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Edge14 Nov 2025
Ball: The King of Cans
From a 19th-century glass-jar legacy to a global plant network, Ball is now a pure-play aluminum can partner to the world's biggest beverage brands.
GrafTech International (EAF) investor relations material
GrafTech International Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary24 Oct, 2025
Executive summary
Achieved 9% year-over-year sales volume growth in Q3 2025, reaching nearly 29,000 metric tons, with U.S. sales volume up 53% year-over-year and 8% growth year-to-date, reflecting a strategic geographic shift.
Production volume rose to approximately 27,000 metric tons, with a 63% capacity utilization rate in Q3 2025.
Net sales for Q3 2025 were $144 million, up 10% year-over-year, driven by higher sales volume and recognition of $11 million in previously deferred revenue.
Achieved positive adjusted EBITDA of $13 million and net cash from operating activities of $25 million, with liquidity at $384 million at quarter-end.
Q3 2025 net loss was $28 million ($1.10 per share), improved from a $36 million loss in Q3 2024.
Financial highlights
Q3 2025 net sales: $144 million (+10% year-over-year); net loss: $28 million ($1.10 per share); adjusted EBITDA: $13 million (Q3 2024: -$6 million); adjusted loss per share: $1.03.
Net cash provided by operating activities was $25 million; adjusted free cash flow was $18 million.
Cash cost of goods sold per metric ton declined 10% year-over-year to $3,795, continuing a 30%+ cumulative decline since Q3 2023.
Liquidity at quarter-end: $384 million (cash: $178M, revolver: $107M, delayed draw term loan: $100M).
Gross debt at September 30, 2025 was $1,125 million; net debt was approximately $947 million.
Outlook and guidance
Full-year 2025 sales volume expected to increase 8–10% year-over-year, slightly below prior guidance due to margin discipline.
Full-year 2025 cash cost of goods sold per metric ton expected to decline ~10% year-over-year, exceeding previous guidance.
Capital expenditures for 2025 anticipated at approximately $40 million.
Working capital expected to be favorable to cash flow for 2025.
Steel industry trends in the U.S. remain supportive, with expected production increases; European recovery anticipated due to trade protections.
Impact of US sales shift on pricing?
Rationale for revised 2025 sales volume guidance?
EV battery demand impact on needle coke strategy?
EU trade measures: 2026 volume/price impact?
Accelerate battery material market entry?
Sustain US market share gains and pricing?
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Next GrafTech International earnings date
Q4 202513 Feb, 2026
Next GrafTech International earnings date
Q4 202513 Feb, 2026
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Frequently asked questions
GrafTech International Ltd. is engaged in the research, development, manufacture, and sale of graphite and carbon-based solutions worldwide. The company operates its business through three segments: Specialty Materials Group, Carbon Fibers and Composites Group, and Engineered Products Group. Its Specialty Materials Group segment offers specialty graphite products primarily to the electronics industry; conductive materials used in printed circuit board substrates, lubricants in the automotive industry and waxes; critical functional layers used in mobile phones; and anode material used in lithium-ion batteries. It also offers battery separators to auto industry; material handling solutions; and natural flake graphite for use as a tungsten inert gas fusion welding electrode feedstock. GrafTech International Ltd. is based Brooklyn Heights, Ohio.
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