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GrafTech International
GrafTech International (EAF) investor relations material
GrafTech International Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary6 Feb, 2026
Executive summary
Achieved 6% year-over-year sales volume growth in 2025, with U.S. sales volume up 48% for the year and 83% in Q4, reflecting a strategic shift to higher-margin U.S. markets.
Delivered an 11% year-over-year reduction in cash cost per metric ton, surpassing guidance and demonstrating strong cost control.
Ended 2025 with $340 million in liquidity and no significant debt maturities until December 2029.
Maintained strict margin discipline, walking away from low-margin opportunities, especially in the Middle East and Europe.
Achieved record safety performance with a TRIR of 0.41 in 2025.
Financial highlights
Q4 2025 production volume was 28,000 metric tons (60% utilization); full-year production was 112,000 metric tons (63% utilization), up 15% year-over-year.
Q4 2025 sales volume was 27,000 metric tons, flat year-over-year; full-year sales volume up 6% and U.S. sales volume up 48%.
Q4 2025 net loss was $65 million ($2.50/share); full-year net loss was $220 million ($8.45/share), including a $43 million non-cash tax expense.
Q4 2025 average selling price was $4,000/ton, down 9% year-over-year; full-year net sales were $504 million, down 6% due to lower prices.
Full-year adjusted EBITDA was negative $9 million; adjusted free cash flow was negative $115 million.
Outlook and guidance
Projecting 5–10% year-over-year sales volume growth for 2026, with about 65% of anticipated volume already committed.
Expecting a low single-digit percent decline in cash cost per ton for 2026.
Full-year 2026 capital expenditures expected to be approximately $35 million.
Anticipate continued pricing pressure in 2026, with actions planned to optimize order book and maintain profitability.
Long-term demand growth expected from EAF steelmaking and battery material supply chains.
When will profitability normalize given pricing pressure?
How much margin improvement from US sales shift?
What does the deferred tax valuation allowance signal?
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Next GrafTech International earnings date
Q1 202624 Apr, 2026
GrafTech International
Next GrafTech International earnings date
Q1 202624 Apr, 2026
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Frequently asked questions
GrafTech International Ltd. is engaged in the research, development, manufacture, and sale of graphite and carbon-based solutions worldwide. The company operates its business through three segments: Specialty Materials Group, Carbon Fibers and Composites Group, and Engineered Products Group. Its Specialty Materials Group segment offers specialty graphite products primarily to the electronics industry; conductive materials used in printed circuit board substrates, lubricants in the automotive industry and waxes; critical functional layers used in mobile phones; and anode material used in lithium-ion batteries. It also offers battery separators to auto industry; material handling solutions; and natural flake graphite for use as a tungsten inert gas fusion welding electrode feedstock. GrafTech International Ltd. is based Brooklyn Heights, Ohio.
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