earnings
confidence high
sentiment negative
materiality 0.80
GrafTech Q3 net income $93M, EPS $0.36; Monterrey suspension hit EBITDA by $13M
GRAFTECH INTERNATIONAL LTD
2022-Q3 EPS reported
$1.28
revenue$1,033,731,000
- Net income $93M ($0.36 EPS); adjusted EPS $0.37; revenue $304M (-13% YoY).
- Adjusted EBITDA $129M (42% margin), down from $172M in Q3 2021.
- Sales volume 36k MT (-18% YoY); Monterrey suspension ~$13M EBITDA hit in Q3.
- Expects Q4 impact of 10k-12k MT of customer orders due to suspension.
- Cash $109M; repurchased 6.7M shares for $60M in H1; capex guidance $70-80M.