US · Basic Materials · Steel
EPS came in at 1.75 against a street estimate of 1.29 — a beat of 35.7%.
Analysts rate Ternium SA ADR a buy (7 buy, 5 hold, 1 sell out of 13) with an average price target of $58.77.
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…
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| Fund | Stake |
|---|---|
| Lazard Asset Management LLC | 3.25% |
| Donald Smith & Co Inc | 1.60% |
| Schroder Investment Management Group | 1.16% |
| Acadian Asset Management LLC | 0.60% |
| Ninety One UK Limited | 0.55% |
| Cape Ann Asset Management Limited | 0.51% |
| Contrarian Capital Management LLC | 0.51% |
| Amundi | 0.36% |
| Action | Detail | Date |
|---|---|---|
| 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.
Google PlayApp StoreData updated 2026-09-18.