

GrafTech is positioned for significant upside as electrode prices recover and supply tightens amid industry capacity closures and rising Electric Arc Furnace demand. EAF has implemented a 30% price increase effective Q1 2027, with spot graphite electrode prices near $6,000/ton, supporting improved margins and easing financial stress. Closure of the Monterrey facility will lower annual cash costs by $25M–$30M, concentrate production, and enhance operating leverage as demand rises.

Fourth-quarter realized prices are expected to rise by mid-single digits. Closing the Monterrey plant will yield up to $25 million annually.

GrafTech International Ltd. ( EAF ) Q3 2026 Earnings Call October 23, 2026 10:00 AM EDT Company Participants Michael Dillon - Vice President of Investor Relations & Communications Timothy Flanagan - CEO, President & Director Rory O'Donnell - CFO & Senior VP Conference Call Participants Bennett Moore - JPMorgan Chase & Co, Research Division Arun Viswanathan - RBC Capital Markets, Research Division Abraham Landa - BofA Securities, Research Division Presentation Operator Hello, everyone.

GrafTech International NYSE: EAF said its third-quarter results continued to reflect lower graphite electrode prices tied to customer commitments made before its recent pricing actions, while the company reported progress in securing higher-priced business for late 2026 and 2027.

GrafTech International (EAF) came out with a quarterly loss of $1.21 per share versus the Zacks Consensus Estimate of a loss of $1.46. This compares to a loss of $1.03 per share a year ago.

BROOKLYN HEIGHTS, Ohio--(BUSINESS WIRE)--GrafTech International Ltd. (NYSE: EAF) today announced its unaudited financial results for the quarter and nine months ended September 30, 2026. Third Quarter 2026 Summary Sales volume of 28.8 thousand metric tons ("MT"), flat year-over-year Net sales of $140 million, a decrease of 3% year-over-year Net loss of $47 million, or $1.76 per share(1) Adjusted EBITDA(2) of $9 million Net cash used in operating activities of $8 million Adjusted free cash flow(.

GrafTech (EAF) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Hallador Energy Company (Nasdaq: HNRG) (âHalladorâ or the âCompanyâ) today announced that its wholly owned subsidiary, Hallador Power Company, LLC, has