The call highlighted a positive outlook for European volumes and CBAM policy progress, while facing challenges in Brazil and the oil and gas market. The aerospace market shows potential for recovery in 2026, but issues with CBAM implementation and increased financing costs pose concerns.

Company Guidance

During the Aperam Third Quarter 2025 Results Conference Call, the company provided guidance on several key metrics. The call addressed price pressures in Brazil, specifically in the non-stainless steel segment, and highlighted the minimal impact on margins despite the situation. The CEO discussed the upcoming Carbon Border Adjustment Mechanism (CBAM), noting its January 2026 implementation and its gradual ramp-up over seven years, with clear indications that Scope 2 emissions will not be included. Additionally, the company expects an increase in European volumes due to seasonal effects, while Brazilian volumes may decrease but remain in line with seasonality. The aerospace market has been soft due to prolonged destocking, but a recovery is anticipated in 2026. Financially, the company aims to achieve an annualized EUR 100 million EBITDA for the alloys segment despite current market weaknesses, with synergy benefits from the Universal acquisition expected to begin contributing next year. Finally, financing costs were discussed, with an anticipated increase due to recent refinancing activities.

Positive Outlook for European Volumes

Despite challenges, there is an expected increase in volumes in Europe due to seasonal demand recovery, contrasting with competitors' guidance.

CBAM Policy Progress

The CBAM (Carbon Border Adjustment Mechanism) policy is on track, with progressive ramp-up starting January 2026, including key components like precursor inclusion and melt report for improved traceability.

Strong Aerospace Market Fundamentals

Despite current destocking, the aerospace market remains solid with a healthy order book, anticipating recovery in 2026.

Expected Recovery in Import Levels

With the implementation of CBAM and other policies, European market utilization rates are expected to improve, leading to better margins.

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
Feb 06, 2026	2025 (Q4)	- / -	0.193	―	―	―
Nov 07, 2025	2025 (Q3)	0.01 / -0.32	2.605	-112.44% (-2.93)
Jul 31, 2025	2025 (Q2)	0.44 / 0.30	0.908	-66.85% (-0.61)
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)

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
Nov 07, 2025	$34.48	$35.48	+2.90%
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%

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 Feb 06, 2026, TBA (Confirmed).

What is Aperam SA (APEMY) earnings time?

Aperam SA (APEMY) earnings time is at Feb 06, 2026, TBA (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

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What is APEMY EPS forecast?

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