Every material Form 8-K GRAFTECH INTERNATIONAL LTD has filed with the SEC since July 24, 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
GrafTech reported third-quarter 2026 net sales of $140 million, down 3% from a year earlier, and a net loss of $47 million, or $1.76 per share, compared with $28 million, or $1.10 per share, in the third quarter of 2025. The loss includes $14 million of restructuring and other exit charges tied to the planned closure of its Monterrey, Mexico facility, and the company expects higher realized pricing in the fourth quarter and in 2027 while reaffirming its 2026 volume and cost expectations.
Net sales were $140 million, down from $144 million; net loss was $47 million, or $1.76 per share, versus $28 million, or $1.10 per share, a year earlier.
Adjusted EBITDA was $9 million, compared with $13 million in the third quarter of 2025.
Management expects its fourth-quarter weighted-average realized pricing to rise by a mid-single-digit percentage from the third quarter, and reaffirmed 5–10% year-over-year growth in graphite electrode sales volume for 2026.
Total liquidity was $242 million and gross debt was $1,225 million as of September 30, 2026.
GrafTech approved a plan on August 6, 2026 to permanently cease manufacturing at its Monterrey, Mexico facility, and began notifying affected employees on August 31, 2026. The company estimates one-time cash costs of $20 million to $25 million, mostly expected by the end of 2027, and says the closure is meant to better align capacity with market conditions and reduce its cost structure.
Board approved closure of the Monterrey Facility on August 6, 2026; employee notifications began August 31, 2026
Production expected to conclude early in the second quarter of 2027, with phased wind-down subject to Mexican legal and labor obligations
Estimated one-time cash costs of $20 million to $25 million, including about $10.0 million for environmental and closure costs and $11.5 million for severance
Connecting pin production will rely on the Pamplona, Spain facility after the closure
GrafTech reported second-quarter 2026 net sales of $127 million, down 3% from a year earlier, while sales volume rose 8% to 30.8 thousand metric tons. The net loss narrowed to $40 million, or $1.54 per share, from $87 million, or $3.35 per share, in the second quarter of 2025, though that prior-year period included a $43 million non-cash tax charge. The company reaffirmed its full-year 2026 volume growth target of 5% to 10%, but adjusted EBITDA fell to $2 million from $3 million a year earlier.
Net sales of $127 million, down 3% from $132 million in Q2 2025; weighted-average realized price of about $3,900 per MT, down 7% year over year
Net loss of $40 million, or $1.54 per share, versus $87 million, or $3.35 per share, in Q2 2025, which included a $43 million non-cash income tax expense
Adjusted EBITDA of $2 million versus $3 million in Q2 2025; adjusted free cash flow of negative $75 million
Total liquidity of $253 million at June 30, 2026; gross debt of $1,225 million; full-year 2026 sales volume growth of 5% to 10% reaffirmed
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every GRAFTECH INTERNATIONAL LTD filing is on SEC EDGAR ↗. 8-K briefs of other companies →