter of 2022. The company's capacity utilization rate peaked at 65%, the highest in nearly three years. GrafTech also achieved a 13% reduction in cash COGS per metric ton year-over-year, surpassing initial cost reduction guidance for the full year. Additionally, the company generated positive EBITDA for the first time since the second quarter of the previous year. Despite these achievements, GrafTech recognized ongoing challenges in pricing dynamics due to low-priced exports from China. In response, the company is strategically shifting sales volume to higher-priced regions, notably increasing its U.S. market share by 38% year-over-year, contributing to an average selling price increase of nearly 8% from the fourth quarter of 2024. The company remains focused on disciplined execution to navigate industry headwinds and capitalizes on its competitive advantages, including vertical integration, to drive long-term sustainable growth.

Sales Volume Growth

Sales volume grew by 12% year-over-year and 16% sequentially, reaching the highest level since Q3 2022.

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.

Positive EBITDA

Generated positive EBITDA for the first time since Q2 of last year.

Strong U.S. Market Performance

Increased U.S. sales volume by 38% year-over-year, contributing to an 8% increase in average selling price since Q4 2024.

Safety Performance

On track for the best safety performance ever, reflecting a strong safety culture.

Increased Liquidity

Ended the quarter with $367 million in total liquidity, ahead of initial cash flow projections for 2025.

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)	-0.12 / -	-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 -0.12.

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