GrafTech

EAF

Börsenwert 185 Mio. $

GrafTech (EAF) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

BROOKLYN HEIGHTS, Ohio--(BUSINESS WIRE)--GrafTech International Ltd. (NYSE:EAF) (the “Company”) will hold its Third Quarter 2026 Earnings Conference Call and Webcast on Friday, October 23, 2026 at 10:00 a.m. (EDT). The call will be hosted by senior management to discuss financial results for the third quarter ended September 30, 2026 and current business initiatives. These financial results will be released on Friday, October 23, 2026 before market open and will be available on our investor rela.

The Zacks Metal Products - Procurement and Fabrication industry's prospects look bleak in the near term but EAF and KALU seem poised to tide the challenges.

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.

ST. MARYS, Pa.--(BUSINESS WIRE)--GrafTech International Ltd. (NYSE: EAF) (“GrafTech”) and Antora Energy (“Antora”) today announced a strategic collaboration to develop and supply carbon-based materials for Antora's thermal batteries, strengthening the domestic manufacturing base for American energy technology. Antora's thermal batteries store energy using carbon—the same material that has been produced in St. Marys, Pennsylvania for generations. Together, Antora and GrafTech will develop carbon.

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.

China battery related flake graphite spot prices were generally flat for the past month. Graphite market news - Depressed China graphite prices are due to oversupply. The global graphite market to grow from $14.6B in 2025 to $22.1B by 2030, CAGR of 8.7%. Graphite company news - NextSource Materials Updated FS results for Molo Mine expansion to 150k tpa, Pre-tax NPV8% of US$402.5M. EcoGraf German offtake partner to double volumes to 40,000 tpa.

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.