earnings
confidence high
sentiment negative
materiality 0.85
GrafTech Q1 net loss $43M; sales up 12% but pricing weak; sees 2026 volume growth 5-10%
GRAFTECH INTERNATIONAL LTD
2026-Q1 EPS reported
-$1.66
revenue$125,101,000
- Sales volume 28.1k MT (+14% YoY); net sales $125M (+12% YoY).
- Net loss $43M ($1.66/share) vs $39M loss in Q1 2025; Adj EBITDA -$14M vs -$4M.
- Weighted-average realized price ~$3,900/MT, down 5% YoY due to competitive pressures.
- Total liquidity $329M; gross debt $1,125M with no maturities until Dec 2029.
- Outlook: 5-10% volume growth in 2026; price increases of $600-$1,200/MT on uncommitted volume.