Overview

* GrafTech Q3 2025 net sales rose 10% yr/yr, beating analyst expectations

* Adjusted EPS for Q3 2025 missed analyst expectations

* Company generated positive adjusted EBITDA and adjusted free cash flow

Outlook

* GrafTech ( EAF ) expects 8-10% sales volume growth for 2025, slightly down from 10% forecast earlier due to foregoing low-margin sales

* Company anticipates a 10% decline in cash cost of goods sold per MT for 2025

* GrafTech ( EAF ) sees long-term demand growth from steel industry's shift to electric arc furnaces

Result Drivers

* U.S. SALES GROWTH - Co reports 53% yr/yr increase in U.S. sales volume, reflecting strategic shift towards this region

* COST REDUCTION - Achieved 10% yr/yr reduction in cash cost of goods sold per MT, aiding profitability

* COMMERCIAL RESOLUTION - $11 mln non-cash benefit from resolving a long-standing commercial matter boosted adjusted EBITDA

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q3 Sales Beat $143.99 $139.58

mln mln (4

Analysts

)

Q3 Miss -$1.03 -$1.01

Adjusted (5

EPS Analysts

)

Q3 EPS -$1.10

Q3 Beat -$26.78 -$35.41

Adjusted mln mln (3

Net Analysts

Income )

Q3 Net -$28.48

Income mln

Analyst Coverage

* The current average analyst rating on the shares is "hold" and the breakdown of recommendations is no "strong buy" or "buy", 5 "hold" and no "sell" or "strong sell"

* The average consensus recommendation for the electrical components & equipment peer group is "buy."

* Wall Street's median 12-month price target for GrafTech International Ltd ( EAF ) is $15.00, about 15.9% below its October 23 closing price of $17.38

Press Release:

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)