GrafTech International
Produces graphite electrodes for EAF steelmaking with in-house petroleum needle-coke supply.
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Profile
Produces graphite electrodes used by electric-arc-furnace steelmakers. Manufacturing is vertically integrated through Seadrift, which supplies most petroleum needle coke required at full operating levels.
Produces graphite electrodes consumed in electric-arc-furnace steelmaking, with most electrode capacity at principal facilities in France, Spain, and Mexico. Graphite electrodes are industrial consumables for electric-arc-furnace steel production.
Seadrift in Texas, the company's internal petroleum needle-coke source, supplies most of the material needed at full operating levels. This upstream integration links raw-material production to electrode manufacturing and is central to the manufacturing model.
Most production at St. Marys, Pennsylvania was suspended amid weak electrode demand and pricing pressure. Petroleum needle coke remains a core manufacturing dependency across its normal operations.
Company facts
Categories
Key statistics
Year to date −54.9% · Average volume (30d) 277.1K
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Jul 27, 2026 | BMO Capital | Reiterate | Market Perform | $10 | $7.50 | |
| Apr 14, 2026 | JP Morgan | Downgrade | Neutral | Underweight | ||
| Feb 9, 2026 | BMO Capital | Target | $2 | $10 | ||
| Dec 6, 2024 | JP Morgan | Upgrade | Underweight | Neutral |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Jul 24, 2026Q2 FY26 | −$1.46 | −$1.47 | −0.7% | $125.0M | $127.4M | +1.9% | +4.70% |
| May 1, 2026Q1 FY26 | −$1.25 | −$2.05 | −64.0% | $120.6M | $125.1M | +3.7% | +8.08% |
| Feb 6, 2026Q4 FY25 | −$1.27 | −$2.45 | −92.9% | $139.9M | $116.5M | −16.8% | +5.69% |
| Oct 24, 2025Q3 FY25 | −$1.22 | −$1.03 | +15.6% | $140.0M | $144.0M | +2.9% | −20.15% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $111.8M | $131.8M | $144.0M | $116.5M | $125.1M | $127.4M | |
| Gross profit | −$1.8M | −$126.0K | $10.3M | −$24.3M | −$15.0M | −$422.0K | |
| Operating income | −$18.3M | −$14.7M | −$5.1M | −$39.2M | −$30.7M | −$14.6M | |
| Net income | −$39.4M | −$86.9M | −$28.5M | −$65.1M | −$43.3M | −$40.5M | |
| Diluted EPS | −$0.15 | −$0.34 | −$0.11 | −$0.25 | −$0.17 | −$0.15 | |
| Gross margin | -1.6% | -0.1% | 7.2% | -20.9% | -12.0% | -0.3% | |
| Operating margin | -16.3% | -11.2% | -3.6% | -33.6% | -24.5% | -11.4% |
Fiscal years (4-quarter sums)FY21 $1.35B · FY22 $1.28B · FY23 $620.5M · FY24 $538.8M · FY25 $504.1M
Revenue by geography · FY25
Balance sheet, Jun 30, 2026Cash & short-term investments $145.4M · Total debt $1.20B · Total assets $1.04B · Shareholders' equity −$345.6M
Dividends
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| May 30, 2023 | May 31 | Jun 30 | $0.01 | |
| Feb 27, 2023 | Feb 28 | Mar 31 | $0.01 | |
| Nov 29, 2022 | Nov 30 | Dec 30 | $0.01 | |
| Aug 30, 2022 | Aug 31 | Sep 30 | $0.01 | |
| May 27, 2022 | May 31 | Jun 30 | $0.01 | |
| Feb 25, 2022 | Feb 28 | Mar 31 | $0.01 | |
| Nov 29, 2021 | Nov 30 | Dec 31 | $0.01 | |
| Aug 30, 2021 | Aug 31 | Sep 30 | $0.01 |
Ownership
Shares outstanding 26.05M · Float 15.58M · 59.8% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| Colonial House Capital Limited | 3.25M | 12.60% | 13G | Feb 18, 2026 |
| Graphite India Ltd | 2.55M | 9.80% | 13G | May 11, 2026 |
| Marathon Asset Management LP | 1.21M | 4.65% | 13F | May 15, 2026 |
| Yacktman Asset Management LP | 1.07M | 4.10% | 13F | May 1, 2026 |
| Charles Schwab Investment Management Inc | 912.0K | 3.50% | 13F | May 15, 2026 |
Insider tradesForm 4
No open-market trades in the last 12 months.
View detailsPeers
Not reported.