Dafinchi AI

EAF

Industrial

Capacity utilization rate increased to 65%, the highest in nearly 3 years.
Cash COGS per metric ton declined by 13% year-over-year, with expectations to exceed initial cost reduction guidance for the full year.
Cash used in operating activities and adjusted free cash flow were both $53 million in Q2 2025, impacted by $39 million of cash interest payments.
GrafTech grew sales volume by 12% year-over-year in Q2 2025 and 16% sequentially compared to Q1 2025, reaching the highest sales volume since Q3 2022.
Net loss for Q2 2025 was $87 million or $0.34 per share, including a $43 million non-cash income tax charge for valuation allowance against deferred tax assets.
The company generated positive EBITDA of $3 million in Q2 2025, the first positive EBITDA since Q2 2024.
Total liquidity at the end of Q2 2025 was $367 million, including $159 million cash and $208 million available credit facilities.
Weighted average selling price in Q2 2025 was approximately $4,200 per metric ton, an 8% increase compared to Q4 2024 non-LTA price of $3,900 per metric ton.
Year-to-date sales volume increased 7% compared to 2024, with a full year 2025 sales volume growth target of approximately 10%, resulting in cumulative growth of about 25% since end of 2023.

LIN

Industrial

Acquisitions contributed 1% to sales growth, mainly in U.S. and APAC packaged gases.
Earnings per share (EPS) rose 6% to $4.09, despite a higher effective tax rate and lower share count.
Linde reported Q2 2025 sales of $8.5 billion, a 3% increase year-over-year and 5% sequentially.
Operating cash flow grew 15%, and return on capital (ROC) was 25.1%, leading the industry.
Operating profit was $2.6 billion, up 6% from the prior year, with an operating margin of 30.1%, an increase of 80 basis points.
Price increases tracked with global inflation except for helium and China, where pricing pressures exist.
Volumes declined 1% year-over-year due to weaker base volumes primarily in EMEA, offsetting project backlog contributions.

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