Sign In
Buy TX
Ternium SA Earnings Calls
| Release date | May 05, 2026 |
| EPS estimate | $0.86 |
| EPS actual | $1.09 |
| EPS Surprise | 26.74% |
| Revenue estimate | 3.925B |
| Revenue actual | 3.934B |
| Revenue Surprise | 0.224% |
| Release date | Feb 18, 2026 |
| EPS estimate | $0.770 |
| EPS actual | $0.620 |
| EPS Surprise | -19.48% |
| Revenue estimate | 3.757B |
| Revenue actual | 3.774B |
| Revenue Surprise | 0.449% |
| Release date | Oct 28, 2025 |
| EPS estimate | $0.780 |
| EPS actual | $0.100 |
| EPS Surprise | -87.18% |
| Revenue estimate | 3.92B |
| Revenue actual | 3.955B |
| Revenue Surprise | 0.89% |
| Release date | Jul 29, 2025 |
| EPS estimate | $0.660 |
| EPS actual | $1.28 |
| EPS Surprise | 93.94% |
| Revenue estimate | 4.397B |
| Revenue actual | 3.947B |
| Revenue Surprise | -10.24% |
Last 4 Quarters for Ternium SA
Below you can see how TX performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Jul 29, 2025 |
| Price on release | $31.57 |
| EPS estimate | $0.660 |
| EPS actual | $1.28 |
| EPS surprise | 93.94% |
| Date | Price |
|---|---|
| Jul 23, 2025 | $31.84 |
| Jul 24, 2025 | $31.43 |
| Jul 25, 2025 | $31.80 |
| Jul 28, 2025 | $31.75 |
| Jul 29, 2025 | $31.57 |
| Jul 30, 2025 | $32.65 |
| Jul 31, 2025 | $32.58 |
| Aug 01, 2025 | $31.95 |
| Aug 04, 2025 | $30.70 |
| 4 days before | -0.85% |
| 4 days after | -2.76% |
| On release day | 3.42% |
| Change in period | -3.58% |
| Release date | Oct 28, 2025 |
| Price on release | $37.87 |
| EPS estimate | $0.780 |
| EPS actual | $0.100 |
| EPS surprise | -87.18% |
| Date | Price |
|---|---|
| Oct 22, 2025 | $35.60 |
| Oct 23, 2025 | $36.26 |
| Oct 24, 2025 | $36.15 |
| Oct 27, 2025 | $37.46 |
| Oct 28, 2025 | $37.87 |
| Oct 29, 2025 | $35.84 |
| Oct 30, 2025 | $35.40 |
| Oct 31, 2025 | $36.03 |
| Nov 03, 2025 | $35.96 |
| 4 days before | 6.38% |
| 4 days after | -5.04% |
| On release day | -5.36% |
| Change in period | 1.01% |
| Release date | Feb 18, 2026 |
| Price on release | $43.64 |
| EPS estimate | $0.770 |
| EPS actual | $0.620 |
| EPS surprise | -19.48% |
| Date | Price |
|---|---|
| Feb 11, 2026 | $45.25 |
| Feb 12, 2026 | $44.71 |
| Feb 13, 2026 | $43.65 |
| Feb 17, 2026 | $43.25 |
| Feb 18, 2026 | $43.64 |
| Feb 19, 2026 | $43.51 |
| Feb 20, 2026 | $43.52 |
| Feb 23, 2026 | $43.33 |
| Feb 24, 2026 | $42.91 |
| 4 days before | -3.56% |
| 4 days after | -1.67% |
| On release day | -0.298% |
| Change in period | -5.17% |
| Release date | May 05, 2026 |
| Price on release | $44.16 |
| EPS estimate | $0.86 |
| EPS actual | $1.09 |
| EPS surprise | 26.74% |
| Date | Price |
|---|---|
| Apr 29, 2026 | $42.76 |
| Apr 30, 2026 | $43.93 |
| May 01, 2026 | $43.39 |
| May 04, 2026 | $42.76 |
| May 05, 2026 | $44.16 |
| May 06, 2026 | $48.42 |
| May 07, 2026 | $46.23 |
| May 08, 2026 | $46.92 |
| May 11, 2026 | $46.02 |
| 4 days before | 3.27% |
| 4 days after | 4.21% |
| On release day | 9.65% |
| Change in period | 7.62% |
Ternium SA Earnings Call Transcript Summary of Q1 2026
Ternium reported sequential margin recovery in Q1 2026 with adjusted EBITDA up 21% and earnings margin improving to 12%. Net income was $372 million, helped by foreign exchange gains and a $122 million deferred tax gain, partially offset by a $48 million litigation provision revaluation. Mexico is showing early demand recovery driven by government measures (Plan Mexico), trade defenses and normalization after 2025 destocking; the Pesquería upstream/downstream project is ramping ahead of plan and is expected to reach near-full capacity for cold rolling and galvanizing by October, with slab facility on schedule. The company secured a U.S. patent for a new electrical steelmaking process and is pursuing automotive certifications, targeting qualifying supply for 2028. Brazil prioritized profitability over volume amid a ~30% sequential jump in imports; management expects inventories to normalize in H2 as trade measures take effect. Argentina is recovering unevenly with pockets of strength (mining, energy, agriculture) while construction and some manufacturing remain weak. CapEx is peaking for Pesquería this year and will decline toward ~ $1–1.2bn in 2027, cash generation should improve thereafter; 2026 ended with net cash of $327 million after the Usiminas share purchase. Management is constructive on markets but cautious on geopolitical risks (Middle East) and raw material/logistics cost pressures.
