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Tenaris (TS)
:TS
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Tenaris SA (TS) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Oct 29, 2025
After Close (Confirmed)
Period Ending
2025 (Q3)
Consensus EPS Forecast
0.77
Last Year’s EPS
0.81
Same Quarter Last Year
Based on 2 Analysts Ratings

Earnings Call Summary

Q2 2025
Earnings Call Date:Jul 30, 2025|
% Change Since: -3.71%|
Earnings Call Sentiment|Neutral
The earnings call reflected a mixed sentiment with both positive sequential growth and operational achievements, but significant challenges due to tariff impacts and reduced future sales visibility. The company's strong cash flow and strategic positioning in key projects are positive, but economic and geopolitical uncertainties pose potential hurdles.
Company Guidance -
Q3 2025
During the Tenaris S.A. Second Quarter 2025 Earnings Conference Call, guidance was provided indicating a complex but strategically managed outlook for the second half of the year. The company reported second quarter sales of $3.1 billion, a 7% decrease year-on-year but a 6% sequential increase, attributed to higher North American OCTG prices and stable volumes. The average selling prices in the Tubes segment decreased by 2% year-on-year but increased by 6% sequentially. EBITDA increased by 5% sequentially to $733 million, maintaining an EBITDA margin close to 24%. Despite a 5% rise in the cost of sales, primarily due to product mix changes and higher tariff payments, the company generated an operating cash flow of $673 million and a free cash flow of $538 million after capital expenditures of $135 million. A dividend payment of $600 million and share buybacks of $237 million were made during the quarter, leaving a net cash position of $3.7 billion. Looking ahead, the company anticipates lower sales in the third quarter due to reduced fracking operations and line pipe shipments, but expects some price increases in North America despite a potentially lower rig count. Concerns about the increased Section 232 tariff to 50% were noted, with expectations that this might impact the competitive environment and prices over time. The company remains well-positioned with its strong U.S. domestic production base and continued focus on key projects globally.
Sequential Sales Growth
Sales reached $3.1 billion, up 6% sequentially, mainly due to an increase in North American OCTG prices and stable volumes.
EBITDA Improvement
EBITDA increased by 5% sequentially to $733 million, with an EBITDA margin close to 24%.
Strong Free Cash Flow
The company generated a free cash flow of $538 million after capital expenditure and other financial activities.
Successful Project Deliveries
Tenaris completed deliveries on several complex line pipe projects globally, including in Brazil, Alaska, Nigeria, Angola, and the Mediterranean.
Positive Developments in Mexico
Pemex secured a $12 billion financing facility expected to enhance operational levels and pay down supplier debt.
Continued Expansion in Frontier Markets
Tenaris has set up local service bases in the Guyana-Suriname Basin and continues participating in key projects.

Tenaris SA (TS) 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

TS Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Oct 29, 2025
2025 (Q3)
0.77 / -
0.81
Jul 30, 2025
2025 (Q2)
0.87 / 0.99
0.5967.80% (+0.40)
Apr 30, 2025
2025 (Q1)
0.78 / 0.94
1.27-25.98% (-0.33)
Feb 19, 2025
2024 (Q4)
0.69 / 0.94
1.92-51.04% (-0.98)
Nov 06, 2024
2024 (Q3)
0.66 / 0.81
0.91-10.99% (-0.10)
Jul 31, 2024
2024 (Q2)
0.93 / 0.59
1.9-68.95% (-1.31)
Apr 25, 2024
2024 (Q1)
1.04 / 1.27
1.91-33.51% (-0.64)
Feb 21, 2024
2023 (Q4)
1.00 / 1.92
1.3740.15% (+0.55)
Nov 01, 2023
2023 (Q3)
1.22 / 0.91
1.03-11.65% (-0.12)
Aug 02, 2023
2023 (Q2)
1.62 / 1.90
1.0875.93% (+0.82)
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

TS Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Jul 30, 2025
$37.16$34.94-5.97%
Apr 30, 2025
$32.20$31.68-1.61%
Feb 19, 2025
$37.60$37.34-0.69%
Nov 06, 2024
$34.82$35.67+2.44%
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 Tenaris (TS) report earnings?
Tenaris (TS) is schdueled to report earning on Oct 29, 2025, After Close (Confirmed).
    What is Tenaris (TS) earnings time?
    Tenaris (TS) earnings time is at Oct 29, 2025, 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 TS EPS forecast?
          TS EPS forecast for the fiscal quarter 2025 (Q3) is 0.77.
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