GrafTech Q1 sales rise 12%, beat estimates on higher volume

GrafTech International

01/05/2026 11:47

Overview

US graphite electrode maker's Q1 sales rose 12% yr/yr, beating analyst expectations

Company posted wider net loss as lower realized prices offset higher sales volume

GrafTech reaffirmed full-year volume and cost guidance, pursuing price hikes and trade actions

Outlook

GrafTech expects 2026 graphite electrode sales volume to rise 5–10% year-over-year

Company anticipates a low single-digit percentage-point decline in 2026 cash cost of goods sold per MT

GrafTech is implementing price increases of $600–$1,200 per MT on uncommitted 2026 volume

Result Drivers

HIGHER SALES VOLUME - Q1 sales volume rose 14% yr/yr, driving net sales growth, per company

LOWER REALIZED PRICES - 5% yr/yr drop in weighted-average realized price offset volume gains, reflecting competitive pressures and overcapacity

PRICING AND TRADE ACTIONS - Co implementing price increases on uncommitted volume and supporting trade cases to address weak pricing environment

Company press release: ID:nBw4ZZNm2a

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q1 Sales
Beat
$125.10 mln
$120.67 mln (3 Analysts)
Q1 Adjusted EPS
-$2.05
-$1.41 (2 Analysts)
Q1 EPS
-$1.66
Q1 Adjusted Net Income
-$53.53 mln
-$36 mln (1 Analyst)
Q1 Net Income
-$43.28 mln


Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is no "strong buy" or "buy", 3 "hold" and 1 "sell" or "strong sell"

The average consensus recommendation for the electrical components & equipment peer group is "buy."

Wall Street's median 12-month price target for GrafTech International Ltd is $8.00, about 5.9% below its April 30 closing price of $8.50

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)