GrafTech International Ltd. (EAF) Earnings Call Transcripts
GrafTech International Ltd.'s Latest Earnings Call - Q1 FY2026
In the first quarter of 2026, GrafTech International Ltd. reported a net loss of $43 million, or $1.66 per share, with revenue reflecting a 14% increase in sales volume year-over-year. The company is navigating a challenging graphite electrode market but has initiated price increases of $600 to $1,200 per metric ton, which management believes will support future pricing recovery. Guidance for the full year remains unchanged, with expectations for a 5% to 10% increase in total sales volume and a modest year-over-year reduction in cash costs.
Reported metrics
| Metric | Value |
|---|---|
| Net Loss | $43 million (miss) |
| EPS | $1.66 (miss) |
| Sales Volume | 28,000 metric tons (beat) |
| Average Selling Price | $3,900 per metric ton (miss) |
| Cash Costs | $3,848 per metric ton (positive) |
| Liquidity | $329 million (positive) |
Guidance from management
GrafTech maintains its full-year guidance for a 5% to 10% increase in total sales volume and expects cash costs to be in the range of $3,600 to $3,700 per metric ton.
What management said
Yes, I consider that EBITDA impact. It would flow through. So if you're talking -- with our volume growth that we've guided to, it puts you kind of in that $115 million, $120 million range for the year. So that's where the $12 million comes from, $100 times $120, it's $12 million of EBITDA.
What analysts pressed on
Analysts expressed concerns about cost inflation, particularly regarding decant oil and its impact on needle coke pricing. There were also questions about the potential for oversupply in the electrode market and how geopolitical conflicts might affect long-term supply-demand dynamics.
Main topics on the call
- Pricing Recovery Initiatives — GrafTech announced a price increase of $600 to $1,200 per metric ton for graphite electrodes, which management views as a critical step towards restoring pricing levels. CEO Tim Flanagan noted, "We're pleased to see the ...
- Sales Volume Growth — The company achieved a 14% increase in sales volume year-over-year, with a notable 37% growth in the U.S. market. CFO Rory O'Donnell stated, "Of our anticipated 2026 volume, we have more than 85% committed in our order b...
- Cost Management and Guidance — GrafTech maintained its guidance for a modest year-over-year reduction in cash costs, targeting $3,600 to $3,700 per metric ton. O'Donnell mentioned, "Our underlying cost structure remains significantly improved compared...
- Geopolitical Impact on Supply Chains — Management highlighted the impact of geopolitical conflicts on energy and logistics, which are affecting raw material costs. Flanagan noted, "Disruptions in the production and transportation of oil out of the Middle East...
Read the full GrafTech International Ltd. transcript (Q1 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.
About GrafTech International Ltd.
GrafTech International Ltd. (EAF) is a publicly listed company in the Electrical Equipment industry, within the Industrials sector. It trades on NYSE and is based in US. EarningsCalls.dev maintains a free, full-text archive of its earnings call transcripts — 31 calls on record spanning February 6, 2020 to July 24, 2026. Every transcript is split into speaker-by-speaker segments with headline metrics, free to read or available through our REST API.
Earnings Call History
EarningsCalls.dev has 31 GrafTech International Ltd. earnings call transcripts on record, spanning February 6, 2020 to July 24, 2026. Based on this history, GrafTech International Ltd. reports quarterly. The most recent call on file is dated July 24, 2026. The full list is below — each row opens the complete, free-to-read transcript.
- Ticker
- EAF
- Exchange
- NYSE
- Country
- US
- Sector
- Industrials
- Industry
- Electrical Equipment
- Calls on record
- 31
- First call
- February 6, 2020
- Most recent
- July 24, 2026
- Reporting cadence
- quarterly