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GrafTech International Earnings Calls
| 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% |
| Release date | Apr 25, 2025 |
| EPS estimate | -$0.150 |
| EPS actual | -$0.130 |
| EPS Surprise | 13.33% |
| Revenue estimate | 130.375M |
| Revenue actual | 111.839M |
| Revenue Surprise | -14.22% |
| Release date | Feb 07, 2025 |
| EPS estimate | -$0.140 |
| EPS actual | -$0.130 |
| EPS Surprise | 7.14% |
| Revenue estimate | 131.325M |
| Revenue actual | 134.217M |
| Revenue Surprise | 2.20% |
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 | Feb 07, 2025 |
| Price on release | $13.50 |
| EPS estimate | -$0.140 |
| EPS actual | -$0.130 |
| EPS surprise | 7.14% |
| Date | Price |
|---|---|
| Feb 03, 2025 | $14.60 |
| Feb 04, 2025 | $14.70 |
| Feb 05, 2025 | $14.70 |
| Feb 06, 2025 | $14.90 |
| Feb 07, 2025 | $13.50 |
| Feb 10, 2025 | $11.40 |
| Feb 11, 2025 | $11.00 |
| Feb 12, 2025 | $10.20 |
| Feb 13, 2025 | $11.00 |
| 4 days before | -7.53% |
| 4 days after | -18.52% |
| On release day | -15.56% |
| Change in period | -24.66% |
| Release date | Apr 25, 2025 |
| Price on release | $7.04 |
| EPS estimate | -$0.150 |
| EPS actual | -$0.130 |
| EPS surprise | 13.33% |
| Date | Price |
|---|---|
| Apr 21, 2025 | $5.57 |
| Apr 22, 2025 | $5.83 |
| Apr 23, 2025 | $6.01 |
| Apr 24, 2025 | $6.53 |
| Apr 25, 2025 | $7.04 |
| Apr 28, 2025 | $6.30 |
| Apr 29, 2025 | $6.00 |
| Apr 30, 2025 | $6.33 |
| May 01, 2025 | $5.94 |
| 4 days before | 26.54% |
| 4 days after | -15.66% |
| On release day | -10.54% |
| Change in period | 6.72% |
| 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% |
GrafTech International Earnings Call Transcript Summary of Q3 2025
GrafTech delivered a solid operational quarter (Q3 2025) despite a challenging, oversupplied market. Key investor takeaways: sales volume rose 9% year-over-year to ~29,000 metric tons (highest in 12 quarters) with a strong strategic shift into the U.S. (U.S. sales up 53% YoY) and management expects full-year 2025 sales volume growth of 8%–10%. The company materially reduced costs: cash cost per metric ton fell ~10% YoY in Q3 and management raised full-year cash COGS per metric ton improvement guidance to ~10% YoY (implying ~30% cumulative reduction since end of 2023). Financially, GrafTech generated positive adjusted EBITDA of $13 million, $25 million cash from operations, $18 million adjusted free cash flow, and finished the quarter with $384 million liquidity. Management remains disciplined on pricing—willing to forgo low-margin volume—and is focused on geographic mix (favoring the U.S. and EU), vertical integration (needle coke via Seadrift), trade-policy developments (tariffs / protection measures), and positioning for longer-term tailwinds from increased EAF steelmaking and critical-minerals reshoring. Near-term headwinds include flat global electrode demand, low-priced exports (notably from China), and pricing pressure, but management sees potential upside from trade protections and improving steel demand in key regions.
