Graphite electrodes maker GrafTech's Q3 sales beats estimates on strong U.S. demand

GrafTech International

24/10/2025 11:52

Overview

GrafTech Q3 2025 net sales rose 10% yr/yr, beating analyst expectations

Adjusted EPS for Q3 2025 missed analyst expectations

Company generated positive adjusted EBITDA and adjusted free cash flow

Outlook

GrafTech expects 8-10% sales volume growth for 2025, slightly down from 10% forecast earlier due to foregoing low-margin sales

Company anticipates a 10% decline in cash cost of goods sold per MT for 2025

GrafTech sees long-term demand growth from steel industry's shift to electric arc furnaces

Result Drivers

U.S. SALES GROWTH - Co reports 53% yr/yr increase in U.S. sales volume, reflecting strategic shift towards this region

COST REDUCTION - Achieved 10% yr/yr reduction in cash cost of goods sold per MT, aiding profitability

COMMERCIAL RESOLUTION - $11 mln non-cash benefit from resolving a long-standing commercial matter boosted adjusted EBITDA

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q3 Sales
Beat
$143.99 mln
$139.58 mln (4 Analysts)
Q3 Adjusted EPS
Miss
-$1.03
-$1.01 (5 Analysts)
Q3 EPS
-$1.10
Q3 Adjusted Net Income
Beat
-$26.78 mln
-$35.41 mln (3 Analysts)
Q3 Net Income
-$28.48 mln


Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is no "strong buy" or "buy", 5 "hold" and no "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 $15.00, about 15.9% below its October 23 closing price of $17.38

Press Release: ID:nBwYwXjVa

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(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.)