GrafTech Shares Close at $7.45 Ahead of Third-Quarter Results Call
Key Facts
GrafTech shares, listed under ticker EAF, closed at $7.45 on October 22, 2026, according to EL7 data, on the eve of the company’s scheduled call to discuss third-quarter results. The company set the call for October 23 at 10:00 a.m. Eastern Time, according to an investor relations announcement. The available evidence does not include public data to verify the results figures in the initial draft, so the claims attributed to the company about its loss, sales or adjusted earnings cannot be relied on. The stock’s daily trading range on October 22 also cannot be verified. That puts the focus on the official results release as the next milestone for investors.
The latest documented quarterly results in the available materials show GrafTech net sales of $127.362 million in the second quarter of 2026, compared with $131.840 million in the same period of 2025. The company posted a net loss of $40.471 million in the second quarter of 2026, compared with a loss of $86.886 million a year earlier. Year over year, the loss narrowed by more than half, while sales declined. The figures show that the improvement in net results was not accompanied by revenue growth that quarter. The second-quarter 2025 loss included a noncash income tax expense of $43 million, according to the company’s filing with the U.S. Securities and Exchange Commission.
GrafTech sold about 30.8 thousand metric tons of graphite electrodes in the second quarter of 2026, up 8% year over year and 10% from the first quarter. Chief Executive Timothy Flanagan said the increase reflected “strong customer demand and commercial execution discipline,” adding that the company continued to expect annual sales volume growth of between 5% and 10% in 2026. When it reported second-quarter results, GrafTech said more than 90% of its expected volume for the year was committed in its order book. That figure provides context for volume expectations, but on its own does not determine the revenue or profitability the company will report for the third quarter. Any update to those expectations depends on what the company presents on its upcoming results call.
Realized prices and competitive pressures remained a challenge in the second quarter. The weighted average realized price was about $3,900 per metric ton, down 7% from the second quarter of 2025, according to the company’s filing. GrafTech said competitive pressures persisted across most of its major commercial regions. In comparison, third-quarter 2025 net sales were $144 million, up 10% from the corresponding period in 2024, and included $11 million in deferred revenue recognized by the company after a settlement of a longstanding commercial matter. This difference means that comparing sales across periods requires attention to the effect of the settlement, as well as sales volumes and prices.
GrafTech’s October 23 call at 10:00 a.m. Eastern Time is scheduled to review its third-quarter 2026 results, according to the company’s announcement. In its latest prior filing, the company tied its expectation of annual sales volume growth of between 5% and 10% to higher volumes and what it described as resilient customer demand and commercial discipline. It also said more than 90% of expected volume had been committed in its order book when it announced second-quarter results. The call will give the company an opportunity to present results for the new period and update its full-year outlook. The market reaction recorded in the evidence is limited to the stock’s close at $7.45 on October 22.