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GCC SAB de CV (GCWOF)
OTHER OTC:GCWOF
Earnings Data
Report Date
Apr 28, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.12Last Year’s EPS
0.14Same Quarter Last Year
Moderate Buy
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasized multiple substantive positive achievements — record full-year sales, strong EBITDA and margins (with record Q4 margin), robust free cash flow conversion, a healthy balance sheet (net cash) and significant U.S. volume gains (ready-mix +31.5%). Management also highlighted disciplined capital allocation, Odessa progressing on schedule, and tangible safety and sustainability improvements. Offsetting these positives are notable cost and mix headwinds (cost of sales up 2.5 p.p.), a modest decline in average U.S. cement pricing (-1.2% in 2025), FX impacts (≈USD 80 million sales headwind), lingering softness in oil-well demand, and one-off logistics costs tied to the Odessa ramp-up that will pressure near-term margins. Overall, the call conveyed confidence in execution and network resilience while acknowledging short-term margin and mix challenges as Odessa comes online and markets normalize.Company Guidance
Record Consolidated Sales
Full-year 2025 consolidated sales of USD 1.4 billion, up 3% year-over-year; fourth quarter sales of USD 360 million, up 7% year-over-year (management noted a ~USD 80 million negative impact to reported sales from Mexican peso depreciation).
Strong EBITDA and Margins
Full-year EBITDA of USD 492 million with an EBITDA margin of 34.9%; fourth quarter EBITDA of USD 142 million and a Q4 margin of 39.6% (management noted margin improvement late in the year).
Robust Free Cash Flow and Balance Sheet
Full-year free cash flow of USD 349 million (71% conversion of EBITDA) with a strong Q4 free cash flow contribution of USD 156 million; year-end cash and equivalents of USD 969 million and net debt-to-EBITDA of -0.7x; returned USD 45 million to shareholders (USD 7 million in Q4 buybacks).
Operational Volume Strength in U.S.
U.S. ready-mix volumes reached record levels, increasing 31.5% for the full year (27% in Q4); U.S. cement volumes increased 2.6% for the year (1.4% in Q4); company outperformed the U.S. cement market driven by project-led demand and high utilization.
Odessa Expansion On Schedule and Funded
Odessa expansion progressing on schedule and within budget; approximately USD 600 million invested to date with ~USD 150 million remaining planned for 2026; management expects a controlled ramp-up that will add meaningful capacity and distribution reach.
Safety, Training and Sustainability Progress
Safety performance improved with recordable and lost-time incidents declining 10.5% year-over-year; GCC delivered over 15,000 hours of training via its Training Institute; increased blended cement production, higher alternative fuel share and reduced clinker factor; Pueblo and Rapid City plants received ENERGY STAR certification.
Aggregates and Logistics Strategy Contributing
Aggregate business performed in line with expectations and contributed positively to EBITDA, supporting the strategic rationale for further aggregates growth and network logistics investments.
Proactive Pricing Action
Announced an $8 price increase in U.S. markets effective January and management expects to execute the majority of that increase in Q1 2026 (while noting mix/geography effects may mute consolidated pricing).
GCWOF 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
GCWOF Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Jan 27, 2026 | $11.06 | $11.36 | +2.67% |
Oct 21, 2025 | $8.46 | $8.79 | +3.96% |
Jul 22, 2025 | $9.12 | $8.97 | -1.64% |
Apr 22, 2025 | $8.57 | $8.49 | -0.92% |
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 GCC SAB de CV (GCWOF) report earnings?
GCC SAB de CV (GCWOF) is schdueled to report earning on Apr 28, 2026, After Close (Confirmed).
What is GCC SAB de CV (GCWOF) earnings time?
GCC SAB de CV (GCWOF) earnings time is at Apr 28, 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 GCWOF EPS forecast?
GCWOF EPS forecast for the fiscal quarter 2026 (Q1) is 0.12.