GRAFTECH INTERNATIONAL (EAF) Company Report

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. The company updated its full-year 2025 sales volume guidance to an 8% to 10% increase.
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. The company reported a net loss of $28 million, or $1.10 per share.
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.
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.

Oct 24, 2025, 2:00 PM

Transcript

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

EAF

Earnings

Guidance Update

Revenue Acceleration/Inflection

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.
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.
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.
Strategic efforts included a 53% year-over-year growth in U.S. sales volume for Q3 2025, leveraging favorable pricing dynamics in that region.
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.

Oct 24, 2025, 2:00 PM

Transcript

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

EAF

Earnings

Guidance Update

Revenue Acceleration/Inflection

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.
The company achieved a 10% year-over-year reduction in cash cost per metric ton, which was $3,795 in Q3 2025.
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.
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.
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..

Oct 24, 2025, 2:00 PM

Transcript

GrafTech Reports Q3 2025 Financial Results

EAF

Earnings

Revenue Acceleration/Inflection

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.
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.
For Q3 2025, GrafTech recorded a net loss of $28 million, or $1.10 per share, but delivered positive Adjusted EBITDA of $13 million.
Cash cost of goods sold per metric ton declined 10% year-over-year to $3,795 in Q3 2025.
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.

Oct 24, 2025, 2:00 PM

Presentation

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

EAF

Earnings

Guidance Update

Revenue Acceleration/Inflection

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.
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.
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.
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.
For the full year 2025, the company now anticipates total sales volumes to increase 8% to 10%, reflecting a disciplined approach to market opportunities.

Oct 24, 2025, 2:00 PM

Transcript

GrafTech Reports Third Quarter 2025 Results

EAF

Earnings

Guidance Update

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.
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.
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.
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.

Oct 24, 2025, 10:46 AM

8-K

GrafTech International Reports Third Quarter 2025 Results

EAF

Earnings

Guidance Update

Demand Weakening

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. 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.
The company achieved Adjusted EBITDA of $13 million and Adjusted free cash flow of $18 million in the third quarter of 2025.
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. Additionally, GrafTech achieved a 10% year-over-year reduction in cash cost of goods sold per metric ton.
GrafTech ended the third quarter of 2025 with total liquidity of $384 million.
For the full year 2025, GrafTech now expects to achieve an 8-10% year-over-year increase in sales volume.

Oct 24, 2025, 10:40 AM

Press Release

Earnings Transcripts

Quarterly earnings call transcripts for GRAFTECH INTERNATIONAL.

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