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Cosan S.A. (CSAN)
:CSAN
Earnings Data
Report Date
Feb 13, 2026After Close (Confirmed)
Period Ending
2025 (Q4)Consensus EPS Forecast
0.06Last Year’s EPS
-3.43Same Quarter Last Year
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
Cosan's earnings call presented a mixed outlook. The successful capitalization and strategic shareholder engagement were significant positives, enhancing future growth prospects. However, the company faces challenges with declining EBITDA, negative net income, and unresolved capital structure issues at Raizen. Operational performance was strong in some segments but offset by difficulties in others.Company Guidance
Successful Capitalization and Shareholder Engagement
Cosan successfully completed two rounds of equity offerings, significantly improving its capital structure. The first offering was 10x oversubscribed, and the second also saw significant demand. New strategic shareholders with expertise in infrastructure have joined, enhancing the company's future prospects.
Operational Performance in Key Segments
Rumo saw an increase in transported volumes and a 4% EBITDA growth. Compass increased distributed volumes and residential segment participation, resulting in a 6% EBITDA growth. Moove experienced a 13% increase in volumes sold compared to Q2 '25, despite a 7% decrease in EBITDA.
Insurance Proceeds at Moove
Moove received BRL 500 million in insurance proceeds, which has positively impacted the company's cash flow and is aiding in the reconstruction of the Rio de Janeiro plant.
Strategic Focus and Streamlining Initiatives
Cosan is streamlining its holding company to reduce costs by half, focusing on decentralizing roles and evaluating ADR costs to enhance operational efficiency.
CSAN Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
CSAN Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Nov 14, 2025 | $5.08 | $4.77 | -6.10% |
Aug 14, 2025 | $4.03 | $4.05 | +0.50% |
May 15, 2025 | $5.44 | $5.33 | -2.02% |
Feb 26, 2025 | $4.88 | $5.10 | +4.51% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Cosan S.A. (CSAN) report earnings?
Cosan S.A. (CSAN) is schdueled to report earning on Feb 13, 2026, After Close (Confirmed).
What is Cosan S.A. (CSAN) earnings time?
Cosan S.A. (CSAN) earnings time is at Feb 13, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is CSAN EPS forecast?
CSAN EPS forecast for the fiscal quarter 2025 (Q4) is 0.06.