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GrafTech International

EAF

GrafTech International is a leading manufacturer of high-quality graphite electrode products essential for electric arc furnace (EAF) steel production and other ferrous and non-ferrous metal manufacturing.

Market cap
$200.05M-47.3%
Revenue$512.9M+0.9%
Net income-$177.3M+16.3%
Free cash flow-$199.0M-45.7%
EPS (diluted)-$6.78-727%
Trailing twelve months · change vs. prior year

Earnings

Next report

Oct 23, 2026 (in 3 months)
Revenue estimate$127.0M
EPS estimate-$1.34

Financials

Q2 2026

Income statement

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Revenue$127.4M-3.4%
Gross profit-$422.0K-781%
Operating income-$14.6M-0.2%
Net income-$40.5M+53.4%
EPS (diluted)-$1.54-353%

Balance sheet

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Cash & equivalents$145.4M-8.3%
Total debt$1.2B+9.9%
Total equity-$345.6M-105%
Total assets$1.0B-6.2%

Cash flow

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Operating cash flow-$68.6M-28.9%
CapEx$6.9M+75.6%
Free cash flow-$75.5M-32.1%

Valuation & ratios

Valuation

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Market cap$202.91M-47.3%
Enterprise value$1.26B-5.4%
P/S0.4×-0.4×

Profitability

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Gross margin-5.7%+1.5pp
Operating margin-17.5%+1.1pp
Net margin-34.6%-5.0pp

Returns & leverage

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Current ratio4.1×-0.8×

Segments

By product

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Graphite Electrodes$118.9M-0.5%
By-products and other$8.5M-31.7%

Competitors

Profile

GrafTech International is a leading manufacturer of high-quality graphite electrode products essential for electric arc furnace (EAF) steel production and other ferrous and non-ferrous metal manufacturing. The company is uniquely positioned as the only large-scale graphite electrode producer that is substantially vertically integrated into petroleum needle coke, its primary raw material. This integration provides a significant competitive advantage in cost structure and supply chain reliability for the global steel industry.

Competitive position

A leading global producer of UHP graphite electrodes with approximately 23% of global capacity (excluding China) and a unique vertically integrated supply of petroleum needle coke.

GeographiesUnited States, Mexico, France, Spain, Brazil
Customer segmentsSteel Mills, Foundries, Battery Material Processors
Business modelManufacturing, Vertical Integration, B2B Industrial Sales
SuppliersDecant oil suppliers, Electricity providers, Natural gas providers
CustomersAutomotive manufacturers, Construction companies, Appliance manufacturers, EV battery producers
Listed2018
Employees2.0K
CEOTimothy K. Flanagan
FilingsSEC EDGAR

Questions, answered.

What is GrafTech International's market cap?
GrafTech International (EAF) has a market capitalization of $200.0M and trades on NYSE.
What is GrafTech International's revenue and profitability?
GrafTech International generated $512.9M in trailing twelve-month revenue with a net loss of $177.3M, representing a net margin of -34.6%. Gross margin stands at -5.7%, with free cash flow of -$199.0M. These figures are based on the Q2 2026 filing.
Who are GrafTech International's competitors?
GrafTech International's key competitors include Phillips 66, Enerpac Tool Group Corp., Solidion Technology, Inc. Common Stock, and others. These companies compete in similar markets and product categories.
Who does GrafTech International partner with?
GrafTech International's notable partners include Union Carbide Corporation, Dow Chemical Company.
What subsidiaries does GrafTech International have?
GrafTech International's subsidiaries include Seadrift Coke L.P..
Where is GrafTech International headquartered?
GrafTech International is headquartered in United States of America and employs approximately 2,007 people. It has been publicly traded since 2018.