{"schema_version":"secwatch.filing_event.v1","accession":"0000931148-24-000061","form_type":"8-K","ticker":"EAF","cik":"0000931148","company_name":"GRAFTECH INTERNATIONAL LTD","filed_at":"2024-04-26T23:59:59+00:00","discovered_at":"2026-05-14T18:03:22.536967+00:00","generated_at":"2026-06-03T07:08:48.369321+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"negative","materiality_score":0.7,"calibrated_materiality_score":0.7,"confidence":"high","headline":"GrafTech Q1 net loss $31M, adjusted EBITDA $0.2M; cost cuts 18% per MT","bullets":["Net loss $31M ($0.12/share) vs $7M loss in Q1 2023; adjusted net loss $25.2M.","Adjusted EBITDA $0.2M vs $15.1M in Q1 2023 on lower prices and mix; cost per MT down 18%.","Revenue $137M (-2% YoY); sales volume 24.1k MT (+43%); non-LTA price ~$4,400/MT (-27%).","Full-year cash COGS per MT now expected to decline mid-teen % (prior low-teen %).","Arbitration resolved in GrafTech's favor during Q1."],"urls":{"canonical":"https://secwatch.observer/filing/0000931148-24-000061","json":"https://secwatch.observer/filing/0000931148-24-000061.json","markdown":"https://secwatch.observer/filing/0000931148-24-000061.md","text":"https://secwatch.observer/filing/0000931148-24-000061.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/931148/000093114824000061/0000931148-24-000061-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/931148/000093114824000061/gti-20240426.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-03T07:08:48.369321+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"691f9d901afeaeb507e7c48aecde20d87205fbd1","claim":"GRAFTECH INTERNATIONAL LTD reported first quarter of 2024 (three months ended March 31, 2024) results: revenue $137 million, net income $31 million loss, EPS $0.12 loss per share.","evidence_excerpt":"Net sales for the first quarter of 2024 were $137 million, a decrease of 2% compared to $139 million in the first quarter of 2023. The decline primarily reflected a decrease in the weighted-average realized price for volume derived from short-term agreements and spot sales (\"non-LTA\") and a shift in the mix of our business from volume derived from our take-or-pay agreements that had initial terms of three-to-five years (\"LTA\") to non-LTA volume. These factors were offset by a 43% increase in sales volume in the first quarter of 2024, compared to the same period in 2023. Net loss for the first quarter of 2024 was $31 million, or $0.12 per share.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/931148/000093114824000061/0000931148-24-000061-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"first quarter of 2024 (three months ended March 31, 2024)"},{"label":"Revenue","value":"$137 million"},{"label":"Net income","value":"$31 million loss"},{"label":"EPS","value":"$0.12 loss per share"},{"label":"Result","value":"reported results"}]}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}