The earnings call revealed a mix of positive developments in Brazil and the alloys division, countered by challenges in the European market and uncertainties in the Recycling and Renewables division. The management remains confident about the future, particularly with expected regulatory changes in Europe, but immediate challenges persist.

Company Guidance -

Q3 2025

During the call, Aperam provided guidance for several aspects of their business. In the alloys division, a plant failure resulted in costs around EUR 10 million, with impacts expected to show in Q3, while the global market showed mixed demand due to aerospace destocking. The company anticipates no major weakness in Q3 EBITDA for alloys due to typical seasonality. In Brazil, despite U.S. tariff hikes, Aperam doesn't foresee direct impacts and expects Brazil to continue performing well with strong domestic demand. The European market remains challenging with low volumes, but Aperam plans to maintain cost leadership through flexible production adaption. The alloys division is expected to maintain a run rate close to EUR 100 million in EBITDA, while Recycling and Renewables, despite a soft start, aim for a normalized EBITDA of EUR 80-85 million. CBAM is anticipated to positively impact Aperam starting in 2026, although specific parameters are still being determined. Overall, the company remains focused on strengthening its competitive footprint.

Brazil's Strong Performance

Brazil continues to have a strong order book and remains cost-competitive, supported by domestic demand rather than exports.

Positive Outlook for Alloys Division

Despite a plant failure, the alloys division is in a growth phase with expected better volumes as aerospace destocking ends.

Confidence in European Steel and Metal Action Plan

The European Commission's engagement on the action plan is viewed positively, with potential impacts from 2026.

Stable Bioenergia Performance

Bioenergia remains stable, with seasonal effects typically seen at the end of the year.

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 (APEMY) report earnings?

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

What is Aperam (APEMY) earnings time?

Aperam (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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