| Metric | Value ($ M) | Q2 FY26 | Q3 FY25 |
|---|---|---|---|
| Revenue | 140.16 | 10.1% | 2.7% |
| Total Income | 140.16 | 10.1% | 2.7% |
| Expenditure | 162.84 | 14.7% | 9.2% |
| PBT | -46.66 | 20.4% | 64.3% |
| Net Profit | -46.77 | 15.6% | 64.2% |
| OPM | -16.18% | 4.73pp | 12.62pp |
| NPM | -33.37% | 1.59pp | 13.59pp |
| EPS | -1.76 | 14.3% | 60.0% |
GrafTech Reports Q3 2026 Results
23 Oct 2026 · 7h ago
Summary
GrafTech International Ltd. announced its third quarter 2026 results, reporting net sales of $140 million, a 3% decrease year-over-year, and a net loss of $47 million. Adjusted EBITDA stood at $9 million, down from $13 million in the prior year. The company highlighted progress in operational and commercial priorities, including the planned closure of its Monterrey facility to achieve significant cost savings. Management expressed confidence in an inflection point for pricing, expecting meaningfully higher realized pricing in 2027.
Key Highlights
- 1
GrafTech reported a net sales of $140 million for the third quarter of 2026, a decrease of 3% year-over-year.
- 2
The company reported a net loss of $47 million, or $1.76 per share, for Q3 2026.
- 3
Adjusted EBITDA for the third quarter of 2026 was $9 million, compared to $13 million in the prior year period.
- 4
Sales volume for the third quarter of 2026 was 28.8 thousand metric tons, flat compared to the third quarter of 2025.
- 5
The company announced the planned closure of its Monterrey, Mexico manufacturing facility, expected to generate $20 to $25 million in annual cash cost savings.
- 6
GrafTech reaffirmed its full-year 2026 volume and cost expectations, anticipating a 5-10% year-over-year increase in graphite electrode sales volume.
- 7
The company expects a mid-single-digit percentage increase in weighted-average realized pricing for the fourth quarter of 2026 compared to the third quarter.
Management Comments
Timothy Flanagan
Our third quarter results reflect continued progress in executing our operational and commercial priorities. Pricing momentum across our key commercial regions reinforces our confidence that our realized pricing has reached an inflection point, positioning us for meaningfully higher realized pricing in 2027. During the quarter we announced the planned closure of our Monterrey, Mexico manufacturing facility, a significant step toward improving GrafTech's long-term competitiveness and financial performance. The closure will better align our production capacity with market demand, lower costs and improve operating efficiency. Combined with our ongoing commercial and operational initiatives, this action will strengthen our foundation for sustainable, long-term profitability.
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