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 International Ltd. (EAF) CEO David Rintoul on Q4 2019 Results - Earnings Call Transcript

Graftech International: Uncertainty Creates Opportunity

Cleveland-Cliffs

VAALCO Energy

Turtle Beach

HollySys Automation Technologies

PacWest Bancorp

Prudential Financial

Virgin Galactic

Fourth Quarter Portfolio Review

GrafTech: Pabrai Likes It, I Like It

The company's majority shareholder is selling down its stake.

Why Shares of GrafTech (EAF) Are Falling Today

Ferrari

These stocks don't make headlines, but they are solid companies worth considering.

3 Top Stocks That Aren't on Wall Street's Radar: EAF, LKQ & RACE

Investors need to pay close attention to GrafTech (EAF) stock based on the movements in the options market lately.

Options Traders Expect Huge Moves in GrafTech (EAF) Stock

GrafTech: An Element Of Weakness

GrafTech International Ltd. (EAF) CEO David Rintoul on Q3 2019 Results - Earnings Call Transcript

GrafTech (EAF) delivered earnings and revenue surprises of -6.15% and -12.66%, respectively, for the quarter ended September 2019. Do the numbers hold clues to what lies ahead for the stock?

GrafTech International (EAF) Q3 Earnings and Revenues Miss Estimates

GrafTech is a low-cost operator in a consolidated industry.

It Doesn't Take Nerves Of Steel To Buy GrafTech

Century Aluminum

Kaiser Aluminum

Mueller Industries

TriMas

Metal Fabrication Industry Outlook: Prospects Bleak

The value investor added a new stock to his portfolio in the 2nd quarter of 2019.

What Does Mohnish Pabrai Like About GrafTech?

GrafTech International Ltd (EAF) CEO David Rintoul on Q2 2019 Results - Earnings Call Transcript

GrafTech (EAF) delivered earnings and revenue surprises of -1.45% and -4.85%, respectively, for the quarter ended June 2019. Do the numbers hold clues to what lies ahead for the stock?

GrafTech International (EAF) Q2 Earnings and Revenues Miss Estimates

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.

GrafTech International (EAF) Earnings Expected to Grow: Should You Buy?

I think the shares of GrafTech represent exellent value at these levels.

GrafTech Is A Buy

I spend a lot of time looking for "low-risk, high-uncertainty" investment opportunities.

GrafTech Almost Hits My Investing Sweet Spot

GrafTech International Ltd. (EAF) CEO David Rintoul on Q1 2019 Results - Earnings Call Transcript

GrafTech (EAF) delivered earnings and revenue surprises of 9.68% and 7.37%, respectively, for the quarter ended March 2019. Do the numbers hold clues to what lies ahead for the stock?

GrafTech International (EAF) Surpasses Q1 Earnings and Revenue Estimates

The materials specialist was hit by a double downgrade.

News for GrafTech International Ltd. Stock (EAF)