GrafTech International Ltd Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
Analyst Coverage
3analysts covering
FY EPS (est.)
-$5.23next fiscal year
Reporting Calendar
| Event | Expected Date |
|---|---|
| Q3 2026 Earnings Release | 24 Oct 2026 |
| Q4 2026 Earnings Release | 5 Feb 2027 |
Monitoring Framework
Key Performance Indicators
Graphite Electrode Sales Volume Quarterly28.1KTarget: 5% to 10% year-over-year growth for full-year 2026
Weighted-Average Realized Price per Metric Ton Quarterly3.9KTarget: Restore sustainable pricing via uncommitted volume price increases of $600 to $1,200 per metric ton
Total Liquidity Quarterly328.7MTarget: Maintain stability and fund operations through industry downturn
Watch Items
- Global Graphite Electrode Pricing PressuresTrigger: Weighted-average realized price falling below $3,800 per metric tonAction: Further optimize order book by prioritizing higher-value regions and walking away from low-margin volume opportunities.
- Steel Production Trends Outside of ChinaTrigger: Year-over-year decline in global (excluding China) steel productionAction: Reassess sales volume growth targets and adjust production schedules to manage inventory levels.
- Liquidity Runway and Debt ServiceTrigger: Total liquidity dropping below $250 millionAction: Implement additional cost-reduction initiatives, reduce capital expenditures below the planned $35 million, or seek alternative financing.
Research as of 19 Jun 2026