GrafTech International 修订 8-K，披露墨西哥工厂关闭相关非现金费用估算

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 8-K/A

(Amendment No. 1)

CURRENT REPORT

Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934

Date of Report (Date of earliest event reported): October 20, 2026

GRAFTECH INTERNATIONAL LTD.

(Exact name of registrant as specified in its charter)

982 Keynote Circle

Brooklyn Heights, OH 44131

(Address of principal executive offices) (Zip Code)

(216) 676-2000

(Registrant’s telephone number, including area code)

Not Applicable

(Former name or former address, if changed since last report.)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

Securities registered pursuant to Section 12(b) of the Act:

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

EXPLANATORY NOTE

This current report on Form 8-K/A (this “Amendment”) amends the current report on Form 8-K filed by GrafTech International Ltd. (the “Company”) with the Securities and Exchange Commission (the “SEC”) on August 31, 2026 (the “Original 8-K”). The sole purpose of this Amendment is to update the disclosure under “Item 2.05 Costs Associated with Exit or Disposal Activities” of the Original 8-K to report certain estimates of non-cash charges under the plan to permanently cease manufacturing operations at the Company’s graphite electrode and pin manufacturing facility located in Monterrey, Mexico that was approved by the Company’s Board of Directors on August 6, 2026 (the “Mexico Facility Closure”). No other changes are being made to the Original 8-K.

On October 20, 2026, the Company’s management finalized estimates of non-cash charges related to the Mexico Facility Closure. The Company estimates that the total amount of non-cash charges associated with the Mexico Facility Closure will be approximately $25 million to $35 million, consisting of approximately $12.3 million of fixed asset write-offs and the remainder being accelerated depreciation. We continue to expect that the one-time cash expenditures associated with the Mexico Facility Closure will be approximately $20 million to $25 million with the majority expected to occur by the end of 2027, as described in the Original 8-K.

Cautionary Note Regarding Forward-Looking Statements

This Current Report on Form 8-K/A (this “Form 8-K”) contains forward-looking statements within the meaning of the safe harbor provisions of the U.S. Private Securities Litigation Reform Act of 1995. Forward-looking statements reflect our current views with respect to, among other things, financial projections, plans and objectives of management for future operations, future economic performance and short-term and long-term liquidity. Examples of forward-looking statements include, among others, statements we make regarding the expected timing and execution of the closure of the Monterrey Facility, any anticipated restructuring charges, any expected cash expenditures, anticipated benefits from the closure, and the Company’s future manufacturing footprint and cost structure. You can identify these forward-looking statements by the use of forward-looking words such as “will,” “may,” “plan,” “estimate,” “project,” “believe,” “anticipate,” “expect,” “foresee,” “intend,” “should,” “would,” “could,” “target,” “goal,” “continue to,” “positioned to,” “are confident,” or the negative versions of those words or other comparable words. Any forward-looking statements contained in this Form 8-K are based upon our historical performance and on our current plans, estimates and expectations considering information currently available to us. The inclusion of this forward-looking information should not be regarded as a representation by us that the future plans, estimates, or expectations contemplated by us will be achieved or determined. Our expectations and targets are not predictions of actual performance and historically our performance has deviated, often significantly, from our expectations and targets. These forward-looking statements are subject to various risks and uncertainties and assumptions relating to our operations, financial results, financial condition, business, prospects, growth strategy and liquidity. Accordingly, there are or will be important factors that could cause our actual results to differ materially from those indicated in these statements. We believe that these factors include, but are not limited to changes in market conditions, customer demand, the outcome of negotiations with employees, compliance with applicable legal and regulatory requirements, the Company’s ability to execute the Mexico Facility Closure as planned, the Company’s ability to produce connecting pins at our facility located in Pamplona, Spain after the Mexico Facility Closure, our reliance on one facility in Pamplona, Spain for the manufacturing of connecting pins after the Mexico Facility Closure, and other factors described in the Company’s filings with the SEC, including its most recent Annual Report on Form 10-K and Quarterly Reports on Form 10-Q. The Company undertakes no obligation to update any forward-looking statements except as required by law.

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.