The earnings call reflects a mixed outlook with several operational challenges, particularly in the alloys division and recycling and renewables, but also highlights strong performance in Brazil and positive expectations for future European policy impacts.

Company Guidance

During the Aperam Second Quarter 2025 Results Conference Call, CEO Timoteo Di Maulo provided guidance on several key metrics. He discussed the EUR 10 million impact from a plant failure in the alloys division, split equally between repair costs and production loss, affecting Q3 results. The alloys division is expected to maintain a strong performance with an EBITDA run rate close to EUR 100 million, excluding USAP. Despite potential pricing risks in Brazil due to international price fluctuations, the region is projected to maintain full load operations in Q3, with seasonality effects impacting Q4 and Q1. In Europe, while volumes remain low due to demand decreases and import levels, the company is leveraging its flexibility in production to manage costs effectively. The Recycling and Renewables division aims to reach an EUR 80 million annual EBITDA mark, notwithstanding recent scrap market challenges. The anticipated impact of the European Steel and Metal Action plan and CBAM implementation in 2026 is expected to be positive, although exact parameters are still pending.

Strong Performance in Brazil

Brazil continues with a strong order book and performs well due to being cost-competitive, with expectations of maintaining full load production in Q3.

Positive Outlook for Alloys Division

Despite the current issues, the alloys division is expected to maintain a strong performance with a run rate close to EUR 100 million EBITDA, driven by synergies and operational improvements.

CBAM and European Steel and Metal Action Plan

The company's outlook on the European Steel and Metal Action Plan and CBAM is positive, with expectations of favorable impacts starting in 2026.

Aperam SA (APEMY) 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 >

APEMY Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 07, 2025	2025 (Q3)	0.34 / -	2.605	―	―	―
Jul 31, 2025	2025 (Q2)	0.44 / 0.29	0.908	-68.50% (-0.62)
Apr 30, 2025	2025 (Q1)	0.20 / -0.28	-0.281	-1.42% (>-0.01)
Feb 07, 2025	2024 (Q4)	0.52 / 0.19	1.044	-81.51% (-0.85)
Nov 08, 2024	2024 (Q3)	0.31 / 2.60	-0.63	513.49% (+3.23)
Aug 01, 2024	2024 (Q2)	0.20 / 0.91	0.636	42.77% (+0.27)
May 03, 2024	2024 (Q1)	-0.04 / -0.28	2.014	-113.95% (-2.29)
Feb 09, 2024	2023 (Q4)	-0.05 / 1.04	0	―
Nov 10, 2023	2023 (Q3)	-0.09 / -0.63	1.73	-136.42% (-2.36)
Jul 27, 2023	2023 (Q2)	0.82 / 0.64	4.106	-84.51% (-3.47)

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

APEMY Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 31, 2025	$30.07	$29.14	-3.09%
Apr 30, 2025	$30.22	$28.07	-7.11%
Feb 07, 2025	$28.06	$28.69	+2.25%
Nov 08, 2024	$26.56	$27.52	+3.61%

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 Aperam SA (APEMY) report earnings?

Aperam SA (APEMY) is schdueled to report earning on Nov 07, 2025, TBA (Confirmed).

What is Aperam SA (APEMY) earnings time?

Aperam SA (APEMY) earnings time is at Nov 07, 2025, TBA (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 APEMY EPS forecast?

APEMY EPS forecast for the fiscal quarter 2025 (Q3) is 0.34.

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