{"schema_version":"secwatch.filing_event.v1","accession":"0000931148-26-000049","form_type":"8-K","ticker":"EAF","cik":"0000931148","company_name":"GRAFTECH INTERNATIONAL LTD","filed_at":"2026-05-01T23:59:59+00:00","discovered_at":"2026-05-14T18:02:33.948973+00:00","generated_at":"2026-05-15T00:29:14.990720+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"negative","materiality_score":0.85,"calibrated_materiality_score":0.85,"confidence":"high","headline":"GrafTech Q1 net loss $43M; sales up 12% but pricing weak; sees 2026 volume growth 5-10%","bullets":["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."],"urls":{"canonical":"https://secwatch.observer/filing/0000931148-26-000049","json":"https://secwatch.observer/filing/0000931148-26-000049.json","markdown":"https://secwatch.observer/filing/0000931148-26-000049.md","text":"https://secwatch.observer/filing/0000931148-26-000049.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/931148/000093114826000049/0000931148-26-000049-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/931148/000093114826000049/gti-20260501.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-15T00:29:14.990720+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":"1871edec204d1887380f5a7e3fa4a7e7b97e80c0","claim":"GRAFTECH INTERNATIONAL LTD reported first quarter of 2026 results: revenue $125 million, net income net loss of $43 million, EPS $1.66 per share. Guidance reaffirmed.","evidence_excerpt":"First Quarter 2026 Summary • Sales volume of 28.1 thousand MT, an increase of 14% year-over-year • Net sales of $125 million, an increase of 12% year-over-year • Net loss of $43 million, or $1.66 per share (1) • Adjusted EBITDA (2) of negative $14 million • Net cash used in operating activities of $15 million • Adjusted free cash flow (2) of negative $27 million • Total liquidity of $329 million as of March 31, 2026","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/931148/000093114826000049/0000931148-26-000049-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"first quarter of 2026"},{"label":"Revenue","value":"$125 million"},{"label":"Net income","value":"net loss of $43 million"},{"label":"EPS","value":"$1.66 per share"},{"label":"Guidance","value":"reaffirmed"},{"label":"Result","value":"reported results"}]}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}