GrafTech Projects 5–10% Sales Growth, Plans $600–1,200/T Price Hikes
GrafTech reported a first-quarter loss of $43.3 million on $125.1 million in revenue with an adjusted loss of $2.05 per share driven by inflationary pressures. Full-year 2026 sales volume is projected to rise 5–10%, and the company will apply $600–1,200 per metric ton price increases on about 20% of volumes.
1. Q1 Financial Results
GrafTech recorded a first-quarter loss of $43.3 million on $125.1 million in revenue, resulting in an adjusted loss of $2.05 per share driven by inflationary pressures.
2. Full-Year Outlook and Pricing Strategy
The company forecasts full-year 2026 sales volume growth of 5% to 10%, driven by market share gains and recovering steelmaking activity, and plans to implement $600 to $1,200 per metric ton price increases on approximately 20% of volumes, primarily in the third and fourth quarters.
3. Strategic Levers and Cost Targets
Management is leveraging U.S. trade policy to counter unfair pricing, prioritizing value-over-volume in its commercial strategy, and relying on Seadrift vertical integration for needle coke supply security, targeting long-term cash costs of $3,600 to $3,700 per metric ton through procurement and production efficiencies.