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SGL Carbon SE

SGL Carbon SE manufactures and sells specialty graphite, carbon fiber, and composite products. It operates through four segments: Graphite Solutions, Process Technology, Carbon Fibers, and Composite Solutions. Its products serve the automotive, aerospace, semiconductor, energy, and process technology industries. The company was founded in 1878 and is headquartered in Wiesbaden, Germany.

Country
Price · split & dividend adjusted
News & notes moving SGL.XETRA
United States
Energy Transition & Power Demand▲impact 4

X-Energy outlines up to $1B more ARDP funding as NRC permit targets Q1 ’27

X-Energy announced that the Department of Energy will provide up to an additional $1 billion for its ARDP cooperative agreement, potentially raising DOE’s cost share to $2.115 billion. CEO Clay Sell said the company has secured 7.6 metric tons of HALEU from the DOE and executed long-term enrichment agreements with Centrus Energy Corp. and General Matter. X-Energy will invest up to $8 million in milestone-based payments with SGL Carbon to double medium-grain graphite capacity by 2030. CFO Daniel Gross reported Q2 2026 total revenues and grant income of $54.6 million, with $1.9 billion in cash and investments and zero debt outstanding. The company expects NRC construction permit issuance by the first quarter of 2027 and is finalizing an agreement with a major investor-owned utility for its next 1 gigawatt project.
About megatrends
Energy Transition & Power Demand › Advanced Nuclear — SMR & Microreactor ▲Capital
Energy Transition & Power Demand › Conversion & Enrichment (HALEU) ▲Supply
Energy Transition & Power Demand › Nuclear Fuel Cycle (Uranium & Enrichment) ▲Supply
XE · Capital · Positive X-Energy announced up to $1B additional DOE funding, raising cost share to $2.115B, and reported strong cash position and zero debt.
LEU · Demand · Positive X-Energy executed long-term enrichment agreements with Centrus Energy Corp., securing a key customer for its enrichment services.
SGL.XETRA · Demand · Positive X-Energy will invest up to $8 million in milestone-based payments with SGL Carbon to double medium-grain graphite capacity, indicating increased demand for SGL's graphite.
General Matter · Demand · Positive X-Energy executed long-term enrichment agreements with General Matter, indicating a business relationship that benefits General Matter.
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Germany
SGL.XETRA▲

SGL Carbon swings to Q2 profit, confirms 2026 outlook

SGL Carbon reported a second-quarter net profit of 5.9 million euros, reversing a loss of 25.3 million euros a year earlier, and confirmed its fiscal 2026 targets. Restructuring expenses and impairment losses fell sharply to 2.5 million euros from 30.4 million euros, while EBITDA pre rose to 40.2 million euros from 39.0 million euros. Sales revenue declined 4.2 percent to 209.7 million euros, partly due to the discontinuation of unprofitable business activities in mid-2025 and weaker demand in the Graphite Solutions and Process Technology units. The company continues to expect 2026 consolidated sales of between 720 million euros and 770 million euros and adjusted EBITDA of between 110 million euros and 130 million euros. Shares gained around 6.62 percent on the XETRA exchange.
SGL.XETRA · Capital · Positive Swings to Q2 profit and confirms 2026 outlook, with sharply lower restructuring costs.
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SGL.XETRA

SGL Carbon price targets diverge as Jefferies lifts by €2 and Deutsche Bank trims by €0.07

Analyst price targets for SGL Carbon are moving in opposite directions, with Jefferies raising its target by €2 while Deutsche Bank lowered its by €0.07. The split reflects a mix of optimism around the earnings outlook and caution over execution and cost risks. SGL Carbon confirmed its fiscal year 2026 guidance, reiterating consolidated revenue expectations of between €720 million and €770 million. The company's fair value estimate remains unchanged at €4.64, with a revenue growth assumption of about 2.09% and a net profit margin of roughly 8.70%.
SGL.XETRA · Capital · Neutral Analyst price targets diverge with Jefferies raising and Deutsche Bank lowering, reflecting mixed outlook on earnings and cost risks.
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