GrafTech International Ltd (EAF) Q1 2026 Earnings Call Transcript
GrafTech International reported a 6% rise in full‑year sales volume, driven by a 48% surge in U.S. shipments, while average selling price fell 9% to roughly $4,000 per metric ton. The company achieved an 11% reduction in cash cost to just over $3,800 per ton, marking a cumulative 31% cost decline since 2023. Despite these gains, Q4 net loss widened to $65 million and adjusted EBITDA remained negative, though liquidity improved to $340 million. Management guided 2026 volume growth of 5‑10% and a low‑single‑digit cost decline, emphasizing continued U.S. market focus amid persistent global overcapacity.
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