Graftech International Ltd.
EAFHIGH VELOCITYFILING INTENSITYGraftech International Ltd. reads as High Velocity (composite 70/100); pressure / disclosure signals dominate the posture this cycle · primary market Machinery & Automation.
Lens
Disclosed M&A capital (2023–2025)
N/A
vs N/A in 2020–2022
Disclosed transactions
N/A
0/3 active fiscal years in window
Buyer archetype
Selective Buyer
Acquisition use is visible but targeted.
Composite score
70
High Velocity dominates · Filing Intensity
Behavioral posture, nine reads.
Each index scores the issuer 0–100 against an EDGAR-anchored definition. Scores ≥ threshold elevate the issuer into the index's constituent set; the dominant index drives the masthead label.
Active Acquirer
Companies actively deploying disclosed capital into M&A
- $30M disclosed buyer spend
Buyer Cadence
Buyer-side companies with recent filing activity
- Filed within 32d
- 311 8-Ks
Target Probability
Issuers showing target-side patterns from filings
- 37 activism filings
Spin/Carve
Issuers showing spin-off, carve-out, or sum-of-parts posture
- 1 divestiture 8-K
- Latest event 20y ago; heavily discounted
- 37 activism filings
Pressure Watch
Issuers facing activism, governance, or control pressure
- 37 activism filings
- Latest activism 2.3y ago; discounted
Distress Watch
Issuers showing financial-distress filing patterns
- 37 activism filings
Restatement Risk
Issuers with accounting-integrity flags from filings
- 5 auditor changes
- 3 NT late filings
- Latest event 10y ago; heavily discounted
Capital Velocity
DominantIssuers with the highest filing-activity intensity
- 311 8-Ks
- 5 form types
Quiet Power
Large issuers with low signal volume and clean disclosure cadence
- Enterprise value $1.2B
- 10-Q 39d ago
- 3 active signals
Capital cadence.
No disclosed M&A capital in the 10-year window.
This issuer has not disclosed material acquisition spend or count in the last ten fiscal years.
Filing language.
Direct excerpts from acquisition disclosures and strategy sections: the verbs the buyer chose, in the filings they signed.
“Based on our experience, high capacity manufacturing facilities can have a significant operating cost advantage as compared to low capacity manufacturing facilities, encouraging producers to consolidate facilities in order to reduce costs.”
“We believe the lead time from initial permitting to full production of a greenfield graphite electrode manufacturing facility would be approximately three to five years and cost approximately $10,000 per MT in developed countries.”
“We estimate that from 2014 to 2016, the industry closed or repurposed approximately 20% of global production capacity outside of China, consisting of smaller, higher cost facilities.”
“The graphite electrode industry responded to oversupplied markets from 2011 to 2015 with production capacity rationalization and consolidation.”
Market context.
Where this issuer sits inside its SE-Cluster rollup wedge, with disclosed-spend rank plus trading comparables against the public peer set.
Primary market
Machinery & Automation
- Market spend (2023–2025)
- $92.5B
- Market spend (2020–2022)
- $69.9B
- Recent vs prior
- +32%
- Issuer rank in market
- N/A
- Share of market capital
- 0.0%
Valuation positioning
EAF trades at a -87.6-turn discount to the Machinery & Automation peer median of 17.6×.
- EV / Revenue
- 2.4×
- Net debt / EBITDA
- N/A
- Peer median EV / EBITDA
- 17.6×
Trading comparables
FMP market data · 2026-05-10
| Company | EV / EBITDA | EV / Rev | Net debt / EBITDA | Revenue | M&A 2023–2025 |
|---|---|---|---|---|---|
AMETEK, Inc.AME | 24.3× | 7.2× | 0.3× | $7.6B | $3.3B |
| 21.5× | 3.1× | 5.3× | $4.3B | $8.7B | |
| 17.6× | 5.0× | 1.1× | $18.3B | $9.1B | |
DOVER CorpDOV | 17.5× | 3.8× | 1.3× | $8.3B | $1.8B |
| 15.8× | 3.1× | -0.3× | $6B | $5.1B | |
| 13.8× | 5.5× | 3.1× | $8.1B | $8.1B |
Trading multiples from FMP market data; disclosed M&A spend from the SE-Cluster EDGAR 10-K corpus. Peer set = top disclosed buyers in Machinery & Automation. Bars scaled to the highest EV/EBITDA in the set.
Buyer landscape.
Public buyers whose stated archetypes, target categories, and recent cadence align with this issuer as a plausible acquisition target. Scores cross EDGAR signal and disclosure overlap.
Likely buyers
No public buyers surface as a strong target-side fit on current signal.
Likely sellers / divestiture partners
No reciprocal divestiture / strategic-alternatives matches identified.
Filing activity & signal stream.
Filing cadence and event-driven signals visible on EDGAR. The signal stream below is curated from restatement / spin-carve / activism categories, providing context for any near-term call.
Filing cadence
- 10-K (annual)282026-02-13
- 10-Q (quarterly)932026-05-01
- 8-K (event)3112026-05-08
- Proxy / DEF 14A802026-03-27
- Activism (13D / DFAN / PREC)372024-02-27
Signals on file
- elevated
Auditor change
2015-10-025 Item 4.01 filings on file; certifying accountant change.
- watch
Late-filing notice
2016-02-293 NT 10-K/10-Q filings on file.
- watch
Divestiture / strategic-alternatives 8-K
2006-12-111 8-K filing matching divestiture / strategic-alternatives language.
- elevated
Activism on file
2024-02-2737 activist filings on file (13D, DFAN14A, PREC14A series).
- info
Signal
Serial acquisition history
- info
Signal
Spin/Carve candidate
- info
Signal
Restatement risk
Audited corpus.
No audited record on file for this CIK in the current v6 corpus.
This issuer has not been extracted into the v6 audited acquirer corpus yet. The brief above pulls from ranking-level aggregates and issuer-index signal only.