Arun Viswanathan

Bennett Moore

Abraham Landa

Alexander Hacking

Jay Spencer

Kirk Ludtke

Alex Hacking

Matthew Vittorioso

William Peterson

- GrafTech International reported a **9% year-over-year increase** in sales volume, reaching **29,000 metric tons** in Q3 2025, driven by a **53% year-over-year growth** in U.S. sales volume.  **[0000931148_2202881_1]** **[0000931148_2202881_4]**  The company updated its full-year 2025 sales volume guidance to an **8% to 10% increase**.  **[0000931148_2202881_4]** 
- For Q3 2025, GrafTech achieved **positive adjusted EBITDA of $13 million**, which included an **$11 million non-cash benefit**, compared to a negative $6 million in the prior year.  **[0000931148_2202881_1]** **[0000931148_2202881_6]**  The company reported a net loss of **$28 million**, or **$1.10 per share**.  **[0000931148_2202881_6]** 
- The company generated **$25 million in net cash from operating activities** and **$18 million in adjusted free cash flow** in Q3 2025, strengthening its liquidity position to **$384 million** as of the end of September.  **[0000931148_2202881_1]** **[0000931148_2202881_6]** 
- GrafTech delivered a **10% year-over-year reduction** in cash cost per metric ton for Q3 2025 and anticipates a **more than 30% cumulative reduction** for the full year 2025 since the end of 2023.  **[0000931148_2202881_1]**

GrafTech Reports Strong Q3 2025 Sales Volume Growth and Positive Adjusted EBITDA

- GrafTech (EAF) reported **Q3 2025 sales volume of 29,000 metric tons**, marking a **9% year-over-year increase**, and achieved **$13 million in adjusted EBITDA**.  **[0000931148_2202395_1]** **[0000931148_2202395_4]** **[0000931148_2202395_6]** 
- The company generated **$25 million in net cash from operating activities** and **$18 million in adjusted free cash flow** in Q3 2025, increasing its liquidity to **$384 million** as of September.  **[0000931148_2202395_1]** **[0000931148_2202395_6]** 
- GrafTech updated its full-year 2025 guidance, now expecting total sales volumes to **increase 8% to 10%** and cash COGS per metric ton to **decline approximately 10%** year-over-year.  **[0000931148_2202395_4]** **[0000931148_2202395_5]** 
- Strategic efforts included a **53% year-over-year growth in U.S. sales volume** for Q3 2025, leveraging favorable pricing dynamics in that region.  **[0000931148_2202395_1]** **[0000931148_2202395_4]** 
- The company noted positive steel market outlooks for 2026, with World Steel projecting demand growth of **1.8% for the U.S.**, **3.2% for Europe**, and **3.5% globally outside of China**.  **[0000931148_2202395_2]**

GrafTech (EAF) Reports Q3 2025 Results and Updates Full-Year Guidance

- GrafTech International reported a **9% year-over-year increase** in sales volume, reaching **29,000 metric tons** in Q3 2025, with U.S. sales volume growing **53%** year-over-year.  **[0000931148_2202420_1]** **[0000931148_2202420_4]** 
- The company achieved a **10% year-over-year reduction** in cash cost per metric ton, which was **$3,795** in Q3 2025.  **[0000931148_2202420_1]** **[0000931148_2202420_5]** 
- Adjusted EBITDA for Q3 2025 was **$13 million**, with **$25 million** in net cash from operating activities and **$18 million** in adjusted free cash flow, strengthening liquidity to **$384 million**.  **[0000931148_2202420_1]** 
- Full-year 2025 sales volume guidance was revised to an increase of **8% to 10%**, and the full-year cash COGS per metric ton decline guidance was increased to **approximately 10%**, translating to **$3,860** for the full year.  **[0000931148_2202420_4]** **[0000931148_2202420_5]** 
- The company anticipates positive momentum in the steel industry, with World Steel projecting U.S. steel demand growth of **1.8%** and EU growth of **3.2%** for 2026, supported by new trade protection measures in Europe and existing tariffs in the U.S..  **[0000931148_2202420_2]** **[0000931148_2202420_8]**

GrafTech International Reports Q3 2025 Performance with Increased Sales Volume and Cost Reductions

- GrafTech reported **net sales of $144 million** in Q3 2025, representing a **10% increase** compared to Q3 2024, primarily due to higher sales volume and the recognition of previously deferred revenue.  **[0000931148_2202084:8]** 
- The company achieved **9% year-over-year growth in total sales volume** and a **37% increase in production volume** in Q3 2025 compared to Q3 2024.  **[0000931148_2202084:7]** **[0000931148_2202084:8]** 
- For Q3 2025, GrafTech recorded a **net loss of $28 million, or $1.10 per share**, but delivered **positive Adjusted EBITDA of $13 million**.  **[0000931148_2202084:9]** 
- **Cash cost of goods sold per metric ton declined 10% year-over-year** to **$3,795** in Q3 2025.  **[0000931148_2202084:7]** **[0000931148_2202084:8]** **[0000931148_2202084:9]** **[0000931148_2202084:19]** 
- GrafTech generated **$25 million in net cash from operating activities** and **$18 million in adjusted free cash flow** in Q3 2025, maintaining **$384 million in liquidity** as of September 30, 2025.  **[0000931148_2202084:9]**

GrafTech Reports Q3 2025 Financial Results

- GrafTech (EAF) reported **Q3 2025 sales volume of 29,000 metric tons**, marking a **9% year-over-year increase**, and achieved **positive adjusted EBITDA of $13 million**.  **[0000931148_2202919_1]** **[0000931148_2202919_4]** **[0000931148_2202919_6]** 
- The company significantly reduced its **cash cost per metric ton by 10% year-over-year** in Q3 2025 and updated its full-year 2025 guidance for cash COGS per metric ton decline to approximately **10%**, targeting **$3,860** for the full year.  **[0000931148_2202919_1]** **[0000931148_2202919_5]** 
- A strategic focus on the U.S. market led to a **53% year-over-year sales volume growth** in the region for Q3 2025, contributing to an average selling price of **$4,200 per metric ton**.  **[0000931148_2202919_1]** **[0000931148_2202919_4]** 
- GrafTech ended Q3 2025 with a strong liquidity position of **$384 million**, having generated **$25 million in net cash from operating activities** and **$18 million in adjusted free cash flow**.  **[0000931148_2202919_1]** **[0000931148_2202919_6]** 
- For the full year 2025, the company now anticipates total sales volumes to increase **8% to 10%**, reflecting a disciplined approach to market opportunities.  **[0000931148_2202919_4]**

GrafTech Reports Q3 2025 Results with Increased Sales Volume and Reduced Costs

- GrafTech reported **net sales of $144 million** and a **net loss of $28 million, or $1.10 per share**, for the third quarter of 2025.  **[931148_0000931148-25-000154_a2025-3qearningspressrelea.htm:0]** **[931148_0000931148-25-000154_a2025-3qearningspressrelea.htm:1]** 
- The company achieved **positive adjusted EBITDA of $13 million** and **adjusted free cash flow of $18 million** in Q3 2025, which included an **$11 million non-cash benefit** from the resolution of a long-standing commercial matter.  **[931148_0000931148-25-000154_a2025-3qearningspressrelea.htm:0]** **[931148_0000931148-25-000154_a2025-3qearningspressrelea.htm:1]** 
- Sales volume increased **9% year-over-year** to **28.8 thousand MT** in Q3 2025, and the company achieved a **10% year-over-year reduction in cash cost of goods sold per metric ton**.  **[931148_0000931148-25-000154_a2025-3qearningspressrelea.htm:0]** **[931148_0000931148-25-000154_a2025-3qearningspressrelea.htm:2]** 
- GrafTech ended the third quarter of 2025 with **$384 million in total liquidity** and updated its full-year 2025 guidance to an **8-10% year-over-year increase in sales volume** and an approximate **10% year-over-year decline in cash cost of goods sold per MT**.  **[931148_0000931148-25-000154_a2025-3qearningspressrelea.htm:0]** **[931148_0000931148-25-000154_a2025-3qearningspressrelea.htm:2]** **[931148_0000931148-25-000154_a2025-3qearningspressrelea.htm:3]**

GrafTech Reports Third Quarter 2025 Results

- **GrafTech International** reported **net sales of $144 million** and a **net loss of $28 million**, or **$1.10 per share**, for the third quarter of 2025.  **[931148_29c7ae7e8cc84306af2aa4937248012d_0]**  This represents an increase in net sales from $131 million and a reduced net loss from $36 million, or $1.40 per share, compared to the third quarter of 2024.  **[931148_29c7ae7e8cc84306af2aa4937248012d_1]** **[931148_29c7ae7e8cc84306af2aa4937248012d_2]** 
- The company achieved **Adjusted EBITDA of $13 million** and **Adjusted free cash flow of $18 million** in the third quarter of 2025.  **[931148_29c7ae7e8cc84306af2aa4937248012d_0]** 
- **Sales volume grew 9% year-over-year** for the third quarter of 2025, reaching **28.8 thousand MT**, with a notable **53% increase in sales volume in the United States**.  **[931148_29c7ae7e8cc84306af2aa4937248012d_0]** **[931148_29c7ae7e8cc84306af2aa4937248012d_2]**  Additionally, GrafTech achieved a **10% year-over-year reduction in cash cost of goods sold per metric ton**.  **[931148_29c7ae7e8cc84306af2aa4937248012d_0]** 
- GrafTech ended the third quarter of 2025 with **total liquidity of $384 million**.  **[931148_29c7ae7e8cc84306af2aa4937248012d_0]** 
- For the full year 2025, GrafTech now expects to achieve an **8-10% year-over-year increase in sales volume**.  **[931148_29c7ae7e8cc84306af2aa4937248012d_3]**

GRAFTECH INTERNATIONAL (EAF)