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GrafTech International Earnings Calls
| Release date | May 01, 2026 |
| EPS estimate | -$1.25 |
| EPS actual | -$2.05 |
| EPS Surprise | -64.00% |
| Revenue estimate | 120.6M |
| Revenue actual | 125.101M |
| Revenue Surprise | 3.73% |
| Release date | Feb 06, 2026 |
| EPS estimate | -$1.27 |
| EPS actual | -$2.45 |
| EPS Surprise | -92.91% |
| Revenue estimate | 139.917M |
| Revenue actual | 116.457M |
| Revenue Surprise | -16.77% |
| Release date | Oct 24, 2025 |
| EPS estimate | -$1.22 |
| EPS actual | -$1.03 |
| EPS Surprise | 15.57% |
| Revenue estimate | 140M |
| Revenue actual | 143.998M |
| Revenue Surprise | 2.86% |
| Release date | Jul 25, 2025 |
| EPS estimate | -$1.20 |
| EPS actual | -$1.60 |
| EPS Surprise | -33.33% |
| Revenue estimate | 139.58M |
| Revenue actual | 131.84M |
| Revenue Surprise | -5.55% |
Last 4 Quarters for GrafTech International
Below you can see how EAF performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Jul 25, 2025 |
| Price on release | $15.40 |
| EPS estimate | -$1.20 |
| EPS actual | -$1.60 |
| EPS surprise | -33.33% |
| Date | Price |
|---|---|
| Jul 21, 2025 | $13.20 |
| Jul 22, 2025 | $13.70 |
| Jul 23, 2025 | $14.20 |
| Jul 24, 2025 | $13.50 |
| Jul 25, 2025 | $15.40 |
| Jul 28, 2025 | $16.40 |
| Jul 29, 2025 | $15.20 |
| Jul 30, 2025 | $14.70 |
| Jul 31, 2025 | $13.90 |
| 4 days before | 16.67% |
| 4 days after | -9.74% |
| On release day | 6.49% |
| Change in period | 5.30% |
| Release date | Oct 24, 2025 |
| Price on release | $17.02 |
| EPS estimate | -$1.22 |
| EPS actual | -$1.03 |
| EPS surprise | 15.57% |
| Date | Price |
|---|---|
| Oct 20, 2025 | $18.79 |
| Oct 21, 2025 | $17.64 |
| Oct 22, 2025 | $17.04 |
| Oct 23, 2025 | $17.38 |
| Oct 24, 2025 | $17.02 |
| Oct 27, 2025 | $13.59 |
| Oct 28, 2025 | $13.49 |
| Oct 29, 2025 | $13.08 |
| Oct 30, 2025 | $12.70 |
| 4 days before | -9.42% |
| 4 days after | -25.38% |
| On release day | -20.15% |
| Change in period | -32.41% |
| Release date | Feb 06, 2026 |
| Price on release | $8.44 |
| EPS estimate | -$1.27 |
| EPS actual | -$2.45 |
| EPS surprise | -92.91% |
| Date | Price |
|---|---|
| Feb 02, 2026 | $15.13 |
| Feb 03, 2026 | $16.63 |
| Feb 04, 2026 | $16.41 |
| Feb 05, 2026 | $15.69 |
| Feb 06, 2026 | $8.44 |
| Feb 09, 2026 | $8.92 |
| Feb 10, 2026 | $7.23 |
| Feb 11, 2026 | $7.58 |
| Feb 12, 2026 | $6.95 |
| 4 days before | -44.22% |
| 4 days after | -17.65% |
| On release day | 5.69% |
| Change in period | -54.06% |
| Release date | May 01, 2026 |
| Price on release | $8.54 |
| EPS estimate | -$1.25 |
| EPS actual | -$2.05 |
| EPS surprise | -64.00% |
| Date | Price |
|---|---|
| Apr 27, 2026 | $9.51 |
| Apr 28, 2026 | $9.01 |
| Apr 29, 2026 | $8.68 |
| Apr 30, 2026 | $8.50 |
| May 01, 2026 | $8.54 |
| May 04, 2026 | $9.23 |
| May 05, 2026 | $8.99 |
| May 06, 2026 | $9.45 |
| May 07, 2026 | $8.98 |
| 4 days before | -10.20% |
| 4 days after | 5.15% |
| On release day | 8.08% |
| Change in period | -5.57% |
GrafTech International Earnings Call Transcript Summary of Q1 2026
GrafTech reported Q1 2026 results characterized by improving demand signals but near-term earnings pressure. Sales volume rose 14% YoY to 28k MT (production 29k MT, utilization 65%), with U.S. sales up 37% YoY. Average selling price (ASP) was ~$3,900/MT (down 5% YoY). Cash costs were $3,848/MT (down 4% sequentially) and management reiterated a long-term cash-cost target of ~$3,600–$3,700/MT. The company recorded a net loss of $43M (EPS -$1.66) and adjusted EBITDA of -$14M. Adjusted free cash flow was -$27M and operating cash use was $15M. Liquidity totaled $329M (cash $120M, revolver availability ~$108M, delayed draw $100M expected to be drawn by end of Q2). Company announced price increases (March 26) of $600–$1,200/MT by region for uncommitted volume and said >85% of 2026 expected volume is currently committed. Management highlighted favorable trade developments (ITC preliminary finding of injury from China/India imports), positioning for better pricing momentum into H2 2026 and 2027 negotiations. Key risks include Middle East-related oil/energy and logistics disruption that could raise decant oil / needle coke costs (decant oil ~25% of production cost; electricity & gas ~10–15%), though GrafTech has some energy hedges and vertical integration via Seadrift. Management emphasized focus on value-over-volume commercial discipline, cost control, supply security, and capturing structural long-term demand from EAF steelmaking and battery/graphite supply chain initiatives.
