
GrafTech (EAF) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.
GrafTech International Ltd. researches, develops, manufactures and sells graphite and carbon based products worldwide. The company is headquartered in Brooklyn Heights, Ohio.
| Revenue (TTM) | $512.92M |
| Gross Profit (TTM) | $-29.44M |
| EBITDA | $-23.87M |
| Operating Margin | -11.50% |
| Return on Equity | -213.70% |
| Return on Assets | -5.00% |
| Revenue/Share (TTM) | $19.61 |
| Book Value | $-13.24 |
| Price-to-Book | 13.86 |
| Price-to-Sales (TTM) | 0.56 |
| EV/Revenue | 2.631 |
| EV/EBITDA | 6.58 |
| Quarterly Earnings Growth (YoY) | -63.50% |
| Quarterly Revenue Growth (YoY) | -3.40% |
| Shares Outstanding | $26.09M |
| Float | $18.43M |
| % Insiders | 41.49% |
| % Institutions | 41.45% |
Volatility is currently expanding

GrafTech (EAF) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.

BROOKLYN HEIGHTS, Ohio--(BUSINESS WIRE)--GrafTech International Ltd. (NYSE: EAF) today announced that it has informed customers of a minimum increase of 30% in graphite electrode prices, effective immediately for all open commercial negotiations. The price increase builds on the pricing action announced by GrafTech in March 2026 and reflects the continued need to restore our graphite electrode pricing to sustainable levels that support ongoing investment in production capabilities and reliable.

GrafTech International is a deep-value turnaround play, currently trading at distressed levels despite robust underlying asset value and strategic insider accumulation. EAF's aggressive cost reductions, Monterrey facility closure, and $253M liquidity with no debt maturities until 2029 position it for cyclical recovery upside. Major competitors Graphite India and HEG have acquired nearly 20% combined in EAF, signaling confidence in EAF's undervalued assets and potential for industry consolidation.

BROOKLYN HEIGHTS, Ohio--(BUSINESS WIRE)--GrafTech International Ltd. (NYSE: EAF) today announced its decision to permanently close its graphite electrode manufacturing facility in Monterrey, Mexico. The Company plans to wind down operations at the Monterrey facility in phases, with production expected to conclude early in the second quarter of 2027. The planned closure is intended to better align the Company's manufacturing capacity with current market conditions. The Company expects the planne.

Graphite electrode prices are expected to increase from their current lows in the near future. Price increases will be driven by a higher share of steel production from electric arc furnaces and higher US and EU steel production due to tariffs. GrafTech's vertically integrated Seadrift needle coke facility, cost reduction initiatives, and operating leverage position the company to benefit disproportionately from a recovery in electrode prices.

GrafTech International Ltd. (EAF) Q2 2026 Earnings Call Transcript

GrafTech International NYSE: EAF reported higher graphite electrode sales volumes and improved manufacturing utilization in the second quarter of 2026, while lower realized pricing continued to weigh on sales and earnings.

GrafTech International (EAF) came out with a quarterly loss of $1.47 per share versus the Zacks Consensus Estimate of a loss of $1.49. This compares to a loss of $1.6 per share a year ago.

BROOKLYN HEIGHTS, Ohio--(BUSINESS WIRE)--GrafTech International Ltd. (NYSE: EAF) ("GrafTech," the "Company," "we," or "our") today announced its unaudited financial results for the quarter and six months ended June 30, 2026. Second Quarter 2026 Summary Sales volume of 30.8 thousand metric tons ("MT"), an increase of 8% year-over-year and a 10% sequential increase compared to the first quarter of 2026 Net sales of $127 million, a decrease of 3% year-over-year and a 2% sequential increase compare.

GrafTech (EAF) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.
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