GrafTech International Ltd. — Third Quarter 2026 Earnings Summary

GrafTech International reported a net loss of $47 million, or $1.76 per share, for the third quarter of 2026, driven by a 3% decline in net sales to $140 million and $14 million in restructuring charges related to the planned closure of its Monterrey, Mexico facility. The company announced that the closure of the Monterrey plant will align production capacity with market demand and is expected to generate $20 million to $25 million in annual cash cost savings by 2028. Despite lower realized pricing in the quarter, management expects higher pricing in the fourth quarter and 2027, while maintaining full-year volume growth expectations of 5% to 10%. Total liquidity stood at $242 million as of September 30, 2026, with $134 million in cash and cash equivalents.