Latest revenue
$125.1M
as of 2026-03-31
Latest net income
$-43.3M
as of 2026-03-31
Net margin
-34.6%
as of 2026-03-31
Price · 5Y
Live market
delayed ≤15 min- Market cap
- $237.0M
- Enterprise value
- $237.0M
- P/E (trailing)
- —
- Forward P/E
- —
- P/B
- —
- Dividend yield
- 0.0%
- 52-wk high
- $20.32
- 52-wk low
- $0.90
- Beta
- —
- Shares out
- 26.0M
5-year trend
What this company does
Item 1.Business Introduction GrafTech International Ltd., founded in 1886 and incorporated in Delaware, is a leading manufacturer of high-quality graphite electrode products essential to the production of EAF steel and other ferrous and non-ferrous metals. We believe that we have a competitive portfolio of low-cost ultra-high power (“UHP”) graphite electrode manufacturing facilities, with some of the highest capacity facilities in the world. We have graphite electrode manufacturing facilities in Calais, France; Pamplona, Spain; Monterrey, Mexico and St. Marys, Pennsylvania (idled in 2024). We are the only large-scale graphite electrode producer that is substantially vertically integrated…
AI summary unavailable — showing raw filing excerpt
Generated from EAF's filing dated 2026-02-13
Key risks
Item 1A.Risk Factors Our business, financial condition, results of operations, and cash flow can be affected by a number of factors, whether currently known or unknown, including but not limited to those described below. Please carefully read all of the information included in this Report and carefully consider, among other matters, the following risk factors, as well as any discussed under Part II, Item 7, “Management’s Discussion and Analysis of Financial Condition and Results of Operations.” Although the risks are organized by headings, and each risk is discussed separately, many are interrelated. Moreover, the risks below are not the only risks we face and additional risks not currently…
AI summary unavailable — showing raw filing excerpt
Generated from EAF's filing dated 2026-02-13
Profitability
Gross margin
-3.1%
15.6%Operating margin
-15.3%
9.5%Net margin
-43.6%
79.1%Return on equity
84.7%
150.5%Return on assets
-21.4%
99.4%Leverage
Debt / equity
-4.96×
133.9%Long-term debt / equity
-4.22×
130.4%Debt / assets
125.2%
33.8%Earnings tracker
| Quarter | Revenue | YoY | Net income | YoY | Net margin |
|---|---|---|---|---|---|
Q1 2026 2026-03-31 | $125.1M | +11.9% | $-43.3M | -10.0% | -34.6% |
Q4 2025 2025-12-31 | $116.5M | -13.2% | $-65.1M | -31.6% | -55.9% |
Q3 2025 2025-09-30 | $144.0M | +10.2% | $-28.5M | +21.0% | -19.8% |
Q2 2025 2025-06-30 | $131.8M | -4.0% | $-86.9M | -489.0% | -65.9% |
Q1 2025 2025-03-31 | $111.8M | -18.1% | $-39.4M | -27.5% | -35.2% |
Q4 2024 2024-12-31 | $134.2M | — | $-49.5M | — | -36.9% |
Q3 2024 2024-09-30 | $130.7M | -17.8% | $-36.1M | -59.4% | -27.6% |
Q2 2024 2024-06-30 | $137.3M | -26.0% | $-14.8M | -87.9% | -10.7% |
Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.
Industry trend
Electrical Industrial Apparatus · SIC 3620
Your notes
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Insider activity
Insider buying
$0
Insider selling
$0
Net activity
+$0
Distinct insiders
0
Open-market trades over the last 365 days.
Recent transactions
| Date | Insider | Type | Shares | Price | Value |
|---|
Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.
Who owns EAF
Institutional value
$34.8M
Total shares held
5.1M
Distinct holders
35
-49 vs prior
As of
2026-03-31
Prior: 2025-12-31
Filers with $100M+ AUM disclose holdings 45 days after quarter end.
Top institutional holders
| # | Manager | Shares | Value | QoQ change | Action |
|---|---|---|---|---|---|
| 1 | YACKTMAN ASSET MANAGEMENT LP | 1.1M | $7.2M | +68.9K (+6.9%) | Added |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 864.6K | $5.9M | — | New |
| 3 | Benefit Street Partners LLC | 713.1K | $4.8M | +0 (+0.0%) | No change |
| 4 | FRANKLIN RESOURCES INC | 713.1K | $4.8M | — | New |
| 5 | PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | 440.1K | $3.0M | -38.1K (-8.0%) | Trimmed |
| 6 | BlackRock, Inc. | 330.8K | $2.2M | -9.6K (-2.8%) | Trimmed |
| 7 | Walleye Capital LLC | 330.6K | $2.2M | +237.5K (+255.2%) | Added |
| 8 | Allianz Asset Management GmbH | 141.0K | $955.8K | +70.3K (+99.5%) | Added |
| 9 | FOUNDATION RESOURCE MANAGEMENT INC | 107.1K | $726.4K | -7.9K (-6.9%) | Trimmed |
| 10 | UBS Group AG | 100.2K | $679.3K | +17.3K (+20.8%) | Added |
| 11 | VANGUARD FIDUCIARY TRUST CO | 99.7K | $675.8K | — | New |
| 12 | Invesco Ltd. | 35.2K | $238.3K | -17.6K (-33.4%) | Trimmed |
| 13 | Hudson Bay Capital Management LP | 29.9K | $202.5K | +4.2K (+16.2%) | Added |
| 14 | Krilogy Financial LLC | 20.0K | $165.6K | +6.0K (+42.9%) | Added |
| 15 | CITIGROUP INC | 23.1K | $156.4K | +11.2K (+94.6%) | Added |
| 16 | AXQ CAPITAL, LP | 21.4K | $145.0K | — | New |
| 17 | VANGUARD PORTFOLIO MANAGEMENT LLC | 19.6K | $132.9K | — | New |
| 18 | BNP PARIBAS FINANCIAL MARKETS | 19.1K | $129.5K | +18.8K (+6441.1%) | Added |
| 19 | AEGON USA Investment Management, LLC | 15.0K | $101.7K | — | New |
| 20 | Fore Capital, LLC | 12.1K | $82.2K | -22.9K (-65.3%) | Trimmed |
Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.
Top questions investors are asking
Coming once EAF's latest filing finishes processing.