The earnings call highlighted the company's resilience and strategic positioning, especially in the U.S. market and sustainability initiatives. However, significant challenges remain in the European market due to low demand and geopolitical uncertainties. Despite these challenges, the company has shown strength through diversification and strategic investments.

Company Guidance

In the recent call, Acerinox provided guidance for the third quarter of 2025, emphasizing a stable outlook amidst ongoing geopolitical uncertainties and tariff issues. The company anticipates Q3 EBITDA to be in line with Q2, which stood at EUR 214 million for the first half of the year, despite the usual seasonal slowdown. Acerinox highlighted a 10% improvement in sales compared to the first half of the previous year and an operating cash flow of EUR 148 million. The company is investing significantly in its U.S. operations, with EUR 125 million allocated for CapEx in the first half, focusing on expanding its NAS plant in Kentucky and its VDM and Haynes operations. Despite challenges, Acerinox has maintained a strong EBITDA margin and is optimistic about its strategic diversification, particularly its expansion in the aerospace sector, to offset volatility in other markets.

Improved EBITDA and Operating Cash Flow

Achieved an EBITDA of EUR 214 million for the first half of the year, with a 10% improvement in Q2 compared to Q1. The operating cash flow reached EUR 148 million, demonstrating resilience despite market uncertainties.

U.S. Market Performance

The U.S. market remains stable with protection from Section 232 tariffs. The company has plans to increase production capacity in North America by 20%, aligning with market conditions.

Sustainability and Eco Initiatives

Achieved an 8% improvement in safety and a 25% reduction in emissions intensity from the base year of 2021. Launched EcoAcerinox with products made using 100% renewable energy and more than 90% recycled material.

Successful Diversification Strategy

Diversification into High-Performance Alloys (HPA) with investments in Haynes and VDM, allowing for compensation of negative impacts in oil and gas with growth in aerospace.

Acerinox SA (ANIOY) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

ANIOY Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 31, 2025	2025 (Q3)	0.10 / -	0.103	―	―	―
Jul 24, 2025	2025 (Q2)	0.10 / -0.07	0.136	-147.79% (-0.20)
May 08, 2025	2025 (Q1)	0.08 / 0.02	0.112	-78.57% (-0.09)
Feb 28, 2025	2024 (Q4)	0.15 / 0.14	-0.257	154.86% (+0.40)
Oct 29, 2024	2024 (Q3)	0.11 / 0.10	0.15	-31.33% (-0.05)
Jul 24, 2024	2024 (Q2)	0.12 / 0.14	0.298	-54.36% (-0.16)
Apr 25, 2024	2024 (Q1)	0.11 / 0.11	0.287	-60.98% (-0.17)
Feb 29, 2024	2023 (Q4)	0.11 / -0.26	-0.383	32.90% (+0.13)
Nov 03, 2023	2023 (Q3)	0.14 / 0.15	0.265	-43.40% (-0.12)
Jul 26, 2023	2023 (Q2)	0.30 / 0.30	0.643	-53.65% (-0.35)

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

ANIOY Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 24, 2025	$6.32	$6.04	-4.43%
May 08, 2025	$5.73	$5.49	-4.19%
Feb 28, 2025	$5.68	$5.78	+1.76%
Oct 29, 2024	$4.73	$4.48	-5.29%

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 Acerinox SA (ANIOY) report earnings?

Acerinox SA (ANIOY) is schdueled to report earning on Oct 31, 2025, Before Open (Confirmed).

What is Acerinox SA (ANIOY) earnings time?

Acerinox SA (ANIOY) earnings time is at Oct 31, 2025, Before Open (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 ANIOY EPS forecast?

ANIOY EPS forecast for the fiscal quarter 2025 (Q3) is 0.1.

Become an Expert with TipRanks Premium

What am I Missing?

Make informed decisions based on Top Analysts' activity

Know what industry insiders are buying

Get actionable alerts from top Wall Street Analysts

Find out before anyone else which stock is going to shoot up

Get powerful stock screeners & detailed portfolio analysis

Subscribe Now See Plans & Pricing