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 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 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/Miss | Actual | Consensus Estimate |
Q3 Sales | Beat | $143.99 mln | $139.58 mln (4 Analysts) |
Q3 Adjusted EPS | Miss | -$1.03 | -$1.01 (5 Analysts) |
Q3 EPS | -$1.10 | ||
Q3 Adjusted Net Income | Beat | -$26.78 mln | -$35.41 mln (3 Analysts) |
Q3 Net Income | -$28.48 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 is $15.00, about 15.9% below its October 23 closing price of $17.38
Press Release: ID:nBwYwXjVa
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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.)