Recent 8-K filings for EAF

• 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.

• 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).

• 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.

• 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 ◈ Listing & Compliance Notices

  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.

• 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.

• 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.

• 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 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.

• 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.

• March 26, 2024, 7:59 PM ET leadership materiality 0.60 neutral item 5.02item 9.01 ◈ executive_change ×2

  GrafTech appoints Timothy Flanagan as permanent CEO and President, effective immediately

  Flanagan had served as interim CEO since November 2023; now permanently appointed after board search.

• February 14, 2024, 6:59 PM ET earnings materiality 0.80 negative item 2.02item 9.01 ◈ Earnings Releases

  GrafTech Q4 net loss $217M includes $171M goodwill impairment; adj EBITDA negative $22M

  Net loss of $217M ($0.85/share) vs net income of $50M a year ago; full-year net loss $255M.

• November 3, 2023, 7:59 PM ET earnings materiality 0.85 negative item 2.02item 9.01 ◈ Earnings Releases

  GrafTech Q3 net loss $23M as revenue drops 48% YoY; adjusted EBITDA $1M

  Net loss of $23M ($0.09/share) vs net income of $93M ($0.36) in Q3 2022.

• September 28, 2023, 7:59 PM ET leadership materiality 0.75 neutral item 5.02item 9.01 ◈ executive_change ×3

  CEO Marcel Kessler steps down; CFO Tim Flanagan named interim CEO effective Nov 15

  Kessler to step down as CEO/President on Nov 15, 2023, resign as employee Dec 31, but remains on Board.

• August 4, 2023, 7:59 PM ET earnings materiality 0.80 negative item 2.02item 9.01 ◈ Earnings Releases

  GrafTech Q2 net loss $8M; sales down 49% YoY; suspends dividend; lowers 2023 volume guidance

  Net loss of $8M ($0.03 per share) vs net income of $115M ($0.44 per share) in Q2 2022.

• June 26, 2023, 7:59 PM ET debt materiality 0.70 neutral item 1.01item 2.03item 9.01 ◈ Debt Financings◈ Material Agreements

  GrafTech subsidiary issues $450M 9.875% senior secured notes (10.5% yield) due Dec 2028

  Issued $450M aggregate principal of 9.875% Senior Secured Notes due 2028 at 97.456% of par (10.5% yield).

• June 13, 2023, 7:59 PM ET other material materiality 0.60 neutral item 5.02item 9.01 ◈ executive_change

  GrafTech amends CEO Kessler's deal with higher severance; adds board member Donoso

  Relocation to Cleveland deadline extended to March 31, 2024; eligible for up to $100K expense reimbursement.

• April 28, 2023, 7:59 PM ET earnings materiality 0.75 negative item 2.02item 9.01

  GrafTech reports Q1 net loss of $7M; revenue down 62% YoY, sales volume down 61%

  Net loss of $7M ($0.03 EPS); adjusted net loss of $5.5M ($0.02 adj EPS).

• February 3, 2023, 6:59 PM ET earnings materiality 0.80 negative item 2.02item 9.01 ◈ Earnings Releases ×2

  GrafTech Q4 net income $50M, sales volume down 37% YoY; 1H23 outlook weak

  Net income $50M ($0.20 EPS); adjusted EPS $0.17; adjusted EBITDA $80M (32% margin).

• November 18, 2022, 6:59 PM ET regulatory materiality 0.70 positive item 8.01item 9.01

  GrafTech resumes operations at Monterrey facility after suspension lifted

  Temporary suspension lifted Nov 17, 2022; operations restart effective Nov 18, 2022.

• November 4, 2022, 7:59 PM ET earnings materiality 0.80 negative item 2.02item 9.01 ◈ Earnings Releases

  GrafTech Q3 net income $93M, EPS $0.36; Monterrey suspension hit EBITDA by $13M

  Net income $93M ($0.36 EPS); adjusted EPS $0.37; revenue $304M (-13% YoY).

• September 16, 2022, 7:59 PM ET regulatory materiality 0.85 negative item 7.01

  Mexican regulators suspend GrafTech's Monterrey electrode plant; operations to wind down in 7 days

  Inspectors from Nuevo León State Attorney's Office issued temporary suspension notice to GrafTech Mexico's Monterrey facility on Sept 15, 2022.

• August 5, 2022, 7:59 PM ET earnings materiality 0.65 neutral item 2.02item 9.01

  GrafTech Q2 2022 net income $115M, EPS $0.44; revenue up 10% to $364M

  Net income $115M ($0.44 EPS) vs $28M in Q2 2021, which included $88M change-in-control charges.

Executive changes

Earnings & guidance

Materiality & sentiment trend

Max materiality 0.85 · Median 0.60 · Most common event earnings

2 positive 17 negative 31 neutral

source · EAF on sec.gov