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) 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 reported second‑quarter 2026 results with net sales of $127.4 million, down 3% year over year, and a net loss of $40.5 million, which narrowed from $86.9 million a year earlier. Diluted loss per share improved to $1.54 from $3.35.
Sales volume rose to 30.8 thousand metric tons, up 8%, while the weighted‑average realized price declined 7% to about $3,900 per MT amid competitive pressure. Capacity utilization increased to 74% from 65%, cash cost of goods sold per ton fell 6%, and a $12.3 million gain on landfill asset sales boosted other income.
As of June 30, 2026, GrafTech had liquidity of $253.0 million, including $145.4 million of cash and $107.6 million of revolver availability, against approximately $1.2 billion of total debt and a stockholders’ deficit of $345.6 million. Management expects 2026 graphite electrode sales volumes to rise 5–10%, a low single‑digit percentage‑point decline in cash cost of goods sold per ton, and capital expenditures of about $35 million, supported by more than 90% of anticipated volume already committed and recent contracts priced over 15% above comparable first‑quarter commitments.
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.
Roegner Eric V reported acquisition or exercise transactions in this Form 4 filing.
GrafTech International director Eric V. Roegner received a grant of 4,864.6362 deferred share units as equity compensation. Following this award, he holds 17,083.2817 deferred share units. Each unit is fully vested and represents a right to receive one share of common stock after his board service ends.
Shivaram Sachin M reported acquisition or exercise transactions in this Form 4 filing.
GrafTech International Ltd. director Shivaram Sachin M received a grant of 4,864.6362 deferred share units, increasing his direct holdings to 19,140.2817 deferred share units. Each unit represents a contingent right to one share of EAF common stock and is fully vested.
The deferred share units will be settled in whole shares of common stock and delivered to the director after he terminates service as a director, and in any case no later than the end of the calendar year in which that termination occurs.
Germain Jean-Marc reported acquisition or exercise transactions in this Form 4 filing.
GRAFTECH INTERNATIONAL LTD director Jean-Marc Germain received an equity award of 5,076.1421 Deferred Share Units (DSUs). Each DSU represents a contingent right to receive one share of EAF common stock. After this grant, he holds 26,536.7262 DSUs directly.
The DSUs are fully vested. When Germain’s board service ends, the DSUs will be settled in whole shares of common stock, either in a single delivery by the end of that calendar year or in 20% annual installments over five years, according to his prior election for that director year.
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. is registering an at-the-market equity program to offer and sell common stock having an aggregate offering price of $50,000,000 pursuant to an Equity Distribution Agreement dated May 29, 2026.
The sales may be made from time to time on or through the NYSE or other trading venues, directly to the agent as principal, in block or privately negotiated transactions, and settlement is expected to occur on the first trading day following each sale. The company stated 26,047,884 shares outstanding as of May 28, 2026 and illustrates an assumed issuance of 5,000,000 shares in the offering for illustrative dilution purposes.
GrafTech International Ltd. filed a shelf registration on to offer up to $150,000,000 aggregate initial offering price of securities, including common stock, preferred stock, debt securities, depositary shares, warrants, purchase contracts and units. The prospectus describes general terms; specific offerings and distribution methods will be set in prospectus supplements.
The prospectus states GrafTech’s common stock is listed on the NYSE under the symbol EAF and cites a last reported sale price of $8.61 per share on . Authorized capitalization includes 300,000,000 common shares and 30,000,000 preferred shares. Use of proceeds is for general corporate purposes, including refinancing debt, capital expenditures, share repurchases or other strategic opportunities.