GrafTech sees FY25 CapEx $40M
Geopolitical Impact on Steel Industry: GrafTech is facing challenges due to geopolitical uncertainties affecting global trade and tariffs, leading to flat demand for graphite electrodes in key regions, while they anticipate a low-double digit sales volume increase by 2025 as they regain market share.
Pricing and Cost Management Strategies: The company plans to raise prices by 15% on uncommitted 2025 volumes to address unsustainably low pricing dynamics, while also focusing on improving cost structures and managing working capital to enhance cash flow performance amidst ongoing efforts to capitalize on long-term growth in the electric vehicle market.
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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.
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.