Recent 8-K filings for EAF

• May 29, 2026, 5:26 PM ET other material materiality 0.55 neutral item 1.01item 9.01

  GrafTech enters into $50M at-the-market equity distribution agreement with Evercore

  Up to $50M of common stock may be sold from time to time via Evercore as sales agent at prevailing market prices.

• May 8, 2026, 7:59 PM ET other materiality 0.10 neutral item 5.07 ◈ Shareholder Votes ×3

  GrafTech stockholders elect directors, ratify auditor, approve executive compensation at annual meeting

  Directors Jean-Marc Germain and Henry R. Keizer elected for three-year terms with majority votes.

• May 1, 2026, 7:59 PM ET earnings materiality 0.85 negative item 2.02item 9.01 ◈ Earnings Releases

  GrafTech Q1 net loss $43M; sales up 12% but pricing weak; sees 2026 volume growth 5-10%

  Sales volume 28.1k MT (+14% YoY); net sales $125M (+12% YoY).

• February 6, 2026, 6:59 PM ET earnings materiality 0.75 negative item 2.02item 9.01

  GrafTech Q4 net loss $65M, adj EBITDA -$22M; 2026 volume growth 5-10%

  Q4 net sales $116M (-13% YoY); net loss $65M ($2.50/share) vs loss $49M ($1.92) in Q4 2024.

• December 2, 2025, 6:59 PM ET leadership materiality 0.30 neutral item 5.02

  GrafTech directors Michel Dumas and Anthony Taccone resign effective Dec 31, 2025

  Michel Dumas and Anthony Taccone resigned from the Board of Directors of GrafTech International Ltd., effective December 31, 2025.

• October 24, 2025, 7:59 PM ET earnings materiality 0.75 neutral item 2.02item 9.01

  GrafTech Q3 2025: sales +9% YoY, net loss $28M, adj EBITDA $13M, lowers sales volume growth guidance to 8-10%

  Sales volume 28.8k MT (+9% YoY), net sales $144M (+10% YoY), net loss $28M ($1.10/share).

• September 5, 2025, 7:59 PM ET other materiality 0.15 neutral item 5.07

  GrafTech board sets annual say-on-pay vote frequency through 2031

  Shareholders voted for 'every one year' option at May 8, 2025 annual meeting.

• August 28, 2025, 7:59 PM ET other material materiality 0.50 neutral item 3.03item 5.03item 9.01 ◈ Governance Changes

  GrafTech International announces 1-for-10 reverse stock split effective Aug 29, 2025

  Reverse stock split at 1-for-10 ratio; authorized common shares reduced from 3B to 300M, preferred from 300M to 30M.

• August 18, 2025, 7:59 PM ET other material materiality 0.50 neutral item 5.07item 7.01item 9.01

  GrafTech approves 1-for-10 reverse stock split effective August 29, 2025

  Stockholders approved reverse split at Aug 14 special meeting; board set ratio at 1-for-10.

• August 14, 2025, 7:59 PM ET leadership materiality 0.50 neutral item 5.02

  GrafTech COO Jeremy Halford resigns effective Sept 12, 2025

  Jeremy Halford, EVP and COO, resigns effective September 12, 2025 to pursue another opportunity.

• July 25, 2025, 7:59 PM ET earnings materiality 0.75 negative item 2.02item 9.01

  GrafTech Q2 net loss $87M; sales volume up 12% YoY; adj EBITDA $3M

  Net loss $87M ($0.34/share) vs $15M loss in Q2 2024; includes $43M non-cash tax valuation allowance.

• May 9, 2025, 7:59 PM ET other materiality 0.10 neutral item 5.07

  GrafTech shareholders elect two directors, ratify auditor, approve say-on-pay proposals

  Michel J. Dumas and Eric V. Roegner elected directors with 108.8M and 127.2M votes for.

• April 25, 2025, 7:59 PM ET earnings materiality 0.75 negative item 2.02item 9.01

  GrafTech Q1 net loss $39M, sales down 18% YoY, but US volume up 25%

  Net loss of $39M ($0.15 per share) vs net loss of $31M ($0.12) in Q1 2024.

• April 18, 2025, 7:59 PM ET regulatory materiality 0.75 negative item 3.01item 7.01item 9.01

  GrafTech receives NYSE delisting notice for stock price below $1.00

  Notice received April 15, 2025; average closing price below $1.00 over 30 trading days ended April 14, 2025.

• March 10, 2025, 7:59 PM ET leadership materiality 0.50 neutral item 5.02item 9.01 ◈ executive_change

  GrafTech appoints Eric Roegner to board under cooperation agreement with activist shareholder

  Board expanded from 8 to 9 directors; Roegner appointed as Class I director effective March 7, 2025.

• February 7, 2025, 6:59 PM ET earnings materiality 0.80 negative item 2.02item 9.01

  GrafTech Q4 2024: Net loss $49M, adjusted EBITDA -$7M; plans 15% price hike on uncommitted 2025 volume

  Net sales of $134M in Q4, down 2% YoY; sales volume up 13% to 27.2k MT.

• January 10, 2025, 6:59 PM ET leadership materiality 0.60 neutral item 1.01item 5.02item 7.01item 9.01 ◈ executive_change ×2

  GrafTech appoints Sachin Shivaram to board under cooperation agreement with stockholder Nilesh Undavia

  Appointment of Sachin Shivaram as Class III director effective Jan 10, 2025; he joins Audit and HR/Comp committees.

• January 6, 2025, 6:59 PM ET leadership materiality 0.50 negative item 5.02 ◈ executive_change

  GrafTech Chief Legal Officer Gina Gunning resigns effective Jan 24, 2025

  Gina K. Gunning, Chief Legal Officer and Corporate Secretary, notified GrafTech of resignation on Dec 30, 2024.

• December 23, 2024, 6:59 PM ET debt materiality 0.80 neutral item 1.01item 8.01item 2.03item 7.01item 9.01

  GrafTech closes exchange offers, issues $944M new second lien notes, obtains $275M term loan

  Exchanged 99.65% of $498.2M 4.625% notes and 99.15% of $446.2M 9.875% notes for new 4.625% and 9.875% second lien notes due 2029.

• December 17, 2024, 6:59 PM ET leadership materiality 0.20 neutral item 5.02

  Director Marcel Kessler resigns from GrafTech board effective Dec 31, 2024

  Marcel Kessler informed GrafTech on Dec 15, 2024, of his resignation effective Dec 31, 2024.

• November 22, 2024, 6:59 PM ET debt materiality 0.60 neutral item 8.01item 9.01

  GrafTech launches exchange offers for $950M notes due 2028; seeks covenant removal

  Exchange offers to swap $500M 4.625% notes and $450M 9.875% notes due 2028 for new second lien notes due 2029.

• November 12, 2024, 6:59 PM ET debt materiality 0.85 neutral item 1.01item 2.02item 7.01item 9.01

  GrafTech enters debt restructuring with $275M new loans; projects negative EBITDA through 2025

  $175M initial first lien term loans + $100M delayed draw commitments; new $225M revolver maturing Nov 2028.

• August 13, 2024, 7:59 PM ET leadership materiality 0.50 neutral item 5.02item 9.01 ◈ executive_change ×2

  GrafTech appoints Rory O'Donnell as CFO effective Sept 3, 2024

  Rory O'Donnell named CFO and Senior VP, effective September 3, 2024.

• August 7, 2024, 7:59 PM ET regulatory materiality 0.80 negative item 3.01item 7.01item 9.01

  GrafTech receives NYSE delisting notice for share price below $1.00

  NYSE notified GrafTech on Aug 6, 2024 that avg closing price <$1.00 over 30 days ended Aug 5, 2024.

• July 26, 2024, 7:59 PM ET earnings materiality 0.65 negative item 2.02item 9.01

  GrafTech Q2 2024 net loss $15M, revenue down 26% YoY to $137M; adj. EBITDA $14M

  Net loss $14.8M ($0.06/share); adjusted EBITDA $14.5M vs $26.0M in Q2 2023.

• May 14, 2024, 7:59 PM ET regulatory materiality 0.60 positive item 7.01

  GrafTech receives permit approval for Seadrift needle coke expansion in Texas

  Texas Commission on Environmental Quality approved permit for Seadrift Coke L.P. on May 3, 2024.

• May 13, 2024, 7:59 PM ET other materiality 0.15 neutral item 5.07 ◈ Shareholder Votes ×3

  GrafTech shareholders elect Fine and Taccone; dissident nominee Undavia fails

  Debra Fine elected with 132,592,051 votes for, 87,020,846 withheld; Anthony Taccone elected with 146,863,525 for, 72,749,372 withheld.

• April 26, 2024, 7:59 PM ET earnings materiality 0.70 negative item 2.02item 9.01 ◈ Earnings Releases

  GrafTech Q1 net loss $31M, adjusted EBITDA $0.2M; cost cuts 18% per MT

  Net loss $31M ($0.12/share) vs $7M loss in Q1 2023; adjusted net loss $25.2M.

Executive changes

Earnings & guidance

Materiality & sentiment trend

Max materiality 0.85 · Median 0.60 · Most common event earnings

1 positive 10 negative 17 neutral

source · EAF on sec.gov