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GrafTech International EAF Industrial Materials Segment — Net Sales

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Other financials

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

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Market cap$200.13M-33.2%
Enterprise value$1.25B+1.8%
P/S0.4×-0.2×

Profitability

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Gross margin-5.7%+1.5pp
Operating margin-17.5%+1.1pp
Net margin-34.6%-5.0pp
FCF margin-1.5%-7.3pp

Returns & leverage

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Return on equity-169.5%-219pp
Debt / equity57.2×+54.3×
Current ratio4.1×-0.8×

Where this comes from

Reported directly by GrafTech International in its filing.

Tagged under the XBRL concept us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.

The source filing: GrafTech International’s 10-Q, filed July 24, 2026.

Filed
Jul 24, 2026, 12:25 PM EDT
Fiscal quarter
Q2 FY2026
Calendar quarter
Q2 2026
Accession
0000931148-26-000073
(Dollars in thousands)Three Months Ended June 30, 2026Three Months Ended June 30, 2025Six Months Ended June 30, 2026Six Months Ended June 30, 2025
Net sales$127,362$131,840$252,463$243,679
Cash cost of goods sold(1)108,322107,354216,440197,560
Other segment expenses16,94122,53143,65643,090
Lower of cost or market inventory valuation adjustment2,5211,8937,7794,676
Research and development1,5391,3482,9823,227
Selling and administrative expenses12,61613,26726,84427,889
Other expense (income), net534(2,426)(11,514)(1,979)
Interest expense24,37025,41848,56655,259

Item 1. Financial Statements

FAQ

What is GrafTech International's industrial materials segment — net sales?
GrafTech International (EAF) reported industrial materials segment — net sales of $127.36M in Q2 2026.
What does industrial materials segment — net sales mean?
This represents the total revenue generated from the sale of graphite electrodes and petroleum needle coke products within the Industrial Materials segment. It serves as a primary indicator of market demand and the company's ability to monetize its core manufacturing output. Tracking this metric helps investors assess the segment's top-line growth and competitive positioning in the steel production supply chain.

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