GrafTech International Ltd.

GrafTech International Ltd. engages in the manufacture of graphite electrode products essential to the production of electric arc furnace steel and other ferrous and non-ferrous metals. The firm also produces needle coke products which is a raw material to producing graphite electrodes. Its customers include steel producers and other ferrous and non-ferrous metal producers in Europe, the Middle East and Africa, the Americas and Asia-Pacific, which sell its products into the automotive, construction, appliance, machinery, equipment and transportation industries. The company was founded in 1886 and is headquartered in Brooklyn Heights, OH.

Earnings data Q1 2021

Earnings data Q2 2021

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

GrafTech addresses challenges, eyes growth in steelmaking and sustainability

GrafTech navigated challenges in 2022, focusing on cost management and long-term growth. Despite sales volume declines, the company aims to fulfill all commitments in 2023. Strong demand from steel producers and sustainability efforts position GrafTech for future growth.

GrafTech International faces challenges but shows resilience and growth opportunities

GrafTech International's Q1 2023 performance was impacted by challenges but showcased resilience and strategic actions. The company faces economic uncertainty and soft demand but is focused on cost management and long-term growth. Opportunities in the EV market and industry trends position GrafTech for future success.

GrafTech reports consistent Q2 performance, eyes 2024 recovery

GrafTech's Q2 performance was consistent, but tempered expectations for H2 2023 due to soft steel production. The company aims for a 2024 recovery amidst market uncertainties.
Achievements include operational progress, new sales office in Dubai, and sustainability initiatives. Completed $450 million notes offering extends debt maturity profile.
Challenges include lower sales volume expectations, industry-wide electrode utilization issues, and Monterrey suspension impacts. Analyst questions focused on various financial aspects.
Opportunities lie in industry tailwinds, EV market initiatives, Seadrift expansion plans, and potential strengthening of needle coke prices. GrafTech aims to drive back to historical cash COGS levels.

GrafTech tackles market challenges, introduces carbon-neutral product for growth

GrafTech navigated challenging market conditions in Q3 by focusing on cost management, strategic investments, and diversifying commercial offerings.
Despite facing lower sales volumes and financial losses, the company demonstrated resilience through cash generation and liquidity of $285 million.
Operational improvements, carbon-neutral product introductions, and negotiation opportunities present avenues for growth and differentiation in a competitive market landscape.
Careful cost management, working capital strategies, and leveraging vertical integration strengths will be crucial for GrafTech's future success and profitability.

GrafTech International Ltd. faces Q4 challenges, eyes long-term growth

GrafTech International Ltd. navigated a challenging industry cycle in Q4 2023, focusing on cost rationalization and quality to drive savings and maintain competitiveness. Despite reporting a net loss, the company remains optimistic about long-term prospects, emphasizing industry tailwinds and growth opportunities in decarbonization efforts and EV market expansion.

GrafTech reports Q1 net loss, focuses on cost improvements

GrafTech faces challenges from weak electrode demand and volatile needle coke pricing but is focused on cost improvements and market share recovery. The company's strong liquidity position and potential investments in the EV battery market present opportunities for growth. Market development and supply chain alignment are critical for future production and scale.

GrafTech International navigates industry challenges, focuses on growth strategies

Despite challenges in the graphite electrode industry, GrafTech International made progress in sales volume, cost reduction, and sustainability efforts. The company's focus on customer engagement, product expansion, and cost-saving measures positions it for future growth amidst ongoing industry challenges.

GrafTech International reports Q3 loss, strengthens finances amid industry challenges

GrafTech International navigated challenges in Q3 2024 with a focus on sales volume growth and cost control.
Despite a net loss, the company's new financing transaction aims to strengthen its financial foundation.
Safety improvements and strategic initiatives position GrafTech to address industry challenges and pursue growth opportunities.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

GrafTech International Ltd. engages in the manufacture of graphite electrode products essential to the production of electric arc furnace steel and other ferrous and non-ferrous metals. The firm also produces a needle coke product which is a raw material in producing graphite electrodes. Its customers include steel producers and other ferrous and non-ferrous metal producers in Europe, the Middle East and Africa, the Americas and Asia-Pacific, which sell its products into the automotive, construction, appliance, machinery, equipment, and transportation industries. The company was founded in 1886 and is headquartered in Brooklyn Heights, OH.

GrafTech's Upside From Improving Its ESG Rating

Advanced Emissions Solutions

Comfort Systems USA

Powell Industries

Timken

The industrial sector has underperformed the broader stock market, but that may have set these industrial services stocks up for success.

5 Industrial Services Stocks to Buy for a Recovery in 2020

Bear Of The Day: GrafTech International (EAF)

GrafTech has seen further deterioration of its results, which is no surprise.

GrafTech: Grinding On

GrafTech International Ltd. (EAF) CEO Dave Rintoul on Q2 2020 Results - Earnings Call Transcript

Why Shares of GrafTech International Jumped Higher Today

GrafTech (EAF) delivered earnings and revenue surprises of 66.67% and 29.07%, respectively, for the quarter ended June 2020. Do the numbers hold clues to what lies ahead for the stock?

GrafTech International (EAF) Q2 Earnings and Revenues Beat Estimates

BROOKLYN HEIGHTS, Ohio--(BUSINESS WIRE)--GrafTech International Ltd. (NYSE: EAF) (GrafTech or the Company) today announced financial results for the quarter ended June 30, 2020, including net income of $93 million, or $0.35 per share, and Adjusted EBITDA1 of $151 million.

GrafTech Reports Second Quarter 2020 Results

BROOKLYN HEIGHTS, Ohio--(BUSINESS WIRE)--The Board of Directors of GrafTech International Ltd. (NYSE:EAF) declared a quarterly cash dividend of $0.01 per share to stockholders of record as of the close of business on August 31, 2020, to be paid on September 30, 2020.

GrafTech Announces Third Quarter 2020 Cash Dividend

BROOKLYN HEIGHTS, Ohio--(BUSINESS WIRE)--GrafTech International Ltd. (NYSE: EAF) is changing the time of its Second Quarter 2020 Conference Call and Webcast due to a scheduling conflict.

GrafTech Announces Time Change for Second Quarter 2020 Earnings Conference Call and Webcast

GrafTech (EAF) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Analysts Estimate GrafTech International (EAF) to Report a Decline in Earnings: What to Look Out for

The company's majority shareholder has distributed additional shares, increasing the float.

Why Shares of GrafTech Are Falling Today

BROOKLYN HEIGHTS, Ohio--(BUSINESS WIRE)--GrafTech International Ltd. (NYSE: EAF) (“GrafTech” or the “Company”) today announced that its majority shareholder, a consortium led by Brookfield Business Partners LP (the “Brookfield consortium”), distributed a portion of its GrafTech common stock to the owners in the Brookfield consortium.

GrafTech Announces Increased Float through Consortium Stock Distribution

GrafTech (EAF) saw a big move last session, as its shares jumped more than 7% on the day, amid huge volumes.

GrafTech (EAF) Looks Good: Stock Adds 7.4% in Session

In a previous discussion on GrafTech International Ltd. (NYSE:EAF), I highlighted how valuable it was for the company to have long-term agreement contracts in place, which provide a predictable revenue stream.

GrafTech: Hit Hard by the Pandemic, but Still Profitable

GrafTech controls roughly 19% of production for petroleum needle coke, giving it a cost advantage over its competitors.

GrafTech: High Risk And High Reward

Battered Graftech Is A Value Investor's Dream

Mohnish Pabrai (Trades, Portfolio) made some significant changes to his portfolio at Pabrai Investments during the first quarter of this year, according to the firm's latest 13F filing.

Mohnish Pabrai Sells GrafTech as Uncertainty Grows

GrafTech International Ltd (EAF) primarily produces ultra-high performance graphite electrodes and sells them to electric arc furnace steel producers via long-term contracts or spot sales.

A Look at GrafTech: Evaluating Why Mohnish Pabrai Sold

GrafTech's (EAF) CEO Dave Rintoul on Q1 2020 Results - Earnings Call Transcript

GrafTech (EAF) delivered earnings and revenue surprises of -19.64% and -16.41%, respectively, for the quarter ended March 2020. Do the numbers hold clues to what lies ahead for the stock?

GrafTech International (EAF) Q1 Earnings and Revenues Miss Estimates

Used Virus Panic To Double Down On GrafTech

GrafTech is a great investment opportunity for small retail investors.

GrafTech: Great Business And Excellent Acquisition Candidate

GrafTech International could be a stock to avoid from a technical perspective, as the firm is seeing unfavorable trends on the moving average crossover front.

News for GrafTech International Ltd. Stock (EAF)