secwatch.observer — SEC 8-K summary
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Issuer:     GRAFTECH INTERNATIONAL LTD (EAF)
CIK:        0000931148
Form:       8-K
Filed at:   2026-07-24T10:49:17+00:00
Accession:  0000931148-26-000071
Event type: earnings
Sentiment:  negative
Materiality: 0.70
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

GrafTech Q2 net loss $40M, sales down 3% YoY; volume up 8%, price down 7%
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/931148/000093114826000071/0000931148-26-000071-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/931148/000093114826000071/gti-20260724.htm
  HTML page:      https://secwatch.observer/filing/0000931148-26-000071

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer