GrafTech International（EAF *）株式概要グラフテック・インターナショナル社は、グラファイトとカーボンベースのソリューションの研究、開発、製造、販売を世界中で行っている。 詳細EAF * ファンダメンタル分析スノーフレーク・スコア評価1/6将来の成長1/6過去の実績0/6財務の健全性0/6配当金0/6報酬収益は年間7.58%増加すると予測されています リスク分析株式の流動性は非常に低い 負債は営業キャッシュフローで十分にカバーされていない マイナスの株主資本 すべてのリスクチェックを見るEAF * Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueMex$Current PriceMex$314.9948.9% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-255m2b2016201920222025202620282031Revenue US$726.4mEarnings US$61.4mAdvancedSet Fair ValueView all narrativesGrafTech International Ltd. 競合他社Grupo Rotoplas. deSymbol: BMV:AGUA *Market cap: Mex$6.4bSino-Synergy Hydrogen Energy Technology (Jiaxing)Symbol: SEHK:9663Market cap: HK$1.7bGrupo Mexicano de DesarrolloSymbol: BMV:GMD *Market cap: Mex$1.2bShandong Yabo TechnologySymbol: SZSE:002323Market cap: CN¥1.8b価格と性能株価の高値、安値、推移の概要GrafTech International過去の株価現在の株価US$314.9952週高値US$314.9952週安値US$180.00ベータ1.641ヶ月の変化0%3ヶ月変化n/a1年変化117.23%3年間の変化-66.93%5年間の変化n/aIPOからの変化-86.12%最新ニュースお知らせ • May 03GrafTech International Ltd. Reaffirms Earnings Guidance for Year 2026GrafTech International Ltd. reaffirmed earnings guidance for year 2026. Demand for graphite electrodes is expected to improve modestly in 2026, supported by stable-to-improving steel production trends outside of China. While steel market conditions remain mixed, in the United States, demand has been relatively stable and is expected to increase modestly, with steel production further supported by favorable trade policies. In Europe, steel industry conditions have been more challenged, though there are early signs of recovery, including expected demand growth and recently approved increases in trade protections. For GrafTech, they continue to expect a 5–10% year-over-year increase in graphite electrode sales volume for 2026, with more than 85% of their anticipated volume already committed in their order book. While volume trends are stable, current industry-wide pricing levels do not reflect the indispensable nature of graphite electrodes for electric arc furcnace steelmaking. As a result, they are taking deliberate actions to restore more sustainable pricing and improve their profitability. These include implementing price increases of $600 to $1,200 per metric ton on uncommitted volume, actively supporting graphite electrode trade cases in key jurisdictions, including the United States and Brazil, continuing to optimize their order book by prioritizing higher-value regions and foregoing volume opportunities where margins are unacceptably low.お知らせ • Apr 03GrafTech International Ltd. to Report Q1, 2026 Results on May 01, 2026GrafTech International Ltd. announced that they will report Q1, 2026 results Pre-Market on May 01, 2026お知らせ • Mar 30GrafTech International Ltd., Annual General Meeting, May 07, 2026GrafTech International Ltd., Annual General Meeting, May 07, 2026. Location: meetnow.global/my4u2xv, United Statesお知らせ • Feb 06Graftech International Ltd. Provides Sales Guidance for the First Quarter and Year 2026GrafTech International Ltd. provided sales guidance for the first quarter and year 2026. For the year, the company expects to achieve a 5%-10% year-over-year increase in the sales volume for 2026 on a full-year basis, as company continue to gain market share reflecting the compelling customer value proposition and the ongoing focus on delivering on the needs of the customers. Specific to the first quarter of 2026, company expect a year-over-year increase in othe r sales volume of approximately 10%.お知らせ • Jan 09GrafTech International Ltd. to Report Q4, 2025 Results on Feb 06, 2026GrafTech International Ltd. announced that they will report Q4, 2025 results Pre-Market on Feb 06, 2026お知らせ • Oct 03GrafTech International Ltd. to Report Q3, 2025 Results on Oct 24, 2025GrafTech International Ltd. announced that they will report Q3, 2025 results Pre-Market on Oct 24, 2025最新情報をもっと見るRecent updatesお知らせ • May 03GrafTech International Ltd. Reaffirms Earnings Guidance for Year 2026GrafTech International Ltd. reaffirmed earnings guidance for year 2026. Demand for graphite electrodes is expected to improve modestly in 2026, supported by stable-to-improving steel production trends outside of China. While steel market conditions remain mixed, in the United States, demand has been relatively stable and is expected to increase modestly, with steel production further supported by favorable trade policies. In Europe, steel industry conditions have been more challenged, though there are early signs of recovery, including expected demand growth and recently approved increases in trade protections. For GrafTech, they continue to expect a 5–10% year-over-year increase in graphite electrode sales volume for 2026, with more than 85% of their anticipated volume already committed in their order book. While volume trends are stable, current industry-wide pricing levels do not reflect the indispensable nature of graphite electrodes for electric arc furcnace steelmaking. As a result, they are taking deliberate actions to restore more sustainable pricing and improve their profitability. These include implementing price increases of $600 to $1,200 per metric ton on uncommitted volume, actively supporting graphite electrode trade cases in key jurisdictions, including the United States and Brazil, continuing to optimize their order book by prioritizing higher-value regions and foregoing volume opportunities where margins are unacceptably low.お知らせ • Apr 03GrafTech International Ltd. to Report Q1, 2026 Results on May 01, 2026GrafTech International Ltd. announced that they will report Q1, 2026 results Pre-Market on May 01, 2026お知らせ • Mar 30GrafTech International Ltd., Annual General Meeting, May 07, 2026GrafTech International Ltd., Annual General Meeting, May 07, 2026. Location: meetnow.global/my4u2xv, United Statesお知らせ • Feb 06Graftech International Ltd. Provides Sales Guidance for the First Quarter and Year 2026GrafTech International Ltd. provided sales guidance for the first quarter and year 2026. For the year, the company expects to achieve a 5%-10% year-over-year increase in the sales volume for 2026 on a full-year basis, as company continue to gain market share reflecting the compelling customer value proposition and the ongoing focus on delivering on the needs of the customers. Specific to the first quarter of 2026, company expect a year-over-year increase in othe r sales volume of approximately 10%.お知らせ • Jan 09GrafTech International Ltd. to Report Q4, 2025 Results on Feb 06, 2026GrafTech International Ltd. announced that they will report Q4, 2025 results Pre-Market on Feb 06, 2026お知らせ • Oct 03GrafTech International Ltd. to Report Q3, 2025 Results on Oct 24, 2025GrafTech International Ltd. announced that they will report Q3, 2025 results Pre-Market on Oct 24, 2025お知らせ • Jul 03GrafTech International Ltd. to Report Q2, 2025 Results on Jul 25, 2025GrafTech International Ltd. announced that they will report Q2, 2025 results Pre-Market on Jul 25, 2025お知らせ • Apr 19GrafTech International Receives Continued Listing Standards Notice from NYSEGrafTech International Ltd. announced that it received written notice (the “Notice”) from the New York Stock Exchange (the “NYSE”) that it is not in compliance with the NYSE’s continued listing standards because the average closing price of the Company’s common stock per the Notice was less than $1.00 per share over the consecutive 30 trading-day period ended April 14, 2025. The Notice does not result in the immediate delisting of the Company’s common stock from the NYSE. In accordance with applicable NYSE rules, the Company plans to timely notify the NYSE that it intends to cure the stock price deficiency and return to compliance with the applicable NYSE continued listing standards. The Company can regain compliance at any time within a six-month cure period following its receipt of the Notice if, on the last trading day of any calendar month during such cure period, the Company has both: (i) a closing share price of at least $1.00 and (ii) an average closing share price of at least $1.00 over the 30 trading-day period ending on the last trading day of the applicable calendar month. The Company intends to remain listed on the NYSE and is considering all available options to regain compliance with the NYSE’s continued listing standards, including, but not limited to, a reverse stock split, subject to stockholder approval. The Notice has no immediate impact on the listing of the Company’s common stock, which will continue to be listed and traded on the NYSE during such cure period, subject to the Company’s compliance with other NYSE continued listing standards. Furthermore, the Notice is not anticipated to impact the ongoing business operations of the Company or its reporting requirements with the U.S. Securities and Exchange Commission (“SEC”).お知らせ • Apr 04+ 1 more updateGrafTech International Ltd., Annual General Meeting, May 08, 2025GrafTech International Ltd., Annual General Meeting, May 08, 2025.お知らせ • Mar 11Graftech International Ltd. Appoints Eric V. Roegner as Class I DirectorGrafTech International Ltd. announced that on March 7, 2025, its Board of Directors increased its size from eight to nine members by adding a Class I directorship and (ii) appointed Eric V. Roegner as a Class I director, effective immediately, to fill the Class I directorship vacancy resulting from the increase of the size of the Board with his initial term expiring at the 2025 annual meeting of stockholders of the Company (“2025 Annual Meeting”). Mr. Roegner was also appointed to the Audit Committee and Human Resources and Compensation Committee of the Board. The Board has determined that Mr. Roegner is independent under the New York Stock Exchange listing standards. Mr. Roegner will participate in the Company’s standard director compensation program for non-employee directors on a pro-rata basis, which is described on pages 20-23 of the Company’s Proxy Statement for its Annual Meeting of Stockholders held on May 9, 2024, On March 7, 2025, the Board also decreased the size of the Board from nine members to eight members by removing a Class I directorship effective at the 2025 Annual Meeting. The terms of the directors in Class I expire at the 2025 Annual Meeting. The Board’s current Class I directors are Diego Donoso, Michel J. Dumas, and Eric V. Roegner. The Board has determined to nominate Mr. Dumas and Mr. Roegner for re-election at the 2025 Annual Meeting as Class I directors. Mr. Roegner has served in multiple positions at Amcor plc, a global developer and producer of packaging solutions across a variety of materials, and since January 2025 has served as the Executive Vice President, Integration and Special Projects. Prior to his role at Amcor, Mr. Roegner served in executive leadership roles with Arconic Inc. for over 12 years. Arconic, formerly known as Alcoa Inc., is a provider of aluminum sheet, plate and extrusions, as well as architectural products. Earlier in his career, Eric was a partner at McKinsey & Co. Eric holds a master’s degree in Business Administration from Case Western Reserve University in Cleveland, Ohio, and a bachelor’s degree in Aerospace and Mechanical Engineering from Princeton University.お知らせ • Feb 08GrafTech International Ltd. Provides Sales Guidance for the Year 2025GrafTech International Ltd. provided sales guidance for the year 2025. For the company, despite the industry-wide headwinds, the company anticipates a low double-digit percentage point year-over-year increase in its sales volume for 2025 on a full-year basis as it continue to regain market share.お知らせ • Jan 11GrafTech International Ltd. Appoints Sachin Shivaram to the Board of DirectorsGrafTech International Ltd. announced that it has entered into a cooperation agreement with one of the company’s larger stockholders, Mr. Nilesh Undavia, who owns approximately 6.7% of the Company’s outstanding common stock. Pursuant to the Cooperation Agreement, GrafTech has appointed Sachin Shivaram to the Board of Directors of the Company (the “Board”), effective immediately. Additionally, GrafTech and Mr. Undavia will work together to identify a mutually agreed upon independent candidate to nominate for election to the Board at the 2025 annual meeting of stockholders of the Company (the “2025 Annual Meeting”), although if the parties are unable to find a mutually agreeable candidate in time for inclusion on the ballot of the 2025 Annual Meeting, they will continue to work together to find a mutually agreeable candidate to be appointed as a director on the Board. Mr. Shivaram has served as the Chief Executive Officer of Wisconsin Aluminum Foundry Company Inc., a century-old, family-owned manufacturer of aluminum and copper-based alloy castings, since 2019. Mr. Shivaram began his career at ArcelorMittal S.A. rising to the head of strategy and marketing for a business unit with production facilities across North and South America. Mr. Shivaram serves on the board of directors of Lodge Manufacturing Company, Broadwind Inc., Vollrath Company, LLC and the Green Bay Packers Inc. He also serves on the board of the Wisconsin Council on Workforce Investment and is a trustee of Lawrence University. He earned a Bachelor of Arts in history and literature from Harvard University, a Masters in social and political sciences from the University of Cambridge and a Juris Doctor from Yale Law School. He is a bar-certified attorney. In connection with the appointment of Mr. Shivaram, Mr. Undavia has agreed to customary standstill provisions and voting commitments during the term of the Cooperation Agreement.お知らせ • Jan 10GrafTech International Ltd. to Report Q4, 2024 Results on Feb 07, 2025GrafTech International Ltd. announced that they will report Q4, 2024 results Pre-Market on Feb 07, 2025お知らせ • Jan 07Graftech International Ltd. Announces Resignation of Gina K. Gunning as Chief Legal Officer and Corporate Secretary, Effective January 24, 2025On December 30, 2024, Gina K. Gunning, Chief Legal Officer and Corporate Secretary of GrafTech International Ltd. (the Company"), informed the Company of her intent to resign from her role with the Company, effective January 24, 2025, to accept a role outside the Company.お知らせ • Nov 13GrafTech International Ltd. Provides Earnings Guidance for the Fourth Quarter and Full Year of 2024 and 2025GrafTech International Ltd. provided earnings guidance for the fourth quarter and full year of 2024 and 2025. For the quarter, the company expects Sales volume to be broadly in line with sales volume for the third quarter of 2024. For the year 2024, the company expects low double-digit percentage point year-over-year improvement in sales volume. For 2025, the company expects another year of low double-digit percentage point sales volume growth.Reported Earnings • Nov 13Third quarter 2024 earnings released: US$0.14 loss per share (vs US$0.088 loss in 3Q 2023)Third quarter 2024 results: US$0.14 loss per share (further deteriorated from US$0.088 loss in 3Q 2023). Revenue: US$130.7m (down 18% from 3Q 2023). Net loss: US$36.1m (loss widened 59% from 3Q 2023). Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Global Electrical industry.お知らせ • Nov 05GrafTech Regains Compliance with NYSE Continued Listing StandardsGrafTech International Ltd. announced that it received a letter from the New York Stock Exchange (the ‘NYSE’) notifying GrafTech that it has regained compliance with the NYSE’s continued listing standards criteria of a minimum share price as set forth in Section 802.01C of the NYSE Listed Company Manual (‘Section 802.01C’). As previously announced, on August 7, 2024, the NYSE notified GrafTech that it was not in compliance with the NYSE’s continued listing standards because the average closing price of the Company’s common stock per the notice was less than $1.00 per share over the consecutive 30 trading-day period ended August 5, 2024. On November 1, 2024, the Company received confirmation from the NYSE that, as of October 31, 2024, the Company’s common stock had a closing share price of at least $1.00 and the Company had maintained an average closing share price of at least $1.00 over the 30 trading-day period ending on that date. Accordingly, the Company’s shares are no longer considered to be below the minimum share price requirement of Section 802.01C and, as a result, the Company has regained compliance with the NYSE continued listing standards and will continue to be traded on the NYSE.お知らせ • Oct 31GrafTech International Ltd. to Report Q3, 2024 Results on Nov 12, 2024GrafTech International Ltd. announced that they will report Q3, 2024 results After-Market on Nov 12, 2024お知らせ • Oct 09GrafTech International Ltd. announced that it has received INR 2.4862 billion in funding from HEG LimitedGrafTech International Ltd announced a private placement of common shares for gross proceeds INR 2486,200,000 on October 7, 2024. The transaction includes participation from HEG Limited, HEG Limited acquired 8.23% stakeお知らせ • Aug 14+ 1 more updateGrafTech International Ltd. Appoints Rory O’Donnell to the Position of Senior Vice President and Will Serve as A Member of the Executive Leadership Team, Effective September 3, 2024GrafTech International Ltd. announced that the Company’s Board of Directors (the “Board”) has appointed Rory O’Donnell to the position of Senior Vice President of the Company, effective September 3, 2024. Mr. O’Donnell will serve as a member of the Company’s executive leadership team and report directly to Chief Executive Officer and President Timothy Flanagan. He will be responsible for overseeing all financial aspects of the Company. Mr. O’Donnell previously served as Senior Vice President, Controller and Principal Accounting Officer of Covia Corporation, a provider of mineral-based and material solutions for the industrial and energy markets, since February 2019. While at Covia Corporation, he also served as Interim Chief Financial Officer from August 2022 to July 2023. Prior to Covia Corporation, Mr. O’Donnell served as Senior Vice President, Controller at Signet Jewelers Limited, a retailer of diamond jewelry, from 2014 to 2019. Before joining Signet Jewelers Limited, Mr. O’Donnell served as Director, Accounting & Reporting at Cleveland-Cliffs Inc., a North America-based steel producer. Mr. O’Donnell began his career at KPMG LLP, a professional services firm. Mr. O’Donnell has a B.S. in Accounting from the University of Dayton and is a Certified Public Accountant licensed in Ohio.お知らせ • Aug 08GrafTech International Receives Written Notice from the New York Stock ExchangeOn August 6, 2024, GrafTech International Ltd. received written notice from the New York Stock Exchange that it is not in compliance with the continued listing standard set in Section 802.01C of the NYSE’s Listed Company Manual because the average closing price of the Company’s common stock per the Notice was less than $1.00 per share over the consecutive 30 trading-day period ended August 5, 2024. The Notice does not result in the immediate delisting of the Company’s common stock from the NYSE. In accordance with applicable NYSE rules, the Company plans to timely notify the NYSE that it intends to cure the stock price deficiency and return to compliance with the applicable NYSE continued listing standards. The Company can regain compliance at any time within a six-month cure period following its receipt of the Notice if, on the last trading day of any calendar month during such cure period, the Company has both: (i) a closing share price of at least $1.00 and (ii) an average closing share price of at least $1.00 over the 30 trading-day period ending on the last trading day of the applicable calendar month. The Company intends to remain listed on the NYSE and is considering all available options to regain compliance with the NYSE’s continued listing standards, including, but not limited to, a reverse stock split, subject to stockholder approval. Section 802.01C provides for an extension to the six-month cure period if the action required to cure the price condition requires stockholder approval, in which case, the action needs to be approved by no later than the Company’s next annual stockholder’s meeting and promptly implemented thereafter. The Notice has no immediate impact on the listing of the Company’s common stock, which will continue to be listed and traded on the NYSE during such cure period, subject to the Company’s compliance with other NYSE continued listing standards. The Company’s common stock will continue to trade on the NYSE under the symbol “EAF” with the designation of “.BC” to indicate the status of the shares as “below criteria.” If the Company does not regain compliance with the minimum share price requirement, the Company’s common stock will be subject to suspension and delisting from the NYSE. If the Company’s common stock ultimately were to be delisted, it could negatively impact the Company by reducing the liquidity and market price of the Company’s common stock. Furthermore, the Notice is not anticipated to impact the ongoing business operations of the Company or its reporting requirements with the U.S. Securities and Exchange Commission.Reported Earnings • Jul 27Second quarter 2024 earnings released: US$0.057 loss per share (vs US$0.031 loss in 2Q 2023)Second quarter 2024 results: US$0.057 loss per share (further deteriorated from US$0.031 loss in 2Q 2023). Revenue: US$137.3m (down 26% from 2Q 2023). Net loss: US$14.8m (loss widened 88% from 2Q 2023). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Global Electrical industry. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 25 percentage points per year, which is a significant difference in performance.Board Change • Jul 11High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. CEO, President & Director Tim Flanagan was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • Jul 04GrafTech International Ltd. to Report Q2, 2024 Results on Jul 26, 2024GrafTech International Ltd. announced that they will report Q2, 2024 results Pre-Market on Jul 26, 2024お知らせ • May 09Nilesh Undavia Provides Information to the Shareholders of GrafTech InternationalOn May 06, 2024, Nilesh Undavia announced that he has issued a letter to shareholders of GrafTech International Ltd in connection with the election of directors at the Company’s 2024 Annual Meeting of Shareholders to be held on May 9, 2024. Nilesh Undavia added that he has attempted to engage with the Company for several months seeking to add shareholder representation to a Board that has displayed an unwillingness to acknowledge egregious management mistakes or present a credible plan to turn around the Company. Instead, the Company has tried to distract shareholders by engaging in personal attacks and misrepresenting the truth. The Board’s abysmal track record of shareholder value destruction should seriously impugn its credibility and qualifications. Nilesh Undavia urged shareholders to vote the blue universal proxy card for change and improved corporate governance and mentioned that neither Debra Fine nor Anthony Taccone has the background, the experience or the alignment of interest to protect shareholder interests.お知らせ • May 03Nilesh Undavia Issues a Statement to Shareholders of GrafTech InternationalOn April 29, 2024, Nilesh Undavia made a statement in connection with the election of directors to GrafTech International Ltd.’s board of directors at the Company’s 2024 annual meeting of shareholders, which is scheduled to be held on May 9, 2024. Nilesh Undavia expressed his view that incumbent Directors cannot be trusted after destroying 90% of shareholder value. Nilesh Undavia also stated that another disappointing earnings report shows the Company appears to lack credibility with investors. Nilesh Undavia also added that independent analyst recognizes the urgent need for change in the Boardroom.お知らせ • Apr 27GrafTech International Ltd. Provides Financial Guidance for the Second Quarter of 2024GrafTech International Ltd. provided financial guidance for the second quarter of 2024. For the quarter, the company expected sales volume to be broadly in line with sales volume for the first quarter of 2024 and continue to expect a modest year-over-year improvement in sales volume for the full year.お知らせ • Apr 25Nilesh Undavia Issues an Open Letter to Shareholders of GrafTech InternationalOn April 23, 2024, Nilesh Undavia issued an open letter to shareholders of GrafTech International Ltd. in connection with the election of directors for the Company’s board of directors at the Company’s 2024 annual meeting of shareholders, which is scheduled to be held on May 9, 2024. In the letter, Nilesh Undavia stated that if elected, he would work constructively with the Board and collaborate to develop a comprehensive strategic plan to revive the Company, improve the Company’s financial performance, and create shareholder value beginning on Day 1 of his tenure.お知らせ • Apr 24Nilesh Undavia Issues an Investor Presentation to Shareholders of GrafTech InternationalOn April 22, 2024, Nilesh Undavia issued an investor presentation titled ‘Revive GrafTech International: Nilesh Undavia’s Response to Management Setting the Record Straight’ regarding GrafTech International Ltd.お知らせ • Apr 15Nilesh Undavia Issues a Presentation to the Shareholders of GrafTech InternationalOn April 15, 2024, Nilesh Undavia announced that on April 12, 2024 he has issued an investor presentation titled “Revive GrafTech International: Case for Nilesh Undavia as A Director For GrafTech” regarding GrafTech International Ltd. Nilesh Undavia stated that he has plans for creating shareholder value: focus on repairing customer relationships, ensure a cohesive strategy is in place along with better accountability and transparency, considering the decline in revenue, reexamine/refocus SGA spending to determine if the $10 million in reduced costs are appropriate. Nilesh Undavia urged shareholders to vote for the election of Nilesh Undavia to bring much needed shareholder perspective to the Company.お知らせ • Apr 05GrafTech International Ltd. to Report Q1, 2024 Results on Apr 26, 2024GrafTech International Ltd. announced that they will report Q1, 2024 results Pre-Market on Apr 26, 2024お知らせ • Apr 04+ 1 more updateNilesh Undavia Files Definitive Proxy Statement and Issues Letter to Shareholders of GrafTech InternationalOn April 3, 2024, Nilesh Undavia issued a statement seeking GrafTech International Ltd. shareholders support for the election of Nilesh Undavia at the Company’s upcoming annual meeting of stockholders, which is scheduled to be held on May 9, 2024. In the statement, Nilesh Undavia urges shareholders to vote the blue proxy card to add independent, large shareholder perspective to the Company Board. Nilesh Undavia also stated that the incumbent Board has destroyed enormous shareholder value while paying itself approx. $7 million in Director Compensation since 2019. Nilesh Undavia stated that shareholders must act now to revive the Company.お知らせ • Mar 27+ 1 more updateGraftech International Ltd. Appoints Timothy K. Flanagan as President and to the BoardGrafTech International Ltd. announced that has appointed Timothy K. Flanagan as President and has elected Mr. Flanagan to the Board, all effective March 26, 2024. Mr. Flanagan has served as GrafTech's interim Chief Executive Officer and President since November 2023. He joined the Company in November 2021, upon being appointed GrafTech's Chief Financial Officer, Vice President Finance and Treasurer. Mr. Flanagan previously served as Executive Vice President, Chief Financial Officer of Cleveland-Cliffs Inc., a flat-rolled steel producer and supplier of iron ore pellets, from January 2017 to February 2019. Prior to being promoted to Executive Vice President, Chief Financial Officer of Cleveland-Cliffs, he held a variety of financial leadership roles at Cleveland-Cliffs since joining in 2008. More recently, he served as Chief Financial Officer of Benesch, Friedlander, Coplan Aronoff, LLP, an AmLaw 200 law firm, from June 2019 to November 2021.お知らせ • Mar 15GrafTech International Responds to Open Letter by Nilesh UndaviaOn March 14, 2024, Nilesh Undavia announced that on March 12, 2024, he has issued an open letter to shareholders of GrafTech International Ltd. Nilesh Undavia stated that beginning in December 2023, they began to privately engage with the Company where they expressed concerns with the Company’s performance. Their frustration is with the CEO search process which now has been ongoing for almost six months with no update; and most importantly, the Board’s abject failure to provide the necessary management oversight which has resulted in massive shareholder value destruction. Despite its good faith efforts to engage constructively, the Company has been dismissive of their concerns. The Company appears to have been rudderless during a period of crisis. Nilesh Undavia added that he urged shareholders to begin a careful evaluation of the performance of the Company’s Board and management and in so doing, consider the following issues: shareholder value destruction, deteriorating financial performance, and corporate governance.お知らせ • Feb 29Nilesh Undavia Discloses his Views on GrafTech InternationalOn February 27, 2024, Nilesh Undavia announced that he has performed research on GrafTech International Ltd. Nilesh Undavia stated that the research involved reviewing and analyzing all shareholder communication from the Company’s management, and conferring with experts who know the steel industry, and the Company’s end customers. Nilesh Undavia added that in the course of his research, he was made aware of what appear to be a number of errors made by the incumbent board of directors. Nilesh Undavia stated that he was informed that the incumbent Board is engaged in a search process for a new permanent CEO. Nilesh Undavia concluded that the incumbent Board was likely to make an additional serious error in their choice of CEO. Nilesh Undavia approached the incumbent Board with a humble seeking friendly collaboration with the incumbent Board in the selection of a new CEO. Nilesh Undavia’s request for only 1 Board seat was rejected by the incumbent Board. Nilesh Undavia attempted to further engage with the incumbent Board, but his requests for constructive dialogue were mostly rejected or ignored. Nilesh Undavia stated that he has, therefore, concluded that only the addition of 2 new members to the Board will suffice to guarantee that the Board selects an appropriate CEO. Nilesh Undavia stated that he has officially requested that the incumbent Board allows him to list 2 of his candidates on the Universal Proxy that would be distributed for the annual meeting of shareholders. Nilesh Undavia expressed his view that when shareholders are able to review the qualifications of the 2 candidates selected by Nilesh Undavia, shareholders would conclude that Nilesh Undavia’s 2 candidates should be elected to the Board to increase the chances of a positive outcome for all shareholders. Nilesh Undavia also stated that he intends to consider running a ‘denial of quorum’ campaign.お知らせ • Feb 26Nilesh Undavia Discloses his Views on GrafTech InternationalOn February 23, 2024, Nilesh Undavia announced that he has performed research on GrafTech International Ltd. Nilesh Undavia stated that the research involved reviewing and analyzing all shareholder communication from the Company’s management, and conferring with experts who know the steel industry, and the Company’s end customers. Nilesh Undavia added that in the course of his research, he was made aware of what appear to be a number of errors made by the incumbent board of directors. Nilesh Undavia stated that he was informed that the incumbent Board is engaged in a search process for a new permanent CEO. Nilesh Undavia concluded that the incumbent Board was likely to make an additional serious error in their choice of CEO. Nilesh Undavia approached the incumbent Board with a humble seeking friendly collaboration with the incumbent Board in the selection of a new CEO. Nilesh Undavia’s request for only 1 Board seat was rejected by the incumbent Board. Nilesh Undavia attempted to further engage with the incumbent Board, but his requests for constructive dialogue were mostly rejected or ignored. Nilesh Undavia stated that he has, therefore, concluded that only the addition of 2 new members to the Board will suffice to guarantee that the Board selects an appropriate CEO. Nilesh Undavia stated that he has officially requested that the incumbent Board allows him to list 2 of his candidates on the Universal Proxy that would be distributed for the annual meeting of shareholders. Nilesh Undavia expressed his view that when shareholders are able to review the qualifications of the 2 candidates selected by Nilesh Undavia, shareholders would conclude that Nilesh Undavia’s 2 candidates should be elected to the Board to increase the chances of a positive outcome for all shareholders. Nilesh Undavia also stated that he intends to consider running a ‘denial of quorum’ campaign.Board Change • Feb 16High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Director Diego Donoso was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • Feb 14+ 1 more updateGrafTech International Ltd. Reports Impairment Charges for the Fourth Quarter Ended December 31, 2023GrafTech International Ltd. reported impairment charges for the fourth quarter ended December 31, 2023. For the quarter, the company reported goodwill impairment charges of $171,117,000.お知らせ • Jan 31GrafTech International Ltd. Announces Board ChangesGrafTech International Ltd. announced on January 26, 2024, Catherine L. Clegg informed the company that she was resigning from the board of directors (the board) of the company effective immediately due to personal reasons. Ms. Clegg served on the audit and human resources and compensation committees of the board. She was a Class III director. Ms. Clegg’s decision was not the result of any disagreement with the company on any matter relating to the company’s operations, policies, or practices. Also, effective immediately, the size of the board was decreased from eight to seven members, the number of Class III members was decreased from three to two members, and Diego Donoso, a current member of the Board, was appointed to the Human Resources and Compensation Committee of the Board.お知らせ • Jan 27Robbins Geller Rudman & Dowd LLP Files Class Action Lawsuit Against Graftech International LtdRobbins Geller Rudman & Dowd LLP announced that purchasers of GrafTech International Ltd. common stock between February 8, 2019 and August 3, 2023, inclusive (Class Period), have until March 25, 2024 to seek appointment as lead plaintiff of the GrafTechclass action lawsuit. Captioned Porter v. GrafTech International Ltd., No. 24-cv-00154 (N.D. Ohio), the GrafTech class action lawsuit charges GrafTech, certain of its top current and former executive officers, BCP IV GrafTech Holdings LP, Brookfield Capital Partners Ltd., and Brookfield Asset Management Ltd. with violations of the Securities Exchange Act of 1934. Case Allegations: The GrafTechclass action lawsuit alleges that defendants throughout the Class Period made false and/or misleading statements and/or failed to disclose that: (i) GrafTech’s manufacturing operations in Monterrey, Mexico had for decades chronically contaminated neighboring communities with harmful carcinogenic gasses and particulate matter; (ii) GrafTech had signed agreements with local authorities committing itself to improving the environmental performance of its Monterrey facility, but repeatedly failed to honor these commitments; (iii) GrafTech had been repeatedly warned over an approximately 30-year period regarding its wanton disregard for the environment and health and well-being of people near its operations in Monterrey, Mexico; (iv) GrafTech’s operations in Monterrey, Mexico were not in compliance with applicable environmental laws and regulations; (v) GrafTech had failed to adequately remediate the environmental problems caused by the Monterrey facility following the 2019 administrative proceeding conducted by the Department of Sustainable Development of the State of Nuevo León; (vi) the government of Apodaca had sought intervention from the State of Nuevo León authorities to curtail and prevent the adverse environmental impacts and noncompliance with environmental laws and regulations caused by the Monterrey facility; (vii) GrafTech’s purported cost leadership was achieved in substantial part by failing to implement appropriate and effective environmental safeguards at its manufacturing facility in Monterrey, Mexico; (viii) GrafTech’s capital expenditures and/or related operational projects were woefully insufficient to adequately address the harm that GrafTech’s operations in Monterrey, Mexico had inflicted on the environment and people within the neighboring communities; (ix) as a result of the above, GrafTech was acutely exposed to undisclosed material risks that GrafTech’s manufacturing operations in Monterrey, Mexico would be severely disrupted by government action or enforcement; and (x) as a result of the above, GrafTech was acutely exposed to undisclosed material risks that its supplies of pin stock and graphite electrodes would be withdrawn and/or materially diminished, thereby materially harming GrafTech’s business, operations, reputation, and financial results. The Lead Plaintiff Process: The Private Securities Litigation Reform Act of 1995 permits any investor who purchased GrafTech common stock during the Class Period to seek appointment as lead plaintiff in the GrafTechclass action lawsuit. A lead plaintiff is generally the movant with the greatest financial interest in the relief sought by the putative class who is also typical and adequate of the putative class. A lead plaintiff acts on behalf of all other class members in directing theGrafTechclass action lawsuit. The lead plaintiff can select a law firm of its choice to litigate the GrafTechclass action lawsuit. An investor’s ability to share in any potential future recovery of the GrafTechclass action lawsuit is not dependent upon serving as lead plaintiff.お知らせ • Jan 20GrafTech International Ltd. to Report Q4, 2023 Results on Feb 14, 2024GrafTech International Ltd. announced that they will report Q4, 2023 results Pre-Market on Feb 14, 2024お知らせ • Dec 15Graftech International Ltd. Announces Resignation of Denis A. Turcotte from Board of DirectorsGrafTech International Ltd. announced that On December 12, 2023, Denis A. Turcotte informed GrafTech International Ltd. (the “Company”) that he was resigning from the Board of Directors (the “Board”) of the Company effective December 14, 2023. Mr. Turcotte did not serve on any committees of the Board. He was a Class I director. Mr. Turcotte’s decision is not a result of any disagreement with the Company on any matter relating to the Company’s operations, policies, or practices. Also, effective December 14, 2023, the size of the Board was decreased from nine to eight members.Board Change • Dec 13High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Director Diego Donoso was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Board Change • Nov 22High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Director Diego Donoso was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • Oct 06GrafTech International Ltd. to Report Q3, 2023 Results on Nov 03, 2023GrafTech International Ltd. announced that they will report Q3, 2023 results Pre-Market on Nov 03, 2023お知らせ • Sep 29+ 2 more updatesGrafTech International Ltd. Appoints Catherine Hedoux-Delgado as Interim Chief Financial Officer, Effective November 15, 2023GrafTech International Ltd. announced that Catherine Hedoux-Delgado, the current Vice President, Corporate Controller of the Company, to serve as interim Chief Financial Officer, effective November 15, 2023. In addition, Jeremy Halford, the Executive Vice President, Chief Operating Officer of the Company, will continue to work with Mr. Flanagan on key strategic initiatives, including leading efforts in connection with the active investigation into the use of the Company’s assets to supply the growing electric vehicle battery market, along with his current duties. Mr. Flanagan was appointed GrafTech’s Chief Financial Officer, Vice President Finance and Treasurer in November 2021. He previously served as Executive Vice President, Chief Financial Officer of Cleveland-Cliffs Inc., a flat-rolled steel producer and supplier of iron ore pellets, from January 2017 to February 2019. Prior to being promoted to Executive Vice President, Chief Financial Officer of Cleveland-Cliffs, he held a variety of financial leadership roles at Cleveland-Cliffs since joining in 2008. More recently, he served as Chief Financial Officer of Benesch, Friedlander, Coplan & Aronoff, LLP, an AmLaw 200 law firm, from June 2019 to November 2021.お知らせ • Jul 14GrafTech International Ltd. to Report Q2, 2023 Results on Aug 04, 2023GrafTech International Ltd. announced that they will report Q2, 2023 results Pre-Market on Aug 04, 2023お知らせ • Jun 14GrafTech International Ltd. Announces Appointment of Diego Donoso as DirectorGrafTech International Ltd. announced that its Board of Directors has increased its size to provide for an additional director and appointed Diego Donoso as a director of the Company. The Board is now comprised of nine directors, of which seven are independent with the addition of Mr. Donoso, whose term expires in 2025. Mr. Donoso formerly served as President of Packaging & Specialty Plastics of Dow Inc. (“Dow”), a multinational materials science company, from 2012 until his retirement in April 2023. Mr. Donoso began his career at Dow more than 30 years ago when he joined Dow as a trainee in the commercial department in São Paulo, Brazil. Since then, Mr. Donoso served in numerous business, commercial and executive leadership positions for Dow. Mr. Donoso has broad international experience and developed expertise in a manufacturing sector affected by economic cycles and volatile market dynamics.Upcoming Dividend • May 23Upcoming dividend of US$0.01 per share at 0.9% yieldEligible shareholders must have bought the stock before 30 May 2023. Payment date: 30 June 2023. Payout ratio is a comfortable 4.1% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of Mexican dividend payers (6.7%). Lower than average of industry peers (1.3%).Valuation Update With 7 Day Price Move • May 11Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to Mex$75.00, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 18x in the Electrical industry globally. Simply Wall St's valuation model estimates the intrinsic value at Mex$57.32 per share.お知らせ • May 11GrafTech International Ltd. Announces Second Quarter 2023 Cash Dividend, Payable on June 30, 2023The Board of Directors of GrafTech International Ltd. declared a quarterly cash dividend of $0.01 per share to stockholders of record as of the close of business on May 31, 2023, to be paid on June 30, 2023.Upcoming Dividend • Feb 20Upcoming dividend of US$0.01 per share at 0.7% yieldEligible shareholders must have bought the stock before 27 February 2023. Payment date: 31 March 2023. Payout ratio is a comfortable 2.7% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of Mexican dividend payers (5.7%). Lower than average of industry peers (1.3%).Board Change • Feb 19High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. CEO, President & Director Marcel Kessler was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • Feb 10GrafTech International Ltd. Announces First Quarter 2023 Cash Dividend, Payable on March 31, 2023The Board of Directors of GrafTech International Ltd. declared a quarterly cash dividend of $0.01 per share to stockholders of record as of the close of business on February 28, 2023, to be paid on March 31, 2023.お知らせ • Jan 07+ 1 more updateGrafTech International Ltd., Annual General Meeting, May 10, 2023GrafTech International Ltd., Annual General Meeting, May 10, 2023.お知らせ • Jan 06GrafTech International Ltd. to Report Q4, 2022 Results on Feb 03, 2023GrafTech International Ltd. announced that they will report Q4, 2022 results at 9:30 AM, US Eastern Standard Time on Feb 03, 2023Board Change • Nov 16High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. CEO, President & Director Marcel Kessler was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 05Third quarter 2022 earnings released: EPS: US$0.36 (vs US$0.45 in 3Q 2021)Third quarter 2022 results: EPS: US$0.36 (down from US$0.45 in 3Q 2021). Revenue: US$303.8m (down 13% from 3Q 2021). Net income: US$93.5m (down 22% from 3Q 2021). Profit margin: 31% (down from 35% in 3Q 2021). The decrease in margin was driven by lower revenue. Revenue is expected to decline by 3.7% p.a. on average during the next 3 years, while revenues in the Global Electrical industry are expected to grow by 17%.Upcoming Dividend • Aug 23Upcoming dividend of US$0.01 per shareEligible shareholders must have bought the stock before 30 August 2022. Payment date: 30 September 2022. Payout ratio is a comfortable 2.1% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of Mexican dividend payers (6.2%). Lower than average of industry peers (1.4%).お知らせ • Aug 19GrafTech International Ltd. Announces Third Quarter 2022 Cash Dividend, Payable on September 30, 2022The Board of Directors of GrafTech International Ltd. declared a quarterly cash dividend of $0.01 per share to stockholders of record as of the close of business on August 31, 2022, to be paid on September 30, 2022.Reported Earnings • Aug 05Second quarter 2022 earnings released: EPS: US$0.44 (vs US$0.10 in 2Q 2021)Second quarter 2022 results: EPS: US$0.44 (up from US$0.10 in 2Q 2021). Revenue: US$363.6m (up 9.9% from 2Q 2021). Net income: US$115.0m (up 308% from 2Q 2021). Profit margin: 32% (up from 8.5% in 2Q 2021). The increase in margin was primarily driven by lower expenses. Over the next year, revenue is forecast to grow 2.7%, compared to a 38% growth forecast for the industry in Mexico.Board Change • Aug 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. CEO, President & Director Marcel Kessler was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • Jul 08GrafTech International Ltd. to Report Q2, 2022 Results on Aug 05, 2022GrafTech International Ltd. announced that they will report Q2, 2022 results at 9:30 AM, US Eastern Standard Time on Aug 05, 2022お知らせ • Jun 29+ 1 more updateGrafTech Announces Executive Changes, Effective July 1, 2022GrafTech International Ltd. announced that Marcel Kessler has been appointed as the Company’s President, and has been elected to the Company’s Board of Directors (the “Board”), all effective July 1, 2022. David J. Rintoul, the Company’s current President, previously informed the Company of his intention to retire from the Company and resign from the Board effective as of June 30, 2022. Mr. Kessler previously served as the President and Chief Executive Officer of Pason Systems Inc. (“Pason”), a global provider of specialized data management systems for oil and gas drilling, from 2011 to 2020, and has been a director of Pason since 2012 and is currently serving as the Chairman of the Board of Directors of Pason. Before joining Pason in 2011, Mr. Kessler was President, North America, of Exploration Logistics Group, an assistance, medical, safety and security solutions provider, President and Chief Executive Officer of CCR Technologies, a provider of solvent reclaiming services, and was a Partner at McKinsey & Company, a management consulting firm.Board Change • May 31High number of new directorsIndependent Director Jean-Marc Germain was the last director to join the board, commencing their role in 2021.株主還元EAF *MX ElectricalMX 市場7D0%0%0%1Y117.2%0%0%株主還元を見る業界別リターン: EAF *過去 1 年間で74.2 % の収益を上げたMX Electrical業界を上回りました。リターン対市場: EAF *過去 1 年間で16.5 % の収益を上げたMX市場を上回りました。価格変動Is EAF *'s price volatile compared to industry and market?EAF * volatilityEAF * Average Weekly Movementn/aElectrical Industry Average Movement0%Market Average Movement0%10% most volatile stocks in MX Market0%10% least volatile stocks in MX Market0%安定した株価: EAF *の株価は、 MX市場と比較して過去 3 か月間で変動しています。時間の経過による変動: 過去 1 年間のEAF *のボラティリティの変化を判断するには データが不十分です。会社概要設立従業員CEO（最高経営責任者ウェブサイト18861,071Tim Flanaganwww.graftech.comグラフテック・インターナショナル社は、黒鉛および炭素ベースのソリューションの研究、開発、製造、販売を世界中で行っている。黒鉛電極や人造黒鉛の製造に使用される炭素の結晶形態である石油ニードルコークスを提供。同社は直販部隊、独立系販売代理店、代理店を通じて製品を販売している。同社は1886年に設立され、オハイオ州ブルックリンハイツに本社を置いている。もっと見るGrafTech International Ltd. 基礎のまとめGrafTech International の収益と売上を時価総額と比較するとどうか。EAF * 基礎統計学時価総額Mex$3.49b収益（TTM）-Mex$3.80b売上高(TTM)Mex$8.72b0.4xP/Sレシオ-0.9xPER（株価収益率EAF * は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計EAF * 損益計算書（TTM）収益US$504.13m売上原価US$519.81m売上総利益-US$15.68mその他の費用US$204.16m収益-US$219.83m直近の収益報告Dec 31, 2025次回決算日May 01, 2026一株当たり利益（EPS）-8.46グロス・マージン-3.11%純利益率-43.61%有利子負債／自己資本比率-421.6%EAF * の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/04/14 05:02終値2026/01/15 00:00収益2025/12/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋GrafTech International Ltd. 3 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。15 アナリスト機関Katja JancicBMO Capital Markets Equity ResearchAlexander Robert PearceBMO Capital Markets Equity ResearchEric ProutyCanaccord Genuity12 その他のアナリストを表示
お知らせ • May 03GrafTech International Ltd. Reaffirms Earnings Guidance for Year 2026GrafTech International Ltd. reaffirmed earnings guidance for year 2026. Demand for graphite electrodes is expected to improve modestly in 2026, supported by stable-to-improving steel production trends outside of China. While steel market conditions remain mixed, in the United States, demand has been relatively stable and is expected to increase modestly, with steel production further supported by favorable trade policies. In Europe, steel industry conditions have been more challenged, though there are early signs of recovery, including expected demand growth and recently approved increases in trade protections. For GrafTech, they continue to expect a 5–10% year-over-year increase in graphite electrode sales volume for 2026, with more than 85% of their anticipated volume already committed in their order book. While volume trends are stable, current industry-wide pricing levels do not reflect the indispensable nature of graphite electrodes for electric arc furcnace steelmaking. As a result, they are taking deliberate actions to restore more sustainable pricing and improve their profitability. These include implementing price increases of $600 to $1,200 per metric ton on uncommitted volume, actively supporting graphite electrode trade cases in key jurisdictions, including the United States and Brazil, continuing to optimize their order book by prioritizing higher-value regions and foregoing volume opportunities where margins are unacceptably low.
お知らせ • Apr 03GrafTech International Ltd. to Report Q1, 2026 Results on May 01, 2026GrafTech International Ltd. announced that they will report Q1, 2026 results Pre-Market on May 01, 2026
お知らせ • Mar 30GrafTech International Ltd., Annual General Meeting, May 07, 2026GrafTech International Ltd., Annual General Meeting, May 07, 2026. Location: meetnow.global/my4u2xv, United States
お知らせ • Feb 06Graftech International Ltd. Provides Sales Guidance for the First Quarter and Year 2026GrafTech International Ltd. provided sales guidance for the first quarter and year 2026. For the year, the company expects to achieve a 5%-10% year-over-year increase in the sales volume for 2026 on a full-year basis, as company continue to gain market share reflecting the compelling customer value proposition and the ongoing focus on delivering on the needs of the customers. Specific to the first quarter of 2026, company expect a year-over-year increase in othe r sales volume of approximately 10%.
お知らせ • Jan 09GrafTech International Ltd. to Report Q4, 2025 Results on Feb 06, 2026GrafTech International Ltd. announced that they will report Q4, 2025 results Pre-Market on Feb 06, 2026
お知らせ • Oct 03GrafTech International Ltd. to Report Q3, 2025 Results on Oct 24, 2025GrafTech International Ltd. announced that they will report Q3, 2025 results Pre-Market on Oct 24, 2025
お知らせ • May 03GrafTech International Ltd. Reaffirms Earnings Guidance for Year 2026GrafTech International Ltd. reaffirmed earnings guidance for year 2026. Demand for graphite electrodes is expected to improve modestly in 2026, supported by stable-to-improving steel production trends outside of China. While steel market conditions remain mixed, in the United States, demand has been relatively stable and is expected to increase modestly, with steel production further supported by favorable trade policies. In Europe, steel industry conditions have been more challenged, though there are early signs of recovery, including expected demand growth and recently approved increases in trade protections. For GrafTech, they continue to expect a 5–10% year-over-year increase in graphite electrode sales volume for 2026, with more than 85% of their anticipated volume already committed in their order book. While volume trends are stable, current industry-wide pricing levels do not reflect the indispensable nature of graphite electrodes for electric arc furcnace steelmaking. As a result, they are taking deliberate actions to restore more sustainable pricing and improve their profitability. These include implementing price increases of $600 to $1,200 per metric ton on uncommitted volume, actively supporting graphite electrode trade cases in key jurisdictions, including the United States and Brazil, continuing to optimize their order book by prioritizing higher-value regions and foregoing volume opportunities where margins are unacceptably low.
お知らせ • Apr 03GrafTech International Ltd. to Report Q1, 2026 Results on May 01, 2026GrafTech International Ltd. announced that they will report Q1, 2026 results Pre-Market on May 01, 2026
お知らせ • Mar 30GrafTech International Ltd., Annual General Meeting, May 07, 2026GrafTech International Ltd., Annual General Meeting, May 07, 2026. Location: meetnow.global/my4u2xv, United States
お知らせ • Feb 06Graftech International Ltd. Provides Sales Guidance for the First Quarter and Year 2026GrafTech International Ltd. provided sales guidance for the first quarter and year 2026. For the year, the company expects to achieve a 5%-10% year-over-year increase in the sales volume for 2026 on a full-year basis, as company continue to gain market share reflecting the compelling customer value proposition and the ongoing focus on delivering on the needs of the customers. Specific to the first quarter of 2026, company expect a year-over-year increase in othe r sales volume of approximately 10%.
お知らせ • Jan 09GrafTech International Ltd. to Report Q4, 2025 Results on Feb 06, 2026GrafTech International Ltd. announced that they will report Q4, 2025 results Pre-Market on Feb 06, 2026
お知らせ • Oct 03GrafTech International Ltd. to Report Q3, 2025 Results on Oct 24, 2025GrafTech International Ltd. announced that they will report Q3, 2025 results Pre-Market on Oct 24, 2025
お知らせ • Jul 03GrafTech International Ltd. to Report Q2, 2025 Results on Jul 25, 2025GrafTech International Ltd. announced that they will report Q2, 2025 results Pre-Market on Jul 25, 2025
お知らせ • Apr 19GrafTech International Receives Continued Listing Standards Notice from NYSEGrafTech International Ltd. announced that it received written notice (the “Notice”) from the New York Stock Exchange (the “NYSE”) that it is not in compliance with the NYSE’s continued listing standards because the average closing price of the Company’s common stock per the Notice was less than $1.00 per share over the consecutive 30 trading-day period ended April 14, 2025. The Notice does not result in the immediate delisting of the Company’s common stock from the NYSE. In accordance with applicable NYSE rules, the Company plans to timely notify the NYSE that it intends to cure the stock price deficiency and return to compliance with the applicable NYSE continued listing standards. The Company can regain compliance at any time within a six-month cure period following its receipt of the Notice if, on the last trading day of any calendar month during such cure period, the Company has both: (i) a closing share price of at least $1.00 and (ii) an average closing share price of at least $1.00 over the 30 trading-day period ending on the last trading day of the applicable calendar month. The Company intends to remain listed on the NYSE and is considering all available options to regain compliance with the NYSE’s continued listing standards, including, but not limited to, a reverse stock split, subject to stockholder approval. The Notice has no immediate impact on the listing of the Company’s common stock, which will continue to be listed and traded on the NYSE during such cure period, subject to the Company’s compliance with other NYSE continued listing standards. Furthermore, the Notice is not anticipated to impact the ongoing business operations of the Company or its reporting requirements with the U.S. Securities and Exchange Commission (“SEC”).
お知らせ • Apr 04+ 1 more updateGrafTech International Ltd., Annual General Meeting, May 08, 2025GrafTech International Ltd., Annual General Meeting, May 08, 2025.
お知らせ • Mar 11Graftech International Ltd. Appoints Eric V. Roegner as Class I DirectorGrafTech International Ltd. announced that on March 7, 2025, its Board of Directors increased its size from eight to nine members by adding a Class I directorship and (ii) appointed Eric V. Roegner as a Class I director, effective immediately, to fill the Class I directorship vacancy resulting from the increase of the size of the Board with his initial term expiring at the 2025 annual meeting of stockholders of the Company (“2025 Annual Meeting”). Mr. Roegner was also appointed to the Audit Committee and Human Resources and Compensation Committee of the Board. The Board has determined that Mr. Roegner is independent under the New York Stock Exchange listing standards. Mr. Roegner will participate in the Company’s standard director compensation program for non-employee directors on a pro-rata basis, which is described on pages 20-23 of the Company’s Proxy Statement for its Annual Meeting of Stockholders held on May 9, 2024, On March 7, 2025, the Board also decreased the size of the Board from nine members to eight members by removing a Class I directorship effective at the 2025 Annual Meeting. The terms of the directors in Class I expire at the 2025 Annual Meeting. The Board’s current Class I directors are Diego Donoso, Michel J. Dumas, and Eric V. Roegner. The Board has determined to nominate Mr. Dumas and Mr. Roegner for re-election at the 2025 Annual Meeting as Class I directors. Mr. Roegner has served in multiple positions at Amcor plc, a global developer and producer of packaging solutions across a variety of materials, and since January 2025 has served as the Executive Vice President, Integration and Special Projects. Prior to his role at Amcor, Mr. Roegner served in executive leadership roles with Arconic Inc. for over 12 years. Arconic, formerly known as Alcoa Inc., is a provider of aluminum sheet, plate and extrusions, as well as architectural products. Earlier in his career, Eric was a partner at McKinsey & Co. Eric holds a master’s degree in Business Administration from Case Western Reserve University in Cleveland, Ohio, and a bachelor’s degree in Aerospace and Mechanical Engineering from Princeton University.
お知らせ • Feb 08GrafTech International Ltd. Provides Sales Guidance for the Year 2025GrafTech International Ltd. provided sales guidance for the year 2025. For the company, despite the industry-wide headwinds, the company anticipates a low double-digit percentage point year-over-year increase in its sales volume for 2025 on a full-year basis as it continue to regain market share.
お知らせ • Jan 11GrafTech International Ltd. Appoints Sachin Shivaram to the Board of DirectorsGrafTech International Ltd. announced that it has entered into a cooperation agreement with one of the company’s larger stockholders, Mr. Nilesh Undavia, who owns approximately 6.7% of the Company’s outstanding common stock. Pursuant to the Cooperation Agreement, GrafTech has appointed Sachin Shivaram to the Board of Directors of the Company (the “Board”), effective immediately. Additionally, GrafTech and Mr. Undavia will work together to identify a mutually agreed upon independent candidate to nominate for election to the Board at the 2025 annual meeting of stockholders of the Company (the “2025 Annual Meeting”), although if the parties are unable to find a mutually agreeable candidate in time for inclusion on the ballot of the 2025 Annual Meeting, they will continue to work together to find a mutually agreeable candidate to be appointed as a director on the Board. Mr. Shivaram has served as the Chief Executive Officer of Wisconsin Aluminum Foundry Company Inc., a century-old, family-owned manufacturer of aluminum and copper-based alloy castings, since 2019. Mr. Shivaram began his career at ArcelorMittal S.A. rising to the head of strategy and marketing for a business unit with production facilities across North and South America. Mr. Shivaram serves on the board of directors of Lodge Manufacturing Company, Broadwind Inc., Vollrath Company, LLC and the Green Bay Packers Inc. He also serves on the board of the Wisconsin Council on Workforce Investment and is a trustee of Lawrence University. He earned a Bachelor of Arts in history and literature from Harvard University, a Masters in social and political sciences from the University of Cambridge and a Juris Doctor from Yale Law School. He is a bar-certified attorney. In connection with the appointment of Mr. Shivaram, Mr. Undavia has agreed to customary standstill provisions and voting commitments during the term of the Cooperation Agreement.
お知らせ • Jan 10GrafTech International Ltd. to Report Q4, 2024 Results on Feb 07, 2025GrafTech International Ltd. announced that they will report Q4, 2024 results Pre-Market on Feb 07, 2025
お知らせ • Jan 07Graftech International Ltd. Announces Resignation of Gina K. Gunning as Chief Legal Officer and Corporate Secretary, Effective January 24, 2025On December 30, 2024, Gina K. Gunning, Chief Legal Officer and Corporate Secretary of GrafTech International Ltd. (the Company"), informed the Company of her intent to resign from her role with the Company, effective January 24, 2025, to accept a role outside the Company.
お知らせ • Nov 13GrafTech International Ltd. Provides Earnings Guidance for the Fourth Quarter and Full Year of 2024 and 2025GrafTech International Ltd. provided earnings guidance for the fourth quarter and full year of 2024 and 2025. For the quarter, the company expects Sales volume to be broadly in line with sales volume for the third quarter of 2024. For the year 2024, the company expects low double-digit percentage point year-over-year improvement in sales volume. For 2025, the company expects another year of low double-digit percentage point sales volume growth.
Reported Earnings • Nov 13Third quarter 2024 earnings released: US$0.14 loss per share (vs US$0.088 loss in 3Q 2023)Third quarter 2024 results: US$0.14 loss per share (further deteriorated from US$0.088 loss in 3Q 2023). Revenue: US$130.7m (down 18% from 3Q 2023). Net loss: US$36.1m (loss widened 59% from 3Q 2023). Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Global Electrical industry.
お知らせ • Nov 05GrafTech Regains Compliance with NYSE Continued Listing StandardsGrafTech International Ltd. announced that it received a letter from the New York Stock Exchange (the ‘NYSE’) notifying GrafTech that it has regained compliance with the NYSE’s continued listing standards criteria of a minimum share price as set forth in Section 802.01C of the NYSE Listed Company Manual (‘Section 802.01C’). As previously announced, on August 7, 2024, the NYSE notified GrafTech that it was not in compliance with the NYSE’s continued listing standards because the average closing price of the Company’s common stock per the notice was less than $1.00 per share over the consecutive 30 trading-day period ended August 5, 2024. On November 1, 2024, the Company received confirmation from the NYSE that, as of October 31, 2024, the Company’s common stock had a closing share price of at least $1.00 and the Company had maintained an average closing share price of at least $1.00 over the 30 trading-day period ending on that date. Accordingly, the Company’s shares are no longer considered to be below the minimum share price requirement of Section 802.01C and, as a result, the Company has regained compliance with the NYSE continued listing standards and will continue to be traded on the NYSE.
お知らせ • Oct 31GrafTech International Ltd. to Report Q3, 2024 Results on Nov 12, 2024GrafTech International Ltd. announced that they will report Q3, 2024 results After-Market on Nov 12, 2024
お知らせ • Oct 09GrafTech International Ltd. announced that it has received INR 2.4862 billion in funding from HEG LimitedGrafTech International Ltd announced a private placement of common shares for gross proceeds INR 2486,200,000 on October 7, 2024. The transaction includes participation from HEG Limited, HEG Limited acquired 8.23% stake
お知らせ • Aug 14+ 1 more updateGrafTech International Ltd. Appoints Rory O’Donnell to the Position of Senior Vice President and Will Serve as A Member of the Executive Leadership Team, Effective September 3, 2024GrafTech International Ltd. announced that the Company’s Board of Directors (the “Board”) has appointed Rory O’Donnell to the position of Senior Vice President of the Company, effective September 3, 2024. Mr. O’Donnell will serve as a member of the Company’s executive leadership team and report directly to Chief Executive Officer and President Timothy Flanagan. He will be responsible for overseeing all financial aspects of the Company. Mr. O’Donnell previously served as Senior Vice President, Controller and Principal Accounting Officer of Covia Corporation, a provider of mineral-based and material solutions for the industrial and energy markets, since February 2019. While at Covia Corporation, he also served as Interim Chief Financial Officer from August 2022 to July 2023. Prior to Covia Corporation, Mr. O’Donnell served as Senior Vice President, Controller at Signet Jewelers Limited, a retailer of diamond jewelry, from 2014 to 2019. Before joining Signet Jewelers Limited, Mr. O’Donnell served as Director, Accounting & Reporting at Cleveland-Cliffs Inc., a North America-based steel producer. Mr. O’Donnell began his career at KPMG LLP, a professional services firm. Mr. O’Donnell has a B.S. in Accounting from the University of Dayton and is a Certified Public Accountant licensed in Ohio.
お知らせ • Aug 08GrafTech International Receives Written Notice from the New York Stock ExchangeOn August 6, 2024, GrafTech International Ltd. received written notice from the New York Stock Exchange that it is not in compliance with the continued listing standard set in Section 802.01C of the NYSE’s Listed Company Manual because the average closing price of the Company’s common stock per the Notice was less than $1.00 per share over the consecutive 30 trading-day period ended August 5, 2024. The Notice does not result in the immediate delisting of the Company’s common stock from the NYSE. In accordance with applicable NYSE rules, the Company plans to timely notify the NYSE that it intends to cure the stock price deficiency and return to compliance with the applicable NYSE continued listing standards. The Company can regain compliance at any time within a six-month cure period following its receipt of the Notice if, on the last trading day of any calendar month during such cure period, the Company has both: (i) a closing share price of at least $1.00 and (ii) an average closing share price of at least $1.00 over the 30 trading-day period ending on the last trading day of the applicable calendar month. The Company intends to remain listed on the NYSE and is considering all available options to regain compliance with the NYSE’s continued listing standards, including, but not limited to, a reverse stock split, subject to stockholder approval. Section 802.01C provides for an extension to the six-month cure period if the action required to cure the price condition requires stockholder approval, in which case, the action needs to be approved by no later than the Company’s next annual stockholder’s meeting and promptly implemented thereafter. The Notice has no immediate impact on the listing of the Company’s common stock, which will continue to be listed and traded on the NYSE during such cure period, subject to the Company’s compliance with other NYSE continued listing standards. The Company’s common stock will continue to trade on the NYSE under the symbol “EAF” with the designation of “.BC” to indicate the status of the shares as “below criteria.” If the Company does not regain compliance with the minimum share price requirement, the Company’s common stock will be subject to suspension and delisting from the NYSE. If the Company’s common stock ultimately were to be delisted, it could negatively impact the Company by reducing the liquidity and market price of the Company’s common stock. Furthermore, the Notice is not anticipated to impact the ongoing business operations of the Company or its reporting requirements with the U.S. Securities and Exchange Commission.
Reported Earnings • Jul 27Second quarter 2024 earnings released: US$0.057 loss per share (vs US$0.031 loss in 2Q 2023)Second quarter 2024 results: US$0.057 loss per share (further deteriorated from US$0.031 loss in 2Q 2023). Revenue: US$137.3m (down 26% from 2Q 2023). Net loss: US$14.8m (loss widened 88% from 2Q 2023). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Global Electrical industry. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 25 percentage points per year, which is a significant difference in performance.
Board Change • Jul 11High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. CEO, President & Director Tim Flanagan was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Jul 04GrafTech International Ltd. to Report Q2, 2024 Results on Jul 26, 2024GrafTech International Ltd. announced that they will report Q2, 2024 results Pre-Market on Jul 26, 2024
お知らせ • May 09Nilesh Undavia Provides Information to the Shareholders of GrafTech InternationalOn May 06, 2024, Nilesh Undavia announced that he has issued a letter to shareholders of GrafTech International Ltd in connection with the election of directors at the Company’s 2024 Annual Meeting of Shareholders to be held on May 9, 2024. Nilesh Undavia added that he has attempted to engage with the Company for several months seeking to add shareholder representation to a Board that has displayed an unwillingness to acknowledge egregious management mistakes or present a credible plan to turn around the Company. Instead, the Company has tried to distract shareholders by engaging in personal attacks and misrepresenting the truth. The Board’s abysmal track record of shareholder value destruction should seriously impugn its credibility and qualifications. Nilesh Undavia urged shareholders to vote the blue universal proxy card for change and improved corporate governance and mentioned that neither Debra Fine nor Anthony Taccone has the background, the experience or the alignment of interest to protect shareholder interests.
お知らせ • May 03Nilesh Undavia Issues a Statement to Shareholders of GrafTech InternationalOn April 29, 2024, Nilesh Undavia made a statement in connection with the election of directors to GrafTech International Ltd.’s board of directors at the Company’s 2024 annual meeting of shareholders, which is scheduled to be held on May 9, 2024. Nilesh Undavia expressed his view that incumbent Directors cannot be trusted after destroying 90% of shareholder value. Nilesh Undavia also stated that another disappointing earnings report shows the Company appears to lack credibility with investors. Nilesh Undavia also added that independent analyst recognizes the urgent need for change in the Boardroom.
お知らせ • Apr 27GrafTech International Ltd. Provides Financial Guidance for the Second Quarter of 2024GrafTech International Ltd. provided financial guidance for the second quarter of 2024. For the quarter, the company expected sales volume to be broadly in line with sales volume for the first quarter of 2024 and continue to expect a modest year-over-year improvement in sales volume for the full year.
お知らせ • Apr 25Nilesh Undavia Issues an Open Letter to Shareholders of GrafTech InternationalOn April 23, 2024, Nilesh Undavia issued an open letter to shareholders of GrafTech International Ltd. in connection with the election of directors for the Company’s board of directors at the Company’s 2024 annual meeting of shareholders, which is scheduled to be held on May 9, 2024. In the letter, Nilesh Undavia stated that if elected, he would work constructively with the Board and collaborate to develop a comprehensive strategic plan to revive the Company, improve the Company’s financial performance, and create shareholder value beginning on Day 1 of his tenure.
お知らせ • Apr 24Nilesh Undavia Issues an Investor Presentation to Shareholders of GrafTech InternationalOn April 22, 2024, Nilesh Undavia issued an investor presentation titled ‘Revive GrafTech International: Nilesh Undavia’s Response to Management Setting the Record Straight’ regarding GrafTech International Ltd.
お知らせ • Apr 15Nilesh Undavia Issues a Presentation to the Shareholders of GrafTech InternationalOn April 15, 2024, Nilesh Undavia announced that on April 12, 2024 he has issued an investor presentation titled “Revive GrafTech International: Case for Nilesh Undavia as A Director For GrafTech” regarding GrafTech International Ltd. Nilesh Undavia stated that he has plans for creating shareholder value: focus on repairing customer relationships, ensure a cohesive strategy is in place along with better accountability and transparency, considering the decline in revenue, reexamine/refocus SGA spending to determine if the $10 million in reduced costs are appropriate. Nilesh Undavia urged shareholders to vote for the election of Nilesh Undavia to bring much needed shareholder perspective to the Company.
お知らせ • Apr 05GrafTech International Ltd. to Report Q1, 2024 Results on Apr 26, 2024GrafTech International Ltd. announced that they will report Q1, 2024 results Pre-Market on Apr 26, 2024
お知らせ • Apr 04+ 1 more updateNilesh Undavia Files Definitive Proxy Statement and Issues Letter to Shareholders of GrafTech InternationalOn April 3, 2024, Nilesh Undavia issued a statement seeking GrafTech International Ltd. shareholders support for the election of Nilesh Undavia at the Company’s upcoming annual meeting of stockholders, which is scheduled to be held on May 9, 2024. In the statement, Nilesh Undavia urges shareholders to vote the blue proxy card to add independent, large shareholder perspective to the Company Board. Nilesh Undavia also stated that the incumbent Board has destroyed enormous shareholder value while paying itself approx. $7 million in Director Compensation since 2019. Nilesh Undavia stated that shareholders must act now to revive the Company.
お知らせ • Mar 27+ 1 more updateGraftech International Ltd. Appoints Timothy K. Flanagan as President and to the BoardGrafTech International Ltd. announced that has appointed Timothy K. Flanagan as President and has elected Mr. Flanagan to the Board, all effective March 26, 2024. Mr. Flanagan has served as GrafTech's interim Chief Executive Officer and President since November 2023. He joined the Company in November 2021, upon being appointed GrafTech's Chief Financial Officer, Vice President Finance and Treasurer. Mr. Flanagan previously served as Executive Vice President, Chief Financial Officer of Cleveland-Cliffs Inc., a flat-rolled steel producer and supplier of iron ore pellets, from January 2017 to February 2019. Prior to being promoted to Executive Vice President, Chief Financial Officer of Cleveland-Cliffs, he held a variety of financial leadership roles at Cleveland-Cliffs since joining in 2008. More recently, he served as Chief Financial Officer of Benesch, Friedlander, Coplan Aronoff, LLP, an AmLaw 200 law firm, from June 2019 to November 2021.
お知らせ • Mar 15GrafTech International Responds to Open Letter by Nilesh UndaviaOn March 14, 2024, Nilesh Undavia announced that on March 12, 2024, he has issued an open letter to shareholders of GrafTech International Ltd. Nilesh Undavia stated that beginning in December 2023, they began to privately engage with the Company where they expressed concerns with the Company’s performance. Their frustration is with the CEO search process which now has been ongoing for almost six months with no update; and most importantly, the Board’s abject failure to provide the necessary management oversight which has resulted in massive shareholder value destruction. Despite its good faith efforts to engage constructively, the Company has been dismissive of their concerns. The Company appears to have been rudderless during a period of crisis. Nilesh Undavia added that he urged shareholders to begin a careful evaluation of the performance of the Company’s Board and management and in so doing, consider the following issues: shareholder value destruction, deteriorating financial performance, and corporate governance.
お知らせ • Feb 29Nilesh Undavia Discloses his Views on GrafTech InternationalOn February 27, 2024, Nilesh Undavia announced that he has performed research on GrafTech International Ltd. Nilesh Undavia stated that the research involved reviewing and analyzing all shareholder communication from the Company’s management, and conferring with experts who know the steel industry, and the Company’s end customers. Nilesh Undavia added that in the course of his research, he was made aware of what appear to be a number of errors made by the incumbent board of directors. Nilesh Undavia stated that he was informed that the incumbent Board is engaged in a search process for a new permanent CEO. Nilesh Undavia concluded that the incumbent Board was likely to make an additional serious error in their choice of CEO. Nilesh Undavia approached the incumbent Board with a humble seeking friendly collaboration with the incumbent Board in the selection of a new CEO. Nilesh Undavia’s request for only 1 Board seat was rejected by the incumbent Board. Nilesh Undavia attempted to further engage with the incumbent Board, but his requests for constructive dialogue were mostly rejected or ignored. Nilesh Undavia stated that he has, therefore, concluded that only the addition of 2 new members to the Board will suffice to guarantee that the Board selects an appropriate CEO. Nilesh Undavia stated that he has officially requested that the incumbent Board allows him to list 2 of his candidates on the Universal Proxy that would be distributed for the annual meeting of shareholders. Nilesh Undavia expressed his view that when shareholders are able to review the qualifications of the 2 candidates selected by Nilesh Undavia, shareholders would conclude that Nilesh Undavia’s 2 candidates should be elected to the Board to increase the chances of a positive outcome for all shareholders. Nilesh Undavia also stated that he intends to consider running a ‘denial of quorum’ campaign.
お知らせ • Feb 26Nilesh Undavia Discloses his Views on GrafTech InternationalOn February 23, 2024, Nilesh Undavia announced that he has performed research on GrafTech International Ltd. Nilesh Undavia stated that the research involved reviewing and analyzing all shareholder communication from the Company’s management, and conferring with experts who know the steel industry, and the Company’s end customers. Nilesh Undavia added that in the course of his research, he was made aware of what appear to be a number of errors made by the incumbent board of directors. Nilesh Undavia stated that he was informed that the incumbent Board is engaged in a search process for a new permanent CEO. Nilesh Undavia concluded that the incumbent Board was likely to make an additional serious error in their choice of CEO. Nilesh Undavia approached the incumbent Board with a humble seeking friendly collaboration with the incumbent Board in the selection of a new CEO. Nilesh Undavia’s request for only 1 Board seat was rejected by the incumbent Board. Nilesh Undavia attempted to further engage with the incumbent Board, but his requests for constructive dialogue were mostly rejected or ignored. Nilesh Undavia stated that he has, therefore, concluded that only the addition of 2 new members to the Board will suffice to guarantee that the Board selects an appropriate CEO. Nilesh Undavia stated that he has officially requested that the incumbent Board allows him to list 2 of his candidates on the Universal Proxy that would be distributed for the annual meeting of shareholders. Nilesh Undavia expressed his view that when shareholders are able to review the qualifications of the 2 candidates selected by Nilesh Undavia, shareholders would conclude that Nilesh Undavia’s 2 candidates should be elected to the Board to increase the chances of a positive outcome for all shareholders. Nilesh Undavia also stated that he intends to consider running a ‘denial of quorum’ campaign.
Board Change • Feb 16High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Director Diego Donoso was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Feb 14+ 1 more updateGrafTech International Ltd. Reports Impairment Charges for the Fourth Quarter Ended December 31, 2023GrafTech International Ltd. reported impairment charges for the fourth quarter ended December 31, 2023. For the quarter, the company reported goodwill impairment charges of $171,117,000.
お知らせ • Jan 31GrafTech International Ltd. Announces Board ChangesGrafTech International Ltd. announced on January 26, 2024, Catherine L. Clegg informed the company that she was resigning from the board of directors (the board) of the company effective immediately due to personal reasons. Ms. Clegg served on the audit and human resources and compensation committees of the board. She was a Class III director. Ms. Clegg’s decision was not the result of any disagreement with the company on any matter relating to the company’s operations, policies, or practices. Also, effective immediately, the size of the board was decreased from eight to seven members, the number of Class III members was decreased from three to two members, and Diego Donoso, a current member of the Board, was appointed to the Human Resources and Compensation Committee of the Board.
お知らせ • Jan 27Robbins Geller Rudman & Dowd LLP Files Class Action Lawsuit Against Graftech International LtdRobbins Geller Rudman & Dowd LLP announced that purchasers of GrafTech International Ltd. common stock between February 8, 2019 and August 3, 2023, inclusive (Class Period), have until March 25, 2024 to seek appointment as lead plaintiff of the GrafTechclass action lawsuit. Captioned Porter v. GrafTech International Ltd., No. 24-cv-00154 (N.D. Ohio), the GrafTech class action lawsuit charges GrafTech, certain of its top current and former executive officers, BCP IV GrafTech Holdings LP, Brookfield Capital Partners Ltd., and Brookfield Asset Management Ltd. with violations of the Securities Exchange Act of 1934. Case Allegations: The GrafTechclass action lawsuit alleges that defendants throughout the Class Period made false and/or misleading statements and/or failed to disclose that: (i) GrafTech’s manufacturing operations in Monterrey, Mexico had for decades chronically contaminated neighboring communities with harmful carcinogenic gasses and particulate matter; (ii) GrafTech had signed agreements with local authorities committing itself to improving the environmental performance of its Monterrey facility, but repeatedly failed to honor these commitments; (iii) GrafTech had been repeatedly warned over an approximately 30-year period regarding its wanton disregard for the environment and health and well-being of people near its operations in Monterrey, Mexico; (iv) GrafTech’s operations in Monterrey, Mexico were not in compliance with applicable environmental laws and regulations; (v) GrafTech had failed to adequately remediate the environmental problems caused by the Monterrey facility following the 2019 administrative proceeding conducted by the Department of Sustainable Development of the State of Nuevo León; (vi) the government of Apodaca had sought intervention from the State of Nuevo León authorities to curtail and prevent the adverse environmental impacts and noncompliance with environmental laws and regulations caused by the Monterrey facility; (vii) GrafTech’s purported cost leadership was achieved in substantial part by failing to implement appropriate and effective environmental safeguards at its manufacturing facility in Monterrey, Mexico; (viii) GrafTech’s capital expenditures and/or related operational projects were woefully insufficient to adequately address the harm that GrafTech’s operations in Monterrey, Mexico had inflicted on the environment and people within the neighboring communities; (ix) as a result of the above, GrafTech was acutely exposed to undisclosed material risks that GrafTech’s manufacturing operations in Monterrey, Mexico would be severely disrupted by government action or enforcement; and (x) as a result of the above, GrafTech was acutely exposed to undisclosed material risks that its supplies of pin stock and graphite electrodes would be withdrawn and/or materially diminished, thereby materially harming GrafTech’s business, operations, reputation, and financial results. The Lead Plaintiff Process: The Private Securities Litigation Reform Act of 1995 permits any investor who purchased GrafTech common stock during the Class Period to seek appointment as lead plaintiff in the GrafTechclass action lawsuit. A lead plaintiff is generally the movant with the greatest financial interest in the relief sought by the putative class who is also typical and adequate of the putative class. A lead plaintiff acts on behalf of all other class members in directing theGrafTechclass action lawsuit. The lead plaintiff can select a law firm of its choice to litigate the GrafTechclass action lawsuit. An investor’s ability to share in any potential future recovery of the GrafTechclass action lawsuit is not dependent upon serving as lead plaintiff.
お知らせ • Jan 20GrafTech International Ltd. to Report Q4, 2023 Results on Feb 14, 2024GrafTech International Ltd. announced that they will report Q4, 2023 results Pre-Market on Feb 14, 2024
お知らせ • Dec 15Graftech International Ltd. Announces Resignation of Denis A. Turcotte from Board of DirectorsGrafTech International Ltd. announced that On December 12, 2023, Denis A. Turcotte informed GrafTech International Ltd. (the “Company”) that he was resigning from the Board of Directors (the “Board”) of the Company effective December 14, 2023. Mr. Turcotte did not serve on any committees of the Board. He was a Class I director. Mr. Turcotte’s decision is not a result of any disagreement with the Company on any matter relating to the Company’s operations, policies, or practices. Also, effective December 14, 2023, the size of the Board was decreased from nine to eight members.
Board Change • Dec 13High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Director Diego Donoso was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Board Change • Nov 22High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Director Diego Donoso was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Oct 06GrafTech International Ltd. to Report Q3, 2023 Results on Nov 03, 2023GrafTech International Ltd. announced that they will report Q3, 2023 results Pre-Market on Nov 03, 2023
お知らせ • Sep 29+ 2 more updatesGrafTech International Ltd. Appoints Catherine Hedoux-Delgado as Interim Chief Financial Officer, Effective November 15, 2023GrafTech International Ltd. announced that Catherine Hedoux-Delgado, the current Vice President, Corporate Controller of the Company, to serve as interim Chief Financial Officer, effective November 15, 2023. In addition, Jeremy Halford, the Executive Vice President, Chief Operating Officer of the Company, will continue to work with Mr. Flanagan on key strategic initiatives, including leading efforts in connection with the active investigation into the use of the Company’s assets to supply the growing electric vehicle battery market, along with his current duties. Mr. Flanagan was appointed GrafTech’s Chief Financial Officer, Vice President Finance and Treasurer in November 2021. He previously served as Executive Vice President, Chief Financial Officer of Cleveland-Cliffs Inc., a flat-rolled steel producer and supplier of iron ore pellets, from January 2017 to February 2019. Prior to being promoted to Executive Vice President, Chief Financial Officer of Cleveland-Cliffs, he held a variety of financial leadership roles at Cleveland-Cliffs since joining in 2008. More recently, he served as Chief Financial Officer of Benesch, Friedlander, Coplan & Aronoff, LLP, an AmLaw 200 law firm, from June 2019 to November 2021.
お知らせ • Jul 14GrafTech International Ltd. to Report Q2, 2023 Results on Aug 04, 2023GrafTech International Ltd. announced that they will report Q2, 2023 results Pre-Market on Aug 04, 2023
お知らせ • Jun 14GrafTech International Ltd. Announces Appointment of Diego Donoso as DirectorGrafTech International Ltd. announced that its Board of Directors has increased its size to provide for an additional director and appointed Diego Donoso as a director of the Company. The Board is now comprised of nine directors, of which seven are independent with the addition of Mr. Donoso, whose term expires in 2025. Mr. Donoso formerly served as President of Packaging & Specialty Plastics of Dow Inc. (“Dow”), a multinational materials science company, from 2012 until his retirement in April 2023. Mr. Donoso began his career at Dow more than 30 years ago when he joined Dow as a trainee in the commercial department in São Paulo, Brazil. Since then, Mr. Donoso served in numerous business, commercial and executive leadership positions for Dow. Mr. Donoso has broad international experience and developed expertise in a manufacturing sector affected by economic cycles and volatile market dynamics.
Upcoming Dividend • May 23Upcoming dividend of US$0.01 per share at 0.9% yieldEligible shareholders must have bought the stock before 30 May 2023. Payment date: 30 June 2023. Payout ratio is a comfortable 4.1% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of Mexican dividend payers (6.7%). Lower than average of industry peers (1.3%).
Valuation Update With 7 Day Price Move • May 11Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to Mex$75.00, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 18x in the Electrical industry globally. Simply Wall St's valuation model estimates the intrinsic value at Mex$57.32 per share.
お知らせ • May 11GrafTech International Ltd. Announces Second Quarter 2023 Cash Dividend, Payable on June 30, 2023The Board of Directors of GrafTech International Ltd. declared a quarterly cash dividend of $0.01 per share to stockholders of record as of the close of business on May 31, 2023, to be paid on June 30, 2023.
Upcoming Dividend • Feb 20Upcoming dividend of US$0.01 per share at 0.7% yieldEligible shareholders must have bought the stock before 27 February 2023. Payment date: 31 March 2023. Payout ratio is a comfortable 2.7% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of Mexican dividend payers (5.7%). Lower than average of industry peers (1.3%).
Board Change • Feb 19High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. CEO, President & Director Marcel Kessler was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Feb 10GrafTech International Ltd. Announces First Quarter 2023 Cash Dividend, Payable on March 31, 2023The Board of Directors of GrafTech International Ltd. declared a quarterly cash dividend of $0.01 per share to stockholders of record as of the close of business on February 28, 2023, to be paid on March 31, 2023.
お知らせ • Jan 07+ 1 more updateGrafTech International Ltd., Annual General Meeting, May 10, 2023GrafTech International Ltd., Annual General Meeting, May 10, 2023.
お知らせ • Jan 06GrafTech International Ltd. to Report Q4, 2022 Results on Feb 03, 2023GrafTech International Ltd. announced that they will report Q4, 2022 results at 9:30 AM, US Eastern Standard Time on Feb 03, 2023
Board Change • Nov 16High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. CEO, President & Director Marcel Kessler was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 05Third quarter 2022 earnings released: EPS: US$0.36 (vs US$0.45 in 3Q 2021)Third quarter 2022 results: EPS: US$0.36 (down from US$0.45 in 3Q 2021). Revenue: US$303.8m (down 13% from 3Q 2021). Net income: US$93.5m (down 22% from 3Q 2021). Profit margin: 31% (down from 35% in 3Q 2021). The decrease in margin was driven by lower revenue. Revenue is expected to decline by 3.7% p.a. on average during the next 3 years, while revenues in the Global Electrical industry are expected to grow by 17%.
Upcoming Dividend • Aug 23Upcoming dividend of US$0.01 per shareEligible shareholders must have bought the stock before 30 August 2022. Payment date: 30 September 2022. Payout ratio is a comfortable 2.1% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of Mexican dividend payers (6.2%). Lower than average of industry peers (1.4%).
お知らせ • Aug 19GrafTech International Ltd. Announces Third Quarter 2022 Cash Dividend, Payable on September 30, 2022The Board of Directors of GrafTech International Ltd. declared a quarterly cash dividend of $0.01 per share to stockholders of record as of the close of business on August 31, 2022, to be paid on September 30, 2022.
Reported Earnings • Aug 05Second quarter 2022 earnings released: EPS: US$0.44 (vs US$0.10 in 2Q 2021)Second quarter 2022 results: EPS: US$0.44 (up from US$0.10 in 2Q 2021). Revenue: US$363.6m (up 9.9% from 2Q 2021). Net income: US$115.0m (up 308% from 2Q 2021). Profit margin: 32% (up from 8.5% in 2Q 2021). The increase in margin was primarily driven by lower expenses. Over the next year, revenue is forecast to grow 2.7%, compared to a 38% growth forecast for the industry in Mexico.
Board Change • Aug 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. CEO, President & Director Marcel Kessler was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Jul 08GrafTech International Ltd. to Report Q2, 2022 Results on Aug 05, 2022GrafTech International Ltd. announced that they will report Q2, 2022 results at 9:30 AM, US Eastern Standard Time on Aug 05, 2022
お知らせ • Jun 29+ 1 more updateGrafTech Announces Executive Changes, Effective July 1, 2022GrafTech International Ltd. announced that Marcel Kessler has been appointed as the Company’s President, and has been elected to the Company’s Board of Directors (the “Board”), all effective July 1, 2022. David J. Rintoul, the Company’s current President, previously informed the Company of his intention to retire from the Company and resign from the Board effective as of June 30, 2022. Mr. Kessler previously served as the President and Chief Executive Officer of Pason Systems Inc. (“Pason”), a global provider of specialized data management systems for oil and gas drilling, from 2011 to 2020, and has been a director of Pason since 2012 and is currently serving as the Chairman of the Board of Directors of Pason. Before joining Pason in 2011, Mr. Kessler was President, North America, of Exploration Logistics Group, an assistance, medical, safety and security solutions provider, President and Chief Executive Officer of CCR Technologies, a provider of solvent reclaiming services, and was a Partner at McKinsey & Company, a management consulting firm.
Board Change • May 31High number of new directorsIndependent Director Jean-Marc Germain was the last director to join the board, commencing their role in 2021.
