NYSE$EAF

GrafTech International Ltd. · Q4 2025 earnings

Q4 2025 earnings · · Before market open · Investor relations

Briefing

GrafTech reported Q4 2025, revenue of $116M, net loss of $65M.

For Q4 2025, GrafTech reported revenue of $116M, a net loss of $65M. Management discusses operating trends, capital allocation, and outlook in the earnings release or periodic filing.

  • Revenue $116M.
  • Net loss $65M.
  • GrafTech highlights liquidity, costs, and 2026 priorities.

Headline financials

Total Revenue

$116M

Previous: $134M-13.6%
EPS (adj)

-$2.45

Previous: -$0.13-1784.6%
Sales Volume (MT)

27.1K

Previous: 27.2K-0.4%
Production Volume (MT)

27.8K

Previous: 25.1K+10.8%
Capacity Utilization

60.0%

Previous: 55.0%+9.1%
Cash Cost of Goods Sold per MT

$4.02K

Previous: $4.09K-1.6%
Total Liquidity

$340M

No prior period
Net Income

-$65M

Previous: -$49.5M-31.4%
Operating Income

-$39.2M

Previous: -$24.9M-57.3%
Gross Profit

-$24.3M

Previous: -$10.4M-133.0%

Revenue & EPS history

GrafTech · Revenue · Quarterly

$116M

Q4 2025-13.6%vs Q4 2024
Beat estimate in 8 of 15 quarters(53%)
ActualEstimate

Forward guidance

The filing outlines GrafTech's outlook, including operating priorities, capital allocation, and key risks, with specific numeric guidance where management provided it.

Tailwinds

  • GrafTech cites execution on growth initiatives and balance-sheet flexibility.
  • Management emphasizes capital returns and operational priorities in the filing.

Headwinds

  • GAAP profitability remained under pressure in Q4 2025.
  • Macro, pricing, and competitive pressure may affect margins.
  • One-time items and segment mix can affect quarter-to-quarter comparability.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q4 2025

Historical avgQ4 2025

-4.0%

Avg return

Earnings day

-4.9%

Avg return

5 days after

-3.1%

Avg return

30 days after

39%

13 / 33 earnings

Positive

+14.3%

Q4 2020

Best reaction

-46.2%

Q4 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-1.7%+11.2%+15.6%
Q4 2025-46.2%-51.7%-62.8%
Q3 2025-1.9%-24.7%-30.0%
Q1 2025+7.8%-3.1%+59.3%
Q4 2024-9.4%-31.5%-22.1%
Q3 2024+3.9%+2.4%-7.2%
Q2 2024-3.5%-8.9%-13.0%
Q1 2024+3.1%+3.7%+10.6%
Q4 2023+7.6%+5.3%+26.5%
Q3 2023-23.6%-28.9%-22.1%
Q2 2023-21.8%-15.7%-31.5%
Q1 2023-9.9%-14.0%-5.7%
Q4 2022-16.2%-17.9%-12.3%
Q3 2022-3.1%-10.5%+7.6%
Q2 2022-13.0%-11.6%-25.6%
Q1 2022-8.9%-13.0%-2.0%
Q4 2021-12.6%-8.0%-13.2%
Q3 2021+12.7%+11.4%+5.6%
Q2 2021-6.6%-0.3%-4.1%
Q1 2021-2.0%-6.2%-2.0%
Q4 2020+14.3%+20.4%+11.8%
Q3 2020-9.3%+0.3%+39.2%
Q2 2020+9.3%+9.3%+1.9%
Q1 2020-14.3%-14.8%+11.5%
Q4 2019-5.6%-5.4%-31.9%
Q3 2019+2.2%+8.6%-3.0%
Q2 2019-1.6%-5.3%+9.0%
Q1 2019+2.2%+6.7%-13.4%
Q4 2018+0.8%+7.6%-5.8%
Q3 2018-0.6%-4.3%-13.6%
Q2 2018+0.4%-2.5%-15.6%
Q4 2017+8.3%+14.0%+18.6%
Q1 2018+8.3%+14.0%+18.6%
Q3 2017
Q2 2017
Q4 2016
Q1 2017
Q3 2016
Q2 2016
Q1 2016
Q4 2015
Q3 2015
Q2 2015
Q1 2015
Q4 2014
Q3 2014
Q2 2014
Q1 2014
Q4 2013
Q3 2013
Q2 2013
Q1 2013
Q4 2012
Q3 2012
Q2 2012
Q1 2012
Q4 2011
Q3 2011
Q2 2011
Q1 2011
Q4 2010
Q3 2010
Q2 2010
Q1 2009
Q1 2010
Q4 2009
Q3 2009
Q3 2008
Q2 2009
Q4 2008
Q4 2007
Q2 2008

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