earnings
confidence high
sentiment negative
materiality 0.75
GrafTech Q4 net loss $65M, adj EBITDA -$22M; 2026 volume growth 5-10%
GRAFTECH INTERNATIONAL LTD
2025-FY EPS reported
-$8.45
revenue$504,134,000
- Q4 net sales $116M (-13% YoY); net loss $65M ($2.50/share) vs loss $49M ($1.92) in Q4 2024.
- Full-year 2025 net loss $220M ($8.45/share) vs $131M ($5.09); includes $43M deferred tax asset valuation allowance.
- Adjusted EBITDA -$22M in Q4 (vs -$7M YoY); full-year adj EBITDA -$9M vs +$2M in 2024.
- Sales volume flat in Q4 (27.1k MT); full-year volume up 6% to 109.2k MT; US volume up 48%.
- 2026 guidance: 5-10% sales volume growth, low single-digit % cash cost per MT decline, capex ~$35M.