GrafTech International Ltd. SEC filings document financial results, governance actions, and stockholder voting matters for its graphite electrode and petroleum needle coke business. Form 8-K reports furnish earnings releases covering operating results, financial condition, liquidity, sales volume, cost trends, and related exhibits.
Proxy and annual meeting filings cover director elections, auditor ratification, executive compensation votes, advisory vote frequency, and common stock voting mechanics. Material-event filings also record board composition changes and amendments to prior annual meeting vote disclosures.
GrafTech International Ltd. (EAF) updated its estimates of non-cash charges for its plan to permanently cease manufacturing operations at its graphite electrode and pin facility in Monterrey, Mexico, approved by its board on August 6, 2026. The company estimates total non-cash charges of approximately $25 million to $35 million, including approximately $12.3 million in fixed asset write-offs; the remainder is accelerated depreciation.
GrafTech continues to expect approximately $20 million to $25 million in one-time cash expenditures, with the majority expected by the end of 2027.
GrafTech International Ltd. (EAF) reported third-quarter 2026 net sales of $140.2 million and a net loss of $46.8 million, compared with $144.0 million and $28.5 million, respectively, a year earlier. Sales volume was 28.8 thousand metric tons, while weighted-average realized price was approximately $3,900 per metric ton, down 7%. For the first nine months, net loss was $130.5 million versus $154.7 million.
Cash used in operating activities was $92.0 million in the first nine months, and liquidity was $241.9 million as of September 30, 2026, including $134.3 million in cash and $107.6 million of revolving-credit availability. Total debt was approximately $1.2 billion. GrafTech was in compliance with its debt covenants as of that date.
GrafTech expects graphite-electrode sales volume to increase 5–10% year over year in 2026. It expects production at its Monterrey facility to conclude early in the second quarter of 2027, subject to operational requirements and applicable legal obligations, and expects closure costs of approximately $20 million to $25 million, to be recognized through the end of 2027.
GrafTech International Ltd. reported third-quarter 2026 net sales of $140.163 million, down 3% year over year, and a net loss of $46.768 million, or $1.76 per share, compared with a $28.482 million net loss, or $1.10 per share, in Q3 2025. Adjusted EBITDA was $8.626 million versus $13.013 million; operating activities used $8.445 million cash, versus $24.700 million provided a year earlier. Adjusted free cash flow was negative $16.104 million versus positive $18.376 million.
Sales volume was 28.8 thousand MT, flat year over year; weighted-average realized price was approximately $3,900 per MT, down 7%. GrafTech plans to close its Monterrey facility and expects $20 million to $25 million in annual cash cost savings, excluding one-time costs, with the full annual benefit expected in 2028. It anticipates a mid-single-digit percentage increase in realized pricing in Q4 and maintains its 2026 expectations for 5–10% year-over-year sales-volume growth, a low-single-digit decline in cash cost per MT, and approximately $35 million in capital expenditures.
GrafTech International Ltd (EAF) director Sachin M. Shivaram acquired 3,476.4208 fully vested deferred share units on September 30, 2026. His reported DSU holdings following the award were 22,616.7025. Each unit represents a contingent right to receive one common share of EAF.
GrafTech International Ltd. director Jean-Marc Germain acquired 3,627.5695 fully vested deferred share units on September 30, 2026. Each DSU represents a contingent right to receive one share of common stock, and his reported position after the award was 30,164.2957 DSUs. The units will be settled in whole shares after his director service ends.
GrafTech International Ltd. (EAF) director Eric V. Roegner acquired 3,476.4208 deferred share units on September 30, 2026. Each DSU represents a contingent right to receive one share of EAF common stock, and the units are fully vested. They will be settled in whole common shares as soon as practicable after his service as a director ends, and no later than the end of that calendar year. He held 20,559.7025 deferred share units following the transaction.
GRAFTECH INTERNATIONAL LTD (EAF) received Amendment No. 3 to a Schedule 13D from the Undavia family and related trusts, reporting beneficial ownership of 2,211,504 shares of common stock, representing 8.5% of the outstanding shares as of June 30, 2026.
The filing explains that the shares were acquired with personal funds contributed to various Undavia family trusts and IRAs for an aggregate purchase price of about $46.1 million. The reporting persons state they acquired additional shares for investment purposes and may buy or sell more shares depending on market conditions and subject to a Cooperation Agreement. The ownership structure spans multiple Florida and other trusts, with detailed allocations of sole and shared voting and dispositive power among Nilesh, Liliana, and Kanta Undavia and their trusts. Share numbers reflect a 1-for-10 reverse stock split effected on August 29, 2025.
GrafTech International Ltd (EAF) has a new large shareholder, as HEG Graphite Limited reports beneficial ownership of 2,577,106 shares of GrafTech common stock. This represents approximately 9.9% of the outstanding common shares, based on 26,092,164 shares outstanding as of July 17, 2026.
These shares were transferred to HEG Graphite Limited on September 1, 2026 under a Composite Scheme of Arrangement involving HEG Limited, HEG Graphite Limited, Bhilwara Energy Limited, and their stakeholders. HEG Graphite Limited has sole voting and dispositive power over all 2,577,106 shares, and no shared voting or dispositive power.
GrafTech International Ltd (EAF) received an updated Schedule 13G/A from HEG Advanced Materials Limited reporting that HEG no longer beneficially owns any of GrafTech’s common stock. As of the reporting date, HEG reports 0 shares and 0% beneficial ownership, with no voting or dispositive power.
On September 1, 2026, under a Composite Scheme of Arrangement among HEG Advanced Materials, HEG Graphite Limited, Bhilwara Energy Limited, and their shareholders and creditors, HEG transferred 2,577,106 shares of GrafTech common stock (after the 1-for-10 reverse stock split effective August 29, 2025) to HEG Graphite Limited. HEG Graphite Limited is separately filing to report beneficial ownership greater than 5%.
GRAFTECH INTERNATIONAL LTD (EAF) reported that Chief Financial Officer and Senior Vice President Rory F. O'Donnell converted 6,171 restricted stock units into an equal number of shares of common stock on September 3, 2026. Of these shares, 1,827 were delivered or withheld to satisfy the exercise price or tax liability at $6.30 per share. No Rule 10b5-1 trading plan is reported.
The restricted stock units convert into common stock on a one-for-one basis and relate to an award of 18,514 restricted stock units granted on September 3, 2024, which vests in three equal annual installments beginning on September 3, 2025, and also accrues additional units through dividend equivalent rights if dividends are declared.