Graftech International Stock Price, News & Analysis

GrafTech International (NYSE: EAF) reported its Q2 2025 financial results, showing mixed performance amid industry challenges. The company achieved 12% year-over-year sales volume growth to 28.6 thousand MT, its highest since Q3 2022, while reducing cash costs per MT by 13%. However, financial results remained pressured, with net sales declining 4% to $132 million and a net loss of $87 million ($0.34 per share), including a $43 million non-cash tax expense.

The company maintained strong liquidity of $367 million and expects approximately 10% year-over-year sales volume growth for full-year 2025. GrafTech projects a 7-9% decline in cash costs per MT for 2025, exceeding previous guidance. The company's U.S. sales volume grew significantly, up 38% year-over-year in Q2 2025, reflecting strategic geographic shift towards stronger pricing regions.

GrafTech International (NYSE:EAF) has scheduled its Second Quarter 2025 Earnings Conference Call and Webcast for Friday, July 25, 2025 at 10:00 a.m. (EDT). The company's senior management will discuss financial results for Q2 2025 and current business initiatives.

Financial results will be released before market open on July 25, 2025. Investors can access the conference call via toll-free number +1 (800) 717-1738 in North America or +1 (289) 514-5100 for overseas calls using conference ID: 18337. The webcast will be available on GrafTech's investor relations website, with archived replays accessible after the event.

GrafTech International (NYSE:EAF), a leading manufacturer of graphite electrode products for electric arc furnace steel production, has announced the release of its 2024 Sustainability Report. The report showcases the company's sustainability and governance initiatives, which are described as central to their business strategy.

CEO and President Timothy Flanagan emphasized GrafTech's role in supporting the global transition to more sustainable steel manufacturing. The sustainability report is accessible on the company's website, with stakeholders invited to provide feedback via email.

GrafTech International (NYSE: EAF) reported its Q1 2025 financial results, showing mixed performance. The company achieved a 2% year-over-year growth in total sales volume to 24.7 thousand MT, with a notable 25% increase in U.S. sales volume. However, financial metrics declined with net sales of $112 million (down 18% YoY) and a net loss of $39 million ($0.15 per share).

Key achievements include a 21% year-over-year reduction in cash costs per metric ton and an 11% sequential decline from Q4 2024. The company maintained strong liquidity of $421 million, though Adjusted EBITDA was negative $4 million. The weighted-average realized price decreased 20% to approximately $4,100 per MT, reflecting competitive pressures and the completion of previous long-term sales agreements.

Looking ahead, GrafTech expects a low-double digit percentage increase in 2025 sales volume and projects a mid-single digit percentage decline in cash costs per MT. The company announced a 15% price increase for uncommitted 2025 volume.

GrafTech International (NYSE: EAF) has received a notice from the New York Stock Exchange (NYSE) regarding non-compliance with continued listing standards, as its average closing stock price fell below $1.00 over a 30-day trading period ending April 14, 2025.

The company has a six-month cure period to regain compliance by achieving both a closing share price and 30-day average closing price of at least $1.00. During this period, EAF's stock will continue trading on the NYSE, subject to other listing standards compliance.

To address this situation, GrafTech is exploring various options, including a potential reverse stock split subject to stockholder approval. The notice does not affect the company's SEC reporting requirements or ongoing business operations.

GrafTech International (NYSE:EAF) has scheduled its First Quarter 2025 Earnings Conference Call and Webcast for Friday, April 25, 2025 at 10:00 a.m. (EDT). The company's senior management will host the call to discuss Q1 2025 financial results and current business initiatives.

The financial results will be released before market open on the same day and will be available on the company's investor relations website. Interested parties can join via phone using the toll-free number +1 (800) 717-1738 in North America or +1 (289) 514-5100 for overseas calls (conference ID: 98149). A live webcast will also be accessible through the company's website.

GrafTech International (NYSE:EAF) has expanded its Board of Directors by appointing Eric V. Roegner as a new director, increasing the board size to nine members. With Roegner's addition, eight of the nine directors are now independent.

Roegner, whose term expires at the 2025 Annual Meeting of Stockholders, will serve on both the Audit Committee and Human Resources and Compensation Committee. He currently serves as Executive Vice President of Integration and Special Projects at Amcor plc, a global packaging solutions developer. His previous experience includes executive leadership roles at Arconic Inc. (formerly Alcoa Inc.) for over 12 years and a partnership at McKinsey & Co.

Roegner holds an MBA from Case Western Reserve University and a bachelor's degree in Aerospace and Mechanical Engineering from Princeton University.

GrafTech International (NYSE: EAF) reported its Q4 and full-year 2024 results, highlighting a 13% year-over-year sales volume growth to 27.2 thousand MT in Q4. Despite volume growth, the company posted a net loss of $49 million ($0.19 per share) in Q4 2024, with net sales declining 2% to $134 million compared to Q4 2023.

The company achieved a 25% year-over-year reduction in cash costs per metric ton for Q4 and a 23% reduction for the full year. However, pricing pressures persisted, with non-LTA weighted-average realized price declining approximately 19% compared to Q4 2023. GrafTech ended 2024 with total liquidity of $464 million following successful financing transactions.

For 2025, the company expects a low double-digit percentage increase in sales volume and has announced plans to increase prices by 15% on uncommitted volume. Over 60% of anticipated 2025 sales volume is already committed in the order book.

GrafTech International (NYSE: EAF) has announced a cooperation agreement with Nilesh Undavia, one of its largest stockholders owning approximately 6.7% of outstanding common stock. As part of the agreement, Sachin Shivaram has been appointed to the Board of Directors effective immediately.

The agreement also includes plans for GrafTech and Undavia to jointly identify an independent candidate for nomination to the Board at the 2025 Annual Meeting. If no mutually agreeable candidate is found in time, they will continue their search for a Board appointment.

Shivaram brings significant industry experience, currently serving as CEO of Wisconsin Aluminum Foundry Company since 2019. His background includes leadership roles at ArcelorMittal S.A. and board positions at several companies including Lodge Manufacturing, Broadwind, and the Green Bay Packers.