GrafTech International (EAF)
Produces graphite electrodes for EAF steelmaking with in-house petroleum needle-coke supply.
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Produces graphite electrodes used by electric-arc-furnace steelmakers. Manufacturing is vertically integrated through Seadrift, which supplies most petroleum needle coke required at full operating levels.
Produces graphite electrodes consumed in electric-arc-furnace steelmaking, with most electrode capacity at principal facilities in France, Spain, and Mexico. Graphite electrodes are industrial consumables for electric-arc-furnace steel production.
Seadrift in Texas, the company's internal petroleum needle-coke source, supplies most of the material needed at full operating levels. This upstream integration links raw-material production to electrode manufacturing and is central to the manufacturing model.
Most production at St. Marys, Pennsylvania was suspended amid weak electrode demand and pricing pressure. Petroleum needle coke remains a core manufacturing dependency across its normal operations.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Jul 27, 2026 | BMO Capital | Reiterate | Rating: —Target: $10 | Target: $7.50 |
| Apr 14, 2026 | JP Morgan | Downgrade | ||
| Feb 9, 2026 | BMO Capital | Target | Target: $2 | Target: $10 |
| Dec 6, 2024 | JP Morgan | Upgrade |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $145.4M · Total debt $1.20B · Total assets $1.04B · Shareholders' equity −$345.6M
- Revenue
- $127.4M
- Operating income
- −$14.6M
- Net income
- −$40.5M
HistoryDividendAnnual yield
| Institutions | 43.94% | 11.47M shares | |
|---|---|---|---|
| 98 holders · as of Jun 30, 2026 | |||
| Insiders | 9.17% | 2.39M shares | |
| 12 holders · as of Sep 18, 2026 | |||
| Strategic holders | 32.10% | 8.38M shares | |
| 3 holders · as of Sep 8, 2026 | |||
| Other | 14.79% | 3.86M shares | |
| remainder | |||
26.09M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Colonial House Capital LtdStrategic10 percent owner | 12.45% | 3.25M | filed Feb 18, 2026 |
HEG Graphite LtdStrategic | 9.88% | 2.58M | filed Sep 8, 2026 |
Graphite India LtdStrategic | 9.77% | 2.55M | filed May 11, 2026 |
Undavia NileshInsider | 8.48% | 2.21M | filed Sep 18, 2026 |
BlackRock, Inc.Institution | 4.92% | 1.28M | as of Jun 30, 2026 |
Insider tradesForm 4
No open-market trades in the last 12 months.
Not reported.