GrafTech (EAF) Q2 2025 Earnings Call Transcript
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Aug 05 2025
0mins
Source: NASDAQ.COM
- Author's Perspective: The opinions shared in the article are solely those of the author and do not represent Nasdaq, Inc.
- Data Limitations: The information is based on data available up to October 2023.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy EAF?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on EAF
Wall Street analysts forecast EAF stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for EAF is 16.67 USD with a low forecast of 14.00 USD and a high forecast of 21.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
3 Analyst Rating
0 Buy
3 Hold
0 Sell
Hold
Current: 17.170
Low
14.00
Averages
16.67
High
21.00
Current: 17.170
Low
14.00
Averages
16.67
High
21.00
About EAF
GrafTech International Ltd. is a manufacturer of graphite electrode products essential to the production of electric arc furnace steel and other ferrous and non-ferrous metals. The Company has a portfolio of low-cost, ultra-high power graphite electrode manufacturing facilities, which are located in Calais, France; Pamplona, Spain; Monterrey, Mexico, and St. Marys, Pennsylvania. Its segment, Industrial Materials, is comprised of two major product categories: graphite electrodes and petroleum needle coke products. Graphite electrodes are an industrial consumable product used primarily in EAF steel production, one of the two primary methods of steel production and the steelmaking technology used by all mini mills. Petroleum needle coke, a crystalline form of carbon derived from decant oil, is the key raw material it uses in the production of graphite electrodes. It sells its graphite electrodes primarily through its direct sales force, independent sales representatives, and distributors.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
GrafTech Schedules Q4 and Full Year 2025 Earnings Call for February 6, 2026
- Earnings Call Announcement: GrafTech International will hold its Q4 and Full Year 2025 earnings conference call on February 6, 2026, at 10:00 a.m. to discuss financial results for the year ending December 31, 2025, along with current business initiatives.
- Financial Results Release: The financial results will be released before market open on the same day, ensuring that investors have timely access to the company's financial performance and strategic direction.
- Conference Call Access Information: The dial-in number for the conference call is +1 (800) 715-9871 toll-free in the U.S. and +1 (646) 307-1963 for international calls, with conference ID 4082619, facilitating global investor participation.
- Webcast and Replay Availability: The conference call will be available via live webcast on the company's website, and archived replays will also be accessible on the investor relations site, ensuring broad dissemination of information to stakeholders.
Continue Reading
GrafTech International Reports Non-GAAP EPS of -$1.03, Exceeding Estimates by $0.17; Revenue of $144M Surpasses Expectations by $4.67M
Earnings Performance: GrafTech International reported a Q3 Non-GAAP EPS of -$1.03, exceeding expectations by $0.17, with revenue of $144 million, a 9.2% increase year-over-year, also beating estimates by $4.67 million.
Sales Growth: The company experienced a 9% year-over-year increase in sales volume for Q3 2025 and a 53% increase in the United States for the same period, reflecting a strategic shift towards this key market.
Stock Split Announcement: GrafTech announced plans to implement a 1-for-10 reverse stock split as part of its financial strategy.
Market Sentiment: Despite positive sales growth, there are indications that the anticipated improvements in performance may not yet be reflected in the overall results, as noted in discussions about GrafTech's market outlook.
Continue Reading