earnings
confidence high
sentiment negative
materiality 0.70
GrafTech Q2 net loss $40M, sales down 3% YoY; volume up 8%, price down 7%
GRAFTECH INTERNATIONAL LTD
- Net loss $40M ($1.54/share) vs $87M loss in Q2 2025; adjusted EBITDA $2M vs $3M.
- Sales volume 30.8k MT (+8% YoY, +10% seq); realized price ~$3,900/MT (-7% YoY).
- Full-year outlook: sales volume +5-10% YoY; cash cost of goods sold per MT expected to decline low single-digit %; capex ~$35M.
- Drew remaining $100M from delayed draw term loan; total liquidity $253M; gross debt $1,225M.
- Price increases of $600-$1,200/MT on uncommitted volume; secured commitments >15% above Q1 2026 levels.