Every 8-K that GrafTech International Ltd. (EAF) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow EAF and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full EAF filings page.
GrafTech International Ltd. (EAF) announced that its board approved a plan on August 6, 2026 to permanently cease manufacturing operations at its graphite electrode and pin facility in Monterrey, Mexico. The shutdown is intended to better align manufacturing capacity with market conditions and concentrate production in larger, more efficient plants while maintaining required product capabilities.
Operations at the Monterrey facility are expected to wind down in phases, with production projected to conclude early in the second quarter of 2027, subject to operational needs and compliance with Mexican labor, regulatory and other legal requirements. GrafTech currently estimates $20–$25 million of future one-time cash expenditures tied to the closure, including about $10.0 million of environmental and closure costs and $11.5 million of severance. Most of these cash outlays are expected by the end of 2027. Management states that details remain preliminary and may change as it continues to evaluate the plan and consult with employee representatives and regulators.
GrafTech International Ltd. reported second quarter 2026 net sales of $127 million, down 3% year-over-year, on sales volume of 30.8 thousand metric tons, up 8% year-over-year and 10% sequentially. Weighted-average realized price was approximately $3,900 per MT, a 7% decrease compared to the second quarter of 2025 and flat sequentially. Net loss was $40 million, or $1.54 per share, while adjusted EBITDA was $2 million.
Operating cash outflow was $69 million and adjusted free cash flow was negative $75 million, reflecting semi-annual interest payments and a planned inventory build. As of June 30, 2026, liquidity totaled $253 million, including $145 million of cash, after drawing the remaining $100 million under a delayed draw first lien term loan facility. Gross debt was $1,225 million and net debt approximately $1,080 million, with substantially no maturities until December 2029. Production volume reached 33.4 thousand MT, driving capacity utilization to 74%. Management expects 2026 graphite electrode sales volume to increase 5–10% and is implementing $600 to $1,200 per MT price increases and cost reductions.
GrafTech International Ltd. entered into an Equity Distribution Agreement with Evercore Group L.L.C., allowing it to sell shares of common stock from time to time in an at-the-market offering with an aggregate offering price of up to $50,000,000.
Evercore will act as sales agent and may receive a commission of up to 3.0% of gross offering proceeds. The program runs under GrafTech’s effective Form S-3 shelf registration and can be terminated at any time by either party. Any net proceeds are intended for general corporate purposes, including operating needs, refinancing debt, capital spending, and potential acquisitions or joint ventures.
GrafTech International Ltd. reported the results of its Annual Meeting of Stockholders held on May 7, 2026. Stockholders elected Jean‑Marc Germain and Henry R. Keizer as directors for three‑year terms, with 9,018,146 and 9,583,429 votes in favor, respectively.
Stockholders ratified Deloitte & Touche LLP as the independent registered public accounting firm for 2026 with 20,015,149 votes for. They also approved, on an advisory basis, the company’s named executive officer compensation, receiving 9,007,892 votes in favor. There were 25,988,349 shares outstanding and entitled to vote as of the March 9, 2026 record date.
GrafTech International reported first quarter 2026 net sales of $125.1 million, up 12% year-over-year, driven by a 14% increase in graphite electrode sales volume to 28.1 thousand MT. Higher volume was offset by a roughly 5% decline in average realized pricing to about $3,900 per MT, reflecting ongoing industry overcapacity and weak pricing.
The company recorded a net loss of $43.3 million, or $1.66 per share, and adjusted EBITDA of negative $13.6 million. Operating cash flow was negative $14.9 million and adjusted free cash flow was negative $27.1 million. As of March 31, 2026, GrafTech reported total liquidity of $328.7 million, including $120.2 million of cash, against $1,125 million of gross debt (about $1,005 million net debt).
Management expects 2026 graphite electrode sales volume to rise 5–10% year-over-year, with more than 85% of anticipated volume already committed. To counter weak pricing and cost pressures, GrafTech is implementing price increases of $600–$1,200 per MT on uncommitted volume, supporting trade cases in key regions, and targeting a low single-digit percentage decline in cash cost of goods sold per MT for 2026, while keeping capital expenditures around $35 million.
GrafTech International Ltd. reported weaker results for the fourth quarter and full year 2025 amid intense graphite electrode pricing pressure. Q4 2025 net sales were $116 million, down 13% from $134 million a year earlier, with sales volume essentially flat but weighted-average realized price lower.
The company posted a Q4 net loss of $65 million, or $2.50 per share, and adjusted EBITDA of negative $22 million. For 2025, net sales were $504 million, down 6% year over year, and net loss widened to $220 million, or $8.45 per share, while adjusted EBITDA was negative $9 million. Cash from operations was negative $82 million and adjusted free cash flow was negative $115 million for the year.
GrafTech ended 2025 with total liquidity of $340 million, including $138 million of cash, against gross debt of $1,125 million and net debt of approximately $987 million. Management highlighted an 11% reduction in 2025 cash cost of goods sold per metric ton and a 6% increase in full-year sales volume, driven by strong growth in the United States.
Looking to 2026, the company expects a 5–10% increase in sales volume and projects a slight increase in global (excluding China) graphite electrode demand, but warns that industry pricing remains “unsustainably low.” It plans further cost reductions, continued geographic mix shifts toward the United States, and capital expenditures of about $35 million in 2026.
GrafTech International Ltd. reported that two members of its Board of Directors, Michel Dumas and Anthony Taccone, have notified the company that they will resign from the board effective at the close of business on December 31, 2025. The company states that neither director’s decision to resign is due to any disagreement with GrafTech regarding its operations, policies, or practices. This represents a planned change in board composition rather than a dispute-driven departure.
GrafTech International Ltd. (EAF) furnished a press release announcing its financial results for the three and nine months ended September 30, 2025. The release is attached as Exhibit 99.1 to a Form 8‑K dated October 24, 2025.
The company states this information, including Exhibit 99.1, is furnished and not deemed “filed” for purposes of Section 18 of the Exchange Act, and will not be incorporated by reference in other filings except as expressly set forth by specific reference.
GrafTech International Ltd. filed an amended current report to update the outcome of its advisory vote on how often shareholders will weigh in on executive pay. At the recent annual meeting, shareholders favored holding this “say-on-pay” frequency vote every year.
Reflecting that advisory result and its prior practice, the Board of Directors decided the company will continue to hold an annual shareholder advisory vote on the compensation of its named executive officers. This annual schedule will remain in place until the next required shareholder vote on frequency, which must occur no later than the company’s 2031 annual meeting.
GrafTech International Ltd. effected a 1-for-10 reverse stock split and proportionally reduced authorized shares of Common and Preferred Stock. The Certificate of Amendment was filed in Delaware on August 28, 2025 and became effective at 12:01 a.m. Eastern Time on August 29, 2025. Each ten pre-split shares convert into one post-split share; fractional shares will be rounded up to the next whole share at the participant level and no cash will be paid for fractions. The company proportionally adjusted equity award terms and plan limits under its Omnibus Equity Incentive Plan to preserve economic value. Common Stock will trade on the NYSE on a split-adjusted basis under the existing symbol EAF, and the new CUSIP following the reverse split is 384313 607.
GrafTech International Ltd. (EAF) disclosed a proposal to amend its Amended and Restated Certificate of Incorporation to permit the Board, at its discretion, to effect a reverse stock split of common stock at a ratio between 1-for-7 and 1-for-15. The amendment would also reduce the number of authorized shares of common and preferred stock by a corresponding proportion. The filing references voting results with the phrase "The voting results were as follows:" but the actual vote totals or outcomes are not included in the provided text. The filing also cites a press release dated August 18, 2025 and an Inline XBRL cover page entry.
GrafTech International Ltd. reported that its Executive Vice President and Chief Operating Officer, Jeremy S. Halford, has informed the company of his intent to resign from his role. His resignation will be effective September 12, 2025, allowing for a transition period from the notice date of August 8, 2025.
The company states that Mr. Halford is leaving to pursue another opportunity and that his resignation is not the result of any disagreement with GrafTech regarding its operations, policies, or practices. The filing focuses solely on this leadership change and does not include financial results or transaction details.