US · Basic Materials · Steel
EPS came in at 1.42 against a street estimate of 1.89 — a miss of 24.9%.
Analysts rate Ternium SA ADR a buy (8 buy, 5 hold, 0 sell out of 13) with an average price target of $61.50.
CONFIDENT Q2 adjusted EBITDA surged 50% sequentially to strong 16.5% margin. Mexico demand recovering on trade defense; Brazil stabilizing. Pesqueria ramp-up underway; CapEx peaking. Balance sheet remains strong at $112M net debt. Q2 2026 Mexico shipments increased with restocking and lower imports. Trade defense measures advancing in Brazil (steel quota renewed to June 2027; antidumping case on hot-rolled coil from China pending). Argentina seasonal uptick but underlying manufacturing weak. Analysts pressed on Mexico price realization timing, infrastructure volume magnitude, and Pesqueria EBITDA accretion. Management emphasized mix dynamics, multi-year project rollout, and that ramp-up and certifications will delay material impact until post-2027. Capital allocation debate centered on dividend raises and Usiminas delisting; executives signaled both possible but not imminent, prioritizin…
Full summary in the app.
| Fund | Stake |
|---|---|
| Lazard Asset Management LLC | 3.25% |
| Donald Smith & Co Inc | 1.60% |
| Schroder Investment Management Group | 1.16% |
| Acadian Asset Management LLC | 0.73% |
| Ninety One UK Limited | 0.55% |
| Cape Ann Asset Management Limited | 0.51% |
| Contrarian Capital Management LLC | 0.51% |
| Amundi | 0.36% |
| Document | Date |
|---|---|
| Quarterly results (6-K) · Q3 2026 HEADLINE NUMBERS • Nine-month 2026 net sales were $12,918,562 thousand, up from $11,834,309 thousand in nine-month 2025. • Operating income rose to | 2026-11-04 |
| Quarterly results (6-K) · Q3 2026 HEADLINE NUMBERS • Third-quarter 2026 net sales were $4,644 million, up 7% from 2Q26 and 17% from 3Q25. • Adjusted EBITDA was $785 million, up 10% | 2026-11-03 |
| Current report (6-K) · Q4 2026 HEADLINE NUMBERS • Ternium S.A. filed a Form 6-K with the U.S. Securities and Exchange Commission on October 8, 2026. • The filing contains material | 2026-10-08 |
| Quarterly results (6-K) · Q2 2026 HEADLINE NUMBERS • Six-month net sales rose to $8,274,253 from $7,879,747, an increase of approximately 5%. • Gross profit increased to $1,627,891 f | 2026-08-05 |
| Quarterly results (6-K) · Q2 2026 HEADLINE NUMBERS • Second-quarter 2026 net sales were $4,340 million, up 10% from 1Q26 and 10% from 2Q25. • Adjusted EBITDA was $717 million, up 50% | 2026-08-04 |
| Current report (6-K) · Q3 2026 HEADLINE NUMBERS • Ternium S.A. filed its Sustainability Report 2025 with the U.S. Securities and Exchange Commission on July 08, 2026. • The filing | 2026-07-08 |
| Current report (6-K) · Q3 2026 HEADLINE NUMBERS • Ternium released its Sustainability Report 2025 on July 08, 2026. • The company invested $93 million in environmental, decarboniz | 2026-07-08 |
| Quarterly results (6-K) · Q1 2026 HEADLINE NUMBERS • Net sales were $3,934 million in 1Q26, up 4% from 4Q25 and essentially unchanged from 1Q25. • Adjusted EBITDA was $479 million, u | 2026-05-05 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.90 / share ex-date Nov 16, 2026 · pay Nov 17, 2026 | 2026-11-16 |
| Dividend | $1.30 / share ex-date May 14, 2026 · pay May 15, 2026 | 2026-05-14 |
| Dividend | $0.90 / share ex-date Nov 10, 2025 · pay Nov 14, 2025 | 2025-11-10 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for Ternium SA ADR — free to start.
Open in the appGoogle PlayApp StoreData updated 2026-11-07.