Headquartered in Brooklyn Heights, OH Fiscal year ends December NYSE: EAF graftech.com
GrafTech International Ltd. is a global manufacturer of high-quality graphite electrode products essential to the production of electric arc furnace (EAF) steel and other ferrous and non-ferrous metals. With 140 years of experience in carbon science and manufacturing, the company operates large-scale graphite electrode facilities in Calais, France; Monterrey, Mexico (planned for closure); and Pamplona, Spain. GrafTech is the only major graphite electrode producer vertically integrated into petroleum needle coke, its key raw material, providing advantages in product quality, supply reliability, and cost competitiveness. The company also engages in research and development of specialized carbon and graphite materials for industrial manufacturing, energy storage, anode materials, defense, and other emerging technologies. GrafTech trades on the NYSE under the ticker EAF. Updated
That pricing turn is the whole thesis for a company carrying negative equity: management says realized pricing has hit an inflection point, guiding to a mid-single-digit increase in Q4 and meaningfully higher levels in 2027. The loss of $1.21 per share came in ahead of expectations, with the planned Monterrey plant closure freeing up annual cash costs by 2028.
GrafTech International Ltd. is a global manufacturer of high-quality graphite electrode products essential to the production of electric arc furnace (EAF) steel and other ferrous and non-ferrous metals.
The Wall Street consensus 12-month price target for EAF is $9.00.